Civic Intelligence

Lois J Macaluso Charitable Foundation

990PF • Fiscal year 2018 • EIN 23-2923692

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(724) 347-2740

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

65th percentile

$17,119

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

50th percentile

0.9%

Faster asset growth than 50% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$811,088

Up $7,473 (+0.9%) from 2017

Net Assets

Up

$811,088

Up $7,473 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin66th percentile

Revenue

Up

$92,615

Up $21,927 (+31%) from 2017

Expenses

Down

$81,805

Down $33,081 (-29%) from 2017

Net Income

Up

$10,810

Up $55,008 (+124%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $838,510Liabilities 2011: $02011Assets 2012: $853,668Liabilities 2012: $02012Assets 2013: $878,799Liabilities 2013: $02013Assets 2014: $851,750Liabilities 2014: $02014Assets 2015: $844,961Liabilities 2015: $0Net Assets 2015: $844,9612015Assets 2017: $803,615Liabilities 2017: $0Net Assets 2017: $803,6152017Assets 2018: $811,088Liabilities 2018: $0Net Assets 2018: $811,0882018Assets 2019: $864,117Liabilities 2019: $0Net Assets 2019: $864,1172019Assets 2020: $849,587Liabilities 2020: $0Net Assets 2020: $849,5872020Assets 2021: $877,474Liabilities 2021: $0Net Assets 2021: $877,4742021Assets 2022: $876,322Liabilities 2022: $0Net Assets 2022: $876,3222022Assets 2023: $932,531Liabilities 2023: $12023Assets 2024: $1,061,171Liabilities 2024: $0Net Assets 2024: $1,061,1712024

Highlighted filing

2018

Assets$811,088
Liabilities$0
Net Assets$811,088
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $39,824Expenses 2011: $44,855Net Income 2011: -$5,0312011Revenue 2012: $63,722Expenses 2012: $48,563Net Income 2012: $15,1592012Revenue 2013: $86,430Expenses 2013: $61,299Net Income 2013: $25,1312013Revenue 2014: $44,129Expenses 2014: $71,245Net Income 2014: -$27,1162014Revenue 2015: $61,576Expenses 2015: $69,215Net Income 2015: -$7,6392015Revenue 2017: $70,688Expenses 2017: $114,886Net Income 2017: -$44,1982017Revenue 2018: $92,615Expenses 2018: $81,805Net Income 2018: $10,8102018Revenue 2019: $103,852Expenses 2019: $52,640Net Income 2019: $51,2122019Revenue 2020: $77,133Expenses 2020: $92,519Net Income 2020: -$15,3862020Revenue 2021: $111,410Expenses 2021: $83,959Net Income 2021: $27,4512021Revenue 2022: $91,126Expenses 2022: $88,165Net Income 2022: $2,9612022Revenue 2023: $136,833Expenses 2023: $96,179Net Income 2023: $40,6542023Revenue 2024: $232,920Expenses 2024: $113,786Net Income 2024: $119,1342024

Highlighted filing

2018

Revenue$92,615
Expenses$81,805
Net Income$10,810
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$17,119-$17,119
Filing and Contact Details

Filer

Filer Name
Lois J Macaluso Charitable Foundation
EIN
23-2923692
Phone
7243472740
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
7243472740
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SMUCKER (J.M.) CO THE NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm623M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TRACTOR SUPPLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNITED PARCEL ERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITED TECHNOLOGIES CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD REIT FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WHITEWAVE FOODS COMPANY CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76AMERICAN INTL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CHURCH & DWIGHT CO INC W/1 RT/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89BAXTER INTERNATIONAL INC W/1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92EATON VANCE ATLANTA CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94JOHN HANCOCK DISCIPLINED VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95MARRIOTT INTERNATIONAL INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96MCCORMICK & CO INC COM NON VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PIONEER NATURAL RESOURCE W/1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101BERKSHIRE HATHAWAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109M &T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110MFS NEW DISCOVERY VALUE FUND-R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112T. ROWE PRICE NEW HORIZONS FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114AMERICAN FUNDS- NEW WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115LINDE PUBLIC LIMITED COMPANY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt026965
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065364
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0286
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt092615
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt092615
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt065364
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08559
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08559
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017119
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt063250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt063250
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026771
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026965
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010810
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0262082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt065364
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt083496
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt081805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt092421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt092615
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018555
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312001-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342010-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt391998-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412002-09-05

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Filings

Displayed year

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

Open filing
Assets
$811,088
Liabilities
$0
Net assets
$811,088
Revenue
$92,615
Expenses
$81,805
Net income
$10,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.23$0.11$0.12
2023Summary only. Only limited summary data is available for this year.$0.93$0.00$0.14$0.10$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.09$0.09$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.11$0.08$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.08$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.08$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.07$0.11$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.06$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.04$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.09$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.06$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.04$0.04$0.01