Civic Intelligence

Robert B & Addie P Thompson Trust Fund

990PF • Fiscal year 2016 • EIN 16-6043464

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

Organization Profile
124 Main StreetDelhi, NY 13753

(855) 413-3544

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

16th percentile

-31%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$2,223

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

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

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

14th percentile

-31%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,208,298

Down $6,678 (-0.5%) from 2015

Net Assets

Down

$1,208,298

Down $6,678 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin16th percentile

Revenue

Down

$61,703

Down $28,058 (-31%) from 2015

Expenses

Up

$80,720

Up $33,910 (+72%) from 2015

Net Income

Down

-$19,017

Down $61,968 (-144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,291,890Liabilities 2011: $0Net Assets 2011: $1,291,8902011Assets 2012: $1,192,691Liabilities 2012: $0Net Assets 2012: $1,192,6912012Assets 2013: $1,229,110Liabilities 2013: $0Net Assets 2013: $1,229,1102013Assets 2014: $1,172,022Liabilities 2014: $0Net Assets 2014: $1,172,0222014Assets 2015: $1,214,976Liabilities 2015: $0Net Assets 2015: $1,214,9762015Assets 2016: $1,208,298Liabilities 2016: $0Net Assets 2016: $1,208,2982016Assets 2017: $1,197,765Liabilities 2017: $0Net Assets 2017: $1,197,7652017Assets 2018: $1,184,710Liabilities 2018: $0Net Assets 2018: $1,184,7102018Assets 2019: $1,150,964Liabilities 2019: $0Net Assets 2019: $1,150,9642019Assets 2020: $1,200,638Liabilities 2020: $0Net Assets 2020: $1,200,6382020Assets 2021: $1,237,259Liabilities 2021: $0Net Assets 2021: $1,237,2592021Assets 2022: $1,202,051Liabilities 2022: $0Net Assets 2022: $1,202,0512022Assets 2023: $1,187,169Liabilities 2023: $0Net Assets 2023: $1,187,1692023Assets 2024: $1,243,562Liabilities 2024: $0Net Assets 2024: $1,243,5622024

Highlighted filing

2016

Assets$1,208,298
Liabilities$0
Net Assets$1,208,298
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $38,3452011Expenses 2012: $70,9032012Revenue 2013: $81,861Expenses 2013: $68,696Net Income 2013: $13,1652013Revenue 2014: $52,726Expenses 2014: $104,487Net Income 2014: -$51,7612014Revenue 2015: $89,761Expenses 2015: $46,810Net Income 2015: $42,9512015Revenue 2016: $61,703Expenses 2016: $80,720Net Income 2016: -$19,0172016Revenue 2017: $48,750Expenses 2017: $71,474Net Income 2017: -$22,7242017Revenue 2018: $66,928Expenses 2018: $74,251Net Income 2018: -$7,3232018Revenue 2019: $42,741Expenses 2019: $75,527Net Income 2019: -$32,7862019Revenue 2020: $125,684Expenses 2020: $72,730Net Income 2020: $52,9542020Revenue 2021: $143,718Expenses 2021: $102,842Net Income 2021: $40,8762021Revenue 2022: $43,143Expenses 2022: $81,343Net Income 2022: -$38,2002022Revenue 2023: $64,291Expenses 2023: $88,840Net Income 2023: -$24,5492023Revenue 2024: $127,502Expenses 2024: $73,167Net Income 2024: $54,3352024

Highlighted filing

2016

Revenue$61,703
Expenses$80,720
Net Income-$19,017
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,223-$2,223
EVELYN GOODSPEEDTrustee-$0--
FRED JOEDICKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert B and Addie P Thomson Trust
EIN
16-6043464
Phone
8554133544
Address
124 MAIN STREET, DELHI, NY 13753

Signing Officer

Name
Bryan Boyer
Title
Senior Trust Officer
Signed
2017-08-14
Discuss with paid preparer
Yes

Preparer

Firm
The Tax Professionals of Ny Ltd
Address
5375 START HIGHWAY 7 STE 4, ONEONTA, NY 13820
Preparer
Paul Ahearn
Phone
6074327099
Raw XML AppendixShowing 400 of 973 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SELECT SECTOR SPDR AMEX FIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD INFORMATION TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD SMALL CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VARIOUS OIL INTERESTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17OPPENHEIMER SENIOR FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GLENMEDE FND LARGE CAP VALUE PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19AMERICAN CENTURY FUNDAMENTAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20REAL ESTATE SELECT SECTOR SPDR FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22OPPENHEIMER DISCOVER MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt054265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt147567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt457868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt519876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt617631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt715330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt818183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1023217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11100708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1216765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1315694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1422478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1519971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1754284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1819515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1925445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2120936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2217969
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023389
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023369
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt013978
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CASH LIQUIDATION FROM ESCROW
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0967
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt061703
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt061703
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03175
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023369
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02223
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt070975
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt070975
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023389
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023389
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-19017
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0450166
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013978
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013978
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01365
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023369
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt060514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0967
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt080720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt061703
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22002-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52002-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62002-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72002-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt316458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt512348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt612150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt829823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt929612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1030000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1133439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1228223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1419935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1519990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1620004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1749948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1835001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt317794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-18189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-4612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-2439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-3223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt176089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-18189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt810560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-4612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-2439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-3223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt176089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt334252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt517959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt840383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1030000

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Filings

Displayed year

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

Open filing
Assets
$1,208,298
Liabilities
$0
Net assets
$1,208,298
Revenue
$61,703
Expenses
$80,720
Net income
-$19,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.13$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.10$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04