Civic Intelligence

Millard E Peterson Charitable Trust

990PF • Fiscal year 2022 • EIN 90-0061556

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 03, 2023

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$24,125

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

36th percentile

-3.6%

Faster asset growth than 36% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-53%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,248,319

Down $47,005 (-3.6%) from 2021

Net Assets

Down

$1,248,319

Down $47,005 (-3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$79,035

Down $88,877 (-53%) from 2021

Expenses

Up

$127,709

Up $10,757 (+9.2%) from 2021

Net Income

Down

-$48,674

Down $99,634 (-196%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $695,332Liabilities 2011: $02011Assets 2012: $779,829Liabilities 2012: $02012Assets 2013: $1,305,081Liabilities 2013: $02013Assets 2014: $1,258,115Liabilities 2014: $02014Assets 2015: $1,198,584Liabilities 2015: $02015Assets 2019: $1,247,206Liabilities 2019: $0Net Assets 2019: $1,247,2062019Assets 2020: $1,246,202Liabilities 2020: $0Net Assets 2020: $1,246,2022020Assets 2021: $1,295,324Liabilities 2021: $0Net Assets 2021: $1,295,3242021Assets 2022: $1,248,319Liabilities 2022: $0Net Assets 2022: $1,248,3192022Assets 2023: $1,234,055Liabilities 2023: $0Net Assets 2023: $1,234,0552023Assets 2024: $1,233,919Liabilities 2024: $0Net Assets 2024: $1,233,9192024Assets 2025: $1,242,542Liabilities 2025: $0Net Assets 2025: $1,242,5422025

Highlighted filing

2022

Assets$1,248,319
Liabilities$0
Net Assets$1,248,319
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $86,119Expenses 2011: $96,885Net Income 2011: -$10,7662011Revenue 2012: $93,240Expenses 2012: $53,532Net Income 2012: $39,7082012Revenue 2013: $612,416Expenses 2013: $87,234Net Income 2013: $525,1822013Revenue 2014: $81,330Expenses 2014: $127,333Net Income 2014: -$46,0032014Revenue 2015: $73,670Expenses 2015: $144,774Net Income 2015: -$71,1042015Revenue 2019: $112,841Expenses 2019: $119,658Net Income 2019: -$6,8172019Revenue 2020: $109,603Expenses 2020: $110,413Net Income 2020: -$8102020Revenue 2021: $167,912Expenses 2021: $116,952Net Income 2021: $50,9602021Revenue 2022: $79,035Expenses 2022: $127,709Net Income 2022: -$48,6742022Revenue 2023: $93,805Expenses 2023: $108,119Net Income 2023: -$14,3142023Revenue 2024: $114,728Expenses 2024: $114,824Net Income 2024: -$962024Revenue 2025: $128,415Expenses 2025: $119,762Net Income 2025: $8,6532025

Highlighted filing

2022

Revenue$79,035
Expenses$127,709
Net Income-$48,674
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 3, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$24,125-$24,125
Filing and Contact Details

Filer

Filer Name
Millard E Peterson Charitable Trust
EIN
90-0061556
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2023-01-03
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5887234N765 TCW EMRG MKTS INCM-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5902079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6031620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61126650100 CVS/CAREMARK CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6389151E109 TOTAL FINA ELF S.A.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6509247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6646625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6774440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6946090F100 INVESCO OPTIMUM YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7109857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7292826C839 VISA INC-CLASS A SHR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7375513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7494106L109 WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7509260D107 BLACKSTONE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76H2906T109 GARMIN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77904784709 UNILEVER N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78381430107 GOLDMAN SACHS ACTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80722005667 PIMCO COMMODITY REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8246434V613 ISHARES CORE TOTAL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83464288281 ISHARES JP MORGAN US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt229851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt528810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6280981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7106922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt843965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9246942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1062011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1128758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1288788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1386409
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt040705
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05743
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt132585
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079035
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0881
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0881
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05743
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02412
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021712
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt094226
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt094226
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-48674
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0601944
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05743
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051935
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt032585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt032587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0570
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt097519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0127709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt079033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03293
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033483
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492010-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522010-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552021-07-29

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,248,319
Liabilities
$0
Net assets
$1,248,319
Revenue
$79,035
Expenses
$127,709
Net income
-$48,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.12$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.11$0.11$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.09$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.17$0.12$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.11$0.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.11$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$1.20$0.00$0.07$0.14$0.07
2014Summary only. Only limited summary data is available for this year.$1.26$0.00$0.08$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.31$0.00$0.61$0.09$0.53
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.09$0.05$0.04
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.09$0.10$0.01