Civic Intelligence

A & B Wilcox Foundation

990PF • Fiscal year 2020 • EIN 94-3270714

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

Organization Profile
161 Nawiliwili StHonolulu, HI 96825

(808) 255-4353

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-60%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,627,733

Down $36,057 (-2.2%) from 2019

Net Assets

Down

$1,627,733

Down $36,057 (-2.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Up

$60,223

Up $7,039 (+13%) from 2019

Expenses

Down

$96,280

Down $49,512 (-34%) from 2019

Net Income

Up

-$36,057

Up $56,551 (+61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,682,867Liabilities 2010: $0Net Assets 2010: $1,682,8672010Assets 2011: $2,006,084Liabilities 2011: $02011Assets 2012: $1,981,162Liabilities 2012: $1322012Assets 2013: $2,086,598Liabilities 2013: $02013Assets 2014: $2,048,332Liabilities 2014: $02014Assets 2015: $1,940,113Liabilities 2015: $02015Assets 2017: $1,949,551Liabilities 2017: $0Net Assets 2017: $1,949,5512017Assets 2018: $1,756,398Liabilities 2018: $0Net Assets 2018: $1,756,3982018Assets 2019: $1,663,790Liabilities 2019: $0Net Assets 2019: $1,663,7902019Assets 2020: $1,627,733Liabilities 2020: $0Net Assets 2020: $1,627,7332020Assets 2021: $1,537,881Liabilities 2021: $0Net Assets 2021: $1,537,8812021Assets 2022: $1,471,121Liabilities 2022: $0Net Assets 2022: $1,471,1212022Assets 2023: $1,397,503Liabilities 2023: $0Net Assets 2023: $1,397,5032023Assets 2024: $1,385,589Liabilities 2024: $0Net Assets 2024: $1,385,5892024

Highlighted filing

2020

Assets$1,627,733
Liabilities$0
Net Assets$1,627,733
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $15,1002010Revenue 2011: $416,630Expenses 2011: $91,617Net Income 2011: $325,0132011Revenue 2012: $84,860Expenses 2012: $109,914Net Income 2012: -$25,0542012Revenue 2013: $145,620Expenses 2013: $113,918Net Income 2013: $31,7022013Revenue 2014: $140,507Expenses 2014: $102,173Net Income 2014: $38,3342014Revenue 2015: $42,530Expenses 2015: $112,558Net Income 2015: -$70,0282015Revenue 2017: $80,415Expenses 2017: $91,300Net Income 2017: -$10,8852017Revenue 2018: $139,284Expenses 2018: $135,698Net Income 2018: $3,5862018Revenue 2019: $53,184Expenses 2019: $145,792Net Income 2019: -$92,6082019Revenue 2020: $60,223Expenses 2020: $96,280Net Income 2020: -$36,0572020Revenue 2021: $30,270Expenses 2021: $120,122Net Income 2021: -$89,8522021Revenue 2022: $53,605Expenses 2022: $120,365Net Income 2022: -$66,7602022Revenue 2023: $46,549Expenses 2023: $120,167Net Income 2023: -$73,6182023Revenue 2024: $128,596Expenses 2024: $140,510Net Income 2024: -$11,9142024

Highlighted filing

2020

Revenue$60,223
Expenses$96,280
Net Income-$36,057
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN WILCOXTreas/Sec/Di-$0--
ANNE IRENE WILCOXPres/Directo-$0--
RANN WATUMULLDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
A & B Wilcox Foundation
EIN
94-3270714
Phone
8082554353
Address
161 NAWILIWILI ST, HONOLULU, HI 96825

Signing Officer

Name
Steven Wilcox
Title
Treas/sec/director
Phone
8082554353
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Tuttle Financial Services
Address
75-5995 KUAKINI HWY STE 421, KAILUA KONA, HI 96740-2120
Preparer
John Tuttle
Phone
8083295567
Raw XML AppendixShowing 400 of 644 raw XML fields

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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5US TREASURY NOTE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt44PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt45PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt46PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102020-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222020-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402020-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412020-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422020-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt452020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt462020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-811
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-829
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5757
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt62430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-1030
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8858
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-2269
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-2872
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1117024
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122261
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt134327
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14541
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt152533
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-7163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt171778
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-5729
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-51
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt204998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211874
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222011
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt232959
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24792
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt254986
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt261258
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2714
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28662
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt297689
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt304730
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31857
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-255
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33123
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34168
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35-1277
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-1275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3720800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt383720
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39-16
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40-2018
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt412
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42-5754
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43-1275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44-7306
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45-4856
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt46129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01370536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01769817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MORGAN STANLEY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt014343
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt033760
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0LAULIMA
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026463
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt033760
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt060223
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05988
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt017965
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023953
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt066576
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt066576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014343
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014343
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36057
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0949642
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033760
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt096280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt026463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt060223
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05995
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023709
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029704
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01627733
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01663790
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01627733
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt095696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt095696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt095696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095734
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt038
IRS990PF/DistributableAmountGrp/TotalTaxAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt038
IRS990PF/FMVAssetsEOYAmt02027014
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt053739
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0257197
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0257197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01610051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01370536
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01769817
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01663790
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01627733
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01663790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01627733
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02027014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01663790

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Filings

Displayed year

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

Open filing
Assets
$1,627,733
Liabilities
$0
Net assets
$1,627,733
Revenue
$60,223
Expenses
$96,280
Net income
-$36,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.13$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.03$0.12$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.14$0.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.94$0.00$0.04$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$2.05$0.00$0.14$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.15$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$0.42$0.09$0.33
2010Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.02