Civic Intelligence

Sibbri Foundation

990PF • Fiscal year 2018 • EIN 25-6901390

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
C/O Brian T BristolNew York, NY 10029

(212) 464-0308

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

3rd percentile

-117%

Higher net margin than 3% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

28th percentile

-2.7%

Faster asset growth than 28% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$21,254,558

Down $583,063 (-2.7%) from 2017

Net Assets

Down

$21,254,558

Down $583,063 (-2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin3rd percentile

Revenue

Down

$496,943

Down $20,018,862 (-98%) from 2017

Expenses

Up

$1,080,006

Up $938,153 (+661%) from 2017

Net Income

Down

-$583,063

Down $20,957,015 (-103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$30M$20M$10M$0Assets 2012: $7,378Liabilities 2012: $0Net Assets 2012: $7,3782012Assets 2013: $7,368Liabilities 2013: $0Net Assets 2013: $7,3682013Assets 2014: $6,623Liabilities 2014: $0Net Assets 2014: $6,6232014Assets 2015: $5,302Liabilities 2015: $0Net Assets 2015: $5,3022015Assets 2016: $5,569,954Liabilities 2016: $0Net Assets 2016: $5,569,9542016Assets 2017: $21,837,621Liabilities 2017: $0Net Assets 2017: $21,837,6212017Assets 2018: $21,254,558Liabilities 2018: $0Net Assets 2018: $21,254,5582018Assets 2019: $25,065,800Liabilities 2019: $0Net Assets 2019: $25,065,8002019Assets 2020: $24,460,029Liabilities 2020: $0Net Assets 2020: $24,460,0292020Assets 2021: $26,141,766Liabilities 2021: $0Net Assets 2021: $26,141,7662021Assets 2022: $25,931,078Liabilities 2022: $0Net Assets 2022: $25,931,0782022Assets 2023: $25,924,425Liabilities 2023: $0Net Assets 2023: $25,924,4252023Assets 2024: $26,592,449Liabilities 2024: $0Net Assets 2024: $26,592,4492024

Highlighted filing

2018

Assets$21,254,558
Liabilities$0
Net Assets$21,254,558
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $7502012Revenue 2013: $5Expenses 2013: $15Net Income 2013: -$102013Revenue 2014: $5Expenses 2014: $750Net Income 2014: -$7452014Revenue 2015: $259Expenses 2015: $1,580Net Income 2015: -$1,3212015Revenue 2016: $5,339,263Expenses 2016: $647Net Income 2016: $5,338,6162016Revenue 2017: $20,515,805Expenses 2017: $141,853Net Income 2017: $20,373,9522017Revenue 2018: $496,943Expenses 2018: $1,080,006Net Income 2018: -$583,0632018Revenue 2019: $6,081,646Expenses 2019: $1,147,402Net Income 2019: $4,934,2442019Revenue 2020: $724,954Expenses 2020: $1,338,273Net Income 2020: -$613,3192020Revenue 2021: $3,612,388Expenses 2021: $1,583,018Net Income 2021: $2,029,3702021Revenue 2022: $1,723,452Expenses 2022: $1,991,376Net Income 2022: -$267,9242022Revenue 2023: $1,907,329Expenses 2023: $1,862,389Net Income 2023: $44,9402023Revenue 2024: $2,335,163Expenses 2024: $1,766,664Net Income 2024: $568,4992024

Highlighted filing

2018

Revenue$496,943
Expenses$1,080,006
Net Income-$583,063
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN T BRISTOLTrustee-$0--
MADELEINE BRISTOL KUCKELTrustee-$0--
PAMELA W BRISTOLTrustee-$0--
SANFORD A BRISTOLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sibbri Foundation
EIN
25-6901390
Phone
2124640308
Address
C/O BRIAN T BRISTOL, NEW YORK, NY 10029

Signing Officer

Name
Brian T Bristol
Title
Trustee
Phone
2124640308
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Pritchard Bieler Gruver & Willison Pc
Address
590 BETHLEHEM PIKE SUITE A, COLMAR, PA 18915
Preparer
Paul N Young
Phone
2159976700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103608440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10447270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10527387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1065881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10728300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10820506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10923722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11036866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11121519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11214434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11336736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11427308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1159486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11612913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11794601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11818426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11922588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12023464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12129690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12217972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES - 857 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC CL A - 197 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADIDAS AG - 218 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIA GROUP LTD - 1,036 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALIBABA GROUP HOLDINGS - 551 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC/CA CL A - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC/CA CL C - 43 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMADEUS IT GROUP SA - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMAZON.COM INC - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN EXPRESS CO - 179 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMERICAN INTERNATIONAL GROUP - 719 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMG MG PICTET INTL - 32,432 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMGEN INC - 151 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13APPLE INC - 98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASML HOLDINGS NV - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ATLAS COPCO AB - 707 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AUTODESK INC - 471 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AUTOMATED DATA PROCESSING - 111 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AXALTA COATING SYSTEMS LTD - 569 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BERKSHIRE HATHAWAY INC CL B - 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BORGWARNER INC - 673 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BRIGHTHOUSE FINANCIAL INC - 161 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CANADIAN PACIFIC RAILWAY LTD - 161 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CERNER CORP - 562 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHARTER COMMUNICATIONS INC - 82 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHR HANSEN HOLDINGS - 481 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHUBB INC - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CIMAREX ENERGY CO - 354 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CISCO SYSTEMS INC - 1,019 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CITIGROUP INC - 1,042 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COCA COLA CO - 879 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COLGATE-PALMOLIVE - 478 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COMCAST CORP CL A - 753 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33COMPASS GROUP PLC - 1,212 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CORE LABORATORIES NV - 169 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CSL LTD - 528 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CVS HEALTH CORP - 507 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DANONE - 2,913 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DEERE & CO - 286 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DEVON ENERGY CORP - 952 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DISCOVER FINANCIAL SERVICES - 677 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DODGE & COX INTERNATIONAL STOCK FUND - 8,025 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DSV A S - 742 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EASTMAN CHEMICAL CO - 157 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ESSILOR INTL - 443 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EXPEDITORS INTL WASH INC - 661 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EXPERIAN PLC - 1,380 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FACEBOOK INC - 738 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FACTSET RESEARCH SYSTEMS INC - 132 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FIDELITY 500 INDEX FUND - 25,015 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FIRST REPUBLIC BANK CL A - 215 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GEBERIT AG - 395 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GENERAL MOTORS CO - 585 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GILEAD SCIENCES INC - 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GOOD YEAR TIME & RUBBER CO - 628 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HANESBRANDS INC - 805 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HARTFORD FINANCIAL SVCS GROUP - 454 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HDFC BANK LTD - 267 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HEXAGON AB ADR - 542 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HONEYWELL INTERNATIONAL INC - 116 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ICON PLC - 163 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INDITEX - 527 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ISHARES CORE S&P 500 ETF - 25,697 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ISHARES INC MSCI JAPAN NEW - 7,502 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ISHARES MSCI EAFE INTERNATIONAL INDEX FUND - 109,955 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JOHN HANCOCK LRF CP CORE - 14,965 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JPMORGAN BETABUILDERS CANADA ETF - 14,334 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67JPMORGAN CHASE & CO - 322 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68KIMBERLY CLARK CORP - 194 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LINDE PLC - 141 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LOEWS CORP - 460 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71LVMH MOET HENNESSY - 435 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MARSH & MCLENNAN COS - 242 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MEDTRONIC PLC - 406 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MERCK & CO INC - 260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75METLIFE INC - 952 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76METTLER-TOLEDO INTERNATIONAL INC - 43 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MICROSOFT CORP - 832 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MONSTER BEVERAGE CORP - 987 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MORGAN STANLEY - 449 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NESTLE SA - 327 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NEW STERIS LTD - 147 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82NOBLE ENERGY LTD - 304 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NOVARTIS AG -323 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NOVO-NORDISK A/S - 946 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85NVR INC - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ORACLE CORP - 1,618 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PARKER HANNIFIN CORP - 154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PEPSICO INC - 293 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PERNOD-RICARD SA - 711 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PFIZER INC - 983 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PHILIP MORRIS INTERNATIONAL - 420 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PNC FINANCIAL SERVICES GROUP - 169 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PROCTOR & GAMBLE CO - 857 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94QUALCOMM INC - 747 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95REGENERON PHARMACEUTICALS - 139 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96RESMED INC - 146 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97RYANAIR HOLDINGS PLC - 134 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SCHLUMBERGER LTD - 675 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SEI INVESTMENTS COMPANY - 687 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SHOPIFY INC - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND - 24,304 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SIX CIRCLES ULTRA SHORT DURATION FUND - 22,119 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SIX CIRCLES US UNCONSTRAINED EQUITY FUND - 67,231 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104STARBUCKS CORP - 734 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TAIWAN SEMICONDUCTOR - 742 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106TEGNA INC - 541 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TENCENT HOLDINGS LTD - 717 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TEXAS INSTRUMENTS INC - 217 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109THERMO FISHER SCIENTIFIC INC - 106 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TJX XOMPANIES INC - 824 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111UNITED CONTINENTAL HOLDINGS - 257 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112UNITED PARCEL SERVICE CL B - 148 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113UNITED TECHNOLOGIES CORP - 345 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114VARIAN MEDICAL SYSTEMS INC - 241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VERISK ANALYTICS INC - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VF CORP - 181 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117VISA INC - 717 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118WALMART DE MEXICO - 724 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119WALT DISNEY CO - 206 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WORLDPAY INC - 307 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121YUM BRANDS INC - 323 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122YUM CHINA HOLDINGS - 536 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0490599
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2565
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08909
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0496943
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0496943
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0828122
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0828122

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Filings

Displayed year

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

Open filing
Assets
$21,254,558
Liabilities
$0
Net assets
$21,254,558
Revenue
$496,943
Expenses
$1,080,006
Net income
-$583,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$2.34$1.77$0.57
2023Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.91$1.86$0.04
2022Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.72$1.99$0.27
2021Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$3.61$1.58$2.03
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$0.72$1.34$0.61
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$6.08$1.15$4.93
2018Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$0.50$1.08$0.58
2017Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$20.5$0.14$20.4
2016Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$5.34$0.00$5.34
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00