Civic Intelligence

Bf & Rose H Perkins Foundation

990PF • Fiscal year 2019 • EIN 83-0138740

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
PO Box 1064Sheridan, WY 82801

(307) 674-8871

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$2,400

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,649,536

Up $994,984 (+13%) from 2018

Net Assets

Up

$8,647,915

Up $995,651 (+13%) from 2018

Liabilities

Down

$1,621

Down $667 (-29%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin79th percentile

Revenue

Down

$471,218

Down $56,900 (-11%) from 2018

Expenses

Down

$345,266

Down $26,599 (-7.2%) from 2018

Net Income

Down

$125,952

Down $30,301 (-19%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,221,960Liabilities 2010: $1,655Net Assets 2010: $10,220,3052010Assets 2011: $9,437,825Liabilities 2011: $2,234Net Assets 2011: $9,435,5912011Assets 2012: $9,422,320Liabilities 2012: $6,474Net Assets 2012: $9,415,8462012Assets 2013: $10,004,809Liabilities 2013: $5,681Net Assets 2013: $9,999,1282013Assets 2014: $9,915,827Liabilities 2014: $4,568Net Assets 2014: $9,911,2592014Assets 2015: $7,684,487Liabilities 2015: $3,368Net Assets 2015: $7,681,1192015Assets 2016: $7,868,235Liabilities 2016: $1,601Net Assets 2016: $7,866,6342016Assets 2017: $8,365,024Liabilities 2017: $7,590Net Assets 2017: $8,357,4342017Assets 2018: $7,654,552Liabilities 2018: $2,288Net Assets 2018: $7,652,2642018Assets 2019: $8,649,536Liabilities 2019: $1,621Net Assets 2019: $8,647,9152019Assets 2020: $9,025,342Liabilities 2020: $1,929Net Assets 2020: $9,023,4132020Assets 2021: $9,725,535Liabilities 2021: $1,705Net Assets 2021: $9,723,8302021Assets 2022: $8,110,510Liabilities 2022: $1,750Net Assets 2022: $8,108,7602022Assets 2023: $8,839,395Liabilities 2023: $1,705Net Assets 2023: $8,837,6902023Assets 2024: $9,134,410Liabilities 2024: $1,754Net Assets 2024: $9,132,6562024

Highlighted filing

2019

Assets$8,649,536
Liabilities$1,621
Net Assets$8,647,915
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $286,5472010Expenses 2011: $598,4662011Expenses 2012: $829,1992012Revenue 2013: $538,047Expenses 2013: $494,816Net Income 2013: $43,2312013Revenue 2014: $482,914Expenses 2014: $536,422Net Income 2014: -$53,5082014Revenue 2015: $1,045,785Expenses 2015: $2,110,274Net Income 2015: -$1,064,4892015Revenue 2016: $146,818Expenses 2016: $313,304Net Income 2016: -$166,4862016Revenue 2017: $464,864Expenses 2017: $337,085Net Income 2017: $127,7792017Revenue 2018: $528,118Expenses 2018: $371,865Net Income 2018: $156,2532018Revenue 2019: $471,218Expenses 2019: $345,266Net Income 2019: $125,9522019Revenue 2020: $261,708Expenses 2020: $642,902Net Income 2020: -$381,1942020Revenue 2021: $950,655Expenses 2021: $450,055Net Income 2021: $500,6002021Revenue 2022: $51,068Expenses 2022: $331,776Net Income 2022: -$280,7082022Revenue 2023: $616,339Expenses 2023: $365,442Net Income 2023: $250,8972023Revenue 2024: $425,436Expenses 2024: $490,499Net Income 2024: -$65,0632024

Highlighted filing

2019

Revenue$471,218
Expenses$345,266
Net Income$125,952
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE CARROLLSec/TreasPT$2,400-$2,400
GEORGE FLETCHERTrusteePT$2,400-$2,400
MELISSA K WATT DDSTrusteePT$2,400-$2,400
DAVID GARBERVice ChairmaPT$2,400-$2,400
PADDY BARDChairmanPT$2,400-$2,400
Filing and Contact Details

Filer

Filer Name
Bf & Rose H Perkins Foundation
EIN
83-0138740
Phone
3076748871
Address
PO BOX 1064, SHERIDAN, WY 82801

Signing Officer

Name
Steve Carroll
Title
Sec/treas
Phone
3076748871
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Mohatt Johnson & Godwin Llp
Address
PO BOX 603, SHERIDAN, WY 82801-0603
Preparer
Michael B Johnson
Phone
3076726494
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APACHE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COMMUNICATION SERVICES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CONSUMER DISCRETIONARY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONSUMER STAPLES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EMERSON ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ENERGY SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FINANCIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GILEAD SCIENCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HEALTH CARE SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INDUSTRIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MATERIALS SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TECHNOLOGY SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DFA US SMALL CAP EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD MID-CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53AMERICAN EUROPACIFIC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FIDELITY INTERNATIONAL INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GS-INTERNATIONAL SML CAP INSIGHT FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DFA EMERGING MARKETS SML CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD EMERGING MARKETS STOCK INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ROCHE HOLDINGS LTD SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DFA COMMODITY STRATEGY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DFA GLOBAL REAL STATE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64REAL ESTATE SELECT SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UBER TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCRUED DIVIDENDS RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0177183
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0252031
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0433218
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0433218
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04420
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0252031
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125311
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125311
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt038000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01353
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01353
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0177183
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0177183
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0125952
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02953906
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0155
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0680
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0252031
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0382683
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06540
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01635
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08175
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt051417
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt051417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt062906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt037440
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0100346
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03744
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03744
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0287077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0345266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0433218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0471218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0161766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050535
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0219955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142007-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-08-22

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Filings

Displayed year

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

Open filing
Assets
$8,649,536
Liabilities
$1,621
Net assets
$8,647,915
Revenue
$471,218
Expenses
$345,266
Net income
$125,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.43$0.49$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$0.62$0.37$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.05$0.33$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.72$0.95$0.45$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.02$0.26$0.64$0.38
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.47$0.35$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.53$0.37$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.01$8.36$0.46$0.34$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.15$0.31$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$1.05$2.11$1.06
2014Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.91$0.48$0.54$0.05
2013Detailed filing. Detailed filing data is available for this year.$10.0$0.01$10.00$0.54$0.49$0.04
2012Detailed filing. Detailed filing data is available for this year.$9.42$0.01$9.42$0.83
2011Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.60
2010Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.29