Civic Intelligence

The Winmax Foundation Inc.

990PF • Fiscal year 2016 • EIN 31-1677020

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
c/o US Bank NA PO Box 1118Cincinnati, OH 45201-1118

(513) 632-4049

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,397,845

Up $203,771 (+17%) from 2015

Net Assets

Up

$1,397,845

Up $203,771 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Down

$575,813

Down $498,521 (-46%) from 2015

Expenses

Down

$172,506

Down $152,572 (-47%) from 2015

Net Income

Down

$403,307

Down $345,949 (-46%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $761,462Liabilities 2010: $0Net Assets 2010: $761,4622010Assets 2011: $660,718Liabilities 2011: $0Net Assets 2011: $660,7182011Assets 2012: $695,194Liabilities 2012: $0Net Assets 2012: $695,1942012Assets 2013: $863,500Liabilities 2013: $0Net Assets 2013: $863,5002013Assets 2014: $845,423Liabilities 2014: $0Net Assets 2014: $845,4232014Assets 2015: $1,194,074Liabilities 2015: $0Net Assets 2015: $1,194,0742015Assets 2016: $1,397,845Liabilities 2016: $0Net Assets 2016: $1,397,8452016Assets 2017: $1,619,474Liabilities 2017: $0Net Assets 2017: $1,619,4742017Assets 2018: $1,748,909Liabilities 2018: $0Net Assets 2018: $1,748,9092018Assets 2019: $1,318,037Liabilities 2019: $0Net Assets 2019: $1,318,0372019Assets 2020: $680,739Liabilities 2020: $0Net Assets 2020: $680,7392020Assets 2021: $652,711Liabilities 2021: $0Net Assets 2021: $652,7112021Assets 2022: $511,117Liabilities 2022: $0Net Assets 2022: $511,1172022Assets 2023: $475,419Liabilities 2023: $0Net Assets 2023: $475,4192023Assets 2024: $549,303Liabilities 2024: $0Net Assets 2024: $549,3032024

Highlighted filing

2016

Assets$1,397,845
Liabilities$0
Net Assets$1,397,845
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $115,7922010Expenses 2011: $217,3872011Expenses 2012: $164,8242012Revenue 2013: $729,645Expenses 2013: $161,090Net Income 2013: $568,5552013Revenue 2014: $497,087Expenses 2014: $315,740Net Income 2014: $181,3472014Revenue 2015: $1,074,334Expenses 2015: $325,078Net Income 2015: $749,2562015Revenue 2016: $575,813Expenses 2016: $172,506Net Income 2016: $403,3072016Revenue 2017: $519,238Expenses 2017: $201,601Net Income 2017: $317,6372017Revenue 2018: $816,995Expenses 2018: $289,490Net Income 2018: $527,5052018Revenue 2019: $185,871Expenses 2019: $475,706Net Income 2019: -$289,8352019Revenue 2020: $224,176Expenses 2020: $794,623Net Income 2020: -$570,4472020Revenue 2021: $244,223Expenses 2021: $173,676Net Income 2021: $70,5472021Revenue 2022: $210,474Expenses 2022: $257,147Net Income 2022: -$46,6732022Revenue 2023: $262,271Expenses 2023: $205,242Net Income 2023: $57,0292023Revenue 2024: $384,970Expenses 2024: $211,788Net Income 2024: $173,1822024

Highlighted filing

2016

Revenue$575,813
Expenses$172,506
Net Income$403,307
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET L HOUSTONPresident, Trustee-$0--
JAMES A MCNEALTreasurer, Trustee-$0--
PATRICIA K WOLFSecretary, Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Winmax Foundation Inc
EIN
31-1677020
Phone
5136324049
Address
c/o US Bank NA PO Box 1118, Cincinnati, OH 45201-1118

Signing Officer

Name
Janet L Houston
Title
President & Trustee
Phone
5136324049
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Strauss & Troy LPA
Address
150 E Fourth Street, Cincinnati, OH 45202
Preparer
Kenneth H Kinder Ii
Phone
5136212120
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5755 Sh St. Jude Medical Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58600 Sh Staples
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59100 Sh Starbucks
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60190 Sh Symantec
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61230 Sh Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6275 Sh Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63120 Sh Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64200 Sh United Health Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6540 Sh Valspar Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm662,517.141 Sh Vanguard Strategic Equity
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67235 Sh Verizon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68175 Sh Walmart Stores
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69500 Sh Wells Fargo Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70210 Sh Williams Cos Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71105 Sh Wyndham Worldwide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72105 Sh Accenture
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73200 Sh Chubb LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74831 Sh Db X Trackers Msci Eafe Hedged Eq
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm752,557 Sh Db X Trackers Msci Europe Hdgd Etf
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76192 Sh Ishares Inc ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77220 Sh Ishares MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78210 Sh Magna International Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791,719.755 Sh Nuveen International Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80126 Sh Teva Pharmaceuticals
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81465 Sh Transcanada Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821,108 Sh Ishares Core Msci Europe ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8340 Sh American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84588.252 Sh Nuveen Real Estate Sec
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8525 Sh Simon Property Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86335 Sh Vanguard REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8784 Sh Welltower, Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88400 Sh SPDR Dow Jones International Relest
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034424
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0315535
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CAPITAL GAINS DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05229
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0355188
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0355188
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0315535
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0156000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0156000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0220625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034424
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034424
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0403307
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0638584
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02211
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02211
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0315535
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0348267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0561
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0158861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0355188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0575813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22005-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52003-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61970-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72070-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81970-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91970-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162006-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182001-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192007-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202006-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282000-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292006-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302007-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1012979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1119172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1266560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1310313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt154780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1711629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2125536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2316629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt244492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2511396

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,397,845
Liabilities
$0
Net assets
$1,397,845
Revenue
$575,813
Expenses
$172,506
Net income
$403,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.38$0.21$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.26$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.21$0.26$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.24$0.17$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.22$0.79$0.57
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.19$0.48$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.82$0.29$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.52$0.20$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.58$0.17$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.07$0.33$0.75
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.50$0.32$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.73$0.16$0.57
2012Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.16
2011Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.22
2010Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.12