Civic Intelligence

Thomas and Candace Dee Family Foundation

990PF • Fiscal year 2017 • EIN 27-3949457

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile

Refreshing map…

1575 Devonshire DriveSalt Lake City, UT 84108

(801) 647-0604

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

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

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

Asset Growth

67th percentile

8.8%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

95th percentile

227%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,714,425

Up $544,785 (+8.8%) from 2016

Net Assets

Up

$6,714,425

Up $544,785 (+8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$1,817,874

Up $1,261,901 (+227%) from 2016

Expenses

Up

$333,008

Up $28,579 (+9.4%) from 2016

Net Income

Up

$1,484,866

Up $1,233,322 (+490%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2011: $2,550,099Liabilities 2011: $0Net Assets 2011: $2,550,0992011Assets 2012: $3,856,767Liabilities 2012: $0Net Assets 2012: $3,856,7672012Assets 2013: $4,861,319Liabilities 2013: $0Net Assets 2013: $4,861,3192013Assets 2014: $5,685,453Liabilities 2014: $0Net Assets 2014: $5,685,4532014Assets 2015: $5,754,942Liabilities 2015: $0Net Assets 2015: $5,754,9422015Assets 2016: $6,169,640Liabilities 2016: $0Net Assets 2016: $6,169,6402016Assets 2017: $6,714,425Liabilities 2017: $0Net Assets 2017: $6,714,4252017Assets 2018: $6,024,614Liabilities 2018: $0Net Assets 2018: $6,024,6142018Assets 2019: $7,269,732Liabilities 2019: $0Net Assets 2019: $7,269,7322019Assets 2020: $7,849,632Liabilities 2020: $0Net Assets 2020: $7,849,6322020Assets 2021: $9,314,937Liabilities 2021: $0Net Assets 2021: $9,314,9372021Assets 2022: $7,299,731Liabilities 2022: $0Net Assets 2022: $7,299,7312022Assets 2023: $8,316,686Liabilities 2023: $0Net Assets 2023: $8,316,6862023Assets 2024: $9,235,751Liabilities 2024: $0Net Assets 2024: $9,235,7512024

Highlighted filing

2017

Assets$6,714,425
Liabilities$0
Net Assets$6,714,425
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $13,4802011Expenses 2012: $121,7332012Revenue 2013: $623,100Expenses 2013: $195,928Net Income 2013: $427,1722013Revenue 2014: $1,037,396Expenses 2014: $233,285Net Income 2014: $804,1112014Revenue 2015: $419,668Expenses 2015: $268,792Net Income 2015: $150,8762015Revenue 2016: $555,973Expenses 2016: $304,429Net Income 2016: $251,5442016Revenue 2017: $1,817,874Expenses 2017: $333,008Net Income 2017: $1,484,8662017Revenue 2018: $1,237,565Expenses 2018: $320,518Net Income 2018: $917,0472018Revenue 2019: $333,364Expenses 2019: $358,413Net Income 2019: -$25,0492019Revenue 2020: $254,017Expenses 2020: $375,935Net Income 2020: -$121,9182020Revenue 2021: $893,050Expenses 2021: $405,649Net Income 2021: $487,4012021Revenue 2022: $27,172Expenses 2022: $481,366Net Income 2022: -$454,1942022Revenue 2023: $260,152Expenses 2023: $471,114Net Income 2023: -$210,9622023Revenue 2024: $368,663Expenses 2024: $478,250Net Income 2024: -$109,5872024

Highlighted filing

2017

Revenue$1,817,874
Expenses$333,008
Net Income$1,484,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas D Dee IIITrustee-$0--
Candace C DeeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas and Candace Dee
EIN
27-3949457
Phone
8016470604
Address
1575 Devonshire Drive, Salt Lake City, UT 84108

Signing Officer

Name
Thomas D Dee III
Title
Trustee
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Simmons & Company A Professional CPA Corp
Address
2494 South 1300 East, Salt Lake City, UT 84106-3156
Preparer
Marc L Simmons CPA
Phone
8014862731
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1082092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1091859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1103430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1111141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1122590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1172460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1182116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1193312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1203682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1232391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1242196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1251642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1263307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1273720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1282640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1293666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1303314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1324763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1332813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1344219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Apple, Inc. (378 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1General Electric Company (40,124 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2United Health Group Inc. (433 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Apple, Inc. (235 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4British Amer TOB (326 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Comcast (807 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JP Morgan Chase (391 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MasterCard Inc. (179 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Ryanair Holdings (292 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9UBS AG (1,304 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Northrop Grumman (79 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Aercap Holdings (198 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Taiwan Smcndctr (787 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Disney Walt Company (100 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Alphabet Inc (23 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Emerson Electric Co (266 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16National Oilwell Varco Inc (448 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Nippon Telegraph (689 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Tencent Hldgs (868 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ABB Ltd (1,173 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Broadcom Ltd (115 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Danaher Corp (71 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Franklin Resources (434 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Ill Tool Works (174 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Invesco Ltd (80 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Newell Brands (27 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Priceline Group (17 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Qualcomm Inc (284 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Ameriprise Fincl (174 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Banco Bilbao Viz Arg (3,015 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BASF SE SP ADR (541 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Cigna Corporation (142 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Diageo PLC (54 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Logitech Intl (206 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34McDonalds Corp (57 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Netease.com (23 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Nintendo Co (334 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TAL Educ Group (270 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Target Corporation (55 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VMWare Inc (196 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Acuity Brands (9 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Ally Financial (90 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42American Campus Cmmtys (45 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43American Homes (49 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Ameriprise Fincl (21 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Amerisourcebergen Corp (19 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Ametek Inc (34 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Amphenol Corp (97 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Analog Devices (22 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Arrow Electronics (54 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Autozone Inc (4 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Avalonbay Comm (13 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Ball Corporation (91 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Berkley WR Corp (16 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Best Buy Co (40 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Borg Warner (53 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Boston Properties (4 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Carlisle Co (29 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CBRE Group (70 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CBS Corp (30 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CDW Corporation (46 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Centerpoint Energy (38 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Chubb Ltd (10 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Cigna Corporation (21 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Citizens Financial (117 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CMS Energy (79 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Commscope Holding (46 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Constellation Brands (20 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Dish NetworkCorp (28 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Dr Pepper Snapple Group (26 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Edgewell Pers Care (36 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Edison International (48 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Energen Corp (90 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Energizer Hldgs (62 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74EQT Corporation (56 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Essex Property Trust (6 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Expedia Inc (24 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Fifth 3rd Bancorp (119 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78First Republic Bank (24 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Fortune Brands (38 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80Gap Inc (72 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Genuine Parts Co (20 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Hartford Fin (64 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Henry Schein Inc (15 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Hilton Grnd Vctn (11 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Hilton Worldwide Hldgs (41 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86Hubbell Inc (19 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87Humana Inc (11 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88Huntington Bancshares (133 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89IDEX Corporation (20 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Jack Henry & Assoc (24 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91JBG Smith Pptys (24 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Keysight Technologies (81 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Kohls Corporation (23 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94Kroger Co (69 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95Laboratory CP Amer Hldgs (10 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96Loews Corporation (100 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97M&T Bank Corp (27 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98Marriott Intl (11 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99Marsh & Mclennan Cos (32 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100Match Group Inc (41 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101Mohawk Industries (23 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102MSC Indl Direct (30 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103Natl Fuel Gas Co (85 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104Nordstrom Inc (59 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105Northern Trust Corp (27 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106Outfront Media Inc (47 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107Park Hotel Rsrts (38 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108PBF Energy Inc (59 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109Progressive Corp Ohio (33 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110PVH Corporation (25 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111Ralph Lauren Corp (11 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112Raymond James Fincl (29 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113Rayonier Incorporated (55 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114Regal Beloit Corp (11 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115Regency Centers Corp (13 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116Sempra Energy (38 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117Sherwin Williams Company (6 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118Silgan Hldgs (72 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119Snap-On Inc (19 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120Suntrust Bks (57 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121Synopsis Inc (34 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122T Rowe Price Group (35 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123Tiffany & Company (23 Shs)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124Unumprovident Corp (40 Shs)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,714,425
Liabilities
$0
Net assets
$6,714,425
Revenue
$1,817,874
Expenses
$333,008
Net income
$1,484,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.37$0.48$0.11
2023Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.26$0.47$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.03$0.48$0.45
2021Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.89$0.41$0.49
2020Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.25$0.38$0.12
2019Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.33$0.36$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$1.24$0.32$0.92
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.82$0.33$1.48
2016Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.56$0.30$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.42$0.27$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$1.04$0.23$0.80
2013Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.62$0.20$0.43
2012Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.01