Civic Intelligence

Mills Foundation Inc.

990PF • Fiscal year 2015 • EIN 13-2622775

Dec 01, 2014 to Nov 30, 2015 • Filed on Feb 11, 2016

Organization Profile
1010 Route 601Skillman, NJ 08558

(609) 309-5500

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$5,160

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

57th percentile

1.7%

Faster asset growth than 57% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,073,920

Up $50,843 (+1.7%) from 2014

Net Assets

Up

$3,073,920

Up $50,843 (+1.7%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin77th percentile

Revenue

Up

$240,324

Up $82,308 (+52%) from 2014

Expenses

Down

$189,556

Down $20,935 (-9.9%) from 2014

Net Income

Up

$50,768

Up $103,243 (+197%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,252,179Liabilities 2011: $02011Assets 2012: $3,224,341Liabilities 2012: $0Net Assets 2012: $3,224,3412012Assets 2013: $3,116,915Liabilities 2013: $41,363Net Assets 2013: $3,075,5522013Assets 2014: $3,023,077Liabilities 2014: $1Net Assets 2014: $3,023,0772014Assets 2015: $3,073,920Liabilities 2015: $0Net Assets 2015: $3,073,9202015Assets 2016: $3,116,184Liabilities 2016: $0Net Assets 2016: $3,116,1842016Assets 2017: $3,029,024Liabilities 2017: $0Net Assets 2017: $3,029,0242017Assets 2018: $2,945,147Liabilities 2018: $0Net Assets 2018: $2,945,1472018Assets 2019: $2,872,502Liabilities 2019: $852019Assets 2020: $2,666,387Liabilities 2020: $149Net Assets 2020: $2,666,2382020Assets 2021: $2,618,908Liabilities 2021: $1Net Assets 2021: $2,618,9082021Assets 2022: $2,692,556Liabilities 2022: $142Net Assets 2022: $2,692,4142022Assets 2023: $2,694,467Liabilities 2023: $9202023

Highlighted filing

2015

Assets$3,073,920
Liabilities$0
Net Assets$3,073,920
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $238,465Expenses 2011: $212,817Net Income 2011: $25,6482011Expenses 2012: $293,6232012Revenue 2013: $25,004Expenses 2013: $173,793Net Income 2013: -$148,7892013Revenue 2014: $158,016Expenses 2014: $210,491Net Income 2014: -$52,4752014Revenue 2015: $240,324Expenses 2015: $189,556Net Income 2015: $50,7682015Revenue 2016: $199,562Expenses 2016: $157,298Net Income 2016: $42,2642016Revenue 2017: $89,035Expenses 2017: $176,195Net Income 2017: -$87,1602017Revenue 2018: $159,637Expenses 2018: $243,514Net Income 2018: -$83,8772018Revenue 2019: $126,037Expenses 2019: $198,767Net Income 2019: -$72,7302019Revenue 2020: -$1,990Expenses 2020: $204,189Net Income 2020: -$206,1792020Revenue 2021: $225,185Expenses 2021: $255,015Net Income 2021: -$29,8302021Revenue 2022: $308,262Expenses 2022: $234,756Net Income 2022: $73,5062022Revenue 2023: $565,491Expenses 2023: $245,791Net Income 2023: $319,7002023

Highlighted filing

2015

Revenue$240,324
Expenses$189,556
Net Income$50,768
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN PERSICHILLIAsst. Secretary-$5,160-$5,160
BRADFORD MILLSTreasurer / Director-$0--
BARBARA M HENAGANSect'Y / Director-$0--
ROSS D MILLSCo-President / Director-$0--
ELIZABETH MILLS-HARDIECo-President / Director-$0--
MICHAEL PETERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mills Foundation Inc
EIN
13-2622775
Phone
6093095500
Address
1010 ROUTE 601, SKILLMAN, NJ 08558

Signing Officer

Name
Bradford Mills
Title
Treasurer / Director
Phone
6093095500
Signed
2016-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
751 ARBOR WAY SUITE 200, BLUE BELL, PA 19422
Preparer
David N Feldman
Phone
2156418600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GOOGLE INC. - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOOGLE INC. - CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES 20+ YEAR TREASURY BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES 20+ YEAR TREASURY BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES 20+ YEAR TREASURY BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES 20+ YEAR TREASURY BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33KINDER MORGAN MANAGEMENT LLC (2013 STK DIVIDEND 02-15-14)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LIBERTY BROADBAND - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LIBERTY BROADBAND - C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LIBERTY MEDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37LIBERTY MEDIA CORP - C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MASTERCARD INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MEAD JOHNSON NUTRITION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PHILLIPS 66 (PSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PRAXAIR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PRAXAIR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PRICELINE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ROCHE HOLDING L TO SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SERMED INDUSTRIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STAG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54STAG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55STAG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56STRATASYS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STRATASYS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TEVAPHARMACEUTICALINDSLTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59THE GEO GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60THE TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TORTOISE ENERGY INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TOTAL SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WHITEWAVE FOODS CO CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WISDOMTREE INDIA EARNINGS FUND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WISDOMTREE INDIA EARNINGS FUND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WISDOMTREE JAPAN HEDGED EQUITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NEWELL RUBBERMAID INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ISHARES MSCI UNITED KINGDOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VANGUARD FTSE EMERGING MARKETS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0127891
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0145347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHENIERE ENERGY PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FEDERAL HOME LOAN BANK BNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt150634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt062496
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt072635
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05193
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0140324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140324
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02478
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03717
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06195
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt072635
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05160
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05160
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0140496
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0140496
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062496
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt050768
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02803769
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt072635
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05193
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01259
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0157153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0189556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0140324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0240324
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016657
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-07-28

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,073,920
Liabilities
$0
Net assets
$3,073,920
Revenue
$240,324
Expenses
$189,556
Net income
$50,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$0.57$0.25$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.31$0.23$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.23$0.26$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.00$0.20$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$0.13$0.20$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.16$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.09$0.18$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.20$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.24$0.19$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.16$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.12$0.04$3.08$0.03$0.17$0.15
2012Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.29
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.24$0.21$0.03