Civic Intelligence

The Backcountry Charitable Trust

990PF • Fiscal year 2014 • EIN 26-1214808

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 15, 2015

Organization Profile
1678 West Redstone Center Drive No210Park City, UT 84098

(801) 746-7566

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

15th percentile

-24%

Higher net margin than 15% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,369,564

Down $47,151 (-1.4%) from 2013

Net Assets

Down

$3,369,564

Down $47,151 (-1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin15th percentile

Revenue

Down

$193,160

Down $197,452 (-51%) from 2013

Expenses

Up

$240,311

Up $13,561 (+6.0%) from 2013

Net Income

Down

-$47,151

Down $211,013 (-129%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,298,486Liabilities 2011: $0Net Assets 2011: $3,298,4862011Assets 2012: $3,252,853Liabilities 2012: $0Net Assets 2012: $3,252,8532012Assets 2013: $3,416,715Liabilities 2013: $0Net Assets 2013: $3,416,7152013Assets 2014: $3,369,564Liabilities 2014: $0Net Assets 2014: $3,369,5642014Assets 2015: $5,071,077Liabilities 2015: $0Net Assets 2015: $5,071,0772015Assets 2016: $4,075,856Liabilities 2016: $0Net Assets 2016: $4,075,8562016Assets 2017: $3,892,201Liabilities 2017: $0Net Assets 2017: $3,892,2012017Assets 2018: $3,802,600Liabilities 2018: $0Net Assets 2018: $3,802,6002018Assets 2019: $4,390,558Liabilities 2019: $0Net Assets 2019: $4,390,5582019Assets 2021: $5,605,543Liabilities 2021: $0Net Assets 2021: $5,605,5432021Assets 2022: $4,440,737Liabilities 2022: $0Net Assets 2022: $4,440,7372022Assets 2024: $4,361,398Liabilities 2024: $0Net Assets 2024: $4,361,3982024

Highlighted filing

2014

Assets$3,369,564
Liabilities$0
Net Assets$3,369,564
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $194,1552011Expenses 2012: $215,4382012Revenue 2013: $390,612Expenses 2013: $226,750Net Income 2013: $163,8622013Revenue 2014: $193,160Expenses 2014: $240,311Net Income 2014: -$47,1512014Revenue 2015: $1,958,818Expenses 2015: $257,305Net Income 2015: $1,701,5132015Revenue 2016: $203,328Expenses 2016: $1,198,549Net Income 2016: -$995,2212016Revenue 2017: $404,933Expenses 2017: $588,588Net Income 2017: -$183,6552017Revenue 2018: $880,302Expenses 2018: $969,903Net Income 2018: -$89,6012018Revenue 2019: $1,505,894Expenses 2019: $917,936Net Income 2019: $587,9582019Revenue 2021: $2,271,513Expenses 2021: $631,479Net Income 2021: $1,640,0342021Revenue 2022: -$248,918Expenses 2022: $915,888Net Income 2022: -$1,164,8062022Revenue 2024: $774,011Expenses 2024: $706,807Net Income 2024: $67,2042024

Highlighted filing

2014

Revenue$193,160
Expenses$240,311
Net Income-$47,151
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H HOLLANDTrustee-$0--
JOSEPH J HOLLANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Backcountry Charitable Trust
EIN
26-1214808
Phone
8017467566
Address
1678 WEST REDSTONE CENTER DRIVE NO, 210, PARK CITY, UT 84098

Signing Officer

Name
James Holland
Title
Trustee
Phone
8017467566
Signed
2015-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Investment Management Inc
Address
100 HIGH ST STE 1000, BOSTON, MA 02110-2301
Preparer
Richard J Semple
Phone
8884041557
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6975 GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70130 MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm713000 MANHATTAN ASSOCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721200 NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73450 VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741300 YANDEX NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75812 AMERICAN TOWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761000 AMERICAN TOWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772400 WEYERHAEUSER REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm784792.217 NORTHEAST GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7993.772 VANGUARD MID CAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80783.616 VANGUARD MID CAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81348.677 VANGUARD MID CAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82402.196 VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm832836.466 VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841633 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8511017.716 HARDING LOEVNER INST EMERG MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8616546.37 HARDING LOEVNER EMERG MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm879298.961 OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8812100.19 OAKMARK INTERNATIONAL FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt066191
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0126969
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0193160
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0193160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0188330
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0214053
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0214053
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065228
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt066191
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-47151
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01579697
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0126969
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0229826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016840
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08343
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0216579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0240311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0193160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02526
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112006-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122007-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152007-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232005-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242005-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252005-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262005-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272005-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282005-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292006-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302006-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312007-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342013-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362007-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372007-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392006-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402007-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462013-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522012-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532012-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542011-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552012-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602012-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612012-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622014-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662012-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt340020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt546923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt612493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1224818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1526408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt169508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1713939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1823459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2021744

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,369,564
Liabilities
$0
Net assets
$3,369,564
Revenue
$193,160
Expenses
$240,311
Net income
-$47,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.77$0.71$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.25$0.92$1.16
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$2.27$0.63$1.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$1.51$0.92$0.59
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.88$0.97$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.40$0.59$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.20$1.20$1.00
2015Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$1.96$0.26$1.70
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.19$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.39$0.23$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.19