Civic Intelligence

Marriner S Eccles Foundation

990PF • Fiscal year 2016 • EIN 23-7185855

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 02, 2017

Organization Profile
Wells Fargo Bank 299 South MainSalt 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

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

11th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

19th percentile

-4.3%

Faster asset growth than 19% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$19,491,138

Down $870,791 (-4.3%) from 2015

Net Assets

Down

$19,491,138

Down $870,791 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin5th percentile

Revenue

Down

$1,102,530

Down $339,205 (-24%) from 2015

Expenses

Up

$2,110,188

Up $232,996 (+12%) from 2015

Net Income

Down

-$1,007,658

Down $572,201 (-131%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2016

Assets$19,491,138
Liabilities$0
Net Assets$19,491,138
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

2016

Revenue$1,102,530
Expenses$2,110,188
Net Income-$1,007,658
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NA TRUST TAX DEPTTrustee-$70,256-$70,256
ELMER D TUCKERCommittee Member-$54,942-$54,942
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
WELLS FARGO BANK 299 SOUTH MAIN, SALT LAKE CITY, UT 84111

Signing Officer

Name
David L Buchman
Title
Trustee
Phone
8887304933
Signed
2017-02-02
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/CategoryOrItemTxt3WELLS FARGO ADVANTAGE INTRINSIC SMALL CAP VALUE FUND - CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5KEYSTONE PRIVATE EQUITY II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PEER VENTURES GROUP III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PELION VENTURES V, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8UTAH VENTURES IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CYNOSURE FENWAY SUMMER, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CYNOSURE BK III, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CYNOSURE AVALON HOLDINGS II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CYNOSURE - OTHER INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0873784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1145512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21498620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31595230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4819311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51603969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65111896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71380579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83703042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9240000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12170000
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0657518
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0415090
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt084
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PASSTHROUGH UNRELATED BUSINESS INCOME
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01072692
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt029838
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01102530
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0415090
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt090506
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt052692
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0143198
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01285500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01285500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0657518
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0657518
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1007658
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02994215
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0415090
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0434906
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt016171
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt016171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0431182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0441250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt029838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0153361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0153361
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt070708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01401769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0637786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02110188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01072692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01102530
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0116269
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0637786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0824688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1125141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt294223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3102334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4945570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt631595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7105004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8264014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9366940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10433431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11101025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt280972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt347666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-94522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt618405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-92755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-8669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt951060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-15431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1367417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-101025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1699555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-2787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18156098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-2126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20181797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt280972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt347666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-94522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt618405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-92755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-8669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt951060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-15431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1367417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-101025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1699555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-2787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18156098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-2126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20181797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1149630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2175195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4851048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8255345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9418000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10418000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1367417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1599555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16156098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17181797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,491,138
Liabilities
$0
Net assets
$19,491,138
Revenue
$1,102,530
Expenses
$2,110,188
Net income
-$1,007,658
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