Civic Intelligence

E Joseph Evans Charitable Trust Janet Alfieri Trustee

990PF • Fiscal year 2018 • EIN 04-6269182

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 24, 2019

Organization Profile
7 South Park AvenuePlymouth, MA 02360

(781) 588-4190

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-228%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.8%

Faster asset growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,730,652

Down $105,585 (-5.8%) from 2017

Net Assets

Down

$1,730,652

Down $105,585 (-5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$48,062

Down $42,111 (-47%) from 2017

Expenses

Down

$157,489

Down $10,449 (-6.2%) from 2017

Net Income

Down

-$109,427

Down $31,662 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2009: $1,053,923Liabilities 2009: $02009Assets 2010: $1,158,571Liabilities 2010: $02010Assets 2011: $1,157,565Liabilities 2011: $12011Assets 2012: $1,121,630Liabilities 2012: $0Net Assets 2012: $1,121,6302012Assets 2013: $1,228,487Liabilities 2013: $0Net Assets 2013: $1,228,4872013Assets 2014: $1,873,049Liabilities 2014: $0Net Assets 2014: $1,873,0492014Assets 2015: $1,949,154Liabilities 2015: $0Net Assets 2015: $1,949,1542015Assets 2016: $1,929,661Liabilities 2016: $0Net Assets 2016: $1,929,6612016Assets 2017: $1,836,237Liabilities 2017: $0Net Assets 2017: $1,836,2372017Assets 2018: $1,730,652Liabilities 2018: $0Net Assets 2018: $1,730,6522018Assets 2019: $1,669,218Liabilities 2019: $0Net Assets 2019: $1,669,2182019Assets 2020: $1,580,717Liabilities 2020: $12020Assets 2021: $1,924,968Liabilities 2021: $0Net Assets 2021: $1,924,9682021Assets 2022: $1,782,898Liabilities 2022: $0Net Assets 2022: $1,782,8982022Assets 2023: $1,619,409Liabilities 2023: $12023Assets 2024: $1,621,552Liabilities 2024: $0Net Assets 2024: $1,621,5522024

Highlighted filing

2018

Assets$1,730,652
Liabilities$0
Net Assets$1,730,652
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2009: $101,976Expenses 2009: $131,663Net Income 2009: -$29,6872009Revenue 2010: $117,920Expenses 2010: $13,272Net Income 2010: $104,6482010Revenue 2011: $87,153Expenses 2011: $88,159Net Income 2011: -$1,0062011Expenses 2012: $127,1032012Revenue 2013: $232,480Expenses 2013: $125,623Net Income 2013: $106,8572013Revenue 2014: $779,289Expenses 2014: $134,727Net Income 2014: $644,5622014Revenue 2015: $210,744Expenses 2015: $139,766Net Income 2015: $70,9782015Revenue 2016: $68,263Expenses 2016: $139,922Net Income 2016: -$71,6592016Revenue 2017: $90,173Expenses 2017: $167,938Net Income 2017: -$77,7652017Revenue 2018: $48,062Expenses 2018: $157,489Net Income 2018: -$109,4272018Revenue 2019: $115,779Expenses 2019: $181,857Net Income 2019: -$66,0782019Revenue 2020: $74,933Expenses 2020: $170,537Net Income 2020: -$95,6042020Revenue 2021: $466,920Expenses 2021: $160,562Net Income 2021: $306,3582021Revenue 2022: -$59,573Expenses 2022: $122,683Net Income 2022: -$182,2562022Revenue 2023: $21,037Expenses 2023: $154,774Net Income 2023: -$133,7372023Revenue 2024: $191,491Expenses 2024: $156,213Net Income 2024: $35,2782024

Highlighted filing

2018

Revenue$48,062
Expenses$157,489
Net Income-$109,427
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET ALFIERITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDANA FARBER SOCIETYCANCER RESEARCHNONPROFITBOSTON, MA, US$10,000
Paid GrantFEEDING AMERICAPROVIDING FOOD FOR THE POORNONPROFITCHICAGO, IL, US$10,000
Paid GrantBOYS AND GIRLS CLUB OF PLYMOUTHTO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS.NONPROFITPLYMOUTH, MA, US$10,000
Paid GrantHOUSING SOLUTIONS OF SOUTHEASTERN MASSTO HELP FIND AFFORDABLE HOUSING AS A WAY FOR INDIVIDUALS AND FAMILIES GAIN STABILITY IN THEIR LIVES.NONPROFITKINGSTON, MA, US$10,000
Paid GrantPLYMOUTH PUBLIC LIBRARYTO HELP SUPPORT AND MAINTAIN THE LIBRARY IN PLYMOUTH MASS-PLYMOUTH, MA, US$9,000
Paid GrantBRIMMER AND MAYEDUCATIONAL ASSISTANCEEXEMPT ORGCHESTNUT HILL, MA, US$5,000
Paid GrantNPR FOUNDATIONHELP PPROVIDE FINANCIAL SUPPORT FOR PUBLIC RADIOEXEMPT ORGWASHINGTON, DC, US$5,000
Paid GrantUS FUND FOR UNICEFTO HELP SAVE AND IMPORVE CHILDRENS LIVES THROUGH HEALTHCARE, CLEAN WATER, NUTRITION & EDUCATIONEXEMPT ORGNEW YORK, NY, US$5,000
Paid GrantALZHEIMERS FOUNDATIONPROVIDE SUPPORT SERVICES AND EDUCATION TO INDIVIDUALS, FAMILIES AND CAREGIVERS AFFECTED BY ALZHEIMER'S DISEASENONPROFITNEW YORK, NY, US$5,000
Paid GrantBLACK FEATHER HORSE RESCUETO IMPORVE THE HEALTH AND WELL BEING OF ABUSED, INJURED AND NEGLECTED HORSES.EXEMPT ORGPLYMOUTH, MA, US$5,000
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATIONFUNDING RESEARCH, ADVOCATING FOR POLICIES TO ACCELERATE ACCESS T NEW THERAPIES AND PROVIDING A SUPPORT NETWORK FOR PEOPLE IMPACTED BY TYPE 1 DIABETES.NONPROFITNEW YORK, NY, US$5,000
Paid GrantLOBSTER FOUNDATION OF MASSSUPPORTS A HEALTHY AND SUSTAINABLE LOBSTER FISHERY WITHIN MASSACHUSETTS WATERS. SPONSOR SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS THAT PROMOTE SUSTAINABILITY AND SAFE FISHING PRACTICES, WHICH IN TURN CONSERVE AND PROTECT MARINE ENVIRONMENT AND THE ABUNDANT LIFE IT SUPPORTS.NONPROFITSCITUATE, MA, US$5,000
Paid GrantNATHAN HALE FOUNDATIONOFFERS DIRECT SERVICE TO THE HEALTH AND WELFARE OF OUR VETERANS AND ACTIVE DUTY MILITARY INCLUDING TRANSPORTATION SERVICES, READJUSTMENT COUNSELING, FOOD ASSISTANCE AND A CREATIVE ARTS PROGRAM.-PLYMOUTH, MA, US$5,000
Paid GrantPLYMOUTH TASK FORCE TO END HOMELESSNESSDEDICATED TO ENDING HOMELESSNESS IN THE PLYMOUTH AREA FOCUSING ON FINDING PERMANENT HOUSING WITH SUPPORTIVE SERVICES AND PROVIDING EMERGENCY SHELTER DURING WINTER MONTHS.-PLYMOUTH, MA, US$5,000
Paid GrantSAVE THE HARBOR SAVE THE BAYTO PROTECT AND CONTINUE TO KEEP CLEAN WATER IN BOSTON HARBOR AND THE REGGION'S PUBLIC BEACHES AND THE BOSTON HARBOR ISLANDS.-WEST BOSTON, MA, US$5,000
Paid GrantSOUTH SHORE NATURAL SCIENCE CENTERTO EDUCATING THE PUBLIC ABOUT THE NATURAL AND CULTURAL ENVIRONMENTS OF THE SOUTH SHORE OF MASSACHUSETTS.-NORWELLL, MA, US$5,000
Paid GrantWOODS HOLE OCEANOGRAPHIC INSTITUTETO HELP UNDERSTAND ALL FACETS OF THE OCEAN AS WELL AS ITS COMPLEX CONNECTIONS WITH EARTH'S ATMOSPHERE, LAND, ICE, SEAFLOOR, AND LIFEINCLUDING HUMANITY.-WOODS HOLE, MA, US$5,000
Paid GrantWILDLANDS TRUST INCTO PERMANENTLY PROTECT AND STEWARD IMPORTANT HABITATS AND LANDSCAPES.-PLYMOUTH, MA, US$5,000
Paid GrantPRISON BOOK PROGRAMTO GIVE PRISONERS A CHANCE TO IMPROVE THEMSELVES THROUGH READINGEXEMPT ORGQUINCY, MA, US$2,500
Paid GrantTALKING INFORMATION CENTERSTAFF AND VOLUNTEERS PROVIDE HUMAN VOICE(D) BROADCASTS OF LOCAL NEWS, ARTICLES, AND ITEMS OF INTEREST TO VISUALLY IMPAIRED AND OTHERWISE DISABLED LISTENERS THROUGHOUT MASSACHUSETTS TO PROMOTE INDEPENDENCE AND ENRICH QUALITY OF LIFE."-MARSHFIELD, MA, US$2,500
Paid GrantCHARITY NAVIGATORGUIDE TO INTELLIGENT GIVINGEXEMPT ORGGLEN ROCK, NJ, US$1,000
Filing and Contact Details

Filer

Filer Name
E Joseph Evans Charitable Trust
EIN
04-6269182
Phone
7815884190
Address
7 SOUTH PARK AVENUE, PLYMOUTH, MA 02360

Signing Officer

Name
Lee Alfeiri
Title
Trustee
Phone
7815884190
Signed
2019-10-24

Preparer

Firm
Condon & Lapsley LLC
Address
15 CASWELL LANE, PLYMOUTH, MA 02360
Preparer
M Catherine Lapsley CPA
Phone
5088300500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FACEBOOK INC CL A (FB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HEALTHCARE TRUST OF AMERICA (HTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HONEYWELL INTL INC (HON)-28 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JP MORGAN CHASE & CO (JPM)-10 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LAMAR ADVERTISING COMPANY C (LAMR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LIBERTY PROPERTY TRUST (LPT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LOCKHEED MARTIN CORP (LMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MAGNA INTERNATIONAL INC CL (MGA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MASTERCARD INC (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP (MSFT)-24 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MID-AMERICA APARTMENT COMMU (MAA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NATIONAL RETAIL PROPERTIES (NNN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PAYCHEX INC (PAYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PNC FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PULTE GROUP INC (PHM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43THERMO FISHER SCIENTIFIC IN (TMO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNITEDHEALTH GRP INC (UNH)-36 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VERIZON COMM (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VISA INC (V)-5 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WELLTOWER INC (HCN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49XCEL ENERGY INC (XEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AMPHENOL CORP CL A (APH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BANK OF AMERICA CORP (BAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BERKSHIRE HATHAWAY (BRKB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CABOT OIL & GAS (COG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CINCINNATI FINL CORP (CINF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CMS ENERGY (CMS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CROWN CASTLE INTERNATIONAL (CCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INGERSOLL-RAND PLC (IR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PEPSICO INC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PFIZER INC (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNION PAC CORP (UNP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ACCENTURE PLC CL A (ACN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ALIBABA GROUP (BABA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CHUBB LTD (CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66COCA COLA (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67EQUINIX INC (EQIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68INTEL CORP (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LINDE PUBLIC LIMITED COMPANY (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ONEOK INC (OKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PROCTOR & GAMBLE (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ROPER TECHNOLOGIES (ROP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SONOCO PRODS CO (SON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STRYKER CORP (SYK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75UNILEVER PLC SPONS DR (UL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WALT DISNEY CO (DIS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt168738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt297538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3666873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO PREFERRED PORTF (PGX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STONE RIDGE REINSUR RISK PR (SRRIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CITY NATIONAL ROCHDALE EMERGING MARKETS(CNRYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CNR FIX INCOMOPP N (RIMOX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2100358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3621603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069275
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-21253
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048062
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048062
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069275
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069275
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-109427
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0435592
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-21253
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033408
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0157489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037489
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt712932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt97165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1411923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1599463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt204805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2318283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2412092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2610329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt271948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt284055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2918577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt316370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3236352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt339543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt358058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt364472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt373674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3918698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4012641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt413817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-6825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-5616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-1095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-1306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-1254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-3754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt241647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt272275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt285682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29-778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31-705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32-4427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33-958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt342106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt352157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt371096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39-8651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40-5198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4111066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt421184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-6825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-5616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-1095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-1306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20688

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,730,652
Liabilities
$0
Net assets
$1,730,652
Revenue
$48,062
Expenses
$157,489
Net income
-$109,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.19$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$0.02$0.15$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.06$0.12$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.47$0.16$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$0.07$0.17$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.05$0.16$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.21$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.78$0.13$0.64
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.23$0.13$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.13
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.09$0.09$0.00
2010Summary only. Only limited summary data is available for this year.$1.16$0.00$0.12$0.01$0.10
2009Summary only. Only limited summary data is available for this year.$1.05$0.00$0.10$0.13$0.03