Civic Intelligence

Beverly Beall and R Kemp Riechmann Foundation Inc.

990PF • Fiscal year 2019 • EIN 65-0808807

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization Profile
PO Box 25207Bradenton, FL 34206

(941) 744-4854

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-699%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$10,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 48.7% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-77%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$473,799

Down $143,594 (-23%) from 2018

Net Assets

Down

$473,799

Down $143,524 (-23%) from 2018

Liabilities

Down

$0

Down $70 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$20,532

Down $67,421 (-77%) from 2018

Expenses

Down

$164,056

Down $51,426 (-24%) from 2018

Net Income

Down

-$143,524

Down $15,995 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,030,023Liabilities 2010: $0Net Assets 2010: $2,030,0232010Assets 2011: $2,137,784Liabilities 2011: $3,957Net Assets 2011: $2,133,8272011Assets 2012: $1,964,033Liabilities 2012: $12012Assets 2013: $1,725,067Liabilities 2013: $2,952Net Assets 2013: $1,722,1152013Assets 2014: $1,415,912Liabilities 2014: $2,568Net Assets 2014: $1,413,3442014Assets 2015: $1,107,145Liabilities 2015: $0Net Assets 2015: $1,107,1452015Assets 2016: $957,162Liabilities 2016: $586Net Assets 2016: $956,5762016Assets 2017: $745,435Liabilities 2017: $583Net Assets 2017: $744,8522017Assets 2018: $617,393Liabilities 2018: $70Net Assets 2018: $617,3232018Assets 2019: $473,799Liabilities 2019: $0Net Assets 2019: $473,7992019Assets 2020: $416,305Liabilities 2020: $0Net Assets 2020: $416,3052020Assets 2021: $367,137Liabilities 2021: $3,357Net Assets 2021: $363,7802021Assets 2022: $316,198Liabilities 2022: $229Net Assets 2022: $315,9692022Assets 2023: $308,075Liabilities 2023: $134Net Assets 2023: $307,9412023Assets 2024: $268,789Liabilities 2024: $0Net Assets 2024: $268,7892024

Highlighted filing

2019

Assets$473,799
Liabilities$0
Net Assets$473,799
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$500K$0-$500KExpenses 2010: $281,2182010Expenses 2011: $305,3322011Revenue 2012: $144,073Expenses 2012: $313,867Net Income 2012: -$169,7942012Expenses 2013: $297,3422013Revenue 2014: $11,792Expenses 2014: $320,563Net Income 2014: -$308,7712014Revenue 2015: $253,560Expenses 2015: $492,128Net Income 2015: -$238,5682015Revenue 2016: $74,247Expenses 2016: $224,816Net Income 2016: -$150,5692016Revenue 2017: -$27,122Expenses 2017: $184,602Net Income 2017: -$211,7242017Revenue 2018: $87,953Expenses 2018: $215,482Net Income 2018: -$127,5292018Revenue 2019: $20,532Expenses 2019: $164,056Net Income 2019: -$143,5242019Revenue 2020: $30,576Expenses 2020: $88,070Net Income 2020: -$57,4942020Revenue 2021: $42,706Expenses 2021: $95,231Net Income 2021: -$52,5252021Revenue 2022: $59,986Expenses 2022: $107,797Net Income 2022: -$47,8112022Revenue 2023: $67,722Expenses 2023: $75,750Net Income 2023: -$8,0282023Revenue 2024: $41,840Expenses 2024: $80,992Net Income 2024: -$39,1522024

Highlighted filing

2019

Revenue$20,532
Expenses$164,056
Net Income-$143,524
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY BEALLTrusteePT$10,000-$10,000
R KEMP RIECHMANNTrusteePT$10,000-$10,000
KRYSTEL BEALLTrustee-$4,000-$4,000
ROLF C RIECHMANNTrustee-$2,000-$2,000
R KEMP RIECHMANN JRTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Beverly Beall & R Kemp Riechmann
EIN
65-0808807
Phone
9417444854
Address
PO BOX 25207, BRADENTON, FL 34206

Signing Officer

Name
Beverly Beall
Title
Trustee
Phone
9417472355
Signed
2020-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Smith Leonard Et Al
Address
1001 3RD AVE W SUITE 700, BRADENTON, FL 34205
Preparer
Lisa R Johnson
Phone
9417481040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LORD ABBETT SHT DURATION INC F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PGIM TOTAL RETURN BOND Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PIMCO INCOME 12
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ALIABA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66DIAGEO PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ESSEX PROPERTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ESTEE LAUDER CO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HDFC BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70IPG PHOTONICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LENNAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LVMH MOET HENNESSY LOUIS VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NEXTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STARBUCKS CORP WASHINGTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STORE CAPITAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SVB FNCL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TAIWAN SMCNDCTR MFG CO LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TENCENT HLDGS LTD UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VANGUARD FTSE EUROPE ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05277
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-591
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt089
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt015757
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020532
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020532
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt012380
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012380
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012380
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt086378
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt086378
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05277
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05277
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05277
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-143524
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0230054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-591
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012914
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt025999
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt025999
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt025999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt015757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt015757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt06270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06270
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt021123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt077549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0164056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt077549
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt069340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt077678
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt052966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt316036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt565549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt612637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-12637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-85
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-12637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt051441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt253011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt569628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY #7232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY #7232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY #9232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY #9232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY #7448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIDELITY #7448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ADJUSTMENT TO LONG TERM GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-591
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4042
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-143524
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0473799
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0617323
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0473799
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,799
Liabilities
$0
Net assets
$473,799
Revenue
$20,532
Expenses
$164,056
Net income
-$143,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.06$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.36$0.04$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.16$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.09$0.22$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.74$0.03$0.18$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.22$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.25$0.49$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.41$0.01$0.32$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.72$0.30
2012Summary only. Only limited summary data is available for this year.$1.96$0.00$0.14$0.31$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.13$0.31
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.28