Civic Intelligence

The J Stuart and Elizabeth Moore Charitable Foundation

990PF • Fiscal year 2018 • EIN 04-6904482

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile
1519 Riverview LnBradenton, FL 34209

(617) 407-6343

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

51st percentile

2.2%

Faster asset growth than 51% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

117%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$30,751,199

Up $674,112 (+2.2%) from 2017

Net Assets

Up

$30,751,199

Up $674,112 (+2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin96th percentile

Revenue

Up

$823,586

Up $444,655 (+117%) from 2017

Expenses

Down

$149,474

Down $15,431 (-9.4%) from 2017

Net Income

Up

$674,112

Up $460,086 (+215%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2010: $3,907,298Liabilities 2010: $0Net Assets 2010: $3,907,2982010Assets 2011: $4,550,575Liabilities 2011: $0Net Assets 2011: $4,550,5752011Assets 2012: $4,471,403Liabilities 2012: $0Net Assets 2012: $4,471,4032012Assets 2013: $5,159,651Liabilities 2013: $0Net Assets 2013: $5,159,6512013Assets 2014: $31,489,695Liabilities 2014: $0Net Assets 2014: $31,489,6952014Assets 2015: $32,505,214Liabilities 2015: $0Net Assets 2015: $32,505,2142015Assets 2016: $29,861,688Liabilities 2016: $0Net Assets 2016: $29,861,6882016Assets 2017: $30,077,087Liabilities 2017: $0Net Assets 2017: $30,077,0872017Assets 2018: $30,751,199Liabilities 2018: $0Net Assets 2018: $30,751,1992018Assets 2019: $30,225,933Liabilities 2019: $0Net Assets 2019: $30,225,9332019Assets 2020: $24,521,768Liabilities 2020: $0Net Assets 2020: $24,521,7682020Assets 2021: $28,705,275Liabilities 2021: $0Net Assets 2021: $28,705,2752021Assets 2022: $27,940,804Liabilities 2022: $0Net Assets 2022: $27,940,8042022Assets 2023: $26,770,807Liabilities 2023: $0Net Assets 2023: $26,770,8072023Assets 2024: $25,872,668Liabilities 2024: $0Net Assets 2024: $25,872,6682024

Highlighted filing

2018

Assets$30,751,199
Liabilities$0
Net Assets$30,751,199
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $67,9822010Expenses 2011: $216,4182011Expenses 2012: $84,3502012Revenue 2013: $2,573,657Expenses 2013: $1,885,409Net Income 2013: $688,2482013Revenue 2014: $26,817,134Expenses 2014: $487,090Net Income 2014: $26,330,0442014Revenue 2015: $1,939,838Expenses 2015: $946,119Net Income 2015: $993,7192015Revenue 2016: $105,623Expenses 2016: $2,749,216Net Income 2016: -$2,643,5932016Revenue 2017: $378,931Expenses 2017: $164,905Net Income 2017: $214,0262017Revenue 2018: $823,586Expenses 2018: $149,474Net Income 2018: $674,1122018Revenue 2019: $538,422Expenses 2019: $1,063,688Net Income 2019: -$525,2662019Revenue 2020: -$3,626,861Expenses 2020: $2,077,304Net Income 2020: -$5,704,1652020Revenue 2021: $1,764,387Expenses 2021: $1,178,020Net Income 2021: $586,3672021Revenue 2022: $2,137,016Expenses 2022: $1,991,894Net Income 2022: $145,1222022Revenue 2023: $1,098,790Expenses 2023: $1,836,190Net Income 2023: -$737,4002023Revenue 2024: $1,962,743Expenses 2024: $1,893,719Net Income 2024: $69,0242024

Highlighted filing

2018

Revenue$823,586
Expenses$149,474
Net Income$674,112
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STUART MOORETrustee-$0--
SAMUEL C SICHKOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The J Stuart Moore Charitable Foundation
EIN
04-6904482
Phone
6174076343
Address
1519 RIVERVIEW LN, BRADENTON, FL 34209

Signing Officer

Name
J Stuart Moore
Title
Trustee
Phone
6174076343
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Smith Leonard Etal
Address
1001 3RD AVE W SUITE 700, BRADENTON, FL 34205
Preparer
Lisa R Johnson
Phone
9417481040
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt52123923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5397199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5449675
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5549307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt56100129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5775476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5849945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt59126625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6048349
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6149326
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt62176122
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6349568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6449853
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6549507
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt66127566
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6774879
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt68299973
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6999029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7098481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt042587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt337275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt440515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt551621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt741206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt816923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt973345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10110078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1153247
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12745000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1323039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14199664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1545907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1614308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt179071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1832739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1943330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2047436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2122962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2222962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2310784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2419587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2542112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2619388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2729546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2847752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2981616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30121421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3130828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3229469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3313501
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt355000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3628459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt373000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3844993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt398624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt402014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4139074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4236548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4328102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4442936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4532219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4613119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4717242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4844393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4946065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5012448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5118730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5223304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5324997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5433191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt551713138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5637812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt579151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5812613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5951377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6019320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6125861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6216491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6314296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6412692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6516355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6635866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6714745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6830197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6928002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7077563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7125785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7219299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7310784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7440354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7519211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7623165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt779437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7835406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7936725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt804982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8119894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8282112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8327996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8439555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt858375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8634216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8737525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88179640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8942563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9010263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt915899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9219451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9356705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9451549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9518226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9616487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9725768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9816748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt998703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10011931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10137607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10227999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt103754345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104729428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105329437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10671250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10724616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10825448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10937466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11015384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11138238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11222528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11321488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11418561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11556069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11611105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11723817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1189465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11926063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12045035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12143696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1224925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12327352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12411501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12548362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12610274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12735850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1287293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12920926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13099676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131179669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13214743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1334901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13462991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13559005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13627298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13735136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt138170574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13932636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14118001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14223796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCENTURE PLC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACCENTURE PLC CMN (ACN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ACI WORLDWIDE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ADIDAS AG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AFLAC INCORPORATED CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AIA GROUP LIMITED SPONSORED ADR CMN SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AMADEUS IT GROUP SA ADR CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMERICAN EXPRESS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AMERISOURCEBERGEN CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AMGEN INC. CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ANALOG DEVICES, INC. CMN CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ARMSTRONG WORLD INDUSTRIES, INC. CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ARTISAN DYNAMIC EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ASML HOLDINGS NV ADR CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ASTRAZENECA PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ATLAS COPCO AB SPONS ADR SER A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16B&G FOODS, INC. CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17BANCFIRST CORP. CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BAXTER INTERNATIONAL, INC. CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20BERKSHIRE HATHAWAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21BGC PARTNERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BGC PARTNERS, INC. CMN CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23CALAVO GROWERS INC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CALLON PETROLEUM CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25CANADIAN PACIFIC RAILWAY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26CBIZ, INC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CHR. HANSEN HOLDING A/S SPONSORED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CHUBB LTD CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CISCO SYSTEMS, INC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30COCA-COLA COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31COLUMBIA BKG SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32COMCAST CORPORATION CMN CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33COMMUNITY HEALTHCARE TRUST INC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34COMPASS GROUP PLC SPONSORED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35CORBIN CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36CORE LABORATORIES N. V CMN (CSLLY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37CORPORATE CREDIT INVESTMENT FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38CSL LIMITED SPONSORED ADR CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39CTS CORPORATION CMN

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$30,751,199
Liabilities
$0
Net assets
$30,751,199
Revenue
$823,586
Expenses
$149,474
Net income
$674,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.96$1.89$0.07
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.10$1.84$0.74
2022Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.14$1.99$0.15
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$1.76$1.18$0.59
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$3.63$2.08$5.70
2019Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$0.54$1.06$0.53
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.82$0.15$0.67
2017Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.38$0.16$0.21
2016Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$0.11$2.75$2.64
2015Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$1.94$0.95$0.99
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$26.8$0.49$26.3
2013Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$2.57$1.89$0.69
2012Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.08
2011Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.07