Civic Intelligence

Mcculloch Harry Moore Tuw

990PF • Fiscal year 2020 • EIN 62-6036562

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 05, 2021

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(615) 748-4052

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-1334%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$27,040

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 388.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-6.6%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,317,932

Down $92,751 (-6.6%) from 2019

Net Assets

Down

$1,317,932

Down $92,751 (-6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$6,963

Down $60,514 (-90%) from 2019

Expenses

Down

$99,864

Down $2,222 (-2.2%) from 2019

Net Income

Down

-$92,901

Down $58,292 (-168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,602,304Liabilities 2011: $02011Assets 2012: $1,500,733Liabilities 2012: $02012Assets 2013: $1,542,028Liabilities 2013: $02013Assets 2014: $1,585,146Liabilities 2014: $02014Assets 2015: $1,555,900Liabilities 2015: $02015Assets 2019: $1,410,683Liabilities 2019: $0Net Assets 2019: $1,410,6832019Assets 2020: $1,317,932Liabilities 2020: $0Net Assets 2020: $1,317,9322020Assets 2021: $1,313,958Liabilities 2021: $0Net Assets 2021: $1,313,9582021Assets 2022: $1,378,870Liabilities 2022: $0Net Assets 2022: $1,378,8702022Assets 2023: $1,419,977Liabilities 2023: $12023Assets 2024: $1,439,673Liabilities 2024: $12024Assets 2025: $1,514,109Liabilities 2025: $0Net Assets 2025: $1,514,1092025

Highlighted filing

2020

Assets$1,317,932
Liabilities$0
Net Assets$1,317,932
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $110,690Expenses 2011: $59,505Net Income 2011: $51,1852011Revenue 2012: $60,158Expenses 2012: $169,433Net Income 2012: -$109,2752012Revenue 2013: $120,480Expenses 2013: $79,401Net Income 2013: $41,0792013Revenue 2014: $140,061Expenses 2014: $96,943Net Income 2014: $43,1182014Revenue 2015: $85,942Expenses 2015: $115,188Net Income 2015: -$29,2462015Revenue 2019: $67,477Expenses 2019: $102,086Net Income 2019: -$34,6092019Revenue 2020: $6,963Expenses 2020: $99,864Net Income 2020: -$92,9012020Revenue 2021: $97,481Expenses 2021: $101,670Net Income 2021: -$4,1892021Revenue 2022: $187,085Expenses 2022: $121,728Net Income 2022: $65,3572022Revenue 2023: $150,405Expenses 2023: $161,774Net Income 2023: -$11,3692023Revenue 2024: $111,361Expenses 2024: $91,970Net Income 2024: $19,3912024Revenue 2025: $185,134Expenses 2025: $106,295Net Income 2025: $78,8392025

Highlighted filing

2020

Revenue$6,963
Expenses$99,864
Net Income-$92,901
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 5, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$27,040-$27,040
Filing and Contact Details

Filer

Filer Name
Mcculloch Harry Moore Tuw
EIN
62-6036562
Phone
6157484052
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
V President
Phone
6157484052
Signed
2021-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET SUITE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37931142103 WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38722005816 PIMCO INVT GRADE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3958933Y105 MERCK AND INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4065339F101 NEXTERA ENERGY INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41174610105 CITIZENS FINANCIAL G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4204621X108 ASSURANT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4317275R102 CISCO SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4420030N101 COMCAST CORP COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45254687106 WALT DISNEY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4667066G104 NVIDIA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4864128K868 NEUBERGER BERMAN HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4900143W859 INVESCO OPPENHEIMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5022052L104 CORTEVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51037833100 APPLE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52438516106 HONEYWELL INTL INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53580135101 MCDONALDS CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54723787107 PIONEER NATURAL RESO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55907818108 UNION PACIFIC CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56277911491 EATON VANCE FLTG-RT-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57921075438 VAN ECK EMERGING MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58277902235 EATON VANCE-ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59020002101 ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6046120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61654106103 NIKE INC CL B COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6379466L302 SALESFORCE COM INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6492343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6592826C839 VISA INC CL A COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66670678200 NUVEEN SMALL CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67031162100 AMGEN INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68253868103 DIGITAL REALTY TR IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69278865100 ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70478160104 JOHNSON & JOHNSON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71806857108 SCHLUMBERGER LTD COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7204314H667 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74277902235 EATON VANCE ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7500143W859 INVESCO OPPENHEIMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7600770G847 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7764128K868 NEUBERGER BERMAN HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78670678200 NUVEEN SMALL CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79722005816 PIMCO INVESTMENT GRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8087283A102 T. ROWE PRICE QM US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81921075438 VAN ECK EMERGING MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8292206C755 VANGUARD MORTGAGE-BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt169896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt377191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4128415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt536629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt620616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7102717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt822423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt936221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1052997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034553
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-28324
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0734
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06963
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013520
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013520
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027040
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069564
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069564
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034518
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034553
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-92901
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0585239
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0734
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0734
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-28324
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021060
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0672
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt085584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt099864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030300
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-12-16

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,317,932
Liabilities
$0
Net assets
$1,317,932
Revenue
$6,963
Expenses
$99,864
Net income
-$92,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.19$0.11$0.08
2024Summary only. Only limited summary data is available for this year.$1.44$0.00$0.11$0.09$0.02
2023Summary only. Only limited summary data is available for this year.$1.42$0.00$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.19$0.12$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.01$0.10$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.07$0.10$0.03
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$0.09$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.14$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.12$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.06$0.17$0.11
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.11$0.06$0.05