Civic Intelligence

Florence Simon Beecher Foundation

990PF • Fiscal year 2018 • EIN 34-6613413

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$76,441

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

451%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$7,084,657

Up $1,015,987 (+17%) from 2017

Net Assets

Up

$7,084,657

Up $1,015,987 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Up

$1,469,686

Up $1,202,947 (+451%) from 2017

Expenses

Up

$451,359

Up $47,227 (+12%) from 2017

Net Income

Up

$1,018,327

Up $1,155,720 (+841%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$10M$5.0M$0Assets 2015: $6,493,810Liabilities 2015: $0Net Assets 2015: $6,493,8102015Assets 2016: $6,204,683Liabilities 2016: $0Net Assets 2016: $6,204,6832016Assets 2017: $6,068,670Liabilities 2017: $0Net Assets 2017: $6,068,6702017Assets 2018: $7,084,657Liabilities 2018: $0Net Assets 2018: $7,084,6572018Assets 2019: $6,817,353Liabilities 2019: $0Net Assets 2019: $6,817,3532019Assets 2020: $7,001,717Liabilities 2020: $0Net Assets 2020: $7,001,7172020Assets 2021: $7,827,101Liabilities 2021: $0Net Assets 2021: $7,827,1012021Assets 2022: $7,720,512Liabilities 2022: $0Net Assets 2022: $7,720,5122022Assets 2023: $7,955,027Liabilities 2023: $0Net Assets 2023: $7,955,0272023Assets 2024: $8,460,753Liabilities 2024: $0Net Assets 2024: $8,460,7532024

Highlighted filing

2018

Assets$7,084,657
Liabilities$0
Net Assets$7,084,657
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $483,039Expenses 2015: $439,023Net Income 2015: $44,0162015Revenue 2016: $170,580Expenses 2016: $464,515Net Income 2016: -$293,9352016Revenue 2017: $266,739Expenses 2017: $404,132Net Income 2017: -$137,3932017Revenue 2018: $1,469,686Expenses 2018: $451,359Net Income 2018: $1,018,3272018Revenue 2019: $220,017Expenses 2019: $469,415Net Income 2019: -$249,3982019Revenue 2020: $614,005Expenses 2020: $446,540Net Income 2020: $167,4652020Revenue 2021: $1,371,184Expenses 2021: $519,492Net Income 2021: $851,6922021Revenue 2022: $426,267Expenses 2022: $608,833Net Income 2022: -$182,5662022Revenue 2023: $631,957Expenses 2023: $495,811Net Income 2023: $136,1462023Revenue 2024: $1,150,629Expenses 2024: $655,600Net Income 2024: $495,0292024

Highlighted filing

2018

Revenue$1,469,686
Expenses$451,359
Net Income$1,018,327
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrusteeFT$76,441-$76,441
Filing and Contact Details

Filer

Filer Name
Florence S Beecher Fdn
EIN
34-6613413
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TRACTOR SUPPLY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50U S BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VIACOM INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WHOLE FOODS MARKET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BAXTER INTERNATIONAL INC W/1 R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63EMERSON ELETRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GOOGLE INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GOOGLE INC - CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HUNTINGTON SITUS FUND III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MATERIALS SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ADVANSIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AMERICAN FUNDS-NEW WORLD FUND-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DELL TECHNOLOGIES INC CL V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERGER FUND - L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SHIRE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79THE KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MCCORMICK & CO INC COM NON VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87T. ROWE PRICE REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD SMALL CAP INDEX - ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93AM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ECOLAB INC W/1 RT PER SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ISHARES U.S. FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107JP MORGAN CHASE &CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109MFS GLOBAL REAL ESTATE FUND-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112AMERICAN FUNDS- NEW WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113NORTHROP GRUMMAN CORP W/1 RT/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114NUVEEN EQUITY MARKET NEUTRAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WAL-MART STORES INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0167274
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01469686
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01301176
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt038220
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt038220
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt076441
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0369000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0369000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0165010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0167274
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01018327
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06343909
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01301176
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01428017
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0690
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0408665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0451359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01467422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01469686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt082359
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141988-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181986-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242011-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt251992-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352000-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362000-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt371986-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt381986-07-22

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,084,657
Liabilities
$0
Net assets
$7,084,657
Revenue
$1,469,686
Expenses
$451,359
Net income
$1,018,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.15$0.66$0.50
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.63$0.50$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.43$0.61$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.37$0.52$0.85
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.61$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.22$0.47$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$1.47$0.45$1.02
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.27$0.40$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.17$0.46$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.48$0.44$0.04