Civic Intelligence

Jane'S Trust Foundation

990PF • Fiscal year 2018 • EIN 27-3422536

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization Profile
Hemenway Barnes Llp PO Box 961209Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$49,942

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

4.1%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$42,243,193

Up $7,142,247 (+20%) from 2017

Net Assets

Up

$42,243,193

Up $7,142,247 (+20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin94th percentile

Revenue

Up

$8,094,299

Up $321,048 (+4.1%) from 2017

Expenses

Up

$2,202,052

Up $254,733 (+13%) from 2017

Net Income

Up

$5,892,247

Up $66,315 (+1.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$80M$60M$40M$20M$0Assets 2016: $30,275,014Liabilities 2016: $0Net Assets 2016: $30,275,0142016Assets 2017: $35,100,946Liabilities 2017: $0Net Assets 2017: $35,100,9462017Assets 2018: $42,243,193Liabilities 2018: $0Net Assets 2018: $42,243,1932018Assets 2019: $44,044,183Liabilities 2019: $0Net Assets 2019: $44,044,1832019Assets 2020: $51,990,111Liabilities 2020: $0Net Assets 2020: $51,990,1112020Assets 2021: $65,737,655Liabilities 2021: $0Net Assets 2021: $65,737,6552021Assets 2022: $67,428,443Liabilities 2022: $0Net Assets 2022: $67,428,4432022Assets 2023: $66,333,263Liabilities 2023: $0Net Assets 2023: $66,333,2632023Assets 2024: $66,088,327Liabilities 2024: $0Net Assets 2024: $66,088,3272024

Highlighted filing

2018

Assets$42,243,193
Liabilities$0
Net Assets$42,243,193
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $6,621,796Expenses 2016: $1,732,300Net Income 2016: $4,889,4962016Revenue 2017: $7,773,251Expenses 2017: $1,947,319Net Income 2017: $5,825,9322017Revenue 2018: $8,094,299Expenses 2018: $2,202,052Net Income 2018: $5,892,2472018Revenue 2019: $5,753,316Expenses 2019: $2,952,326Net Income 2019: $2,800,9902019Revenue 2020: $10,038,523Expenses 2020: $3,092,595Net Income 2020: $6,945,9282020Revenue 2021: $13,873,859Expenses 2021: $3,973,614Net Income 2021: $9,900,2452021Revenue 2022: $6,862,784Expenses 2022: $5,230,866Net Income 2022: $1,631,9182022Revenue 2023: $2,696,621Expenses 2023: $4,657,048Net Income 2023: -$1,960,4272023Revenue 2024: $4,247,606Expenses 2024: $4,550,429Net Income 2024: -$302,8232024

Highlighted filing

2018

Revenue$8,094,299
Expenses$2,202,052
Net Income$5,892,247
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY B GARDINERTrustee-$49,942-$49,942
KURT F SOMERVILLETrustee-$49,941-$49,941
MARTHA S ROBESTrustee-$0--
JEAN B STEVENSONTrustee-$0--
ELIZABETH STEELETrustee-$0--
Filing and Contact Details

Filer

Filer Name
JANE'S TRUST FOUNDATION
EIN
27-3422536
Phone
6172277940
Address
HEMENWAY BARNES LLP PO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Kurt Somerville
Title
Trustee
Phone
6172277940
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Richard L Tougas Ea Mba
Phone
6172277940
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt221300837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23877240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241304381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251993328
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0804000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0648
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02220774
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt06637
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06681
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 ASIA ALTERNATIVES CAP PART II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1K-1 KILTEARN GLOBAL EQUITY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2K-1 DAVIDSON KEMPNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3K-1 STRATEGIC INVESTORS FUND IV
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4K-1 HRJ GROWTH CAP II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5K-1 HRJ CAPITAL VC VI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6K-1 HRJ GLOBAL BUY-OUT III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7K-1 CAPITAL DYNAMICS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8K-1 POLUNIN DEVELOPING
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9K-1 HRJ CAPITAL VC V FOREIGN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10K-1 HRJ GLOBAL BUY-OUT III US
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11K-1 IR&M CORE BOND FUND LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12K-1 GLOBAL RESOURCE OPTIMIZATION FD L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13K-1 CLEAN GROWTH FUND IV
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14OTHER PASS THROUGH INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15K-1 LANSDOWNE CLEAN ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16K-1 CAPITAL DYNAMICS CHAMPION VENTURES V
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-184
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-8929
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt240268
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt37755
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-1334
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-515
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-574
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7137
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-3157
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt9-997
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10-106
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12-286
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1318
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt146859
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15-34787
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt16-42
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd914
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0313
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-206
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt240
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt39664
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt4346
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt5790
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt6151
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt789
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03035596
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt018472
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03054068
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08140
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08140
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016280
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02424761
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt049942
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt049941
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt099883
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01625000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01625000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05040231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0803695
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0804648
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05892247
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03557499
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06681
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06681
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0214
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0429
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02227411
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03451119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0244924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0245424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0688169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0146059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0146059
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022908
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt068977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01683796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0472187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02202052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03923306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08094299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt058796
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0472187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0577052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1220606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2232878

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Filings

Displayed year

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

Open filing
Assets
$42,243,193
Liabilities
$0
Net assets
$42,243,193
Revenue
$8,094,299
Expenses
$2,202,052
Net income
$5,892,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$4.25$4.55$0.30
2023Detailed filing. Detailed filing data is available for this year.$66.3$0.00$66.3$2.70$4.66$1.96
2022Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$6.86$5.23$1.63
2021Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$13.9$3.97$9.90
2020Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$10.0$3.09$6.95
2019Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$5.75$2.95$2.80
2018Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$8.09$2.20$5.89
2017Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$7.77$1.95$5.83
2016Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$6.62$1.73$4.89