Civic Intelligence

1772 Foundation Inc.

990PF • Fiscal year 2015 • EIN 22-2578377

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 14, 2016

Organization Profile
449 Thames Street Suite 301CNewport, RI 02840

(401) 847-1772

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.07x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$166,400

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$74,948,409

Down $367,407 (-0.5%) from 2014

Net Assets

Down

$74,654,781

Down $464,551 (-0.6%) from 2014

Liabilities

Up

$293,628

Up $97,144 (+49%) from 2014

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin15th percentile

Revenue

Down

$4,342,916

Down $3,147,537 (-42%) from 2014

Expenses

Up

$4,807,467

Up $1,090,195 (+29%) from 2014

Net Income

Down

-$464,551

Down $4,237,732 (-112%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100M$50M$0Assets 2010: $74,196,108Liabilities 2010: $356,406Net Assets 2010: $73,839,7022010Assets 2011: $71,613,120Liabilities 2011: $56,588Net Assets 2011: $71,556,5322011Assets 2012: $72,316,337Liabilities 2012: $383,420Net Assets 2012: $71,932,9172012Assets 2013: $71,604,385Liabilities 2013: $258,234Net Assets 2013: $71,346,1512013Assets 2014: $75,315,816Liabilities 2014: $196,484Net Assets 2014: $75,119,3322014Assets 2015: $74,948,409Liabilities 2015: $293,628Net Assets 2015: $74,654,7812015Assets 2016: $76,085,742Liabilities 2016: $361,100Net Assets 2016: $75,724,6422016Assets 2019: $82,924,396Liabilities 2019: $155,923Net Assets 2019: $82,768,4732019Assets 2020: $89,101,958Liabilities 2020: $312,665Net Assets 2020: $88,789,2932020Assets 2021: $92,175,920Liabilities 2021: $877,433Net Assets 2021: $91,298,4872021Assets 2022: $69,125,733Liabilities 2022: $2,754,500Net Assets 2022: $66,371,2332022Assets 2023: $75,591,745Liabilities 2023: $1,836,633Net Assets 2023: $73,755,1122023Assets 2024: $81,139,819Liabilities 2024: $2,722,863Net Assets 2024: $78,416,9562024

Highlighted filing

2015

Assets$74,948,409
Liabilities$293,628
Net Assets$74,654,781
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$20M$10M$0-$10M-$20MExpenses 2010: $3,374,3262010Expenses 2011: $3,871,9772011Expenses 2012: $3,901,3512012Revenue 2013: $3,113,049Expenses 2013: $3,699,815Net Income 2013: -$586,7662013Revenue 2014: $7,490,453Expenses 2014: $3,717,272Net Income 2014: $3,773,1812014Revenue 2015: $4,342,916Expenses 2015: $4,807,467Net Income 2015: -$464,5512015Revenue 2016: $5,554,370Expenses 2016: $4,471,679Net Income 2016: $1,082,6912016Revenue 2019: $3,131,541Expenses 2019: $4,327,791Net Income 2019: -$1,196,2502019Revenue 2020: $334,865Expenses 2020: $5,236,245Net Income 2020: -$4,901,3802020Revenue 2021: $13,805,924Expenses 2021: $5,813,219Net Income 2021: $7,992,7052021Revenue 2022: -$2,275,210Expenses 2022: $8,188,286Net Income 2022: -$10,463,4962022Revenue 2023: $2,653,298Expenses 2023: $4,185,957Net Income 2023: -$1,532,6592023Revenue 2024: $7,463,322Expenses 2024: $6,453,700Net Income 2024: $1,009,6222024

Highlighted filing

2015

Revenue$4,342,916
Expenses$4,807,467
Net Income-$464,551
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 14, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY A ANTHONYExec DirectoFT$166,400-$166,400
G STANTON GEARYTrusteePT$75,650-$75,650
B DANFORTH ELYPresidentPT$67,650-$67,650
ROBERT RAYNOLDSTrusteePT$25,650-$25,650
CHRISTINA SPELLMANTrusteePT$25,650-$25,650
MARGARET WALDCOCKTrusteePT$25,650-$25,650
Filing and Contact Details

Filer

Filer Name
1772 Foundation Inc
EIN
22-2578377
Phone
4018471772
Address
449 THAMES STREET SUITE 301C, NEWPORT, RI 02840

Signing Officer

Name
B Danforth Ely
Title
President
Phone
4018471772
Signed
2016-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Leshner Franchino & Company
Address
19 CATTANO AVENUE, MORRISTOWN, NJ 07960-6839
Preparer
Stephen M Delargy
Phone
9735391800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15277089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16995822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17805181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18317973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19692973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20765130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21115070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22584796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23533003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2420467848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WESTFIELD DIVIDEND GWTH FD LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PINE GROVE OFF FD LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ACL ALTERNATIVE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TYME FOREST FUND IV TE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK STRAT INC OPPTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DOUBLELINE TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JP MORGAN INFLATION MGD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LOOMIS SAYLES STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LOOMIS SAYLES BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9METROPOLITAN WEST TOTAL RET BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10RIVERNORTH DOUBLELINE STAT INC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11TCW EMER MKT INC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DFA COMMODITY STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DFA EMG MKT CORE EQ PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DFA INTL SMALL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DFA LARGE CAP INTL PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DFA REAL ESTATE SEC PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DFA US LARGE CO PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DFA US SMALL CAP PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FIRST EAGLE GOLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20GLDMN SACHS RISING DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21JP MORGAN VAL ADV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22OSHAUGHNESSY ENHANCED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANGUARD ENERGY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VIRTUS FOREIGN OPPTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES MSCI ETF USA MIN VOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26GLOBAL BAL ASSET ALLOC FD III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02865558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13321115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23405545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3259501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42256790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52721045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61825338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71433041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81323638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91538241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101014828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11179618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12383137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13383920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141037235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15333484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161035751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17820070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18125982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19689900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20701134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2174611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22601323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23568443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2417920390
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01623130
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02580835
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0138318
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0633
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04342916
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04342916
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013997
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013998
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02580835
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0270655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0115995
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0386650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03714990
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03889990
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0460
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01623130
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01623130
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-464551
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021621656
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0138318
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0138318
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05211
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05211
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010422
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02580835
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03886952
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03850
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03850
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt031496
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt013498
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt044994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019652
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0252568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0253750
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt033058
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt014167
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt047225
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt05743
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt05743
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt038768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04137735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0455964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04807467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04342916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04342916
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0422745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0455964
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0917477
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt038654
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt016565
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt055219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11998-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-01-25

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Filings

Displayed year

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

Open filing
Assets
$74,948,409
Liabilities
$293,628
Net assets
$74,654,781
Revenue
$4,342,916
Expenses
$4,807,467
Net income
-$464,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$81.1$2.72$78.4$7.46$6.45$1.01
2023Detailed filing. Detailed filing data is available for this year.$75.6$1.84$73.8$2.65$4.19$1.53
2022Detailed filing. Detailed filing data is available for this year.$69.1$2.75$66.4$2.28$8.19$10.5
2021Detailed filing. Detailed filing data is available for this year.$92.2$0.88$91.3$13.8$5.81$7.99
2020Detailed filing. Detailed filing data is available for this year.$89.1$0.31$88.8$0.33$5.24$4.90
2019Detailed filing. Detailed filing data is available for this year.$82.9$0.16$82.8$3.13$4.33$1.20
2016Detailed filing. Detailed filing data is available for this year.$76.1$0.36$75.7$5.55$4.47$1.08
2015Detailed filing. Detailed filing data is available for this year.$74.9$0.29$74.7$4.34$4.81$0.46
2014Detailed filing. Detailed filing data is available for this year.$75.3$0.20$75.1$7.49$3.72$3.77
2013Detailed filing. Detailed filing data is available for this year.$71.6$0.26$71.3$3.11$3.70$0.59
2012Detailed filing. Detailed filing data is available for this year.$72.3$0.38$71.9$3.90
2011Detailed filing. Detailed filing data is available for this year.$71.6$0.06$71.6$3.87
2010Detailed filing. Detailed filing data is available for this year.$74.2$0.36$73.8$3.37