Civic Intelligence

Fresh Sound Foundation Inc.

990PF • Fiscal year 2013 • EIN 06-1428363

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization Profile
186 Alewife Br 200 C/O Tyler LynchNo 200Cambridge, MA 02138

(617) 354-3814

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

68th percentile

7.8%

Faster asset growth than 68% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$6,688,324

Up $481,620 (+7.8%) from 2012

Net Assets

Up

$6,642,982

Up $478,444 (+7.8%) from 2012

Liabilities

Up

$45,342

Up $3,176 (+7.5%) from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin86th percentile

Revenue

$1,017,087

No earlier filing loaded for comparison.

Expenses

Down

$538,643

Down $48,187 (-8.2%) from 2012

Net Income

$478,444

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2010: $6,797,204Liabilities 2010: $0Net Assets 2010: $6,797,2042010Assets 2011: $6,349,375Liabilities 2011: $27,356Net Assets 2011: $6,322,0192011Assets 2012: $6,206,704Liabilities 2012: $42,166Net Assets 2012: $6,164,5382012Assets 2013: $6,688,324Liabilities 2013: $45,342Net Assets 2013: $6,642,9822013Assets 2014: $8,175,827Liabilities 2014: $0Net Assets 2014: $8,175,8272014Assets 2015: $7,797,975Liabilities 2015: $0Net Assets 2015: $7,797,9752015Assets 2016: $7,643,749Liabilities 2016: $0Net Assets 2016: $7,643,7492016Assets 2017: $7,942,258Liabilities 2017: $0Net Assets 2017: $7,942,2582017Assets 2018: $7,766,049Liabilities 2018: $0Net Assets 2018: $7,766,0492018Assets 2019: $7,736,189Liabilities 2019: $0Net Assets 2019: $7,736,1892019Assets 2020: $7,445,016Liabilities 2020: $0Net Assets 2020: $7,445,0162020Assets 2021: $7,988,269Liabilities 2021: $0Net Assets 2021: $7,988,2692021Assets 2022: $7,990,954Liabilities 2022: $0Net Assets 2022: $7,990,9542022Assets 2023: $7,657,068Liabilities 2023: $0Net Assets 2023: $7,657,0682023Assets 2024: $7,779,391Liabilities 2024: $0Net Assets 2024: $7,779,3912024Assets 2025: $8,206,880Liabilities 2025: $0Net Assets 2025: $8,206,8802025

Highlighted filing

2013

Assets$6,688,324
Liabilities$45,342
Net Assets$6,642,982
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $653,6092010Expenses 2011: $613,0042011Expenses 2012: $586,8302012Revenue 2013: $1,017,087Expenses 2013: $538,643Net Income 2013: $478,4442013Revenue 2014: $2,167,385Expenses 2014: $634,540Net Income 2014: $1,532,8452014Revenue 2015: $424,507Expenses 2015: $828,130Net Income 2015: -$403,6232015Revenue 2016: $454,983Expenses 2016: $609,209Net Income 2016: -$154,2262016Revenue 2017: $934,620Expenses 2017: $667,854Net Income 2017: $266,7662017Revenue 2018: $666,586Expenses 2018: $728,311Net Income 2018: -$61,7252018Revenue 2019: $922,084Expenses 2019: $810,765Net Income 2019: $111,3192019Revenue 2020: $806,137Expenses 2020: $1,102,681Net Income 2020: -$296,5442020Revenue 2021: $657,208Expenses 2021: $113,955Net Income 2021: $543,2532021Revenue 2022: $921,594Expenses 2022: $935,551Net Income 2022: -$13,9572022Revenue 2023: $771,801Expenses 2023: $978,492Net Income 2023: -$206,6912023Revenue 2024: $1,260,111Expenses 2024: $1,139,283Net Income 2024: $120,8282024Revenue 2025: $1,819,239Expenses 2025: $1,370,311Net Income 2025: $448,9282025

Highlighted filing

2013

Revenue$1,017,087
Expenses$538,643
Net Income$478,444
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F BURTTrustee-$0--
S JEFFREY BURTTrustee-$0--
LAURIE BURTTrustee-$0--
Filing and Contact Details

Filer

EIN
06-1428363
Phone
6173543814

Signing Officer

Name
John F Burt
Title
Trustee
Phone
6173543814
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Lynch
Phone
6173543814
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WATERFURNACE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69XYLEM INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0201542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1275832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3155488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4271409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt635123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7239120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8260436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11276520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1339170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14282988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COMMUNITY REINVESTMENT ACT QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENTERPRISE PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EXCALIBUR PARTNERS LLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HIGHWATER GLOBAL FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5KINDER MORGAN ENERGY PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MAGELLAN MIDSTREAM PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MANAGERS BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MATTHEW ASIAN GROWTH & INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9NOTHUNG PARTNERS LLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NUSTAR ENERGY (VALERO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OPPENHEIMER SR FLOAT RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PIMCO TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PLAINS ALL AMERICAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRUDENTIAL HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SUN INITIATIVE FINANCING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD INFLATION PROTECTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0188138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1269389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2232050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3161516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4419285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5161317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6240426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7242790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8275549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11279143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13215363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14286989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0148259
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0779838
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027530
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt061460
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01017087
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01017087
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02889
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02889
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0779838
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0424000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0424000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0148259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0478444
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02306908
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027530
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027530
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013271
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0779838
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0916474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035196
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt061460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt061460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt053526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt053526
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09143
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0424000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0100613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0538643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01017087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01017087
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0100613
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0114643
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0365024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1337150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt247107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt328606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt512953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt621393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt715458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt823176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt946284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1046284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1162809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1219625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1368688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1619967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1926327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2117072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt228249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2424064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2513322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt264235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt272781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28102819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2928571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt305017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt342708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3510215

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,688,324
Liabilities
$45,342
Net assets
$6,642,982
Revenue
$1,017,087
Expenses
$538,643
Net income
$478,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$1.82$1.37$0.45
2024Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.26$1.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.77$0.98$0.21
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.99$0.00$7.99$0.92$0.94$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.66$0.11$0.54
2020Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.81$1.10$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.00$7.74$0.92$0.81$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.77$0.00$7.77$0.67$0.73$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.93$0.67$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.00$7.64$0.45$0.61$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.42$0.83$0.40
2014Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$2.17$0.63$1.53
2013Detailed filing. Detailed filing data is available for this year.$6.69$0.05$6.64$1.02$0.54$0.48
2012Detailed filing. Detailed filing data is available for this year.$6.21$0.04$6.16$0.59
2011Detailed filing. Detailed filing data is available for this year.$6.35$0.03$6.32$0.61
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.00$6.80$0.65