Civic Intelligence

Cglc Charitable Trust

990PF • Fiscal year 2015 • EIN 27-6565175

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 08, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

1st percentile

-1373%

Higher net margin than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$6,498,755

Down $1,003,745 (-13%) from 2014

Net Assets

Down

$6,498,755

Down $1,003,745 (-13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Down

$73,090

Down $63,491 (-46%) from 2014

Expenses

Up

$1,076,835

Up $114,356 (+12%) from 2014

Net Income

Down

-$1,003,745

Down $177,847 (-22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$10M$5.0M$0Assets 2012: $9,477,425Liabilities 2012: $0Net Assets 2012: $9,477,4252012Assets 2013: $8,328,398Liabilities 2013: $0Net Assets 2013: $8,328,3982013Assets 2014: $7,502,500Liabilities 2014: $0Net Assets 2014: $7,502,5002014Assets 2015: $6,498,755Liabilities 2015: $0Net Assets 2015: $6,498,7552015Assets 2016: $5,577,366Liabilities 2016: $0Net Assets 2016: $5,577,3662016Assets 2017: $5,161,616Liabilities 2017: $0Net Assets 2017: $5,161,6162017Assets 2018: $4,324,151Liabilities 2018: $0Net Assets 2018: $4,324,1512018Assets 2019: $4,157,350Liabilities 2019: $0Net Assets 2019: $4,157,3502019Assets 2020: $3,305,580Liabilities 2020: $0Net Assets 2020: $3,305,5802020Assets 2021: $3,046,397Liabilities 2021: $0Net Assets 2021: $3,046,3972021Assets 2022: $2,394,722Liabilities 2022: $0Net Assets 2022: $2,394,7222022Assets 2023: $1,979,305Liabilities 2023: $0Net Assets 2023: $1,979,3052023Assets 2024: $1,675,606Liabilities 2024: $0Net Assets 2024: $1,675,6062024

Highlighted filing

2015

Assets$6,498,755
Liabilities$0
Net Assets$6,498,755
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $5,375,0002012Revenue 2013: $66,521Expenses 2013: $1,215,548Net Income 2013: -$1,149,0272013Revenue 2014: $136,581Expenses 2014: $962,479Net Income 2014: -$825,8982014Revenue 2015: $73,090Expenses 2015: $1,076,835Net Income 2015: -$1,003,7452015Revenue 2016: $175,695Expenses 2016: $1,097,084Net Income 2016: -$921,3892016Revenue 2017: $177,302Expenses 2017: $593,052Net Income 2017: -$415,7502017Revenue 2018: $99,653Expenses 2018: $937,118Net Income 2018: -$837,4652018Revenue 2019: $906,389Expenses 2019: $1,073,190Net Income 2019: -$166,8012019Revenue 2020: $91,728Expenses 2020: $943,498Net Income 2020: -$851,7702020Revenue 2021: $291,117Expenses 2021: $550,300Net Income 2021: -$259,1832021Revenue 2022: $162,529Expenses 2022: $814,204Net Income 2022: -$651,6752022Revenue 2023: $74,091Expenses 2023: $489,508Net Income 2023: -$415,4172023Revenue 2024: $46,317Expenses 2024: $350,016Net Income 2024: -$303,6992024

Highlighted filing

2015

Revenue$73,090
Expenses$1,076,835
Net Income-$1,003,745
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale C RosenbloomPres / Trustee-$0--
Filing and Contact Details

Filer

Filer Name
CGLC Charitable Trust
EIN
27-6565175
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Dale C Rosenbloom
Title
trustee
Phone
8008391754
Signed
2016-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES FTSE CHINA 25 INDEX FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES MSCI EUROPE SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES MSCI PACIFIC EX-JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES RUSSELL 2000 GROWTH IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES S&P INDIA NIFTY 50 I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES TRUST MSCI EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES TRUST RUSSELL 2000 VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LEXMARK INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LINKEDIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARKETAXESS HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MAXIMUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MEDIVATION, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCURY GENL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59OSI SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61POWERSHARES II PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PROSHARES SHORT S&P500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PUBLIC SVC ENTERPRISE GROUP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67RAINIER INTERNATIONAL DISCOVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ROSS STORES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SMITH & WESSON HOLDING CORPORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SYNAPTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SYNOPSYS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TCW EMERGING MARKETS INCOME FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TEMPLETON GLOBAL BOND FUND - C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TURNER MEDICAL SCIENCES LONG S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITED THERAPEUTICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD EXTENDED DURATION TRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WESTWOOD MARKET NEUTRAL INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt038445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MAGELLAN MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PLAINS ALL AMERICAN PIPELINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2POWERSHARES DB US $ INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt043469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt279514
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0129185
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-54004
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01873
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SEC 751 GAIN ON SALE OF PTSHP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-4278
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1283
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-3995
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt073090
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0979000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0979000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0129185
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0129185
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1003745
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03398027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01873
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-54004
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064745
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028598
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-3964
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt064715
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt064715
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01007598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt066344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01076835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0131089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028598
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt066344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt097835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03455562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-57535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-57535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03398027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEC 751 GAIN ON SALE OF PTSHP-RECLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-54004
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1003745
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06498755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07502500
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06498755
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0359637
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0359637
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0359637
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0360932
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01295
IRS990PF/DistributableAmountGrp/TotalTaxAmt01295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02200
IRS990PF/FMVAssetsEOYAmt06536445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02038919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01034879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0976741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03747261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04184734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04288503
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt074847
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0146286
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0138345
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07502500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06498755
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01641473
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01132856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01132856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07502500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06498755
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06536445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07502500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06498755
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07502500
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06498755
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07328576
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01431885
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05896691
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0109929

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Filings

Displayed year

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

Open filing
Assets
$6,498,755
Liabilities
$0
Net assets
$6,498,755
Revenue
$73,090
Expenses
$1,076,835
Net income
-$1,003,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.05$0.35$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.07$0.49$0.42
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.81$0.65
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.29$0.55$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.09$0.94$0.85
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.91$1.07$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.10$0.94$0.84
2017Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.18$0.59$0.42
2016Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.18$1.10$0.92
2015Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.07$1.08$1.00
2014Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.14$0.96$0.83
2013Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.07$1.22$1.15
2012Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$5.38