Civic Intelligence

Milton and Denice Johnson Family Foundation

EIN 85-6607033 • Nashville, TN

Pub. 78 Eligible
3100 West End Ave 700Nashville, TN 37203
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

261%

Faster revenue growth than 95% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$32,078,878

Up $2,476,163 (+8.4%) from 2023

Liabilities

Down

$5,909

Down $55,325 (-90%) from 2023

Net Assets

Up

$32,072,969

Up $2,531,488 (+8.6%) from 2023

Operations
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$5,904,955

Up $4,267,677 (+261%) from 2023

Expenses

Up

$1,635,754

Up $115,674 (+7.6%) from 2023

Net Income

Up

$4,269,201

Up $4,152,003 (+3543%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2020: $19,279,779Liabilities 2020: $1Net Assets 2020: $19,279,7792020Assets 2021: $30,297,655Liabilities 2021: $254,512Net Assets 2021: $30,043,1432021Assets 2022: $27,410,855Liabilities 2022: $96,247Net Assets 2022: $27,314,6082022Assets 2023: $29,602,715Liabilities 2023: $61,234Net Assets 2023: $29,541,4812023Assets 2024: $32,078,878Liabilities 2024: $5,909Net Assets 2024: $32,072,9692024

Highlighted filing

2024

Assets$32,078,878
Liabilities$5,909
Net Assets$32,072,969
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2020: $19,686,079Expenses 2020: $127,000Net Income 2020: $19,559,0792020Revenue 2021: $2,834,897Expenses 2021: $1,373,380Net Income 2021: $1,461,5172021Revenue 2022: $1,119,334Expenses 2022: $1,280,644Net Income 2022: -$161,3102022Revenue 2023: $1,637,278Expenses 2023: $1,520,080Net Income 2023: $117,1982023Revenue 2024: $5,904,955Expenses 2024: $1,635,754Net Income 2024: $4,269,2012024

Highlighted filing

2024

Revenue$5,904,955
Expenses$1,635,754
Net Income$4,269,201
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,078,878
Liabilities
$5,909
Net assets
$32,072,969
Revenue
$5,904,955
Expenses
$1,635,754
Net income
$4,269,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.1$0.01$32.1$5.90$1.64$4.27
2023Detailed filing. Detailed filing data is available for this year.$29.6$0.06$29.5$1.64$1.52$0.12
2022Detailed filing. Detailed filing data is available for this year.$27.4$0.10$27.3$1.12$1.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$30.3$0.25$30.0$2.83$1.37$1.46
2020Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$19.7$0.13$19.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R MILTON JOHNSONChairman-$0--
DENICE JOHNSONTrustee-$0--
KAITLYN JOHNSONTrustee-$0--
TYLER JOHNSONTrustee-$0--
CLARK ROLLINSTrustee-$0--
LYNDSEY ROLLINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Milton and Denice Johnson Family
EIN
85-6607033
Phone
6152923011
Address
3100 WEST END AVE 700, NASHVILLE, TN 37203

Signing Officer

Name
R Milton Johnson
Title
Chairman
Phone
6152923011
Signed
2025-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Fmc Cpas Pllc
Address
3100 WEST END AVENUE STE 700, NASHVILLE, TN 37203
Preparer
Tedra K Armstrong CPA
Phone
6152923011
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LIONS GATE ENTERTAINMENT CORP. CMN CLASS B, 7,300 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORPORATION CMN, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MOHAWK INDUSTRIES INC COMMON STOCK, 380 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NASDAQ INC. CMN, 940 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NVIDIA CORPORATION CMN, 2,000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PHILIP MORRIS INTL INC CMN, 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PINTEREST INC CMN CLASS A, 2,535 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44RTX CORP CMN, 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SALESFORCE INC CMN, 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SENSATA TECHNOLOGIES HOLDING PLC CMN, 1,900 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ULTRA CLEAN HOLDINGS, INC. CMN, 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD FTSE EUROPEAN ETF ETF, 25,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VERTEX PHARMACEUTICALS INCORPORATED CMN, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WALT DISNEY COMPANY (THE) CMN, 870 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ZIMMER BIOMET HOLDINGS INC, 830 SHS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6THE BANK OF NOVA SCOTIA STRUCTURED NOTE DUE 08/07/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TORONTO DOMINION BANK STRUCTURED NOTE DUE 04/10/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8TORONTO DOMINION BANK STRUCTURED NOTE DUE 08/22/2025
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05086586
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0477177
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05904955
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05904955
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020724
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020724
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08625986
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01420500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01420500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0341192
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0341192
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04269201
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011791009
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0477177
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0477177
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05086586
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09382916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt061439
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt061439
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0133000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01441315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01635754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09444355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05904955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020815
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0215254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03071023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08551356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt612121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt109864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1117685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08551356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt612121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt109864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1117685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011622379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt612121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1053864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1167685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HCA COVERED CALL OPTION PREMIUM UNEXERCISED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BNP PARIBAS STRUCTURED NOTE DUE 01/12/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CITIGROUP INC. STRUCTURED NOTE DUE 03/21/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08625986
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04269201
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01737713
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033810682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029541481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032072969
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01515437
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01515437
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01515437
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01645860
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0130423
IRS990PF/DistributableAmountGrp/TotalTaxAmt0130423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt028576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0158999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0130423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt028576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0130423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0130423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0158999
IRS990PF/FMVAssetsEOYAmt032078878
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07363
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt023919257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019992889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019992889
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt029541481
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt032072969
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt031400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0342719
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01023758
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01023758
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt061234
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05909
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05305661
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011054868
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011054868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029602715
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032078878
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032078878
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt061234

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