Civic Intelligence

Albert a and Bertram N Linder Foundation Inc

990PF • Fiscal year 2018 • EIN 13-6100590

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
Adeptus Partners Llc 6 E 45th StNew York, NY 10017

(212) 758-8050

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

34th percentile

-2.4%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,897,606

Down $47,045 (-2.4%) from 2017

Net Assets

Down

$1,897,606

Down $47,045 (-2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin9th percentile

Revenue

Up

$103,985

Up $26,262 (+34%) from 2017

Expenses

Up

$152,837

Up $15,995 (+12%) from 2017

Net Income

Up

-$48,852

Up $10,267 (+17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,233,569Liabilities 2011: $02011Assets 2012: $1,257,029Liabilities 2012: $0Net Assets 2012: $1,257,0292012Assets 2013: $1,252,432Liabilities 2013: $0Net Assets 2013: $1,252,4322013Assets 2014: $2,094,310Liabilities 2014: $0Net Assets 2014: $2,094,3102014Assets 2015: $2,115,251Liabilities 2015: $0Net Assets 2015: $2,115,2512015Assets 2016: $2,002,805Liabilities 2016: $0Net Assets 2016: $2,002,8052016Assets 2017: $1,944,651Liabilities 2017: $0Net Assets 2017: $1,944,6512017Assets 2018: $1,897,606Liabilities 2018: $0Net Assets 2018: $1,897,6062018Assets 2019: $1,902,587Liabilities 2019: $0Net Assets 2019: $1,902,5872019Assets 2020: $1,868,870Liabilities 2020: $77,116Net Assets 2020: $1,791,7542020Assets 2021: $4,217,484Liabilities 2021: $0Net Assets 2021: $4,217,4842021Assets 2022: $4,279,563Liabilities 2022: $0Net Assets 2022: $4,279,5632022Assets 2023: $552Liabilities 2023: $0Net Assets 2023: $5522023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,897,606
Liabilities$0
Net Assets$1,897,606
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$5.0M$0-$5.0MRevenue 2011: $118,297Expenses 2011: $145,726Net Income 2011: -$27,4292011Expenses 2012: $100,3512012Revenue 2013: $99,686Expenses 2013: $104,283Net Income 2013: -$4,5972013Revenue 2014: $989,245Expenses 2014: $147,189Net Income 2014: $842,0562014Revenue 2015: $156,687Expenses 2015: $137,591Net Income 2015: $19,0962015Revenue 2016: $28,020Expenses 2016: $140,788Net Income 2016: -$112,7682016Revenue 2017: $77,723Expenses 2017: $136,842Net Income 2017: -$59,1192017Revenue 2018: $103,985Expenses 2018: $152,837Net Income 2018: -$48,8522018Revenue 2019: $160,646Expenses 2019: $158,309Net Income 2019: $2,3372019Revenue 2020: $43,840Expenses 2020: $158,758Net Income 2020: -$114,9182020Revenue 2021: $3,543,018Expenses 2021: $255,338Net Income 2021: $3,287,6802021Revenue 2022: $308,371Expenses 2022: $282,222Net Income 2022: $26,1492022Revenue 2023: $131,556Expenses 2023: $4,411,023Net Income 2023: -$4,279,4672023Revenue 2024: $3Expenses 2024: $555Net Income 2024: -$5522024

Highlighted filing

2018

Revenue$103,985
Expenses$152,837
Net Income-$48,852
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY MELAMEDPres & Treas-$0--
LAWRENCE M GABEVP & Sec-$0--
CONSTANCE SISLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Albert a and Bertram N Linder
EIN
13-6100590
Phone
2127588050
Address
ADEPTUS PARTNERS LLC 6 E 45TH ST, NEW YORK, NY 10017

Signing Officer

Name
Lawrence M Gabe
Title
VP & Sec
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Adeptus Partners LLC
Address
6 EAST 45TH STREET 10TH FLOOR, NEW YORK, NY 10017
Preparer
Howard S Krant
Phone
2127588050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553 SHS BOOKINGS HLDGS (fka-PRICELINE GRP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5649 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5766 SHS REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5892 SHS ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5975 SHS SMUCKER JM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60106 SHS STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61245 SHS UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62155 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63421 SHS VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64131 SHS ZOETIS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65144 SHS AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6688 SHS APOLLO COML REAL EST FIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6780 SHS BERKSHIRE HATHAWAY FIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68115 SHS ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69117 ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70221 SHS CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7195 SHS CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72120 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7361 SHS ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74189 SHS MORGAN STANLEY DEP SHS 4-15-27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75152 SHS NEW RESIDENTIAL INVT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7637 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7789 SH ROYAL DUTCH SHELL PLC SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78300 SHS-SQUARE INC CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79255 SHS WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80660 WEYERHAEUSER CO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0556601
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0537043
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065801
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035720
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02464
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0103985
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0103985
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt06035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0603
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05432
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06035
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt029928
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0114500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0114500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt065801
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065801
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065801
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-48852
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01005559
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035720
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt069279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt02075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt02464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt028857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028857
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01370
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01370
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt068265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt038337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0118131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0152837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0103985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0103985
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt038337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462017-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592017-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602017-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt180763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt322329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt529007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt612919

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Filings

Displayed year

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

Open filing
Assets
$1,897,606
Liabilities
$0
Net assets
$1,897,606
Revenue
$103,985
Expenses
$152,837
Net income
-$48,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$4.41$4.28
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.31$0.28$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$3.54$0.26$3.29
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.08$1.79$0.04$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.03$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.99$0.15$0.84
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.12$0.15$0.03