Civic Intelligence

The Autzen Foundation

990PF • Fiscal year 2019 • EIN 93-6021333

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 08, 2020

Organization Profile
2455 NW Marshall Street No 9Portland, OR 97210

(503) 226-6051

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

12th percentile

-42%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

30th percentile

$595

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

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

Asset Growth

14th percentile

-5.5%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,778,802

Down $456,278 (-5.5%) from 2018

Net Assets

Down

$7,778,802

Down $448,257 (-5.4%) from 2018

Liabilities

Down

$0

Down $8,021 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin12th percentile

Revenue

Down

$1,075,073

Down $427,816 (-28%) from 2018

Expenses

Down

$1,523,330

Down $20,951 (-1.4%) from 2018

Net Income

Down

-$448,257

Down $406,865 (-983%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$30M$20M$10M$0Assets 2011: $8,878,104Liabilities 2011: $02011Assets 2012: $9,419,211Liabilities 2012: $20,8672012Assets 2013: $9,223,244Liabilities 2013: $02013Assets 2014: $8,944,764Liabilities 2014: $0Net Assets 2014: $8,944,7642014Assets 2015: $9,131,412Liabilities 2015: $5,134Net Assets 2015: $9,126,2782015Assets 2016: $8,776,354Liabilities 2016: $0Net Assets 2016: $8,776,3542016Assets 2017: $8,275,872Liabilities 2017: $7,262Net Assets 2017: $8,268,6102017Assets 2018: $8,235,080Liabilities 2018: $8,021Net Assets 2018: $8,227,0592018Assets 2019: $7,778,802Liabilities 2019: $0Net Assets 2019: $7,778,8022019Assets 2020: $7,155,686Liabilities 2020: $0Net Assets 2020: $7,155,6862020Assets 2021: $7,065,374Liabilities 2021: $11,603Net Assets 2021: $7,053,7712021Assets 2022: $8,515,948Liabilities 2022: $26,730Net Assets 2022: $8,489,2182022Assets 2023: $7,950,301Liabilities 2023: $0Net Assets 2023: $7,950,3012023Assets 2024: $24,919,861Liabilities 2024: $0Net Assets 2024: $24,919,8612024

Highlighted filing

2019

Assets$7,778,802
Liabilities$0
Net Assets$7,778,802
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,167,562Expenses 2011: $1,075,914Net Income 2011: $91,6482011Revenue 2012: $1,625,054Expenses 2012: $1,107,053Net Income 2012: $518,0012012Revenue 2013: $1,119,580Expenses 2013: $1,290,895Net Income 2013: -$171,3152013Revenue 2014: $1,117,045Expenses 2014: $1,398,025Net Income 2014: -$280,9802014Revenue 2015: $1,631,417Expenses 2015: $1,449,364Net Income 2015: $182,0532015Revenue 2016: $1,157,599Expenses 2016: $1,513,397Net Income 2016: -$355,7982016Revenue 2017: $977,086Expenses 2017: $1,475,661Net Income 2017: -$498,5752017Revenue 2018: $1,502,889Expenses 2018: $1,544,281Net Income 2018: -$41,3922018Revenue 2019: $1,075,073Expenses 2019: $1,523,330Net Income 2019: -$448,2572019Revenue 2020: $991,021Expenses 2020: $1,614,137Net Income 2020: -$623,1162020Revenue 2021: $1,762,573Expenses 2021: $1,868,987Net Income 2021: -$106,4142021Revenue 2022: $3,445,597Expenses 2022: $2,010,150Net Income 2022: $1,435,4472022Revenue 2023: $1,291,376Expenses 2023: $1,830,293Net Income 2023: -$538,9172023Revenue 2024: $19,090,734Expenses 2024: $2,235,544Net Income 2024: $16,855,1902024

Highlighted filing

2019

Revenue$1,075,073
Expenses$1,523,330
Net Income-$448,257
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP PATTONPresident-$595-$595
CHRISTINA A GRADYTreasurer-$595-$595
WENDY ULMANDirector-$595-$595
THOMAS J AUTZENDirector-$595-$595
ROBERT PATTONDirector-$595-$595
ZACHARY PATTONDirector-$0--
MATT PATTONDirector-$0--
KRISTEN STORYDirector-$0--
PETER ULMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Autzen Foundation
EIN
93-6021333
Phone
5032266051
Address
2455 NW MARSHALL STREET NO 9, PORTLAND, OR 97210

Signing Officer

Name
Phillip Patton
Title
President
Phone
5032266051
Signed
2020-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EASTMAN CHEMICAL CO. (EMN) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EATON CORP (ETN) 4075 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EBAY INC (EBAY) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EDISON INTERNATIONAL (EIX) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EXXON MOBIL CORP (XOM) 9000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FACEBOOK INC (FB) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FACTSET RESEARCH SYSTEMS INC (FDS) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FISERV INC (FISV) 6000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FORTIVE CORP COM (FTV) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FORTUNE BRANDS INC (FO) 5900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GENERAL MILLS INC (GIS) 8000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GOLDMAN SACHS GROUP INC (GS) 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GOOGLE INC CLASS A (GOOG) 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GOOGLE INC CLASS A 1 (GOOGL) 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GRAINGER, WW INC (GWW) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HERCULES TECH GROWTH CAP INC (HTGC) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HESS CORPORATION (HES) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HOME DEPOT INC (HD) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HUBBELL INC (HUBB) 2040 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50IBM CORP (IBM) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTEL CORP (INTC) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES TR S&P GLOBAL HEALTHCARE SECTOR (IXJ) 600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHS MSCI USA ESG SL ETF (SUSA) 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JM SMUCKER CO (SJM) 1647 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON (JNJ) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHNSON CONTROLS INC (JCI) 4178 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JUNIPER NETWORKS INC (JNPR) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LABORATORY CORP (LH) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOGMEIN INC. (LOGM) 369 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LOWES COMPANIES (LOW) 6000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MCDONALD'S CORP (MCD) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MONDELEZ INTERNATIONAL INC (MDLZ) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NORTHWEST NATURAL GAS CO (NWN) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NOVARTIS (NVS) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65OCCIDENTAL PETROLEUM CORPORATION (OXY) 813 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PARK CITY GROUP INC (PCYG) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PAYPAL HOLDINGS INC. (PYPL) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PEPSICO INC (PEP) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PFIZER INC (PFE) 20000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PHILLIP MORRIS INTERNATIONAL INC (PM) 13500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71POWERSHARES DB COMMODITY INDEX (DBC) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72POWERSHARES EXCHANGE TRADED - DEVELOPED MARKETS (PIZ) 1100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73POWERSHARES EXCHANGE TRADED - EMERGING MARKETS (PIE) 1400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74POWERSHARES EXCHANGE TRADED - TECHNICAL LEADERS (PDP) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PROCTER & GAMBLE CO (PG) 10763 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76QUALCOMM INC (QCOM) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHNITZER STEEL INDUSTRIES (SCHN) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SECTOR SPDR TRUST (XLK) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SPIRE INC COM (SR) 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STURM RUGER & CO INC (ST2.SG) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TARGET CORP (TGT) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TELUS CORP (TU) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TEXTAINER GROUP HOLDINGS LIMITED (TGH) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TIMKEN CO (TKR) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TIMKENSTEEL CORP (TMST) 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNION PACIFIC CORP (UNP) 14400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87US BANCORP (USB) 32000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WELLS FARGO & CO (WFC) 26000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WESTERN DIGITAL (WDC) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WEYERHAEUSER CO (WY) 5405 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WHITING PETE CORP NEW COM (WLL) 600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92YUM CHINA HOLDINGS INC COM (YUMC) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93YUM! BRANDS INC (YUM) 1500 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01017553
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01655044
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt033753
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt037904
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0261930
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01075073
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09312
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09313
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018625
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0261930
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0295
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01376700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01376700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0813143
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0813143
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-448257
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0549033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0261930
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01019282
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt013361
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt013362
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt026723
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt026768
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt013184
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt039952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013821
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028474
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02365
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01165
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03530
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01273
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03257
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01446841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01523330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01075073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01075073
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt070141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055791
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0146630
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82005-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt360558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6105005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0196908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt461942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt87826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0196908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt461942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt87826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0201315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4122500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P

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Filings

Displayed year

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

Open filing
Assets
$7,778,802
Liabilities
$0
Net assets
$7,778,802
Revenue
$1,075,073
Expenses
$1,523,330
Net income
-$448,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$19.1$2.24$16.9
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$1.29$1.83$0.54
2022Detailed filing. Detailed filing data is available for this year.$8.52$0.03$8.49$3.45$2.01$1.44
2021Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.05$1.76$1.87$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.99$1.61$0.62
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.08$1.52$0.45
2018Detailed filing. Detailed filing data is available for this year.$8.24$0.01$8.23$1.50$1.54$0.04
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.01$8.27$0.98$1.48$0.50
2016Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$1.16$1.51$0.36
2015Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.13$1.63$1.45$0.18
2014Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$1.12$1.40$0.28
2013Summary only. Only limited summary data is available for this year.$9.22$0.00$1.12$1.29$0.17
2012Summary only. Only limited summary data is available for this year.$9.42$0.02$1.63$1.11$0.52
2011Summary only. Only limited summary data is available for this year.$8.88$0.00$1.17$1.08$0.09