Civic Intelligence

Edith L Olsen Music Foundation

990PF • Fiscal year 2018 • EIN 27-1359876

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
9400 West Bluemound RoadMilwaukee, WI 53226

(414) 403-3918

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-73%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

25%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$305,137

Down $18,159 (-5.6%) from 2017

Net Assets

Down

$305,137

Down $18,159 (-5.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$22,638

Up $4,559 (+25%) from 2017

Expenses

Up

$39,213

Up $5,473 (+16%) from 2017

Net Income

Down

-$16,575

Down $914 (-5.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$400K$300K$200K$100K$0Assets 2010: $1,493Liabilities 2010: $0Net Assets 2010: $1,4932010Assets 2011: $362,893Liabilities 2011: $0Net Assets 2011: $362,8932011Assets 2012: $367,331Liabilities 2012: $0Net Assets 2012: $367,3312012Assets 2013: $364,119Liabilities 2013: $0Net Assets 2013: $364,1192013Assets 2016: $335,295Liabilities 2016: $0Net Assets 2016: $335,2952016Assets 2017: $323,296Liabilities 2017: $0Net Assets 2017: $323,2962017Assets 2018: $305,137Liabilities 2018: $0Net Assets 2018: $305,1372018Assets 2019: $277,673Liabilities 2019: $0Net Assets 2019: $277,6732019Assets 2020: $250,836Liabilities 2020: $0Net Assets 2020: $250,8362020Assets 2021: $230,079Liabilities 2021: $0Net Assets 2021: $230,0792021Assets 2022: $191,762Liabilities 2022: $0Net Assets 2022: $191,7622022Assets 2023: $159,913Liabilities 2023: $0Net Assets 2023: $159,9132023Assets 2024: $131,195Liabilities 2024: $0Net Assets 2024: $131,1952024

Highlighted filing

2018

Assets$305,137
Liabilities$0
Net Assets$305,137
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $3,5082010Expenses 2011: $18,1282011Expenses 2012: $25,0102012Revenue 2013: $26,328Expenses 2013: $29,540Net Income 2013: -$3,2122013Revenue 2016: $6,215Expenses 2016: $24,035Net Income 2016: -$17,8202016Revenue 2017: $18,079Expenses 2017: $33,740Net Income 2017: -$15,6612017Revenue 2018: $22,638Expenses 2018: $39,213Net Income 2018: -$16,5752018Revenue 2019: $12,017Expenses 2019: $38,581Net Income 2019: -$26,5642019Revenue 2020: $6,659Expenses 2020: $33,416Net Income 2020: -$26,7572020Revenue 2021: $17,956Expenses 2021: $38,324Net Income 2021: -$20,3682021Revenue 2022: $182Expenses 2022: $38,323Net Income 2022: -$38,1412022Revenue 2023: $5,999Expenses 2023: $37,848Net Income 2023: -$31,8492023Revenue 2024: $9,063Expenses 2024: $37,781Net Income 2024: -$28,7182024

Highlighted filing

2018

Revenue$22,638
Expenses$39,213
Net Income-$16,575
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S BURNSPresident-$0--
ELAINE MG BURNSDirector-$0--
TIM DOTSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edith L Olsen Music Foundation
EIN
27-1359876
Phone
4144033918
Address
9400 WEST BLUEMOUND ROAD, MILWAUKEE, WI 53226

Signing Officer

Name
Robert S Burns
Title
President
Phone
4144033918
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
Raw XML AppendixShowing 400 of 431 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.077126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.090111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.070390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.067414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.081303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.076413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0318053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0340147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0341453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0355551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0372582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0384896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.385631
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035560
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035735
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0175
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035735
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ELAINE BURNS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09400 W BLUEMOUND RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053226
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04145593669
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TO RECEIVE APPLICATION INSTRUCTIONS, SEND A HAND-WRITTEN LETTER WITH NAME, PHONE NUMBER AND ADDRESS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EDITH OLSEN MUSIC FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04145593669
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09400 W BLUEMOUND ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053226
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIVIDUALS OR ORGANIZATIONS WITH INDIVIDUALS INTERESTED IN PLAYING A VIOLIN OR OTHER STRING INSTRUMENT; UNDER 21 YEARS OLD; ATTENDING SCHOOL; LIVE IN A HOUSEHOLD WITH AN INCOME OF LESS THAN $30,000 A YEAR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRUCE GUADALUPE COMMUNITY SCHOOL LATINO ARTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GREATER MILWAUKEE EL SISTEMA CO WHITE HOUSE OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WISCONSIN YOUTH SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3URBAN LEAGUE OF GREATER MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01028 S 9TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 2271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 258039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3222 S PARK ST STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353713
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015728
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010424
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059594
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011989
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035735
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020007
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070018
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050011
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0623
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0623
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01707
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0123
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LPL FINANCIAL COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03327
TaxesSchedule/TaxesDetail/Amt0134
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0134
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S BURNS

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$305,137
Liabilities
$0
Net assets
$305,137
Revenue
$22,638
Expenses
$39,213
Net income
-$16,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09$0.38$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.06$0.38$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.00$0.38$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.18$0.38$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.07$0.33$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.39$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.23$0.39$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.18$0.34$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.06$0.24$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.26$0.30$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.25
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.18
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.04