Civic Intelligence

Shaw-Burckhardt-Brenner Foundation Inc.

990PF • Fiscal year 2018 • EIN 23-7076297

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

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

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

11th percentile

-37%

Higher net margin than 11% of similar nonprofits.

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

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.

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

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$820,305

Down $17,974 (-2.1%) from 2017

Net Assets

Down

$820,305

Down $17,974 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin11th percentile

Revenue

Down

$48,321

Down $28,587 (-37%) from 2017

Expenses

Down

$66,295

Down $9,795 (-13%) from 2017

Net Income

Down

-$17,974

Down $18,792 (-2297%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$820,305
Liabilities$0
Net Assets$820,305
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$48,321
Expenses$66,295
Net Income-$17,974
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
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
2019-05-01

Preparer

Firm
La Rosa & Co LLC
Address
320 N MERIDIAN ST STE 328, INDIANAPOLIS, IN 46204
Preparer
Neal R Stegemiller
Phone
3176348777
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt410935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt514496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt618597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt819149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt934473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1010842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1182528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1336362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1417749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt154878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt168085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABERDEEN EMERGING MARKET 1012.468 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALLIANZAGI CONVERT FUND 155.142 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CALAMOS MARKET NEUTRAL INCOME 808.39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CALAMOS MARKET NEUTRAL INCOME 745.57
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CARILLON REAMS UNCONSTRAINED 2305.91
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CARILLON REAMS UNCONSTRAINED 1680.91
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DIAMOND HILL LONG/SHRT FUND 766.867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DIAMOND HILL LONG/SHRT FUND 591.867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DIAMOND HILL SMALL CAP FD 250.199 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY ADVISOR REAL EST 1143.257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FIDELITY ADVISOR REAL EST 893.257 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GABELLI ABC FUND ADV 1951.286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GABELLI ABC FUND ADV 1451.286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JPMORGAN MORTGAGE BACKED 1630.589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MAINSTAY MACKAY CONVERTIBLE 565.682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NICHOLAS EQUITY INCOME FUND 646.608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16NICHOLAS EQUITY INCOME FUND 1058.342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PNC INTERNATIONAL EQUITY FD 1943.394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PNC INTERNATIONSL EQUITY FD 1568.394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19STONE RIDGE REINSRNCE 1884.485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20STONE RIDGE REINSRNCE 1084.485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD SHORT TERM INVMT 4884.373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD SHORT TERM INVMT 7747.894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANGUARD GNMA ADMIRAL 561.197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD HIGH YIELD CORP ADM 1933.34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD INTERMED TRM 3701.593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VIRTUS SEIX FLOATING RATE HI 1246.77
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27WELLS FARGO SHT HIGH YLD 2180.607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28OMEGA HEALTHCARE INVS INC 185 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29OMEGA HEALTHCARE INVS INC 285 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SIMON PPTY GRP INC 50 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt514411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt617920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt817812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt932529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt109880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1180888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1334758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1417074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1510018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt168399
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt020973
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt025159
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02189
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048321
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048321
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03275
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025159
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020973
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020973
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17974
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0433450
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02189
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02189
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02646
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02646
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025159
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07284
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07284
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt058606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07413
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014295
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0507
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0176002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1232289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0173616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1255693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025159
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17974
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0820305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0838279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0820305
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046441
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046441
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046441
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046850
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0409
IRS990PF/DistributableAmountGrp/TotalTaxAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt0856760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0380115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0422807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0458086
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X

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Filings

Displayed year

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

Open filing
Assets
$820,305
Liabilities
$0
Net assets
$820,305
Revenue
$48,321
Expenses
$66,295
Net income
-$17,974
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