Civic Intelligence

Htc Ttee Anna C Burr Residuary Chartiable T

990PF • Fiscal year 2014 • EIN 23-6972920

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$52,790

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

118%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$18,133,837

Up $1,834,216 (+11%) from 2013

Net Assets

Up

$18,133,837

Up $1,834,216 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin93rd percentile

Revenue

Up

$2,735,328

Up $1,480,695 (+118%) from 2013

Expenses

Up

$858,258

Up $25,897 (+3.1%) from 2013

Net Income

Up

$1,877,070

Up $1,454,798 (+345%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $16,351,544Liabilities 2010: $0Net Assets 2010: $16,351,5442010Assets 2011: $15,754,895Liabilities 2011: $0Net Assets 2011: $15,754,8952011Assets 2012: $15,867,308Liabilities 2012: $0Net Assets 2012: $15,867,3082012Assets 2013: $16,299,621Liabilities 2013: $0Net Assets 2013: $16,299,6212013Assets 2014: $18,133,837Liabilities 2014: $0Net Assets 2014: $18,133,8372014Assets 2015: $17,617,108Liabilities 2015: $0Net Assets 2015: $17,617,1082015Assets 2016: $17,002,750Liabilities 2016: $0Net Assets 2016: $17,002,7502016Assets 2017: $16,518,039Liabilities 2017: $0Net Assets 2017: $16,518,0392017Assets 2018: $16,136,312Liabilities 2018: $0Net Assets 2018: $16,136,3122018Assets 2019: $16,141,962Liabilities 2019: $0Net Assets 2019: $16,141,9622019Assets 2020: $15,560,138Liabilities 2020: $0Net Assets 2020: $15,560,1382020Assets 2021: $16,142,055Liabilities 2021: $0Net Assets 2021: $16,142,0552021Assets 2022: $15,626,966Liabilities 2022: $0Net Assets 2022: $15,626,9662022Assets 2024: $17,921,914Liabilities 2024: $0Net Assets 2024: $17,921,9142024

Highlighted filing

2014

Assets$18,133,837
Liabilities$0
Net Assets$18,133,837
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,162,6652010Expenses 2011: $1,185,6952011Expenses 2012: $902,4502012Revenue 2013: $1,254,633Expenses 2013: $832,361Net Income 2013: $422,2722013Revenue 2014: $2,735,328Expenses 2014: $858,258Net Income 2014: $1,877,0702014Revenue 2015: $699,273Expenses 2015: $1,274,648Net Income 2015: -$575,3752015Revenue 2016: $678,259Expenses 2016: $1,270,825Net Income 2016: -$592,5662016Revenue 2017: $778,509Expenses 2017: $1,267,731Net Income 2017: -$489,2222017Revenue 2018: $914,668Expenses 2018: $1,285,115Net Income 2018: -$370,4472018Revenue 2019: $1,267,661Expenses 2019: $1,287,302Net Income 2019: -$19,6412019Revenue 2020: $692,680Expenses 2020: $1,274,150Net Income 2020: -$581,4702020Revenue 2021: $1,875,586Expenses 2021: $1,292,677Net Income 2021: $582,9092021Revenue 2022: $773,364Expenses 2022: $1,283,991Net Income 2022: -$510,6272022Revenue 2024: $3,202,269Expenses 2024: $1,362,365Net Income 2024: $1,839,9042024

Highlighted filing

2014

Revenue$2,735,328
Expenses$858,258
Net Income$1,877,070
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$52,790-$52,790
Filing and Contact Details

Filer

Filer Name
Burr Anna C Tw
EIN
23-6972920
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2015-05-01
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13779919109 T ROWE PRICE REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1478464A607 SPDR DOW JONES REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15870297801 MLN ELEMENTS ROGERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16921909701 VANGUARD DEVELOPED M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1894975P447 WELLS FARGO ADV SP S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1900203H859 AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20464287309 ISHARES S&P 500 GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21683974505 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22902641646 E-TRACS ALERIAN MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2304314H600 ARTISAN MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24411511504 HARBOR CAPITAL APRCT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25487300600 KEELEY MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26487300808 KEELEY SMALL CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27552983694 MFS VALUE FUND-CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28589509207 MERGER FUND-INST #30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3078463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3192206J107 VANGUARD DVLP MKTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3292914A810 VOYA INTL RL EST FD
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01173065
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01211038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt04812C0803 JPMORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1693390882 PIMCO FOREIGN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204314H105 ARTISAN FDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287176 ISHARES BARCLAYS TIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287200 ISHARES S&P 500 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287499 ISHARES TR RUSSELL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt694984B397 WELLS FARGO ADVTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7256206103 DODGE & COX INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8411511306 HARBOR INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt952106N889 LAZARD EMERGING MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10921909701 VANGUARD DEVELOPED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11922042858 VANGUARD MSCI EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1225264S833 DIAMOND HILL LONG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13448108100 HUSSMAN STRAGEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1444980Q518 ING INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1506738C778 IPATH DOW JONES UBS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1672205667 PIMCO COMMODITY RTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1778464A607 SPDR DOW JONES REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1846625YP64 JP MORGAN CHASE COML
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1946630JAC3 JP MORGAN CHASE COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20315920702 FID ADV EMER MKTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21693391559 PIMCO EMERG MKTS BD-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2234528QBP8 FORD CREDIT FLOORPLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0543381
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02169473
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt046
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0INC FROM MUTUAL FD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt022428
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02735328
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02735328
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02169473
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013198
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039593
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052790
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0741000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0741000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0543381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0543381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01877070
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05412759
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02169473
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02685663
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt022428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt022428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010072
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt063468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0755198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0858258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02735328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02735328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0117258
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292006-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412007-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532000-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772003-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782004-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792004-03-10

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,133,837
Liabilities
$0
Net assets
$18,133,837
Revenue
$2,735,328
Expenses
$858,258
Net income
$1,877,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$3.20$1.36$1.84
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.77$1.28$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$1.88$1.29$0.58
2020Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.69$1.27$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$1.27$1.29$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$0.91$1.29$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.78$1.27$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.00$17.0$0.68$1.27$0.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$0.70$1.27$0.58
2014Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$2.74$0.86$1.88
2013Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.25$0.83$0.42
2012Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.90
2011Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.19
2010Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.16