Civic Intelligence

The PC Fund for Animals Charitable Trust

990PF • Fiscal year 2022 • EIN 65-0932413

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

PO Box 5Jackson, WY 83001

(561) 346-1741

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-130%

Higher net margin than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-56%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,093,086

Down $924,032 (-23%) from 2021

Net Assets

Down

$3,092,186

Down $924,032 (-23%) from 2021

Liabilities

Flat

$900

Flat from 2021

Revenue

Down

$154,521

Down $195,656 (-56%) from 2021

Expenses

Down

$354,709

Down $18,876 (-5.1%) from 2021

Net Income

Down

-$200,188

Down $176,780 (-755%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $585,414Liabilities 2011: $312011Assets 2012: $638,287Liabilities 2012: $312012Assets 2013: $712,870Liabilities 2013: $31Net Assets 2013: $712,8392013Assets 2014: $762,582Liabilities 2014: $0Net Assets 2014: $762,5822014Assets 2015: $2,963,619Liabilities 2015: $0Net Assets 2015: $2,963,6192015Assets 2016: $3,448,260Liabilities 2016: $900Net Assets 2016: $3,447,3602016Assets 2017: $3,409,744Liabilities 2017: $900Net Assets 2017: $3,408,8442017Assets 2018: $3,775,949Liabilities 2018: $900Net Assets 2018: $3,775,0492018Assets 2019: $3,968,139Liabilities 2019: $900Net Assets 2019: $3,967,2392019Assets 2020: $4,040,526Liabilities 2020: $900Net Assets 2020: $4,039,6262020Assets 2021: $4,017,118Liabilities 2021: $900Net Assets 2021: $4,016,2182021Assets 2022: $3,093,086Liabilities 2022: $900Net Assets 2022: $3,092,1862022Assets 2023: $3,171,152Liabilities 2023: $59,450Net Assets 2023: $3,111,7022023Assets 2024: $3,011,626Liabilities 2024: $76,931Net Assets 2024: $2,934,6952024

Highlighted filing

2022

Assets$3,093,086
Liabilities$900
Net Assets$3,092,186

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $83,284Expenses 2011: $33,605Net Income 2011: $49,6792011Revenue 2012: $85,285Expenses 2012: $32,412Net Income 2012: $52,8732012Revenue 2013: $112,211Expenses 2013: $37,628Net Income 2013: $74,5832013Revenue 2014: $122,409Expenses 2014: $72,666Net Income 2014: $49,7432014Revenue 2015: $2,271,221Expenses 2015: $70,184Net Income 2015: $2,201,0372015Revenue 2016: $555,810Expenses 2016: $72,069Net Income 2016: $483,7412016Revenue 2017: $174,432Expenses 2017: $212,948Net Income 2017: -$38,5162017Revenue 2018: $633,824Expenses 2018: $267,619Net Income 2018: $366,2052018Revenue 2019: $487,890Expenses 2019: $295,700Net Income 2019: $192,1902019Revenue 2020: $320,505Expenses 2020: $248,118Net Income 2020: $72,3872020Revenue 2021: $350,177Expenses 2021: $373,585Net Income 2021: -$23,4082021Revenue 2022: $154,521Expenses 2022: $354,709Net Income 2022: -$200,1882022Revenue 2023: $352,652Expenses 2023: $333,136Net Income 2023: $19,5162023Revenue 2024: $301,133Expenses 2024: $478,140Net Income 2024: -$177,0072024

Highlighted filing

2022

Revenue$154,521
Expenses$354,709
Net Income-$200,188
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA MAGINTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANIMAL LEGAL DEFENSE FUNDUNRESTRICTEDPCCOTATI, CA, US$20,000
Paid GrantIRONWOOD PIG SANCTUARYUNRESTRICTEDPCTUCSON, AZ, US$20,000
Paid GrantAFRICAN WILDLIFEUNRESTRICTEDPCWASHINGTON, DC, US$15,500
Paid GrantPARTNERSHIP WITH NATIVE AMERICANSUNRESTRICTEDPCADDISON, TX, US$15,000
Paid GrantRESERVATION ANIMAL RESCUEUNRESTRICTEDPCWASHINGTON, DC, US$15,000
Paid GrantBORN FREE USAUNRESTRICTEDPCSILVER SPRING, MD, US$10,149
Paid GrantHUMANE LEAGUEUNRESTRICTEDPCROCKVILLE, MD, US$10,000
Paid GrantORANGUTAN PROJECTUNRESTRICTEDPCAUSTIN, TX, US$7,300
Paid GrantOSCAR'S PLACE ADOPTION CENTERUNRESTRICTEDPCHOPLAND, CA, US$5,454
Paid GrantVET PAW INCUNRESTRICTEDPCNEW YORK, NY, US$5,370
Paid GrantIN DEFENSE OF ANIMALSUNRESTRICTEDPCSAN RAFAEL, CA, US$5,163
Paid GrantAMERICAN FOUNDOUKUNRESTRICTEDPCBOSTON, MA, US$5,000
Paid GrantANIMALS ASIA FOUNDATIONUNRESTRICTEDPCCULVER CITY, CA, US$5,000
Paid GrantELEPHANT SANCTUARY IN TENNESSEEUNRESTRICTEDPCHOHENWALD, TN, US$5,000
Paid GrantFARM SANCTUARYUNRESTRICTEDPCWASHINGTON, DC, US$5,000
Paid GrantFOOD ANIMAL CONCERNS TRUSTUNRESTRICTEDPCCHICAGO, IL, US$5,000
Paid GrantHUMANE FARMING ASSOCIATIONUNRESTRICTEDPCSAN RAFAEL, CA, US$5,000
Paid GrantMERCY FOR ANIMALSUNRESTRICTEDPCHAGERSTOWN, MD, US$5,000
Paid GrantPASAUNRESTRICTEDPCPORTLAND, OR, US$5,000
Paid GrantPETA'S VANGUARD SOCIETYUNRESTRICTEDPCWASHINGTON, DC, US$3,000
Paid GrantHAPI TRAILS HORSE ADOPTIONUNRESTRICTEDPCVICTOR, ID, US$2,500
Paid GrantRED ROVERUNRESTRICTEDPCETNA, NH, US$2,500
Paid GrantLADY FREETHINKERUNRESTRICTEDPCLOS ANGELES, CA, US$2,067
Paid GrantAPOPOUNRESTRICTEDPCWASHINGTON, DC, US$2,000
Paid GrantCONSERVATION INTERNATIONALUNRESTRICTEDPCBOSTON, MA, US$2,000
Paid GrantGALAPAGOS CONSERVANCYUNRESTRICTEDPCMERRIFIELD, VA, US$2,000
Paid GrantGENTLE GIANTS DRAFT HORSE RESCUEUNRESTRICTEDPCFREDERICK, MD, US$2,000
Paid GrantGREENPEACE FUNDUNRESTRICTEDPCWASHINGTON, DC, US$2,000
Paid GrantHOMEWARD BOUND PET ADOPTIONUNRESTRICTEDPCLOS ANGELES, CA, US$2,000
Paid GrantINTERNATIONAL ANIMAL RESCUEUNRESTRICTEDPCSTREWSBURY, MA, US$2,000
Paid GrantLITTLE HILL SANCTUARYUNRESTRICTEDPCROYAL OAKS, CA, US$2,000
Paid GrantLITTLE LONG EARS DONKEY RESCUEUNRESTRICTEDPCMERRIFIELD, VA, US$2,000
Paid GrantLOST MEADOWS MULE REFUGEUNRESTRICTEDPCPUEBLO, CO, US$2,000
Paid GrantOCEAN CONSERVANCYUNRESTRICTEDPCWASHINGOTN, DC, US$2,000
Paid GrantPANTHERAUNRESTRICTEDPCNEW YORK, NY, US$2,000
Paid GrantPEACEFUL VALLEY DONKEY RESCUEUNRESTRICTEDPCFREDERICK, MD, US$2,000
Paid GrantPHYSICIANS FOR RESPONSIBLE MEDICINEUNRESTRICTEDPCWASHINGTON, DC, US$2,000
Paid GrantTURNING POINT DONKEY RESCUEUNRESTRICTEDPCMERRIFIELD, VA, US$2,000
Paid GrantWILD ANIMAL HEALTH FUNDUNRESTRICTEDPCYULEE, FL, US$2,000
Paid GrantANIMAL HELP NOWUNRESTRICTEDPCBOULDER, CO, US$1,500
Paid GrantFUNNY FARM ANIMAL SANCTUARYUNRESTRICTEDPCBLACKFOOT, ID, US$1,500
Paid GrantWORLD ANIMAL PROTECTIONUNRESTRICTEDPCWALDORF, MD, US$1,200
Paid GrantANIMAL OUTLOOKUNRESTRICTEDPCWASHINGTON, DC, US$1,041
Paid GrantCOMPASSION WORKS INTERNATIONALUNRESTRICTEDPCHENDERSON, NV, US$1,033
Paid GrantNONE HUMAN RIGHTS PROJECTUNRESTRICTEDPCCORAL SPRINGS, FL, US$1,033
Paid Grant100 DOGS OF THE EVERGLADESUNRESTRICTEDPCOAKLAND PARK, FL, US$1,000
Paid GrantAMERICAN ANTI VIVISECTIONUNRESTRICTEDPCJENKINTOWN, PA, US$1,000
Paid GrantAMERICAN HUMANE SOCIETYUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantANIMAL PLACEUNRESTRICTEDPCGRASS VALLEY, CA, US$1,000
Paid GrantANIMAL RECOVERY MISSIONUNRESTRICTEDPCMIAMI, FL, US$1,000
Paid GrantANIMAL WELFARE ASSOCIATIONUNRESTRICTEDPCVOORHEES, NJ, US$1,000
Paid GrantBAT CONSERVATIONUNRESTRICTEDPCAUSTIN, TX, US$1,000
Paid GrantCAGED CRITTER COALITIONUNRESTRICTEDPCIDAHO FALLS, ID, US$1,000
Paid GrantCASTLETON RANCH HORSE RESCUE INCUNRESTRICTEDPCLANDCASTER, CA, US$1,000
Paid GrantCHIMP HAVENUNRESTRICTEDPCKEITHBILLE, LA, US$1,000
Paid GrantDEFENDERS OF WILDLIFEUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantDREAM CATCHER HORSE RESCUEUNRESTRICTEDPCMERRIFIELD, VA, US$1,000
Paid GrantEARTH JUSTICEUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantEQUINE ADVOCATESUNRESTRICTEDPCCHATHAM, NY, US$1,000
Paid GrantFOUR CORNER EQUINE RESCUEUNRESTRICTEDPCPUEBLO, CO, US$1,000
Paid GrantFURRY FRIENDS SANCTUARYUNRESTRICTEDPCAUSTIN, TX, US$1,000
Paid GrantHAWK CREEK WILDLIFFEUNRESTRICTEDPCWEST FALLS, NY, US$1,000
Paid GrantHERD TRUSTUNRESTRICTEDPCALPHARETTA, GA, US$1,000
Paid GrantHOOVES AND PAWS ANIMAL RESCUEUNRESTRICTEDPCPUEBLO, CO, US$1,000
Paid GrantINT'L FUND FOR ANIMAL WELFAREUNRESTRICTEDPCYARMOUTH PORT, DC, US$1,000
Paid GrantJANE GOODALL INSTITUTEUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantKINDNESS RANCHUNRESTRICTEDPCHARTVILLE, WY, US$1,000
Paid GrantLAST CHANCE FOR ANIMALSUNRESTRICTEDPCLOS ANGELES, CA, US$1,000
Paid GrantMARA ELEPHANT SANCTUARYUNRESTRICTEDPCPUEBLO, CO, US$1,000
Paid GrantMORRIS ANIMAL FOUNDATIONUNRESTRICTEDPCDENVER, CO, US$1,000
Paid GrantMUTTY PAWS RESCUEUNRESTRICTEDPCPALM SPRINGS, FL, US$1,000
Paid GrantNATIONAL ANTI VIVISECTIONUNRESTRICTEDPCCAROL STREAM, IL, US$1,000
Paid GrantNATIONAL AUDUBON SOCIETYUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantORPHAN ACRESUNRESTRICTEDPCVIOLA, ID, US$1,000
Paid GrantPA PITSTOP INCUNRESTRICTEDPCREADING, PA, US$1,000
Paid GrantPHILLY RAT RESCUEUNRESTRICTEDPCCEDAR PARK, TX, US$1,000
Paid GrantPRIDEROCK WILD LIFE RESCUEUNRESTRICTEDPCDALLAS, TX, US$1,000
Paid GrantRAINFOREST ACTION NETWORKUNRESTRICTEDPCCAROL STREAM, IL, US$1,000
Paid GrantRAINFOREST TRUSTUNRESTRICTEDPCWARRENTON, VA, US$1,000
Paid GrantRING DOG RESCUEUNRESTRICTEDPCMERRIFIELD, VA, US$1,000
Paid GrantROLDA USAUNRESTRICTEDPCCROFTON, MD, US$1,000
Paid GrantSAVE THE CHIMPSUNRESTRICTEDPCFORT PIERCE, FL, US$1,000
Paid GrantSIERRA CLUB'S JOHN MUIR SOCIETYUNRESTRICTEDPCMERRIFIELD, VA, US$1,000
Paid GrantTETON RAPTOR CENTERUNRESTRICTEDPCWILSON, WY, US$1,000
Paid GrantWHITE COAT WASTE PROJECTUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantTHE WILDERNESS SOCIETYUNRESTRICTEDPCWASHINGTON, DC, US$1,000
Paid GrantWOUNDED PAW PROJECTUNRESTRICTEDPCMERRIFIELD, VA, US$1,000
Paid GrantGREATER GOOD CHARITIESUNRESTRICTEDPCSEATTLE, WA, US$904
Paid GrantCLUB CUDDLYUNRESTRICTEDPCSEAL BEACH, CA, US$611
Paid GrantFOUR PAWSUNRESTRICTEDPCBOSTON, MA, US$606
Paid GrantCOMPANION ANIMAL PROTECTION SOCIETYUNRESTRICTEDPCTHOUSAND OAKS, CA, US$600
Paid GrantFAIRY TAIL ENDINGS RESCUEUNRESTRICTEDPCPORT CHARLOTTE, FL, US$600
Paid GrantHUMANE SOCIETYUNRESTRICTEDPCWASHINGTON, DC, US$600
Paid GrantNATURAL RESOURCES DEFENSE COUNCILUNRESTRICTEDPCMERRIFIELD, VA, US$600
Paid GrantWORLD WILDLIFE FOUNDATIONUNRESTRICTEDPCSCHELLSBURG, PA, US$600
Paid GrantONE MORE DAY FOUNDATIONUNRESTRICTEDPCANGLEWOOD, FL, US$550
Paid GrantANIMAL VICTORYUNRESTRICTEDPCWILMINTON, NC, US$520
Paid GrantEARTH ISLAND INSTITUTEUNRESTRICTEDPCBERKELEY, CA, US$515
Paid GrantAIDING 2 ADOPTION RESCUEUNRESTRICTEDPCPOCATELLO, ID, US$500
Paid GrantALLEY CAT ALLIESUNRESTRICTEDPCWASHINGTON, DC, US$500
Paid GrantALLEY CAT RESCUEUNRESTRICTEDPCWASHINGTON, DC, US$500
Paid GrantAMA RESCUEUNRESTRICTEDPCBROOKLYN, NY, US$500
Paid GrantANIMAL EQUALITYUNRESTRICTEDPCLOS ANGELES, CA, US$500
Paid GrantBABY RHINO RESCUEUNRESTRICTEDPCPUEBLO, CO, US$500
Paid GrantBEST FRIEND RODENT RESCUEUNRESTRICTEDPCEVERETT, WA, US$500
Paid GrantDEFENDERS OF ANIMAL RIGHTSUNRESTRICTEDPCSAN FRANCISCO, CA, US$500
Paid GrantENVIRONMENTAL DEFENSE FUNDUNRESTRICTEDPCWASHINGTON, DC, US$500
Paid GrantEQUINE VOICES RESCUE & SANCTUARYUNRESTRICTEDPCPUEBLO, CO, US$500
Paid GrantFREE ANIMAL DOCTORUNRESTRICTEDPCSIERRA MADRE, CA, US$500
Paid GrantFRIENDS OF ANIMALSUNRESTRICTEDPCHARTFORD, CT, US$500
Paid GrantFULL CIRCLE FARM SANCTUARYUNRESTRICTEDPCWARM SPRINGS, GA, US$500
Paid GrantGREY 2 K USA WORLDWIDEUNRESTRICTEDPCARLINGTON, MA, US$500
Paid GrantHAPPY CAT INCUNRESTRICTEDPCMERRIFIELD, VA, US$500
Paid GrantHEART OF THE VALLEY ANIMAL SHELTERUNRESTRICTEDPCBOZEMAN, MT, US$500
Paid GrantHEARTLAND RESCUE RANCHUNRESTRICTEDPCPANAMA CITY, FL, US$500
Paid GrantINTERNATIONAL CONSERVATION CAUCUSUNRESTRICTEDPCMERRIFIELD, VA, US$500
Paid GrantJOSH AND HIS CRITTERSUNRESTRICTEDPCSUN VALLEY, CA, US$500
Paid GrantK9 LIFELINE RESCUEUNRESTRICTEDPCMERRIFIELD, VA, US$500
Paid GrantLITTLE SHELTERUNRESTRICTEDPCHUNTINGTON, NY, US$500
Paid GrantNATIONAL GREYHOUND FOUNDATIONUNRESTRICTEDPCHAGERSTOWN, MD, US$500
Paid GrantNATURE CONSERVANCY-WYUNRESTRICTEDPCLANDER, WY, US$500
Paid GrantNETWORK FOR ANIMALSUNRESTRICTEDPCLAS VEGAS, NV, US$500
Paid GrantNOAH'S LOST ARKUNRESTRICTEDPCMERRIFIELD, VA, US$500
Paid GrantRACEHORSE REMEMBER MEEUNRESTRICTEDPCBURLESON, TX, US$500
Paid GrantRED BUCKET EQUINE RESCUEUNRESTRICTEDPCCHINO HILLS, CA, US$500
Paid GrantRED WINGS HORSE SANCTUARYUNRESTRICTEDPCPASO ROBLES, CA, US$500
Paid GrantRISE FOR ANIMALSUNRESTRICTEDPCMILWAUKEE, WI, US$500
Paid GrantSARAMA ANIMAL RESCUEUNRESTRICTEDPCVOORHEES, NJ, US$500
Paid GrantSAVE A RESCUEUNRESTRICTEDPCPUEBLO, CO, US$500
Paid GrantSAVING THE SURVIVORSUNRESTRICTEDPCPUEBLO, CO, US$500
Paid GrantSENIOR CAT ACTION NETWORKUNRESTRICTEDPCMORRIS PLAINS, NJ, US$500
Paid GrantSIERRA CLUB WY CHAPTERUNRESTRICTEDPCSHERIDAN, WY, US$500
Paid GrantSKYLANDS ANIMAL SANCTUARYUNRESTRICTEDPCPOMPTON LAKES, NJ, US$500
Paid GrantSTOP ANIMAL EXPLOITATION NOWUNRESTRICTEDPCMILFORD, OH, US$500
Paid GrantSUM OF USUNRESTRICTEDPCSAN FRANCISCO, CA, US$500
Paid GrantTRAP FREE MONTANAUNRESTRICTEDPCHAMILTON, MT, US$500
Paid GrantTURTLE MOUNTAIN ANIMAL RESCUEUNRESTRICTEDPCROLLA, ND, US$500
Paid GrantWILD CAREUNRESTRICTEDPCSAN RAFAEL, CA, US$500
Paid GrantEAST TENNESSEE GIVE A HEART RATUNRESTRICTEDPCELIZABETHTON, TN, US$300
Paid GrantFOUR OCEANUNRESTRICTEDPCBOCA RATON, FL, US$296
Paid GrantLEIA'S HOPE K9 RESCUEUNRESTRICTEDPCDECATUR, IL, US$258
Paid GrantCRITTER CAMPER EXOTIC PETUNRESTRICTEDPCGERMAN VALLEY, IL, US$250
Paid GrantDOG 4 UUNRESTRICTEDPCCAMDEN, SC, US$250
Paid Grant8 BILLION TREESUNRESTRICTEDPCLAS VEGAS, NV, US$240
Paid GrantNEW HAMPSHIRE SPCAUNRESTRICTEDPCSTRATHAM, NH, US$205
Paid GrantFOR THE LOVE OF RATS RESCUEUNRESTRICTEDPCWALKER, LA, US$160
Paid GrantNATIONAL PARKS CONSERVATION ASSOCUNRESTRICTEDPCWASHINGTON, DC, US$100
Paid GrantMAINELY RAT RESCUEUNRESTRICTEDPCAUBURN, ME, US$85
Paid GrantRESCUER'S RELIEF INCUNRESTRICTEDPCFALLON, NV, US$50
Filing and Contact Details

Filer

Filer Name
Pc Fund for Animal Charitable Trust
EIN
65-0932413
Phone
5613461741
Address
PO BOX 5, JACKSON, WY 83001

Signing Officer

Name
Barbara Magin
Title
Trustee
Phone
5613461741
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Thompson Palmer & Associates Pc
Address
PO BOX 5, JACKSON, WY 83001
Preparer
Richard Palmer
Phone
3077335160
Raw XML AppendixShowing 400 of 1,602 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02697923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05474892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0115779
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB LT COVERED
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.08$2.93$0.30$0.48$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.06$3.11$0.35$0.33$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.15$0.35$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.35$0.37$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.32$0.25$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.49$0.30$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.63$0.27$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.17$0.21$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.56$0.07$0.48
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$2.27$0.07$2.20
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.11$0.04$0.07
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.09$0.03$0.05
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.08$0.03$0.05