Civic Intelligence

Gregory D and Kimberlee K White Foundation

990PF • Fiscal year 2015 • EIN 26-6688253

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 09, 2016

Organization Profile
410 Palm Circle WestNaples, FL 34102

(734) 777-3484

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

63rd percentile

8.9%

Higher net margin than 63% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

52nd percentile

0.6%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

117%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$802,524

Up $5,096 (+0.6%) from 2014

Net Assets

Up

$802,524

Up $5,096 (+0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin63rd percentile

Revenue

Up

$57,541

Up $31,057 (+117%) from 2014

Expenses

Down

$52,445

Down $1,304 (-2.4%) from 2014

Net Income

Up

$5,096

Up $32,361 (+119%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0M$500K$0Assets 2010: $561,175Liabilities 2010: $0Net Assets 2010: $561,1752010Assets 2011: $549,082Liabilities 2011: $0Net Assets 2011: $549,0822011Assets 2012: $544,157Liabilities 2012: $0Net Assets 2012: $544,1572012Assets 2013: $824,693Liabilities 2013: $0Net Assets 2013: $824,6932013Assets 2014: $797,428Liabilities 2014: $0Net Assets 2014: $797,4282014Assets 2015: $802,524Liabilities 2015: $0Net Assets 2015: $802,5242015Assets 2016: $731,272Liabilities 2016: $0Net Assets 2016: $731,2722016Assets 2017: $923,450Liabilities 2017: $0Net Assets 2017: $923,4502017Assets 2020: $818,637Liabilities 2020: $0Net Assets 2020: $818,6372020Assets 2021: $855,835Liabilities 2021: $0Net Assets 2021: $855,8352021Assets 2022: $888,944Liabilities 2022: $0Net Assets 2022: $888,9442022Assets 2023: $891,122Liabilities 2023: $0Net Assets 2023: $891,1222023Assets 2024: $863,541Liabilities 2024: $0Net Assets 2024: $863,5412024

Highlighted filing

2015

Assets$802,524
Liabilities$0
Net Assets$802,524
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KExpenses 2010: $42,1472010Expenses 2011: $51,3232011Expenses 2012: $49,7722012Revenue 2013: $329,973Expenses 2013: $49,437Net Income 2013: $280,5362013Revenue 2014: $26,484Expenses 2014: $53,749Net Income 2014: -$27,2652014Revenue 2015: $57,541Expenses 2015: $52,445Net Income 2015: $5,0962015Revenue 2016: -$17,965Expenses 2016: $53,287Net Income 2016: -$71,2522016Revenue 2017: $239,978Expenses 2017: $47,800Net Income 2017: $192,1782017Revenue 2020: -$20,661Expenses 2020: $64,011Net Income 2020: -$84,6722020Revenue 2021: $94,678Expenses 2021: $57,480Net Income 2021: $37,1982021Revenue 2022: $108,605Expenses 2022: $75,496Net Income 2022: $33,1092022Revenue 2023: $64,328Expenses 2023: $62,150Net Income 2023: $2,1782023Revenue 2024: $66,553Expenses 2024: $94,134Net Income 2024: -$27,5812024

Highlighted filing

2015

Revenue$57,541
Expenses$52,445
Net Income$5,096
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY D WHITETrusteePT$0--
KIMBERLEE K WHITETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Gregory D and Kimberlee K White
EIN
26-6688253
Phone
7347773484
Address
410 PALM CIRCLE WEST, NAPLES, FL 34102

Signing Officer

Name
Gregory D White
Title
Trustee
Phone
7347773484
Signed
2016-02-09

Preparer

Firm
Cooley Hehl Wohlgamuth & Carlton Pllc
Address
1 SOUTH MONROE, MONROE, MI 48161
Preparer
Deborah a Sabo
Phone
7342417200
Raw XML AppendixShowing 400 of 2,819 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2102014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2112014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2122014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2132014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2142014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2152014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2162014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2172014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2182014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2192014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2202014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2212014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2222014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2232014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2242015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2252015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2262015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2272015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2282015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2292014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2302014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2312013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2322015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2332015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2342015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2352015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2362015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2372015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2382015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2392013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2402013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2412013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2422015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2432015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2442013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2452013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2462013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2472013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2482013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2492013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2502013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2512013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2522013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2532013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2542013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2552013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2562013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2572015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2582015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2592015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2602015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2612015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2622014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2632015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2642015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2652015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2662015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2672015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2682015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2692015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2702014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2712015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2722015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2732015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2742013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2752013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2762013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2772013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2782013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2792013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2802013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2812013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2822013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2832013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2842013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2852014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2862014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2872013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2882015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2892015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2902015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2912015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2922015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2932015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2942015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2952014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2962014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2972013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2982013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2992013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3002013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3012015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3022015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3032014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3042014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3052014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3062013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3072013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3082013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3092013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3102014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3112014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3122014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3132014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3142013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3152013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3162015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3172015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3182015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3192015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3202015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3212013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3222013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3232015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3242013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3252013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3262013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3272013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3282013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3292014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3302014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3312013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3322013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3332015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3342015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3352015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3362015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3372015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3382015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3392015-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3402013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3412013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3422013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3432013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3442015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3452015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3462014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3472014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3482013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3492013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3502013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3512013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3522013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3532013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3542015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3552015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3562013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3572013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3582013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3592015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3602015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3612015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3622015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3632015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3642015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3652015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3662015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3672014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16BLACKROCK STRATEGIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23FIDELITY ADV CONV SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24FIDELITY ADV CONVERTIBLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25FIDELITY ADV CONVERTIBLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc26GLDM SCH STG INC FD C I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27GLDM SCH STG INC FD C I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28GLDM SCH STG INC FD C I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29GLDM SCH STG INC FD C I

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Filings

Displayed year

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

Open filing
Assets
$802,524
Liabilities
$0
Net assets
$802,524
Revenue
$57,541
Expenses
$52,445
Net income
$5,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.67$0.94$0.28
2023Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.64$0.62$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$1.09$0.75$0.33
2021Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$0.95$0.57$0.37
2020Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.21$0.64$0.85
2017Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$2.40$0.48$1.92
2016Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.18$0.53$0.71
2015Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.58$0.52$0.05
2014Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.26$0.54$0.27
2013Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$3.30$0.49$2.81
2012Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.50
2011Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.51
2010Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.42