Civic Intelligence

Kuhn Foundation

990PF • Fiscal year 2016 • EIN 20-3067498

Jun 01, 2015 to May 31, 2016 • Filed on Oct 20, 2016

Organization Profile
4568 Meramec Bottom Road No 6St Louis, MO 63128

(314) 721-1932

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-36%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$7,630,856

Down $108,580 (-1.4%) from 2015

Net Assets

Down

$7,628,711

Down $109,274 (-1.4%) from 2015

Liabilities

Up

$2,145

Up $694 (+48%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin17th percentile

Revenue

Down

$471,918

Down $266,411 (-36%) from 2015

Expenses

Up

$581,192

Up $140,381 (+32%) from 2015

Net Income

Down

-$109,274

Down $406,792 (-137%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2011: $6,966,376Liabilities 2011: $6,089Net Assets 2011: $6,960,2872011Assets 2012: $6,738,486Liabilities 2012: $3,478Net Assets 2012: $6,735,0082012Assets 2013: $6,947,749Liabilities 2013: $1,463Net Assets 2013: $6,946,2862013Assets 2014: $7,441,930Liabilities 2014: $1,463Net Assets 2014: $7,440,4672014Assets 2015: $7,739,436Liabilities 2015: $1,451Net Assets 2015: $7,737,9852015Assets 2016: $7,630,856Liabilities 2016: $2,145Net Assets 2016: $7,628,7112016Assets 2017: $7,443,699Liabilities 2017: $1,387Net Assets 2017: $7,442,3122017Assets 2018: $7,640,818Liabilities 2018: $1,387Net Assets 2018: $7,639,4312018Assets 2019: $7,513,106Liabilities 2019: $4,362Net Assets 2019: $7,508,7442019Assets 2020: $7,485,724Liabilities 2020: $1,387Net Assets 2020: $7,484,3372020Assets 2021: $7,642,080Liabilities 2021: $26,211Net Assets 2021: $7,615,8692021Assets 2022: $8,547,047Liabilities 2022: $4,393Net Assets 2022: $8,542,6542022Assets 2023: $9,515,503Liabilities 2023: $9,415Net Assets 2023: $9,506,0882023Assets 2024: $9,390,321Liabilities 2024: $0Net Assets 2024: $9,390,3212024Assets 2025: $8,758,024Liabilities 2025: $0Net Assets 2025: $8,758,0242025

Highlighted filing

2016

Assets$7,630,856
Liabilities$2,145
Net Assets$7,628,711
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $416,4712011Expenses 2012: $384,2622012Expenses 2013: $437,2472013Revenue 2014: $953,454Expenses 2014: $459,273Net Income 2014: $494,1812014Revenue 2015: $738,329Expenses 2015: $440,811Net Income 2015: $297,5182015Revenue 2016: $471,918Expenses 2016: $581,192Net Income 2016: -$109,2742016Revenue 2017: $322,276Expenses 2017: $508,675Net Income 2017: -$186,3992017Revenue 2018: $820,139Expenses 2018: $623,020Net Income 2018: $197,1192018Revenue 2019: $506,301Expenses 2019: $636,988Net Income 2019: -$130,6872019Revenue 2020: $1,157,935Expenses 2020: $1,182,342Net Income 2020: -$24,4072020Revenue 2021: $2,418,410Expenses 2021: $2,286,878Net Income 2021: $131,5322021Revenue 2022: $1,833,224Expenses 2022: $906,439Net Income 2022: $926,7852022Revenue 2023: $1,634,547Expenses 2023: $671,113Net Income 2023: $963,4342023Revenue 2024: $695,802Expenses 2024: $811,569Net Income 2024: -$115,7672024Revenue 2025: $599,480Expenses 2025: $1,231,777Net Income 2025: -$632,2972025

Highlighted filing

2016

Revenue$471,918
Expenses$581,192
Net Income-$109,274
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 20, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E KUHNPresident, Director-$0--
MICHAEL J KUHNDirector-$0--
STEVEN L KUHNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kuhn Foundation
EIN
20-3067498
Phone
3147211932
Address
4568 MERAMEC BOTTOM ROAD NO 6, ST LOUIS, MO 63128

Signing Officer

Name
Thomas E Kuhn
Title
President
Phone
3147211932
Signed
2016-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Lopata Flegel & Company Llp
Address
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MI 63141
Preparer
James R Owens
Phone
3145148881
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC. CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AQR MANAGED FUTURES STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ASG MANAGED FUTURES STRATEGY Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BAXTER INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOSTON SCIENTIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BRANDES EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BRISTOL-MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM CORP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12C.H. ROBINSON WORLDWIDE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CABLEVISION SYSTEMS CORP NY GROUP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CBRE CLARION LONG/SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CBS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHESAPEAKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CIENA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COHEN & STEERS INTERNATIONAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CONAGRA FOODS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DARDEN RESTAURANTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DIAMOND HILL SMALL-MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DODGE & COX INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DODGE & COX STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DOW CHEMICAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EATON CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ELECTRONIC ARTS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EMERSON ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ENDO INTERNATIONAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32E-TRADE FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EXPEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34F5 NETWORKS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FASTENAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GANNETT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GENERAL MILLS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GOOGLE INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GOOGLE INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HAIN CELESTIAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HARDING LOEVNER INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES CORE MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES INTERNATIONAL SELECT DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES MSCI EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES RUSSELL 2000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES RUSSELL 2000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JP MORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LAS VEGAS SANDS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LINCOLN NATIONAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LINKEDIN CORP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LOWES COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MALLINCKRODT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MASCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MASTERCARD INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MATTEL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MAXIM INTEGRATED PRODUCTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MCDONALD'S CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62METLIFE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NATIXIS ASG MANAGED FUTURES STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66OAKMARK INTERNATIONAL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OCCIDENTAL PETROLEUM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ON SEMICONDUCTOR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72POST HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRINCIPAL FINANCIAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PRUDENTIAL FINANCIAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PRUDENTIAL JENNISON MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77RED HAT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SKYWORKS SOLUTIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SPDR S&P INTERNATIONAL DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SUNTRUST BANKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TEMPUR SEALY INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TEVA PHARMACEUTICAL INDUSTRIES LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TOUCHSTONE FUNDS GRP EMERG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TWEEDY, BROWNE GLOBAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VERIZON COMMUNICATIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WADDELL & REED FINANCIAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WILLIAM BLAIR INTERNATIONAL GROWTH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92WILLIAMS COS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WYNN RESORTS CORPORATION
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0122915
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0300343
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt038065
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0461323
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0461323
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04418
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04418
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08836
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0300343
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0510650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0510650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010595
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0122915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0122915
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-109274
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02558837
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt038065
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0300343
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0404591
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt046967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt046967
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0346
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0347
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0520414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0581192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0461323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0471918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09764
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt056732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070542
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-07-02

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Filings

Displayed year

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

Open filing
Assets
$7,630,856
Liabilities
$2,145
Net assets
$7,628,711
Revenue
$471,918
Expenses
$581,192
Net income
-$109,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.60$1.23$0.63
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$0.00$9.39$0.70$0.81$0.12
2023Detailed filing. Detailed filing data is available for this year.$9.52$0.01$9.51$1.63$0.67$0.96
2022Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.54$1.83$0.91$0.93
2021Detailed filing. Detailed filing data is available for this year.$7.64$0.03$7.62$2.42$2.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.48$1.16$1.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.51$0.64$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.82$0.62$0.20
2017Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.32$0.51$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.47$0.58$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.74$0.44$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.95$0.46$0.49
2013Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.44
2012Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.38
2011Detailed filing. Detailed filing data is available for this year.$6.97$0.01$6.96$0.42