Civic Intelligence

The William Bingham Foundation

990PF • Fiscal year 2016 • EIN 34-6513791

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 31, 2017

Organization Profile
1422 Euclid Avenue No 966Cleveland, OH 44115

(216) 621-2901

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

67th percentile

8.9%

Higher net margin than 67% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$21,280

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$16,515,865

Up $87,610 (+0.5%) from 2015

Net Assets

Up

$16,515,865

Up $87,610 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin67th percentile

Revenue

Down

$978,949

Down $133,483 (-12%) from 2015

Expenses

Down

$891,339

Down $119,803 (-12%) from 2015

Net Income

Down

$87,610

Down $13,680 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $17,320,470Liabilities 2012: $0Net Assets 2012: $17,320,4702012Assets 2013: $16,420,748Liabilities 2013: $0Net Assets 2013: $16,420,7482013Assets 2014: $16,328,367Liabilities 2014: $0Net Assets 2014: $16,328,3672014Assets 2015: $16,428,255Liabilities 2015: $0Net Assets 2015: $16,428,2552015Assets 2016: $16,515,865Liabilities 2016: $0Net Assets 2016: $16,515,8652016Assets 2017: $16,247,709Liabilities 2017: $0Net Assets 2017: $16,247,7092017Assets 2018: $15,684,852Liabilities 2018: $0Net Assets 2018: $15,684,8522018Assets 2019: $15,438,677Liabilities 2019: $0Net Assets 2019: $15,438,6772019Assets 2020: $16,531,855Liabilities 2020: $0Net Assets 2020: $16,531,8552020Assets 2021: $18,957,160Liabilities 2021: $0Net Assets 2021: $18,957,1602021Assets 2022: $18,873,677Liabilities 2022: $0Net Assets 2022: $18,873,6772022Assets 2023: $19,068,941Liabilities 2023: $0Net Assets 2023: $19,068,9412023Assets 2024: $19,010,898Liabilities 2024: $0Net Assets 2024: $19,010,8982024

Highlighted filing

2016

Assets$16,515,865
Liabilities$0
Net Assets$16,515,865
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,219,8922012Revenue 2013: $282,656Expenses 2013: $1,183,534Net Income 2013: -$900,8782013Revenue 2014: $1,058,613Expenses 2014: $1,148,533Net Income 2014: -$89,9202014Revenue 2015: $1,112,432Expenses 2015: $1,011,142Net Income 2015: $101,2902015Revenue 2016: $978,949Expenses 2016: $891,339Net Income 2016: $87,6102016Revenue 2017: $798,098Expenses 2017: $1,066,254Net Income 2017: -$268,1562017Revenue 2018: $369,643Expenses 2018: $932,500Net Income 2018: -$562,8572018Revenue 2019: $890,246Expenses 2019: $1,136,421Net Income 2019: -$246,1752019Revenue 2020: $1,999,292Expenses 2020: $906,114Net Income 2020: $1,093,1782020Revenue 2021: $4,844,389Expenses 2021: $1,425,408Net Income 2021: $3,418,9812021Revenue 2022: $703,462Expenses 2022: $1,149,605Net Income 2022: -$446,1432022Revenue 2023: $938,403Expenses 2023: $1,200,517Net Income 2023: -$262,1142023Revenue 2024: $1,136,112Expenses 2024: $1,194,155Net Income 2024: -$58,0432024

Highlighted filing

2016

Revenue$978,949
Expenses$891,339
Net Income$87,610
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel L HornSecretaryPT$21,280-$21,280
C Bingham BlossomEmeritus Trustee-$0--
C Perry BlossomVice President/ Trustee-$0--
David B BlossomTreasurer/Trustee-$0--
Laurel BlossomTrustee-$0--
Robin Dunn BlossomPresident/Trustee-$0--
Virginia O BlossomTrustee-$0--
Jaymi B FeeneyTrustee-$0--
James B HeffernanTrustee-$0--
Rebecca B KovacikTrustee-$0--
Elizabeth B MeersTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIthaca CollegeThe William Bingham Foundation Endowed ScholarshipPublicIthaca, NY, US$100,000
Paid GrantPelican Media"Dark Circle" Digital RemasteringPublicSan Francisco, CA, US$52,120
Paid GrantHawken SchoolStirn Hall Capital CampaignPublicGates Mills, OH, US$50,000
Paid GrantLiteracy Services of Indian River County TheGeneral Operational SupportPublicVero Beach, FL, US$50,000
Paid GrantMaine Island Trail AssocationTrail MaintenancePublicPortland, ME, US$50,000
Paid GrantMusical Arts AssociationBlossom Music Center Endowment FundPublicCleveland, OH, US$50,000
Paid GrantTrust for Public LandWhite Mountains to Moosehead Lake land conservation programPublicMontpelier, VT, US$50,000
Paid GrantChildren's Museum of Sonoma CountyGeneral Operational FundsPublicSanta Rosa, CA, US$40,000
Paid GrantCommunity Preparatory SchoolCommunity Preparatory School Annual FundPublicProvidence, RI, US$35,000
Paid GrantArtist Archives of the Western ReserveAAWR Registrar Position and Catalog CleanupPublicCleveland, OH, US$25,000
Paid GrantBoys Hope Girls HopeCollaborative Leadership ProjectPublicBridgeton, MS, US$25,000
Paid GrantCatholic Relief ServicesCRS Youth PathwaysPublicBaltimore, MD, US$25,000
Paid GrantFieldstone Farm Therapeutic Riding CenterRidership programPublicChagrin Falls, OH, US$25,000
Paid GrantYMCA of Greater Syracuse IncYMCA Downtown Writers Center Renovation ProjectPublicSyracuse, NY, US$25,000
Paid GrantArc of Indian River County TheWindow and door replacement in the Pullen BuildingPublicVero Beach, FL, US$10,000
Paid GrantBillings Cultural Partners The Writer's Voice14th Annaul High Plains BookFest: Celebrating the Writer's CommunityPublicBillings, MT, US$9,600
Paid GrantFoundation Center ClevelandGeneral OperationalPublicCleveland, OH, US$5,000
Paid GrantCleveland Carbon FundGeneral Operational FundsPublicCleveland, OH, US$1,000
Filing and Contact Details

Filer

Filer Name
The William Bingham Foundation
EIN
34-6513791
Phone
2166212901
Address
1422 Euclid Avenue No 966, Cleveland, OH 44115

Signing Officer

Name
Robin Dunn Blossom
Title
President
Phone
2166212901
Signed
2017-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Daniel L Horn
Address
1375 East 9th Street Suite 900, Cleveland, OH 44114
Preparer
Daniel L Horn
Phone
2165351046
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requests that Ohio Foundations file an Annual Report online with the Attorney General's office in lieu of sending a copy of the federal tax return, Form 990-PF. The William Bingham Foundation complied with this request.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Allergan Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMC Networks Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Anadarko Pete
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Autodesk Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Biogen Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Broadcom Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Citrix Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Comcast Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CREE Research Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Discovery Communications Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Dolby Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Fluor Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Immunogen Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15IONIS Pharmaceuticals Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Johnson Controls International PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Liberty Broadband Corp S-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Liberty Broadband Corp S-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Liberty Interactive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Liberty Interactive Corp QVC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Liberty Media Corp Ser A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Liberty Media Corp Ser C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Liberty Sirius Group C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Lions Gate Entertainment Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Medtronic PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26National Oilwell Varco Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Now Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Nuance Communications Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Nucor Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Pentair Ltd Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Sandisk Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Seagate Technology PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Starz Series A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TE Connectivity Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Twitter Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Tyco International Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37United Health Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Vertex Pharmaceuticals
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Weatherford International Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Western Digital Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Alphabet Inc Class C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Autoliv Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Avista Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CVS Caremark Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Celgene Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Cerner Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Deere & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Eli Lilly & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Emerson Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52F5 Networks Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Fedex Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Honda Motor Co Ltd ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Kubota Corp ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Magna International Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Merchants Bancshares Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Novartis AG Spnsrd. ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Orbotech Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PNC Financial Services Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Procter & Gamble Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Qualcomm, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Sanofi ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Stryker Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Time Warner Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Under Armour Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Unilever PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68United Parcel Service
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69U S Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Verizon Communications Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Vodafone Group PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Wells Fargo & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Whole Foods Market Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Wolverine World Wide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Xerox Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76First Solar Inc
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0576577
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0611048
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0978949
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014667
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014667
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0730391
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013331
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07949
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021280
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0627720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0627720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0188474
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0188474
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt087610
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04403085
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060084
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060084
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010246
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010246
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0730391
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0852956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt087647
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt098572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0186219
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0136
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06564
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0765346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0125993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0891339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0978949
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0978949
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0137626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0125993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0263619
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010326
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01822
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt012148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282010-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392007-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492013-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-08-03

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Filings

Displayed year

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

Open filing
Assets
$16,515,865
Liabilities
$0
Net assets
$16,515,865
Revenue
$978,949
Expenses
$891,339
Net income
$87,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.14$1.19$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$0.94$1.20$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$0.70$1.15$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$4.84$1.43$3.42
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$2.00$0.91$1.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.89$1.14$0.25
2018Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.37$0.93$0.56
2017Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.80$1.07$0.27
2016Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.98$0.89$0.09
2015Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.11$1.01$0.10
2014Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.06$1.15$0.09
2013Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.28$1.18$0.90
2012Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.22