Civic Intelligence

Schwab-Silfen Foundation

990PF • Fiscal year 2017 • EIN 23-6401901

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
PO Box 5796Harrisburg, PA 17110

(717) 233-8083

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,309,292

Up $253,298 (+5.0%) from 2016

Net Assets

Up

$5,309,292

Up $253,298 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin83rd percentile

Revenue

Up

$783,634

Up $153,954 (+24%) from 2016

Expenses

Up

$515,462

Up $58,860 (+13%) from 2016

Net Income

Up

$268,172

Up $95,094 (+55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $4,327,286Liabilities 2013: $0Net Assets 2013: $4,327,2862013Assets 2014: $4,674,476Liabilities 2014: $0Net Assets 2014: $4,674,4762014Assets 2015: $4,902,560Liabilities 2015: $0Net Assets 2015: $4,902,5602015Assets 2016: $5,055,994Liabilities 2016: $0Net Assets 2016: $5,055,9942016Assets 2017: $5,309,292Liabilities 2017: $0Net Assets 2017: $5,309,2922017Assets 2018: $5,343,531Liabilities 2018: $0Net Assets 2018: $5,343,5312018Assets 2019: $5,329,011Liabilities 2019: $0Net Assets 2019: $5,329,0112019Assets 2020: $5,464,809Liabilities 2020: $0Net Assets 2020: $5,464,8092020Assets 2021: $6,704,583Liabilities 2021: $0Net Assets 2021: $6,704,5832021Assets 2022: $6,871,528Liabilities 2022: $0Net Assets 2022: $6,871,5282022Assets 2023: $7,007,499Liabilities 2023: $0Net Assets 2023: $7,007,4992023Assets 2024: $7,406,142Liabilities 2024: $0Net Assets 2024: $7,406,1422024

Highlighted filing

2017

Assets$5,309,292
Liabilities$0
Net Assets$5,309,292
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $764,517Expenses 2013: $419,522Net Income 2013: $344,9952013Revenue 2014: $766,371Expenses 2014: $380,988Net Income 2014: $385,3832014Revenue 2015: $765,627Expenses 2015: $513,739Net Income 2015: $251,8882015Revenue 2016: $629,680Expenses 2016: $456,602Net Income 2016: $173,0782016Revenue 2017: $783,634Expenses 2017: $515,462Net Income 2017: $268,1722017Revenue 2018: $673,043Expenses 2018: $623,959Net Income 2018: $49,0842018Revenue 2019: $769,559Expenses 2019: $778,928Net Income 2019: -$9,3692019Revenue 2020: $613,346Expenses 2020: $447,569Net Income 2020: $165,7772020Revenue 2021: $1,993,013Expenses 2021: $722,886Net Income 2021: $1,270,1272021Revenue 2022: $779,566Expenses 2022: $582,645Net Income 2022: $196,9212022Revenue 2023: $803,480Expenses 2023: $637,878Net Income 2023: $165,6022023Revenue 2024: $1,053,564Expenses 2024: $610,309Net Income 2024: $443,2552024

Highlighted filing

2017

Revenue$783,634
Expenses$515,462
Net Income$268,172
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ISRAEL SCHWABPresident-$0--
ANDREW SCHWABSec/Treas-$0--
MICHAEL SCHWABTrustee-$0--
DANIEL SCHWABTrustee-$0--
AMY SILFENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schwab-silfen Foundation
EIN
23-6401901
Phone
7172338083
Address
PO BOX 5796, HARRISBURG, PA 17110

Signing Officer

Name
Israel Schwab
Title
President
Phone
7172338083
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Martin M Sacks & Associates
Address
4775 LINGLESTOWN RD STE 100, HARRISBURG, PA 17112
Preparer
Andrea D Johnson CPA
Phone
7176571300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57OPPENHEIMER INTL SMALL MLP MID CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58OPPENHEIMER STEELPATH MLP ALPHA FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SHORT TERM BOND FUND AMERICA INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SMALLCAP WORLD FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SPDR DOW JONES INDL AVERAGE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SPDR DOW JONES REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WASHINGTON MUTUAL INVESTORS FUND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65BLACKROCK ENHANCED GLOBAL DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66BLACKROCK MULTI-SECTOR INCOME TRUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67BLACKROCK SCIENCE & TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CLEARBRIDGE AMERICAN ENERGY MLP FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CLEARBRIDGE ENERGY MLP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CLEARBRIDGE ENERGY MLP OPPORTUNITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71CLEARBRIDGE ENERGY MLP TOTAL RETUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72FIRST TRUST DYNAMIC EUROPE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73GOLDMAN SACHS MLP INCOME OPPORTUNI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74INVESCO DYNAMIC CR OPPORTUNITIES F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ISHARES GLOBAL 100 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ISHARES MSCI EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ISHARES NASDAQ BIOTECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MORGAN STANLEY INCOME SECURITIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NUVEEN ALL CAP ENERGY MLP OPPORTUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NUVEEN ENERGY MLP TOTAL RETURN FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NUVEEN PREFERRED INCOME OPPORTUNIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NUVEEN BUILD AMERICA BOND OPPTY FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NUVEEN S&P 500 BUY-WRITE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PIMCO DYNAMIC CR INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SELECT SECTOR SPDR FD HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SPDR S&P INTL ET DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TELKA HEALTHCARE OPPORT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TORTOISE MLP FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TRAVELERS COS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0287037
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0102150
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt091
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0389278
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0389278
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01680
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0102150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0473424
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0473424
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0394356
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0287037
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0287037
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0268172
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0515710
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt091
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102150
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0366009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021303
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03541
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0480599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0515462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0389278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0783634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023269
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282009-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322009-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362009-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372010-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt391988-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402009-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412010-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432001-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442009-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452010-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472002-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482009-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492010-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512009-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522009-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542009-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552009-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt918540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt106476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1719199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1917480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt237518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt245000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2618073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2720161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt285000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt294115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3032730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3118900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt322708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt333367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt346490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3519032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt362292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt378476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt386895

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,309,292
Liabilities
$0
Net assets
$5,309,292
Revenue
$783,634
Expenses
$515,462
Net income
$268,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$1.05$0.61$0.44
2023Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.80$0.64$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.78$0.58$0.20
2021Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$1.99$0.72$1.27
2020Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.61$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.77$0.78$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.67$0.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.78$0.52$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.63$0.46$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.77$0.51$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.77$0.38$0.39
2013Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.76$0.42$0.34