Civic Intelligence

Bomar Charitable Trust XXXXX5007

990PF • Fiscal year 2020 • EIN 75-6449187

May 01, 2019 to Apr 30, 2020 • Filed on Jul 07, 2020

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

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

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$21,250

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

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

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,365,237

Up $30,974 (+2.3%) from 2019

Net Assets

Up

$1,365,237

Up $30,974 (+2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

Up

$125,191

Up $20,907 (+20%) from 2019

Expenses

Down

$94,217

Down $1,715 (-1.8%) from 2019

Net Income

Up

$30,974

Up $22,622 (+271%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,306,400Liabilities 2012: $0Net Assets 2012: $1,306,4002012Assets 2013: $1,302,825Liabilities 2013: $02013Assets 2014: $1,347,435Liabilities 2014: $02014Assets 2015: $1,355,127Liabilities 2015: $02015Assets 2016: $1,338,696Liabilities 2016: $02016Assets 2018: $1,326,452Liabilities 2018: $0Net Assets 2018: $1,326,4522018Assets 2019: $1,334,263Liabilities 2019: $0Net Assets 2019: $1,334,2632019Assets 2020: $1,365,237Liabilities 2020: $0Net Assets 2020: $1,365,2372020Assets 2021: $1,434,563Liabilities 2021: $12021Assets 2022: $1,454,599Liabilities 2022: $0Net Assets 2022: $1,454,5992022Assets 2023: $1,427,260Liabilities 2023: $0Net Assets 2023: $1,427,2602023Assets 2024: $1,389,506Liabilities 2024: $12024Assets 2025: $1,405,510Liabilities 2025: $0Net Assets 2025: $1,405,5102025

Highlighted filing

2020

Assets$1,365,237
Liabilities$0
Net Assets$1,365,237
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KExpenses 2012: $108,0812012Revenue 2013: $79,316Expenses 2013: $82,784Net Income 2013: -$3,4682013Revenue 2014: $134,076Expenses 2014: $87,302Net Income 2014: $46,7742014Revenue 2015: $132,808Expenses 2015: $124,686Net Income 2015: $8,1222015Revenue 2016: $43,851Expenses 2016: $63,090Net Income 2016: -$19,2392016Revenue 2018: $100,277Expenses 2018: $62,681Net Income 2018: $37,5962018Revenue 2019: $104,284Expenses 2019: $95,932Net Income 2019: $8,3522019Revenue 2020: $125,191Expenses 2020: $94,217Net Income 2020: $30,9742020Revenue 2021: $168,499Expenses 2021: $99,174Net Income 2021: $69,3252021Revenue 2022: $126,005Expenses 2022: $105,973Net Income 2022: $20,0322022Revenue 2023: $86,854Expenses 2023: $114,200Net Income 2023: -$27,3462023Revenue 2024: $66,522Expenses 2024: $102,170Net Income 2024: -$35,6482024Revenue 2025: $124,284Expenses 2025: $108,887Net Income 2025: $15,3972025

Highlighted filing

2020

Revenue$125,191
Expenses$94,217
Net Income$30,974
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jul 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,250-$21,250
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantW I COOK FOUNDATION INC ATTN DEVELOPMENT OFFICEGENERALPCFORT WORTH, TX, US$72,097
Filing and Contact Details

Filer

Filer Name
Bomar Charitable Trust Xxxxx5007
EIN
75-6449187
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5392532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5492826C839 VISA INC-CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5694106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5896208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62315911750 FIDELITY 500 INDEX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6625278X109 DIAMONDBACK ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6726078J100 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6846432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6948129C207 JPM GL RES ENH IDX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7048129C603 JPM US L/C CORE PL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7156585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7267066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7370450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7479466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7598956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7825816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7953015103 AUTOMATIC DATA PROCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82744320102 PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84988498101 YUM] BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8546641Q688 JPM BTABLDRS DEV ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8646641Q696 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8746641Q712 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8846641Q720 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8964110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9075886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9183002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9283002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9500287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106N07059210 ASML HOLDING NV-NY R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt048718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt012628J881 CRM LONG/SHORT OPPOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129446A710 EQUINOX FDS TR IPM S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt325264S650 DIAMOND HILL LONG/SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt409250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt564128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt041789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037981
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt087156
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt054
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0125191
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0125191
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt087156
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07437
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013813
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt072097
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt072097
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037981
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt030974
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0498927
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt087156
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110454
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0870
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0870
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt079534
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt094217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0125191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07437
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014683
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022120
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32007-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42007-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62007-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72007-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-11-21

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,365,237
Liabilities
$0
Net assets
$1,365,237
Revenue
$125,191
Expenses
$94,217
Net income
$30,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.11$0.02
2024Summary only. Only limited summary data is available for this year.$1.39$0.00$0.07$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.11$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.13$0.11$0.02
2021Summary only. Only limited summary data is available for this year.$1.43$0.00$0.17$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.10$0.10$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.10$0.06$0.04
2016Summary only. Only limited summary data is available for this year.$1.34$0.00$0.04$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.13$0.12$0.01
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.13$0.09$0.05
2013Summary only. Only limited summary data is available for this year.$1.30$0.00$0.08$0.08$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11
Peer Organizations

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