Civic Intelligence

The Engelberg Foundation Co Alfred Engelberg

990PF • Fiscal year 2018 • EIN 06-1309603

Feb 01, 2017 to Jan 31, 2018 • Filed on Oct 29, 2018

Organization Profile
1050 North Lake WayPalm Beach, FL 33480

(212) 279-8430

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

33rd percentile

-1.8%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

106%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

$16,795,167

No earlier filing loaded for comparison.

Net Assets

$16,781,525

No earlier filing loaded for comparison.

Liabilities

$13,642

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin17th percentile

Revenue

$2,878,231

No earlier filing loaded for comparison.

Expenses

$3,196,778

No earlier filing loaded for comparison.

Net Income

-$318,547

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $12,708,398Liabilities 2012: $02012Assets 2013: $12,501,061Liabilities 2013: $1Net Assets 2013: $12,501,0612013Assets 2014: $14,161,763Liabilities 2014: $1,435Net Assets 2014: $14,160,3282014Assets 2015: $13,499,559Liabilities 2015: $1Net Assets 2015: $13,499,5592015Assets 2016: $16,607,600Liabilities 2016: $1Net Assets 2016: $16,607,6002016Assets 2018: $16,795,167Liabilities 2018: $13,642Net Assets 2018: $16,781,5252018Assets 2019: $14,562,622Liabilities 2019: $22,993Net Assets 2019: $14,539,6292019Assets 2020: $13,646,493Liabilities 2020: $196,945Net Assets 2020: $13,449,5482020Assets 2021: $13,502,962Liabilities 2021: $53,105Net Assets 2021: $13,449,8572021Assets 2022: $15,562,971Liabilities 2022: $7,357Net Assets 2022: $15,555,6142022Assets 2023: $13,448,804Liabilities 2023: $13,5852023Assets 2024: $14,136,917Liabilities 2024: $12024Assets 2025: $14,481,357Liabilities 2025: $0Net Assets 2025: $14,481,3572025

Highlighted filing

2018

Assets$16,795,167
Liabilities$13,642
Net Assets$16,781,525
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $4,274,194Expenses 2012: $4,595,441Net Income 2012: -$321,2472012Revenue 2013: $684,485Expenses 2013: $891,822Net Income 2013: -$207,3372013Revenue 2014: $2,884,038Expenses 2014: $1,224,771Net Income 2014: $1,659,2672014Revenue 2015: $1,052,001Expenses 2015: $1,712,770Net Income 2015: -$660,7692015Revenue 2016: $3,998,111Expenses 2016: $890,070Net Income 2016: $3,108,0412016Revenue 2018: $2,878,231Expenses 2018: $3,196,778Net Income 2018: -$318,5472018Revenue 2019: $1,965,116Expenses 2019: $4,207,012Net Income 2019: -$2,241,8962019Revenue 2020: $1,941,045Expenses 2020: $3,031,126Net Income 2020: -$1,090,0812020Revenue 2021: $2,818,594Expenses 2021: $2,818,285Net Income 2021: $3092021Revenue 2022: $2,207,394Expenses 2022: $101,637Net Income 2022: $2,105,7572022Revenue 2023: $3,354,550Expenses 2023: $5,474,945Net Income 2023: -$2,120,3952023Revenue 2024: $827,571Expenses 2024: $125,873Net Income 2024: $701,6982024Revenue 2025: $732,326Expenses 2025: $387,886Net Income 2025: $344,4402025

Highlighted filing

2018

Revenue$2,878,231
Expenses$3,196,778
Net Income-$318,547
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
Oct 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALFRED B ENGELBERGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Engelberg Foundation
EIN
06-1309603
Phone
2122798430
Address
1050 NORTH LAKE WAY, PALM BEACH, FL 33480

Signing Officer

Name
Alfred Engelberg
Title
Foundation Manager
Phone
9176070885
Signed
2018-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Keith Kramer CPA
Address
462 SEVENTH AVE, NEW YORK, NY 10018
Preparer
Keith Kramer
Phone
2122798430
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42125114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43132141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALTRIA GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ANHEUSER BUSCH INBEV SA NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BRITISH AMERICAN TOBACCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BROWN FORMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK CAPITAL INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CRACKER BARREL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CIE FINANCIERE RICHEMONT AG ZUG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DIAGEO PLC - SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DTE ENERGY CO CORPORATE UNIT PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EQT MIDSTREAM PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HEINEKEN HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JC DECAUX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MASTERCARD INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NESTLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NEUBERGER BERMAN REAL ESTATE CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PENNANTPARK INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PERNOD RICARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PREFERRED APARTMENT COMMUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32RYMAN HOSPITALITY PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SALISBURY BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SOLAR CAPITAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SUPERIOR UNIFORM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SWATCH GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UMH PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNIVEST CORPORATION OF PA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNILEVER NV NEW YORK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40URSTADT BIDDLE PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VALUE LINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WEYERHAUSER SERIES A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0171064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1102740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt239888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3401062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41406528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51892477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61296412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DECATHLON ALPHA, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HPS - CORE SENIOR LENDING OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FARALLON INSTITUTIONAL PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GACP I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HUTCHIN HILL CAPITAL OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5TALON GW1 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6YORK GLOBAL CREDIT INCOME LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt085905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1102295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3587919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41358615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61869353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0307003
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01538635
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt055799
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01901437
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01901437
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09538
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019076
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01538635
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02970350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02970350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0976794
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0307003
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0307003
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318547
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05814302
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01538635
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01716261
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0168457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0169457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt055799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt055799
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07181
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02971350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0185176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03196778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01901437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02878231
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0185176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0226428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21348008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41112205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51775942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt715000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3359000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4282111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt537019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt639434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7182536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9646727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1026051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-10330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3359000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4282111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt537019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt639434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7182536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9646727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1026051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-10330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1359000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2282111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt337019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt439434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51530544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71758932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81801993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P

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Filings

Displayed year

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

Open filing
Assets
$16,795,167
Liabilities
$13,642
Net assets
$16,781,525
Revenue
$2,878,231
Expenses
$3,196,778
Net income
-$318,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$0.73$0.39$0.34
2024Detailed filing. Detailed filing data is available for this year.$14.1$0.00$0.83$0.13$0.70
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.01$3.35$5.47$2.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.01$15.6$2.21$0.10$2.11
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.05$13.4$2.82$2.82$0.00
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.6$0.20$13.4$1.94$3.03$1.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.02$14.5$1.97$4.21$2.24
2018Detailed filing. Detailed filing data is available for this year.$16.8$0.01$16.8$2.88$3.20$0.32
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.00$16.6$4.00$0.89$3.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$1.05$1.71$0.66
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$2.88$1.22$1.66
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.5$0.00$12.5$0.68$0.89$0.21
2012Summary only. Only limited summary data is available for this year.$12.7$0.00$4.27$4.60$0.32