Civic Intelligence

Tucker Family Foundation

990PF • Fiscal year 2017 • EIN 26-1492603

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 17, 2018

Organization Profile
236 W Birch StShelton, WA 98584

(360) 426-2999

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$5,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

94th percentile

59%

Faster asset growth than 94% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,780,416

Up $2,138,442 (+59%) from 2016

Net Assets

Up

$5,780,416

Up $2,138,442 (+59%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$2,339,447

Up $2,649,170 (+855%) from 2016

Expenses

Up

$229,751

Up $15,428 (+7.2%) from 2016

Net Income

Up

$2,109,696

Up $2,633,742 (+503%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,877,419Liabilities 2011: $0Net Assets 2011: $1,877,4192011Assets 2012: $2,305,649Liabilities 2012: $0Net Assets 2012: $2,305,6492012Assets 2013: $4,313,864Liabilities 2013: $0Net Assets 2013: $4,313,8642013Assets 2014: $4,146,995Liabilities 2014: $0Net Assets 2014: $4,146,9952014Assets 2015: $4,166,020Liabilities 2015: $0Net Assets 2015: $4,166,0202015Assets 2016: $3,641,974Liabilities 2016: $0Net Assets 2016: $3,641,9742016Assets 2017: $5,780,416Liabilities 2017: $0Net Assets 2017: $5,780,4162017Assets 2018: $6,709,781Liabilities 2018: $0Net Assets 2018: $6,709,7812018Assets 2019: $7,271,312Liabilities 2019: $0Net Assets 2019: $7,271,3122019Assets 2020: $6,880,048Liabilities 2020: $0Net Assets 2020: $6,880,0482020Assets 2021: $7,894,727Liabilities 2021: $0Net Assets 2021: $7,894,7272021Assets 2022: $7,506,464Liabilities 2022: $0Net Assets 2022: $7,506,4642022Assets 2023: $7,616,360Liabilities 2023: $0Net Assets 2023: $7,616,3602023Assets 2024: $7,220,413Liabilities 2024: $0Net Assets 2024: $7,220,4132024

Highlighted filing

2017

Assets$5,780,416
Liabilities$0
Net Assets$5,780,416
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $105,5522011Expenses 2012: $111,3072012Revenue 2013: $2,219,259Expenses 2013: $211,044Net Income 2013: $2,008,2152013Revenue 2014: $90,279Expenses 2014: $257,148Net Income 2014: -$166,8692014Revenue 2015: $263,502Expenses 2015: $244,477Net Income 2015: $19,0252015Revenue 2016: -$309,723Expenses 2016: $214,323Net Income 2016: -$524,0462016Revenue 2017: $2,339,447Expenses 2017: $229,751Net Income 2017: $2,109,6962017Revenue 2018: $1,287,507Expenses 2018: $346,015Net Income 2018: $941,4922018Revenue 2019: $1,015,528Expenses 2019: $453,997Net Income 2019: $561,5312019Revenue 2020: $74,123Expenses 2020: $476,436Net Income 2020: -$402,3132020Revenue 2021: $1,562,739Expenses 2021: $570,789Net Income 2021: $991,9502021Revenue 2022: $127,053Expenses 2022: $515,316Net Income 2022: -$388,2632022Revenue 2023: $732,824Expenses 2023: $622,928Net Income 2023: $109,8962023Revenue 2024: $505,929Expenses 2024: $721,746Net Income 2024: -$215,8172024

Highlighted filing

2017

Revenue$2,339,447
Expenses$229,751
Net Income$2,109,696
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 17, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD TUCKERPresident And ChairmanPT$5,000-$5,000
FLEET RATLIFFVice President-$5,000-$5,000
DANA OTTERHOLTVice President-$5,000-$5,000
RICHARD HOSSSecretary/TreasurerPT$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Tucker Family Foundation
EIN
26-1492603
Phone
3604262999
Address
236 W BIRCH ST, SHELTON, WA 98584

Signing Officer

Name
Richard Hoss
Title
Secretary/treasurer
Phone
3604262999
Signed
2018-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHWAB ACCT - TOTAL SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SCHWAB ACCT - UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHWAB ACCT - UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHWAB ACCT - UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SCHWAB ACCT - WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SCHWAB ACCT - WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHWAB ACCT - WASHINGTON FEDERAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SCHWAB ACCT - WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCHWAB ACCT - 3M COMPANY
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0703315
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0706223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0173544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1146470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt440000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt540000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt69574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1038847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1129251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1219473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1315821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1413823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1510813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1620000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1720000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1810000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0UBS ACCT - ISHARES BIOTECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1UBS ACCT - ENTERPRISE PRODUCT PARTNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCHWAB ACCT - COMPASS BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SCHWAB ACCT - PEOPLE'S UNITED CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SCHWAB ACCT - NEW YORK CMTY BK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SCHWAB ACCT - WELLS FARGO BK N CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SCHWAB ACCT - CHARLES SCHWAB US MC EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCHWAB ACCT - ISHARES MSCI GERMANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SCHWAB ACCT - ISHARES MSCI JAPAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SCHWAB ACCT - ISHARES MSCI SWITZERLAND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SCHWAB ACCT - ISHARES NASDAQ BIOTECHNOLOGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SCHWAB ACCT - POWERSHARES S&P SMALL TECH PORT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SCHWAB ACCT - SCHWAB EMERGING MARKETS EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SCHWAB ACCT - SPDR FUND MATERIALS SELECT SECTR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SCHWAB ACCT - SPDR S&P 400 MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SCHWAB ACCT - VANGUARD TOTAL INTERNATIONAL BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SCHWAB ACCT - SCHWAB INTL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SCHWAB ACCT - SCHWAB SMALL CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SCHWAB ACCT - SCHWAB US MID CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0160155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1132550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt339996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt439996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt610654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1041640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1130576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1222352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1318159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1415548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1510874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1622335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1721654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1810002
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0113816
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0121584
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt018000
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0253400
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0253400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0121584
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0165000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0165000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02086047
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt04788
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04788
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0113816
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0113816
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02109696
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0818778
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0121584
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0188649
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036954
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0165000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt064751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0229751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02339447
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt064751
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064751
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt084870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt237096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt550025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt641592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt762389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt897313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt929791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1044679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1130081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1237308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt137448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1540000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-14298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-19441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,780,416
Liabilities
$0
Net assets
$5,780,416
Revenue
$2,339,447
Expenses
$229,751
Net income
$2,109,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.51$0.72$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.73$0.62$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.13$0.52$0.39
2021Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$1.56$0.57$0.99
2020Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.07$0.48$0.40
2019Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$1.02$0.45$0.56
2018Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.29$0.35$0.94
2017Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$2.34$0.23$2.11
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.31$0.21$0.52
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.26$0.24$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.09$0.26$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$2.22$0.21$2.01
2012Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11