Civic Intelligence

Robert Sidney Needham Foundation

990PF • Fiscal year 2015 • EIN 30-0562220

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(855) 739-2920

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

61st percentile

7.7%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

40th percentile

$74,725

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

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

Asset Growth

51st percentile

0.5%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

74th percentile

15%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,984,281

Up $37,396 (+0.5%) from 2014

Net Assets

Up

$6,984,281

Up $37,396 (+0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin61st percentile

Revenue

Up

$518,209

Up $69,515 (+15%) from 2014

Expenses

Up

$478,524

Up $29,215 (+6.5%) from 2014

Net Income

Up

$39,685

Up $40,300 (+6553%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,781,579Liabilities 2012: $0Net Assets 2012: $6,781,5792012Assets 2013: $6,960,486Liabilities 2013: $0Net Assets 2013: $6,960,4862013Assets 2014: $6,946,885Liabilities 2014: $0Net Assets 2014: $6,946,8852014Assets 2015: $6,984,281Liabilities 2015: $0Net Assets 2015: $6,984,2812015Assets 2016: $6,705,866Liabilities 2016: $0Net Assets 2016: $6,705,8662016Assets 2017: $6,589,386Liabilities 2017: $0Net Assets 2017: $6,589,3862017Assets 2018: $6,615,685Liabilities 2018: $0Net Assets 2018: $6,615,6852018Assets 2019: $6,478,486Liabilities 2019: $0Net Assets 2019: $6,478,4862019Assets 2020: $6,299,697Liabilities 2020: $0Net Assets 2020: $6,299,6972020Assets 2021: $6,261,265Liabilities 2021: $0Net Assets 2021: $6,261,2652021Assets 2022: $6,091,262Liabilities 2022: $0Net Assets 2022: $6,091,2622022Assets 2023: $5,965,570Liabilities 2023: $0Net Assets 2023: $5,965,5702023Assets 2024: $5,821,997Liabilities 2024: $0Net Assets 2024: $5,821,9972024

Highlighted filing

2015

Assets$6,984,281
Liabilities$0
Net Assets$6,984,281
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $404,5892012Revenue 2013: $596,828Expenses 2013: $413,288Net Income 2013: $183,5402013Revenue 2014: $448,694Expenses 2014: $449,309Net Income 2014: -$6152014Revenue 2015: $518,209Expenses 2015: $478,524Net Income 2015: $39,6852015Revenue 2016: $157,452Expenses 2016: $440,080Net Income 2016: -$282,6282016Revenue 2017: $357,217Expenses 2017: $436,144Net Income 2017: -$78,9272017Revenue 2018: $415,652Expenses 2018: $454,148Net Income 2018: -$38,4962018Revenue 2019: $331,324Expenses 2019: $470,947Net Income 2019: -$139,6232019Revenue 2020: $277,644Expenses 2020: $462,358Net Income 2020: -$184,7142020Revenue 2021: $476,004Expenses 2021: $514,060Net Income 2021: -$38,0562021Revenue 2022: $312,213Expenses 2022: $481,295Net Income 2022: -$169,0822022Revenue 2023: $265,489Expenses 2023: $391,415Net Income 2023: -$125,9262023Revenue 2024: $313,518Expenses 2024: $451,257Net Income 2024: -$137,7392024

Highlighted filing

2015

Revenue$518,209
Expenses$478,524
Net Income$39,685
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-TrusteeFT$74,725-$74,725
NINA STACKCo-Trustee-$12,281-$12,281
JOHN B NEWMAN ESQCo- Trustee-$12,281-$12,281
Filing and Contact Details

Filer

Filer Name
Robert Sidney Needham Fdn
EIN
30-0562220
Phone
8557392920
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8557392920
Signed
2016-04-26
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50464287622 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5153578A108 LINKEDIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5357636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54580645109 MCGRAW-HILL FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5661166W101 MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59670100205 NOVO NORDISK A/S - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6067103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6274925K581 BOSTON P LNG/SHRT RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63756577102 RED HAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6477954Q106 T ROWE PRICE BLUE CH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6578388J106 SBA COMMUNICATIONS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6678463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6882481R106 SHIRE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69848637104 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7188160R101 TESLA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72886547108 TIFFANY & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73896945201 TRIPADVISOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7490130A101 TWENTY FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7590184L102 TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76904311107 UNDER ARMOUR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7892532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79928563402 VMWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8092914A810 VOYA INTL RL EST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8198138H101 WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82G0083B108 ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83G60754101 MICHAEL KORS HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84G97822103 PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8500770G847 JOHCM INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8604314H600 ARTISAN MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8734984T857 GOLDEN SMALL CAP COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8834984T881 GOLDEN LARGE CAP COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89411511504 HARBOR CAPITAL APRCT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92464287499 ISHARES RUSSELL MID-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93464287614 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95464288885 ISHARES MSCI EAFE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9646434V803 ISHA CURR HEDGED MSC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9774253Q580 PRINCIPAL INV R/E SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9874255L696 PRINCIPAL GL MULT ST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9981369Y209 HEALTH CARE SELECT S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10081369Y407 AMEX CONSUMER DISCR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10181369Y605 FINANCIAL SELECT SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10281369Y803 AMEX TECHNOLOGY SELE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103902641646 E-TRACS ALERIAN MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104922042858 VANGUARD FTSE EMERGI
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0316146
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0314960
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0150280
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0360866
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MUTUAL FUND INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt07063
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0518209
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0518209
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0360866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030962
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt068325
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt099287
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0370000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0370000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148203
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0150280
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039685
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05266720
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0360866
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0442955
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt07063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0874
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0874
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03978
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0403012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt073177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0478524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0516132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0518209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt033012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073177
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0108524
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502015-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592015-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622010-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652010-01-19

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Filings

Displayed year

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

Open filing
Assets
$6,984,281
Liabilities
$0
Net assets
$6,984,281
Revenue
$518,209
Expenses
$478,524
Net income
$39,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.31$0.45$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.27$0.39$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.31$0.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.48$0.51$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.28$0.46$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.33$0.47$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.42$0.45$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.36$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.16$0.44$0.28
2015Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.52$0.48$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.45$0.45$0.00
2013Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.60$0.41$0.18
2012Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.40