Civic Intelligence

Marriner S Eccles Foundation

990PF • Fiscal year 2015 • EIN 23-7185855

Apr 01, 2014 to Mar 31, 2015 • Filed on Feb 04, 2016

Organization Profile
299 South Main 5th FloorSalt Lake City, UT 84111

(888) 730-4933

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.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$65,011

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

$20,361,929

No earlier filing loaded for comparison.

Net Assets

$20,361,929

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin11th percentile

Revenue

$1,441,735

No earlier filing loaded for comparison.

Expenses

$1,877,192

No earlier filing loaded for comparison.

Net Income

-$435,457

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0Assets 2015: $20,361,929Liabilities 2015: $0Net Assets 2015: $20,361,9292015Assets 2016: $19,491,138Liabilities 2016: $0Net Assets 2016: $19,491,1382016Assets 2017: $21,254,289Liabilities 2017: $0Net Assets 2017: $21,254,2892017Assets 2018: $20,611,426Liabilities 2018: $0Net Assets 2018: $20,611,4262018Assets 2019: $25,653,287Liabilities 2019: $0Net Assets 2019: $25,653,2872019Assets 2020: $40,275,023Liabilities 2020: $0Net Assets 2020: $40,275,0232020Assets 2021: $53,045,534Liabilities 2021: $425Net Assets 2021: $53,045,1092021Assets 2022: $63,918,966Liabilities 2022: $2,966Net Assets 2022: $63,916,0002022Assets 2023: $64,151,696Liabilities 2023: $500,469Net Assets 2023: $63,651,2272023Assets 2024: $68,513,383Liabilities 2024: $222Net Assets 2024: $68,513,1612024Assets 2025: $78,068,995Liabilities 2025: $1,183,571Net Assets 2025: $76,885,4242025

Highlighted filing

2015

Assets$20,361,929
Liabilities$0
Net Assets$20,361,929
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2015: $1,441,735Expenses 2015: $1,877,192Net Income 2015: -$435,4572015Revenue 2016: $1,102,530Expenses 2016: $2,110,188Net Income 2016: -$1,007,6582016Revenue 2017: $3,693,946Expenses 2017: $1,673,529Net Income 2017: $2,020,4172017Revenue 2018: $1,659,208Expenses 2018: $2,567,123Net Income 2018: -$907,9152018Revenue 2019: $5,660,233Expenses 2019: $2,777,838Net Income 2019: $2,882,3952019Revenue 2020: $3,226,115Expenses 2020: $2,262,055Net Income 2020: $964,0602020Revenue 2021: $21,637,480Expenses 2021: $2,442,760Net Income 2021: $19,194,7202021Revenue 2022: $5,151,183Expenses 2022: $2,766,861Net Income 2022: $2,384,3222022Revenue 2023: $2,059,555Expenses 2023: $4,109,188Net Income 2023: -$2,049,6332023Revenue 2024: $4,088,831Expenses 2024: $3,924,010Net Income 2024: $164,8212024Revenue 2025: $3,970,937Expenses 2025: $3,853,565Net Income 2025: $117,3722025

Highlighted filing

2015

Revenue$1,441,735
Expenses$1,877,192
Net Income-$435,457
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NA TRUST TAX DEPTTrustee-$65,011-$65,011
ELMER D TUCKERCommittee Member-$57,246-$57,246
SPENCER F ECCLESCommittee Member-$6,000-$6,000
C HOPE ECCLESCommittee Member-$6,000-$6,000
JAMES MARRINER STEELECommittee Member-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Marriner S Eccles Foundation
EIN
23-7185855
Phone
8887304933
Address
299 SOUTH MAIN 5TH FLOOR, SALT LAKE CITY, UT 84111

Signing Officer

Name
David L Buchman
Title
Trustee
Phone
8887304933
Signed
2016-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
877 W MAIN ST STE 800, BOISE, ID 83702
Preparer
Julie Hawkins
Phone
2083447150
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN EURO PACIFIC GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR SERIES TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WELLS FARGO ADVANTAGE DISCOVERY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WELLS FARGO ADVANTAGE EMERGING MARKET EQUITY FUND CLASS INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WELLS FARGO ADVANTAGE INTRINSIC SMALL CAP VALUE FUND - CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6KEYSTONE PRIVATE EQUITY II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PEER VENTURES GROUP III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PELION VENTURES V, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9UTAH VENTURES IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01405181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1158498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22250977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3867768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42222637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5882869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62192516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt75114559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81022544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91762261
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0716338
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0678136
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt057
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PASSTHROUGH UNRELATED BUSINESS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt047204
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01394531
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt047204
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01441735
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt013137
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0678136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt091499
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt048758
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0140257
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01294000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01294000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0716338
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0716338
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-435457
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01487233
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt013137
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt057
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0678136
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0992129
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt015852
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt015852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0343287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0353662
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt047204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09162
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01195
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt063162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt013137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01402448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0402402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01877192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01394531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01441735
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0108448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0402402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0583192
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3107329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt462739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5108002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7158651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt899836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9130172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1043349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-4489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-5822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-21160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-8651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt850164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt919828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1146514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-43349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1531644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt165617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17265801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18250584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt033424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-4489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-5822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-21160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-8651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt850164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt919828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1146514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-43349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1531644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17265801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18250584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt063020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt198023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3102840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt456917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt586842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1146514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1431644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16265801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17250584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,361,929
Liabilities
$0
Net assets
$20,361,929
Revenue
$1,441,735
Expenses
$1,877,192
Net income
-$435,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.1$1.18$76.9$3.97$3.85$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.5$0.00$68.5$4.09$3.92$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$0.50$63.7$2.06$4.11$2.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.9$0.00$63.9$5.15$2.77$2.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.0$0.00$53.0$21.6$2.44$19.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$0.00$40.3$3.23$2.26$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$0.00$25.7$5.66$2.78$2.88
2018Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$1.66$2.57$0.91
2017Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$3.69$1.67$2.02
2016Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.10$2.11$1.01
2015Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.44$1.88$0.44