Civic Intelligence

Jane Buttrey Memorial Trust 50212080

990PF • Fiscal year 2020 • EIN 81-6014941

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

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

9th percentile

-78%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

50th percentile

$13,516

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

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

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,109,172

Down $33,523 (-2.9%) from 2019

Net Assets

Down

$1,109,172

Down $33,523 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$42,958

Down $27,376 (-39%) from 2019

Expenses

Up

$76,573

Up $1,110 (+1.5%) from 2019

Net Income

Down

-$33,615

Down $28,486 (-555%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,113,376Liabilities 2011: $0Net Assets 2011: $1,113,3762011Assets 2012: $1,067,970Liabilities 2012: $12012Assets 2013: $1,253,324Liabilities 2013: $0Net Assets 2013: $1,253,3242013Assets 2014: $1,221,678Liabilities 2014: $0Net Assets 2014: $1,221,6782014Assets 2015: $1,233,545Liabilities 2015: $0Net Assets 2015: $1,233,5452015Assets 2016: $1,178,137Liabilities 2016: $0Net Assets 2016: $1,178,1372016Assets 2017: $1,147,675Liabilities 2017: $0Net Assets 2017: $1,147,6752017Assets 2018: $1,148,063Liabilities 2018: $0Net Assets 2018: $1,148,0632018Assets 2019: $1,142,695Liabilities 2019: $0Net Assets 2019: $1,142,6952019Assets 2020: $1,109,172Liabilities 2020: $0Net Assets 2020: $1,109,1722020Assets 2021: $1,128,370Liabilities 2021: $0Net Assets 2021: $1,128,3702021Assets 2022: $1,177,528Liabilities 2022: $0Net Assets 2022: $1,177,5282022Assets 2023: $1,170,332Liabilities 2023: $0Net Assets 2023: $1,170,3322023Assets 2024: $1,138,228Liabilities 2024: $0Net Assets 2024: $1,138,2282024Assets 2025: $1,103,662Liabilities 2025: $0Net Assets 2025: $1,103,6622025

Highlighted filing

2020

Assets$1,109,172
Liabilities$0
Net Assets$1,109,172
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $52,5902011Revenue 2012: $28,609Expenses 2012: $74,376Net Income 2012: -$45,7672012Expenses 2013: $75,0982013Revenue 2014: $55,906Expenses 2014: $87,551Net Income 2014: -$31,6452014Revenue 2015: $75,214Expenses 2015: $67,432Net Income 2015: $7,7822015Revenue 2016: $24,302Expenses 2016: $79,713Net Income 2016: -$55,4112016Revenue 2017: $44,834Expenses 2017: $75,260Net Income 2017: -$30,4262017Revenue 2018: $77,284Expenses 2018: $76,406Net Income 2018: $8782018Revenue 2019: $70,334Expenses 2019: $75,463Net Income 2019: -$5,1292019Revenue 2020: $42,958Expenses 2020: $76,573Net Income 2020: -$33,6152020Revenue 2021: $95,562Expenses 2021: $76,322Net Income 2021: $19,2402021Revenue 2022: $133,323Expenses 2022: $84,667Net Income 2022: $48,6562022Revenue 2023: $91,044Expenses 2023: $98,149Net Income 2023: -$7,1052023Revenue 2024: $49,197Expenses 2024: $81,301Net Income 2024: -$32,1042024Revenue 2025: $79,371Expenses 2025: $84,436Net Income 2025: -$5,0652025

Highlighted filing

2020

Revenue$42,958
Expenses$76,573
Net Income-$33,615
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$13,516-$13,516
Filing and Contact Details

Filer

Filer Name
Jane Buttrey Memorial Trust
EIN
81-6014941
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4674925K581 ROBECO BOSTON PARTNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5077957Y106 T ROWE PRICE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5130231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5291324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5581762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56922908686 VANGUARD SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59464287499 ISHARES RUSSELL MIDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60N53745100 LYONDELLBASELL INDUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6209247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6387807B107 TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64464287200 ISHARES S P 500 E T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6570450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66055622104 BP PLC SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6715135B101 CENTENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6814949P208 CAUSEWAY INTERNATL V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69412295107 HARDING LOEVNER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71524686524 LEGG MASON CLEARBRID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7320030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7487612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7575513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7612572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78127097103 CABOT OIL GAS CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8087918A105 TELADOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8179466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt223224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt337328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt416938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt515000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt660000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt739597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt000141G856 INVESCO OPPENHEIMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187245P668 TIAA CREF INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt287245P684 TIAA CREF BOND PLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4922908736 VANGUARD GROWTH VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5921937694 VANGUARD MIDCAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6641224415 NEUBERGER BERMAN EME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt774440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846429B267 ISHARES CORE US TREA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt229712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt345672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt513688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt660147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt739298
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt033589
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09368
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt042958
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09368
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01352
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012164
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013516
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033475
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033589
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-33615
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0682871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09368
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030303
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062852
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt076573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt042958
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012541
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016573
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142004-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392004-05-26

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Filings

Displayed year

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

Open filing
Assets
$1,109,172
Liabilities
$0
Net assets
$1,109,172
Revenue
$42,958
Expenses
$76,573
Net income
-$33,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.03$0.07$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05