Civic Intelligence

Lupe Murchison Foundation

990PF • Fiscal year 2021 • EIN 75-2953224

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
16250 Knoll Trail Drive 110Dallas, TX 75248

(972) 248-2200

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

76th percentile

40%

Higher net margin than 76% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$382,650

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

63rd percentile

14%

Faster asset growth than 63% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

131%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$60,939,677

Up $7,458,569 (+14%) from 2020

Net Assets

Up

$60,937,362

Up $7,458,569 (+14%) from 2020

Liabilities

Flat

$2,315

Flat from 2020

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin76th percentile

Revenue

Up

$5,681,236

Up $3,221,050 (+131%) from 2020

Expenses

Up

$3,432,158

Up $58,456 (+1.7%) from 2020

Net Income

Up

$2,249,078

Up $3,162,594 (+346%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $46,544,054Liabilities 2011: $02011Assets 2012: $46,752,459Liabilities 2012: $02012Assets 2013: $52,665,061Liabilities 2013: $02013Assets 2014: $54,801,825Liabilities 2014: $1522014Assets 2015: $52,311,270Liabilities 2015: $02015Assets 2019: $53,562,295Liabilities 2019: $2,3162019Assets 2020: $53,481,108Liabilities 2020: $2,315Net Assets 2020: $53,478,7932020Assets 2021: $60,939,677Liabilities 2021: $2,315Net Assets 2021: $60,937,3622021Assets 2022: $57,387,881Liabilities 2022: $0Net Assets 2022: $57,387,8812022Assets 2023: $57,455,924Liabilities 2023: $0Net Assets 2023: $57,455,9242023Assets 2024: $59,761,048Liabilities 2024: $0Net Assets 2024: $59,761,0482024

Highlighted filing

2021

Assets$60,939,677
Liabilities$2,315
Net Assets$60,937,362
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: -$1,927,729Expenses 2011: $2,612,271Net Income 2011: -$4,540,0002011Revenue 2012: $2,104,262Expenses 2012: $3,259,962Net Income 2012: -$1,155,7002012Revenue 2013: $3,162,266Expenses 2013: $4,257,073Net Income 2013: -$1,094,8072013Revenue 2014: $5,531,049Expenses 2014: $3,467,797Net Income 2014: $2,063,2522014Revenue 2015: $3,952,556Expenses 2015: $3,625,483Net Income 2015: $327,0732015Revenue 2019: $1,959,560Expenses 2019: $3,267,938Net Income 2019: -$1,308,3782019Revenue 2020: $2,460,186Expenses 2020: $3,373,702Net Income 2020: -$913,5162020Revenue 2021: $5,681,236Expenses 2021: $3,432,158Net Income 2021: $2,249,0782021Revenue 2022: $4,093,027Expenses 2022: $3,501,907Net Income 2022: $591,1202022Revenue 2023: $3,925,074Expenses 2023: $3,779,602Net Income 2023: $145,4722023Revenue 2024: $4,812,662Expenses 2024: $3,855,924Net Income 2024: $956,7382024

Highlighted filing

2021

Revenue$5,681,236
Expenses$3,432,158
Net Income$2,249,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY V SMITHTrusteePT$382,650-$382,650
ROBERT MCCULLOCHTrustee-$24,650-$24,650
D MICHAEL REDDENTrustee-$18,735-$18,735
Filing and Contact Details

Filer

Filer Name
Lupe Murchison Foundation
EIN
75-2953224
Phone
9722482200
Address
16250 KNOLL TRAIL DRIVE 110, DALLAS, TX 75248

Signing Officer

Name
Jerry V Smith
Title
Trustee
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
J V Smith Professional Corp
Address
16250 KNOLL TRAIL DRIVE SUITE 110, DALLAS, TX 75248
Preparer
Michael G Smith
Phone
9722482200
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26WARD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27LCKM INVESTMENT PARTNERSHIP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28Teton Midstream Infrastructure Fund III,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29Encap Energy Infrstructure TE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30Commerce Street Carlyle Private
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ESPUELA GAS PARTNERS III LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40Locustwood Capital Offshore,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41Medalist Partners Harvest Fund,
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0660578
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0259
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0227656
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0154807
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt0215
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt094668
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0118085
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt043884
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt018648
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd14211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd15721110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BURGUNDY EMERGING MARKETS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1BURGUNDY SMALLER COMPANIE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2COMMERCE STREET CARLYLE P
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3CYN INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4ESPUELA GAS PARTNERS III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5GRAND ISLE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6JDM MINERALS LTD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7LA PLATA LGM CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8LCKM INVESTMENT PARTNERSH
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9LGM STARR COUNTY LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10MONTAUK TRIGARD FUND IV L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11MONTAUK TRIGARD FUND VII
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12MONTAUK TRIGARD FUND VIII
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13SALIENT NATURAL RESOURCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14SCHWAB ETN DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15TETON MIDSTREAM INFRASTRU
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16VENDERRA RESOURCES III, L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17WASATCH NATURAL RESOURCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc18WOODBINE LEGACY INVESTMEN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01729
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1150541
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt24800
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt33709
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt450643
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-23829
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-21657
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd415
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd715
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd914
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-4552
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-450
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt28433
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt3-201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt4847
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt540590
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt6457
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt7-162
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt8-4111
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt9-99817
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10-1364
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1117002
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1238385
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1320485
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt14-2694
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt15-221239
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05591182
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt043884
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt038387
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05673453
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt022450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt043168
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt080003
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04397108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0213018
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0159763
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0426035
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02246200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02246200
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt06306
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt078615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0660578
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0660837
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02249078
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0102451
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0102451
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010965827
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0154807
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0155022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt037441
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04624764
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04943889
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt094668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0277653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0307317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0271985
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0138162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0135530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0135530
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020565
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0120907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02481815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0643040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03432158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05586929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05681236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0235615
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0643040
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01185958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0798689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2116096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4380567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51303111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6736674

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,939,677
Liabilities
$2,315
Net assets
$60,937,362
Revenue
$5,681,236
Expenses
$3,432,158
Net income
$2,249,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$4.81$3.86$0.96
2023Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$3.93$3.78$0.15
2022Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$4.09$3.50$0.59
2021Detailed filing. Detailed filing data is available for this year.$60.9$0.00$60.9$5.68$3.43$2.25
2020Detailed filing. Detailed filing data is available for this year.$53.5$0.00$53.5$2.46$3.37$0.91
2019Summary only. Only limited summary data is available for this year.$53.6$0.00$1.96$3.27$1.31
2015Summary only. Only limited summary data is available for this year.$52.3$0.00$3.95$3.63$0.33
2014Summary only. Only limited summary data is available for this year.$54.8$0.00$5.53$3.47$2.06
2013Summary only. Only limited summary data is available for this year.$52.7$0.00$3.16$4.26$1.09
2012Summary only. Only limited summary data is available for this year.$46.8$0.00$2.10$3.26$1.16
2011Summary only. Only limited summary data is available for this year.$46.5$0.00$1.93$2.61$4.54