Civic Intelligence

The Gettinger Family Foundation

990PF • Fiscal year 2017 • EIN 27-0581206

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 15, 2018

Organization Profile
700 Post RoadScarsdale, NY 10583

(914) 874-5016

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

27th percentile

-34%

Higher net margin than 27% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$67,035

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-2.0%

Faster asset growth than 25% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$4,523,721

Down $93,475 (-2.0%) from 2016

Net Assets

Down

$4,523,721

Down $93,475 (-2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin27th percentile

Revenue

Down

$247,418

Down $57,881 (-19%) from 2016

Expenses

Up

$332,684

Up $59,437 (+22%) from 2016

Net Income

Down

-$85,266

Down $117,318 (-366%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th 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: $4,312,273Liabilities 2011: $0Net Assets 2011: $4,312,2732011Assets 2012: $4,304,075Liabilities 2012: $0Net Assets 2012: $4,304,0752012Assets 2016: $4,617,196Liabilities 2016: $0Net Assets 2016: $4,617,1962016Assets 2017: $4,523,721Liabilities 2017: $0Net Assets 2017: $4,523,7212017Assets 2021: $6,045,820Liabilities 2021: $0Net Assets 2021: $6,045,8202021Assets 2023: $5,753,208Liabilities 2023: $0Net Assets 2023: $5,753,2082023Assets 2024: $5,614,498Liabilities 2024: $0Net Assets 2024: $5,614,4982024

Highlighted filing

2017

Assets$4,523,721
Liabilities$0
Net Assets$4,523,721
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $199,1502011Expenses 2012: $234,2252012Revenue 2016: $305,299Expenses 2016: $273,247Net Income 2016: $32,0522016Revenue 2017: $247,418Expenses 2017: $332,684Net Income 2017: -$85,2662017Revenue 2021: $1,794,917Expenses 2021: $279,868Net Income 2021: $1,515,0492021Revenue 2023: $263,407Expenses 2023: $369,834Net Income 2023: -$106,4272023Revenue 2024: $231,164Expenses 2024: $369,538Net Income 2024: -$138,3742024

Highlighted filing

2017

Revenue$247,418
Expenses$332,684
Net Income-$85,266
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARK GETTINGERPresident-$41,667$25,368$67,035
CAROL EDELSONSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Gettinger Family Foundation
EIN
27-0581206
In Care Of
% CLARK GETTINGER
Phone
9148745016
Address
700 POST ROAD, SCARSDALE, NY 10583

Signing Officer

Name
Clark Gettinger
Title
President
Phone
9148745016
Signed
2018-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Faber & Fox LLP
Address
1407 BROADWAY SUITE 2204, New York, NY 10018
Preparer
Faber Fox LLP
Phone
2127689420
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm262,000 SH. CONAGRA FOODS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272,000 SH. INTEL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281,275 SH. ISHARES S&P PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STOCK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301,000 SH. KIMBERLY CLARK CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311,488 SH. PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322,900 SH POWERSHARES ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,145 SH. PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34647 SH. PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35353 SH. PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36125 SH. HALYARD HEALTH, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37500 SH. KEYSIGHT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38545 SH. VODAFONE GP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39263 SH. VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402,000 SH. DOW CHEMICAL CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm414,000 SH. BLACKROCK CORP. HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42YIELD FUND VI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43560 SH. SUNCOR ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441,000 SH. TWITTER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45100 SH. CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46328 SH. 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47500 SH. FIRST SOLAR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,000 SH. PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,000 SH. MARATHON OIL CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501,000 SH. OCH-ZIFF CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521,000 SH. MARATHON PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541,000 SH. SA SPONS ADR (TOTAL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553,000 SH. BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm564,800 SH. GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57INC. FLOATING RATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5815,447.992 SH. FIDELITY ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FLOATING RATE HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INCOME A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6116,059.957 SH. LORD ABBETT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FLOATING RATE A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6391.081 SH. LORD ABBETT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64FLOATING RATE A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6576.305 SH. FIDELITY ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66FLOATING RATE HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INCOME A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681,000 SH. EXXON MOBIL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691,133 SH. ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70922 SH. ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711,000 SH. U S BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm722,000 SH. BLACKSTONE GROUP LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731,000 SH. WHITING PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm742,000 SH. DOWDUPONT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751,000 SH. VANGUARD FTSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76EUROPEAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771,000 SH. WISDOMTREE TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78EMERGING MARKETS EQT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm792,000 SH. TRIANGLE CAP CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801,000 SH. AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm812,000 SH. PETROLEO BRASILERIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SA ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm832,000 SH. ULTRA PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm842,000 SH. NEWMONT MINING CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm851,000 SH. HALLIBURTON CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861,043 SH. ULTRA PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm872,000 SH. DELTA AIR LINES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882,000 SH. AMERICAN AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90855 SH. PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm914,250 SH. ALPINE TOTAL DYNAMIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm932,000 SH. CLEAN ENERGY FUELS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm943,000 SH. FANNIE MAE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm951,000 SH. YANDEX N.V.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm961,000 SH. AMERICAN INT'L GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm971,000 SH. APACHE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm989,385.92 SH PUTNAM DIVERSIFIED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99INC. TRUST A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1002,000 SH. CONN'S INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1012,000 SH. PACIFIC COAST OIL TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1021,000 SH. CHICAGO BRIDGE &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103IRON CO. N.V.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1041,000 SH. AMERICAN AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1051,000 SH. QEP RESOURCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1061,000 SH. SANCHEZ ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1071,000 SH. SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1081,000 SH. THE CARLYLE GROUP LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1091,000 SH. TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1101,000 SH. CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1115,000 SH. FAIRWAYS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112HOLDINGS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1131,000 SH. ABB LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114316 SH. CHEMOURS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1151,000 SH. DELTA AIR LINES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1161,000 SH. THE FINANCIAL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118139 SH. SELECT SECTOR SPDR TD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120200 ISHARES NASDAQ BIOTECH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1211,000 SH. DUNKIN BRANDS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1222,000 SH. REXFORD INDUSTRIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123REALTY INC RED S-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124601 SH. CHUBB LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125835 SH. JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126INTERNATIONAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12783 SH. ADIENT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1282,000 SH. GENERAL ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1296,000 SH. VELOCITY SHS DAILY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1302X SHORT TERM ETN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13110,282.15 SH. FIDELITY ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132FLOATING RATE HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133INCOME A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1343,000 SH. FREDDIE MAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135165 SH SPDR S&P MIDCAP 400 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136410 SH. SPDR 600 SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137220 SH. S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138150 ISHARES NASDAQ BIOTECH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1391,000 SH. KOHLS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1401,000 SH. CHENIERE ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1412,000 SH. MACYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1421,000 SH. ANHEUSER-BUSCH INBEV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1431,000 SH. CATERPILLAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1442,000 SH. CENTURYLINK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145500 SH. CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1462,000 SH. NUTANIX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1472,000 SH. GILEAD SCIENCES INC.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0165695
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt080916
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ROYALTY INCOME - PACIFIC COAST OIL TRUST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ROYALTY INCOME - THE BLACKSTONE GROUP L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PARTNERSHIP INCOME - THE BLACKSTONE GROUP L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3PARTNERSHIP INCOME - THE CARLYLE GROUP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4PARTNERSHIP INCOME - OCH-ZIFF CAPITAL MANAGEMENT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5GROUP LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0294
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt18
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2605
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3117
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-223
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0247418
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0247418
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0221228
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt080652
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt020833
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020834
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020833
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt041667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0242500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0242500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0165695
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0165695
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0165695

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Filings

Displayed year

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

Open filing
Assets
$4,523,721
Liabilities
$0
Net assets
$4,523,721
Revenue
$247,418
Expenses
$332,684
Net income
-$85,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.23$0.37$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.26$0.37$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$1.79$0.28$1.52
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.25$0.33$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.31$0.27$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.23
2011Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.20