Civic Intelligence

E Joseph Evans Charitable Trust Janet Alfieri Trustee

990PF • Fiscal year 2017 • EIN 04-6269182

Jan 01, 2017 to Dec 31, 2017 • Filed on Jan 14, 2019

Organization Profile
7 South Park AvenuePlymouth, MA 02360

(508) 746-6303

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-86%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

18th percentile

-4.8%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,836,237

Down $93,424 (-4.8%) from 2016

Net Assets

Down

$1,836,237

Down $93,424 (-4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$90,173

Up $21,910 (+32%) from 2016

Expenses

Up

$167,938

Up $28,016 (+20%) from 2016

Net Income

Down

-$77,765

Down $6,106 (-8.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$1,836,237
Liabilities$0
Net Assets$1,836,237
Open 2017 Filing

Operations Trend

Revenue Growth78th 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

2017

Revenue$90,173
Expenses$167,938
Net Income-$77,765
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 14, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE ALFIERI ESQUIRETrustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
E Joseph Evans Charitable Trust
EIN
04-6269182
Phone
5087466303
Address
7 SOUTH PARK AVENUE, PLYMOUTH, MA 02360

Signing Officer

Name
Lee Alfeiri
Title
Trustee
Phone
5087466303
Signed
2019-01-14

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/StockNm55THERMO FISHER SCIENTIFIC IN (TMO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITEDHEALTH GRP INC (UNH)-36 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VERIZON COMM (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VISA INC (V)-5 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WELLTOWER INC (HCN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63XCEL ENERGY INC (XEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm653M COMPANY (MMM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AMPHENOL CORP CL A (APH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67BANK OF AMERICA CORP (BAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68BERKSHIRE HATHAWAY (BRKB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CABOT OIL & GAS (COG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CINCINNATI FINL CORP (CINF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71CMS ENERGY (CMS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72CONCHO RESOURCES INC (CXO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CROWN CASTLE INTERNATIONAL (CCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DOWDUPONT (DWDP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ELECTRONIC ARTS INC (EA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76INGERSOLL-RAND PLC (IR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PEPSICO INC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PFIZER INC (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TEXAS INSTRS INC (TXN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PAC CORP (UNP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WESTLAKE CHEMICAL CORP (WLK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt284798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3717886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0POWERSHARES 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/EOYFMVAmt018575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2112998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3721131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069189
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020955
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0NONE
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt090173
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt090173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020599
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0109600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0109600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069189
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069189
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-77765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0284385
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033742
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0129600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0167938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt090173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058338
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt627425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1015946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1211944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt165380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt183265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt196334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt208870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2112920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt227718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt249119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt258265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2611843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2819020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2915753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-4921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-1475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt162180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt231493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-1578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28-5834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt298199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt307531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-4921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt154014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21703

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,836,237
Liabilities
$0
Net assets
$1,836,237
Revenue
$90,173
Expenses
$167,938
Net income
-$77,765
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