Civic Intelligence

Mills Foundation Inc.

990PF • Fiscal year 2016 • EIN 13-2622775

Dec 01, 2015 to Nov 30, 2016 • Filed on Mar 08, 2017

Organization Profile
1010 Route 601Skillman, NJ 08558

(609) 921-3880

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$6,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

1.4%

Faster asset growth than 53% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,116,184

Up $42,264 (+1.4%) from 2015

Net Assets

Up

$3,116,184

Up $42,264 (+1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin79th percentile

Revenue

Down

$199,562

Down $40,762 (-17%) from 2015

Expenses

Down

$157,298

Down $32,258 (-17%) from 2015

Net Income

Down

$42,264

Down $8,504 (-17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$3,116,184
Liabilities$0
Net Assets$3,116,184
Open 2016 Filing

Operations Trend

Revenue Growth21st 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

2016

Revenue$199,562
Expenses$157,298
Net Income$42,264
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Mar 8, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN PERSICHILLIAsst. Secretary-$6,000-$6,000
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
6099213880
Address
1010 ROUTE 601, SKILLMAN, NJ 08558

Signing Officer

Name
Bradford Mills
Title
Treasurer / Director
Phone
6099213880
Signed
2017-03-08
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/StockNm57SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TEVAPHARMACEUTICALINDSLTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VANECK VECTORS GODL MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANECK VECTORS JUNIOR GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WHITEWAVE FOODS CO CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WISDOMTREE INDIA EARNINGS FUND ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0124843
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0147607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt051874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt160590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt389080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERAL HOME LOAN BANK BNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES SILVER TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt246980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt383813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt056631
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt092931
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0149562
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0149562
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02562
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03843
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06405
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt092931
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0113127
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0113127
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056631
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042264
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02637880
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt092931
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0119841
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028687
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0157298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0149562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012519
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522013-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552015-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612015-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622016-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682016-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692016-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732016-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742016-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772016-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792016-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822013-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842014-08-19

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,116,184
Liabilities
$0
Net assets
$3,116,184
Revenue
$199,562
Expenses
$157,298
Net income
$42,264
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
2016Detailed filing. Detailed filing data is available for this year.$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