Civic Intelligence

Shaw-Burckhardt-Brenner Foundation Inc.

990PF • Fiscal year 2017 • EIN 23-7076297

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

Organization Profile
C/O Hall Render500 N Meridian StIndianapolis, IN 46204

(317) 977-1449

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

41st percentile

0.1%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

22%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$838,279

Up $818 (+0.1%) from 2016

Net Assets

Up

$838,279

Up $818 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin43rd percentile

Revenue

Up

$76,908

Up $14,089 (+22%) from 2016

Expenses

Up

$76,090

Up $37,119 (+95%) from 2016

Net Income

Down

$818

Down $23,030 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2010: $772,907Liabilities 2010: $0Net Assets 2010: $772,9072010Assets 2011: $764,405Liabilities 2011: $0Net Assets 2011: $764,4052011Assets 2013: $774,409Liabilities 2013: $0Net Assets 2013: $774,4092013Assets 2014: $808,706Liabilities 2014: $0Net Assets 2014: $808,7062014Assets 2015: $813,613Liabilities 2015: $0Net Assets 2015: $813,6132015Assets 2016: $837,461Liabilities 2016: $0Net Assets 2016: $837,4612016Assets 2017: $838,279Liabilities 2017: $0Net Assets 2017: $838,2792017Assets 2018: $820,305Liabilities 2018: $0Net Assets 2018: $820,3052018Assets 2019: $825,201Liabilities 2019: $0Net Assets 2019: $825,2012019Assets 2020: $790,850Liabilities 2020: $0Net Assets 2020: $790,8502020Assets 2021: $897,758Liabilities 2021: $0Net Assets 2021: $897,7582021Assets 2022: $867,051Liabilities 2022: $0Net Assets 2022: $867,0512022Assets 2023: $856,147Liabilities 2023: $0Net Assets 2023: $856,1472023Assets 2024: $875,657Liabilities 2024: $0Net Assets 2024: $875,6572024

Highlighted filing

2017

Assets$838,279
Liabilities$0
Net Assets$838,279
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$100K$0-$100KExpenses 2010: $57,6342010Expenses 2011: $81,0052011Revenue 2013: $68,746Expenses 2013: $62,141Net Income 2013: $6,6052013Revenue 2014: $84,908Expenses 2014: $50,611Net Income 2014: $34,2972014Revenue 2015: $63,164Expenses 2015: $58,257Net Income 2015: $4,9072015Revenue 2016: $62,819Expenses 2016: $38,971Net Income 2016: $23,8482016Revenue 2017: $76,908Expenses 2017: $76,090Net Income 2017: $8182017Revenue 2018: $48,321Expenses 2018: $66,295Net Income 2018: -$17,9742018Revenue 2019: $59,232Expenses 2019: $54,336Net Income 2019: $4,8962019Revenue 2020: $22,771Expenses 2020: $57,122Net Income 2020: -$34,3512020Revenue 2021: $172,295Expenses 2021: $65,387Net Income 2021: $106,9082021Revenue 2022: $28,144Expenses 2022: $58,851Net Income 2022: -$30,7072022Revenue 2023: $46,710Expenses 2023: $57,614Net Income 2023: -$10,9042023Revenue 2024: $78,486Expenses 2024: $58,976Net Income 2024: $19,5102024

Highlighted filing

2017

Revenue$76,908
Expenses$76,090
Net Income$818
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J BACKERDirector-$0--
THOMAS A JENKINSDirector-$0--
CHRISTINE H HICKEYDirector-$0--
DENNIS R JONESDirector-$0--
DOROTHEA GENETOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shaw-burckhardt-brenner Foundation
EIN
23-7076297
Phone
3179771449
Address
C/O HALL RENDER500 N MERIDIAN ST, INDIANAPOLIS, IN 46204

Signing Officer

Name
Thomas a Jenkins
Title
Director
Phone
3179771449
Signed
2018-04-18

Preparer

Firm
La Rosa & Co LLC
Address
320 N MERIDIAN ST STE 328, INDIANAPOLIS, IN 46204
Preparer
Michael P Merkel
Phone
3176348777
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt198085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABERDEEN EMERGING MARKET 1012.468 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALLIANZAGI CONVERT FUND 155.142 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BROWN ADVISORY GRWTH EQUITY 916.788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CALAMOS MARKET NEUTRAL INCOME 1008.3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CALAMOS MARKET NEUTRAL INCOME 808.39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CARILLON REAMS UNCONSTRAINED 2305.91
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DIAMOND HILL LONG/SHRT FUND 742.484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DIAMOND HILL LONG/SHRT FUND 766.867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DIAMOND HILL SMALL CAP FD 373.199 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DIAMOND HILL SMALL CAP FD 250.199 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FIDELITY ADVISOR REAL EST 1143.257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GABILLI ABC FUND ADV 1960.661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GABELLI ABC FUND ADV 1951.286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HARBOR INTERNATIONAL INST FD 480.238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14JPMORGAN MORTGAGE BACKED 1630.589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JPMORGAN SEX CAP US CORE 662.647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16NICHOLAS EQUITY INCOME FUND 646.608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PNC INTERNATIONAL EQUITY FD 1943.394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18RIDGEWORTH FLOATING RATEINC 2821.770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SCOUT UNCONSTRAINED BOND 1492.115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20STONE RIDGE REINSRNCE 2434.485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21STONE RIDGE REINSRNCE 1884.485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD SHORT TERM INVMT 3482.504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANGUARD SHORT TERM INVMT 4884.373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD GNMA ADMIRAL 561.197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD HIGH YIELD CORP ADM 4694.91
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD HIGH YIELD CORP ADM 1933.34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27VANGUARD INTERMED TRM 3701.593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28VIRTUS SEIX FLOATING RATE HI 1246.77
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29WELLS FARGO SHT HIGH YLD 1178.132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30WELLS FARGO SHT HIGH YLD 2180.607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CARE CAP PPTYS INC COM 345.000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32OMEGA HEALTHCARE INVS INC 240 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33OMEGA HEALTHCARE INVS INC 185 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34SIMON PPTY GRP INC 50 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt327210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt420238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt613662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt720040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt818181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt913359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1047496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1117544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1251921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1411641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1536091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1610847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1717510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt198587
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019278
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt056102
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01528
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt076908
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076908
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt056102
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019278
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019278
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0818
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0371127
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01528
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01528
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt056102
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt069605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06759
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0301
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt067667
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt076090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt076908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076908
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07667
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016090
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01367
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt067273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1247752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt073187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1295301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt056102
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05914
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0818
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0838279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0837461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0838279
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046668
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046668
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046668
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047364
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0696
IRS990PF/DistributableAmountGrp/TotalTaxAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01120
IRS990PF/FMVAssetsEOYAmt0982749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0397301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0380115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0505816

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Filings

Displayed year

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

Open filing
Assets
$838,279
Liabilities
$0
Net assets
$838,279
Revenue
$76,908
Expenses
$76,090
Net income
$818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.78$0.59$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.47$0.58$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.28$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$1.72$0.65$1.07
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.23$0.57$0.34
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.59$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.48$0.66$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.77$0.76$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.63$0.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.63$0.58$0.05
2014Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.85$0.51$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.69$0.62$0.07
2011Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.81
2010Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.58