Civic Intelligence

Bf & Rose H Perkins Foundation

990PF • Fiscal year 2020 • EIN 83-0138740

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 20, 2021

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

25th percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$2,900

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

51st percentile

4.3%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$9,025,342

Up $375,806 (+4.3%) from 2019

Net Assets

Up

$9,023,413

Up $375,498 (+4.3%) from 2019

Liabilities

Up

$1,929

Up $308 (+19%) from 2019

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin5th percentile

Revenue

Down

$261,708

Down $209,510 (-44%) from 2019

Expenses

Up

$642,902

Up $297,636 (+86%) from 2019

Net Income

Down

-$381,194

Down $507,146 (-403%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$9,025,342
Liabilities$1,929
Net Assets$9,023,413
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$261,708
Expenses$642,902
Net Income-$381,194
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 20, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GARBERChairmanPT$2,900-$2,900
STEVE CARROLLSec/TreasPT$2,400-$2,400
GEORGE FLETCHERTrusteePT$2,400-$2,400
MELISSA K WATT DDSTrusteePT$2,400-$2,400
PADDY BARDTrusteePT$1,000-$1,000
GENE BARDTrusteePT$400-$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
2021-07-20
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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COMMUNICATION SERVICES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CONSUMER DISCRETIONARY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONSUMER STAPLES SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DFA EMERGING MARKETS SMALL CAP PORTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DFA GLOBAL REAL ESTATE SECURITIES PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DFA US SMALL CAP EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ENERGY SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FIDELITY INTERNATIONAL INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FINANCIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GOLDMAN SACHS INTERNATIONAL SMALL CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HEALTH CARE SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INDUSTRIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INVESCO DEVELOPING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MATERIALS SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51REAL ESTATE SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TECHNOLOGY SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UBER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UTILITIES SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VANGUARD EMERGING MARKETS STOCK INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCRUED DIVIDENDS RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0158952
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0102756
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0261708
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0261708
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0933
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04665
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0102756
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010062
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0445946
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0445946
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0823
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0823
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0158952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0158952
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-381194
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02255523
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0369
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0369
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102756
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0214676
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06540
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01635
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08175
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt052741
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt052741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt058910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038376
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt097286
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04035
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt04035
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0595870
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0642902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0261708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0261708
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0149924
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0196956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262007-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332001-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-03-28

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Filings

Displayed year

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

Open filing
Assets
$9,025,342
Liabilities
$1,929
Net assets
$9,023,413
Revenue
$261,708
Expenses
$642,902
Net income
-$381,194
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
2020Detailed filing. Detailed filing data is available for this year.$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