Civic Intelligence

Jerome Foundation

990PF • Fiscal year 2020 • EIN 95-6039063

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
541 E Chapman Ave Suite BOrange, CA 92866

(714) 538-2393

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

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

Liabilities / Revenue

21st percentile

0.00x

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

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

Net Margin

3rd percentile

-248%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

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

Asset Growth

8th percentile

-9.4%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,480,647

Down $571,336 (-9.4%) from 2019

Net Assets

Down

$5,480,647

Down $571,336 (-9.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Down

$227,026

Down $197,659 (-47%) from 2019

Expenses

Down

$790,009

Down $21,784 (-2.7%) from 2019

Net Income

Down

-$562,983

Down $175,875 (-45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,739,726Liabilities 2011: $02011Assets 2012: $6,708,179Liabilities 2012: $02012Assets 2013: $6,567,171Liabilities 2013: $02013Assets 2014: $6,378,094Liabilities 2014: $0Net Assets 2014: $6,378,0942014Assets 2015: $6,172,308Liabilities 2015: $0Net Assets 2015: $6,172,3082015Assets 2016: $6,012,040Liabilities 2016: $0Net Assets 2016: $6,012,0402016Assets 2017: $6,606,094Liabilities 2017: $0Net Assets 2017: $6,606,0942017Assets 2018: $6,450,936Liabilities 2018: $0Net Assets 2018: $6,450,9362018Assets 2019: $6,051,983Liabilities 2019: $0Net Assets 2019: $6,051,9832019Assets 2020: $5,480,647Liabilities 2020: $0Net Assets 2020: $5,480,6472020Assets 2021: $5,270,888Liabilities 2021: $0Net Assets 2021: $5,270,8882021Assets 2022: $5,088,045Liabilities 2022: $0Net Assets 2022: $5,088,0452022Assets 2023: $4,914,581Liabilities 2023: $0Net Assets 2023: $4,914,5812023Assets 2024: $4,664,187Liabilities 2024: $0Net Assets 2024: $4,664,1872024

Highlighted filing

2020

Assets$5,480,647
Liabilities$0
Net Assets$5,480,647
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $317,343Expenses 2011: $507,876Net Income 2011: -$190,5332011Revenue 2012: $429,378Expenses 2012: $442,044Net Income 2012: -$12,6662012Revenue 2013: $534,015Expenses 2013: $675,023Net Income 2013: -$141,0082013Revenue 2014: $402,613Expenses 2014: $591,690Net Income 2014: -$189,0772014Revenue 2015: $411,875Expenses 2015: $608,352Net Income 2015: -$196,4772015Revenue 2016: $479,559Expenses 2016: $634,752Net Income 2016: -$155,1932016Revenue 2017: $1,213,865Expenses 2017: $617,578Net Income 2017: $596,2872017Revenue 2018: $430,177Expenses 2018: $541,537Net Income 2018: -$111,3602018Revenue 2019: $424,685Expenses 2019: $811,793Net Income 2019: -$387,1082019Revenue 2020: $227,026Expenses 2020: $790,009Net Income 2020: -$562,9832020Revenue 2021: $550,141Expenses 2021: $756,883Net Income 2021: -$206,7422021Revenue 2022: $649,000Expenses 2022: $823,441Net Income 2022: -$174,4412022Revenue 2023: $819,116Expenses 2023: $983,215Net Income 2023: -$164,0992023Revenue 2024: $754,565Expenses 2024: $991,387Net Income 2024: -$236,8222024

Highlighted filing

2020

Revenue$227,026
Expenses$790,009
Net Income-$562,983
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James M AndreoliPresident-$0--
Richard JeromeVice President-$0--
Jeffrey WilsonSec. & Treas.-$0--
Mitchell EbrightVice President-$0--
Martha E MoralesVP & Asst Treas-$0--
Anthony AndreoliVice President-$0--
James A AndreoliVice President-$0--
Andrew AndreoliVice President-$0--
Filing and Contact Details

Filer

Filer Name
Jerome Foundation
EIN
95-6039063
Phone
7145382393
Address
541 E Chapman Ave Suite B, Orange, CA 92866

Signing Officer

Name
James M Andreoli
Title
President
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Banks Accountancy
Address
13821 Newport Avenue Suite 170, Tustin, CA 92780
Preparer
Emily R Banks
Phone
7143008217
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Part XV, 2d - Supplementary InformationNone - Grants are made at the discretion of the trustees and are generally limited to Southern California public charitable organizations: principal private donee has been Jerome Foundation (Phillipines).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Jerome Foundation 95-6039063Return of Private FoundationYear Ended December 31, 2019Statement Required by Regulation 53.4945-5(d)(2)Re: Part VII B Question 5 (c) I)Name and address of Grantee: Jerome Foundation RFS Condominium Building Salcedo Cor. Gamboa Sts. Legaspi Village, Makati Rizal, Philippines II)Dates and Amount of Grants 1/6/19$ 300 2/6/19 300 3/6/19 300 4/5/19 300 5/5/19 300 6/6/19 300 $ 1,800 III) Purpose of Grant: The purpose of the above grants was to assist the Jerome Foundation, Philippines, in its philanthropic and charitable projects in the Pholippines. IV) Amounts Expended by Grants: As of January 31, 2020, all grants have been expended for the above purposes. V) To the knowledge of the grantor, the grantee has not expended any of the funds for purposes other than those listed in (III) above. VI) The grantor received reports from the grantee on a quarterly basis throughout the tax year. VII) A verification of the grantee's reports was undertaken in January 2020. All reports were found to be in order.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ASG Global Alter 1107.326 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AT&T 3000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Auto Data Proc 900 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Avanos Medical 587 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Bank of America 3500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Baring Corp 9400 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Bayer AG 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Berkshire 1000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Blackrock Inc 20 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Boeing 115 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Boston Partners 2971.534 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Bristol Meyers 5000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Cap One Financial 600 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CA Water Service 2000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Caterpillar 3600 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CDK Global 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Celanese Corp 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Century Link 84 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Chevron 1622 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Cisco 1800 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CME Group 80 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Coca Cola 200 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Conagra 1000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CVS/Caremark 1950 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Costco 125 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Cummins 335 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Danaher 175 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Deere & Co 5775 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Diageo PLC-ADR 125 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Driehaus 2629.079 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Dow 836 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Ecolab 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Edison 2200 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Emerson 9000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Exxon 6000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Fed Ex 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Ford 2000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Fortive 87 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GE 35000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52General Mills 12600 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Gilead Science 800 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Glaxosmithkline 1000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55IBM 2000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Ill Tool 1000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Trane Tech 1300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Intel 8700 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Ish Core S&P Sm Cap 1000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Ish S&P 500 Value 240 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Ish S&P Mid Cap 400- 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Ishs Core S&P Mid 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Ishs Taiwan 1000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64J & J 5600 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65John Hancock FD 600 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Kim Clark 4700 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Lamb Weston 333 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Manulife Financial 600 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69McDonalds 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Merger FD 1086.828 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Microsoft 1500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Mirant Wts 1192 wts
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Neuberger Bermen 3896.808 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Nextra Energy 4000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75P & G 11015 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Pepsico 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Pfizer 2670 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RPM 4000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Southern Co 4500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SPDR DJ Intl RE 400 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Teradata 374 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Three M 5550 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TJX Co 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84T. Rowe Price 908.765 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Tweedy Browne 1039.240 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86Union Pacific 250 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PG & E 500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88United Parcel 165 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89US Bancorp 2031 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Vanguard Emg Mkt 645 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91Vanguard FTSE DEV 1381 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Vanguard REIT VIP 625 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Verizon 1220 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94Visa 475 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95Walmart 1740 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96Walt Disney 150 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97Wells Fargo 2500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98Corteva 836 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99DuPont 836 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100Wabtec 187 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101Clorox 200 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102Kellogg 200 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103Viatris 331 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104Vontier 34 shs
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0395490
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-218464
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0177026
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0177026
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0775150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0775150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-562983
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0421945
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-218464
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08411
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0775150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0790009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0395490
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0227026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt128530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3560742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt520144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt716920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt053878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-345804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt432559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-15549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt761312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt053878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-345804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt432559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-15549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt761312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt059640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3214938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt778232
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/PropertyDesc0Deere & Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Driehus
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Fortive

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Filings

Displayed year

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

Open filing
Assets
$5,480,647
Liabilities
$0
Net assets
$5,480,647
Revenue
$227,026
Expenses
$790,009
Net income
-$562,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.75$0.99$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.82$0.98$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.65$0.82$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.55$0.76$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.23$0.79$0.56
2019Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.42$0.81$0.39
2018Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.43$0.54$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$1.21$0.62$0.60
2016Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.48$0.63$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.41$0.61$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.40$0.59$0.19
2013Summary only. Only limited summary data is available for this year.$6.57$0.00$0.53$0.68$0.14
2012Summary only. Only limited summary data is available for this year.$6.71$0.00$0.43$0.44$0.01
2011Summary only. Only limited summary data is available for this year.$6.74$0.00$0.32$0.51$0.19