Civic Intelligence

Kahn Charitable Foundation C/O Samet & Company PC

990PF • Fiscal year 2017 • EIN 04-6718867

Jul 01, 2016 to Jun 30, 2017 • Filed on May 03, 2018

Organization Profile
1330 Boylston StreetChestnut Hill, MA 02467

(617) 731-1222

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

21st percentile

-6.0%

Higher net margin than 21% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

30th percentile

-0.4%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

25%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,060,242

Down $44,463 (-0.4%) from 2016

Net Assets

Down

$12,060,242

Down $44,463 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin21st percentile

Revenue

Up

$744,804

Up $150,287 (+25%) from 2016

Expenses

Down

$789,267

Down $56,187 (-6.6%) from 2016

Net Income

Up

-$44,463

Up $206,474 (+82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,147,907Liabilities 2011: $0Net Assets 2011: $12,147,9072011Assets 2012: $12,367,548Liabilities 2012: $0Net Assets 2012: $12,367,5482012Assets 2013: $12,195,375Liabilities 2013: $0Net Assets 2013: $12,195,3752013Assets 2014: $12,297,195Liabilities 2014: $0Net Assets 2014: $12,297,1952014Assets 2015: $12,355,642Liabilities 2015: $0Net Assets 2015: $12,355,6422015Assets 2016: $12,104,705Liabilities 2016: $0Net Assets 2016: $12,104,7052016Assets 2017: $12,060,242Liabilities 2017: $0Net Assets 2017: $12,060,2422017Assets 2018: $12,394,998Liabilities 2018: $0Net Assets 2018: $12,394,9982018Assets 2019: $12,701,580Liabilities 2019: $0Net Assets 2019: $12,701,5802019Assets 2020: $12,369,362Liabilities 2020: $0Net Assets 2020: $12,369,3622020Assets 2021: $12,632,729Liabilities 2021: $0Net Assets 2021: $12,632,7292021Assets 2022: $12,975,599Liabilities 2022: $0Net Assets 2022: $12,975,5992022Assets 2023: $12,289,986Liabilities 2023: $0Net Assets 2023: $12,289,9862023Assets 2024: $11,902,706Liabilities 2024: $0Net Assets 2024: $11,902,7062024

Highlighted filing

2017

Assets$12,060,242
Liabilities$0
Net Assets$12,060,242
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $718,5742011Expenses 2012: $681,7182012Revenue 2013: $557,762Expenses 2013: $729,935Net Income 2013: -$172,1732013Revenue 2014: $850,568Expenses 2014: $748,748Net Income 2014: $101,8202014Revenue 2015: $860,447Expenses 2015: $802,000Net Income 2015: $58,4472015Revenue 2016: $594,517Expenses 2016: $845,454Net Income 2016: -$250,9372016Revenue 2017: $744,804Expenses 2017: $789,267Net Income 2017: -$44,4632017Revenue 2018: $1,126,962Expenses 2018: $792,206Net Income 2018: $334,7562018Revenue 2019: $1,148,115Expenses 2019: $841,533Net Income 2019: $306,5822019Revenue 2020: $504,209Expenses 2020: $836,427Net Income 2020: -$332,2182020Revenue 2021: $1,080,313Expenses 2021: $816,946Net Income 2021: $263,3672021Revenue 2022: $1,242,389Expenses 2022: $899,519Net Income 2022: $342,8702022Revenue 2023: $255,019Expenses 2023: $940,632Net Income 2023: -$685,6132023Revenue 2024: $449,321Expenses 2024: $836,601Net Income 2024: -$387,2802024

Highlighted filing

2017

Revenue$744,804
Expenses$789,267
Net Income-$44,463
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH KAHNTrustee-$0--
ATLANTIC TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kahn Charitable Foundation
EIN
04-6718867
Phone
6177311222
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467

Signing Officer

Name
Joseph Kahn
Title
Trustee
Phone
6177311222
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
John J Czyzewski CPA
Phone
6177311222
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMERICAN EXPRESS CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AMERIPRISE FINL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AMERISOURCEBERGEN CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AMETEK INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AMPHENOL CORP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ANADARKO PETE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ANSYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17APPLE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ASHLAND INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19AUTOMATIC DATA PROCESSING INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20AUTONATION INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AUTOZONE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BARCLAYS ETN SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23BERRY PLASTICS GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24BLACKROCK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25BOEING CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26BORGWARNER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27BROWN FORMAN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CAPITAL ONE FINL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CARTER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CHECKPOINT SOFTWARE TECH COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CHURCH & DWIGHT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32CIGNA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33CISCO SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34CITIGROUP INC COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35CITRIX SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36COGNIZANT TECH SOLUTIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37COLGATE PALMOLIVE CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38COMCAST CORP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39CONCHO RES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40CROWN HOLDINGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41CVS HEALTH CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42DANAHER CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43DELAWARE US GROWTH FUND-INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44DELPHI AUTOMOTIVE PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45DICKS SPORTING GOODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46DISCOVERY COMMUNICATIONS NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47DOLLAR GEN CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48DOLLAR TREE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49EDWARDS LIFESCIENCES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50ENVISION HEALTHCARE HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51EOG RES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52EPAM SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53EQT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55EURONET WORLDWIDE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56EXPRESS SCRIPTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57FIDELITY NATL INFO SVCS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58FISERV INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59FLEETCOR TECHNOLOGIES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60FMC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61FOOT LOCKER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62FORTIVE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64GLOBAL PMTS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65HANESBRANDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66HARBOR INTL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67HCA HOLDINGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68HD SUPPLY HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69HEALTHSOUTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70HEXCEL CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71HOME DEPOT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72HONEYWELL INTERNATIONAL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73HUBBELL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74HUMANA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75IHS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76INTERCONTINENTAL EXCHANGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77INTERNATIONAL FLAVORS & FRAGRANCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78JAZZ PHARMACEUTICALS PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80JONES LANG LASALLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81JP MORGAN MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82JP MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83KANSAS CITY SOUTHERN COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84KINDER MORGAN INC DEL COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85LIGAND PHARMACEUTICALS INC COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86LIGHTHOUSE DIVERSIFIED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87LKQ CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88MAINSTAY EPOCH GLOBAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89MARRIOTT INTL CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90MASCO CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91MATTHEWS PACIFIC TIGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92MCKESSON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93MEDTRONIC INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94MERCK & CO INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95MICROCHIP TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97MOHAWK INDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98MONSTER BEVERAGE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99MSCI INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100NEXTERA ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101NXP SEMICONDUCTORS N V COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102O REILLY AUTOMOTIVE INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103OMNICOM GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104ORACLE SYSTEMS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105PARKER HANNIFIN CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106PENTAIR PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107PEPSICO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108PIONEER NAT RES CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109PRAXAIR INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110PRUDENTIAL FINL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111PTC INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112QUALCOMM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113RED HAT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114REXNORD CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115ROPER TECHNOLOGIES, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116ROSS STORES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117SBA COMMUNICATIONS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118SIMON PPTY GROUP INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119SKYWORKS SOLUTIONS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120SPROUTS FMRS MKT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121STRYKER CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122TD AMERITRADE HLDG CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123TE CONNECTIVITY LTD REG SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124TELEFLEX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125THERMO FISHER CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126TJX COS INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127TRACTOR SUPPLY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128TRANSUNION COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129TWEEDY BROWNE GLOBAL VALUE FUND #1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130ULTA SALON COSMETICS & FRAG INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132UNITED TECHNOLOGIES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134UNIVERSAL HLTH SVCS INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135US BANCORP DEL COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136VALVOLINE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137VANGUARD - INDEX FUND 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138VANTIV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139VF CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140VISA INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141WABTEC CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142WELLS FARGO & CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143WEX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144WHIRLPOOL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145XILINX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt011654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt264831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt448861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt547488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt626961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt785421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8105512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt920555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1043930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1114002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1216070

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,060,242
Liabilities
$0
Net assets
$12,060,242
Revenue
$744,804
Expenses
$789,267
Net income
-$44,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.45$0.84$0.39
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.26$0.94$0.69
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.24$0.90$0.34
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.08$0.82$0.26
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.50$0.84$0.33
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.15$0.84$0.31
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.13$0.79$0.33
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.74$0.79$0.04
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.59$0.85$0.25
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.86$0.80$0.06
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.85$0.75$0.10
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.56$0.73$0.17
2012Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.68
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.72