Civic Intelligence

Peoples Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 35-1897837

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization Profile
PO Box 231Auburn, IN 46706

(260) 925-2500

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

6.1%

Faster asset growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,781,625

Up $275,523 (+6.1%) from 2017

Net Assets

Up

$4,781,625

Up $275,523 (+6.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Down

$435,504

Down $3,061,474 (-88%) from 2017

Expenses

Up

$159,981

Up $119,030 (+291%) from 2017

Net Income

Down

$275,523

Down $3,180,504 (-92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1,873,222Liabilities 2014: $0Net Assets 2014: $1,873,2222014Assets 2015: $2,169,639Liabilities 2015: $0Net Assets 2015: $2,169,6392015Assets 2016: $2,182,002Liabilities 2016: $0Net Assets 2016: $2,182,0022016Assets 2017: $4,506,102Liabilities 2017: $0Net Assets 2017: $4,506,1022017Assets 2018: $4,781,625Liabilities 2018: $0Net Assets 2018: $4,781,6252018Assets 2019: $4,958,011Liabilities 2019: $0Net Assets 2019: $4,958,0112019Assets 2020: $4,792,378Liabilities 2020: $0Net Assets 2020: $4,792,3782020Assets 2021: $5,025,060Liabilities 2021: $0Net Assets 2021: $5,025,0602021Assets 2022: $4,680,440Liabilities 2022: $0Net Assets 2022: $4,680,4402022Assets 2023: $4,617,696Liabilities 2023: $0Net Assets 2023: $4,617,6962023Assets 2024: $4,721,985Liabilities 2024: $0Net Assets 2024: $4,721,9852024

Highlighted filing

2018

Assets$4,781,625
Liabilities$0
Net Assets$4,781,625
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $247,521Expenses 2014: $189,469Net Income 2014: $58,0522014Revenue 2015: $372,432Expenses 2015: $76,015Net Income 2015: $296,4172015Revenue 2016: $75,995Expenses 2016: $63,632Net Income 2016: $12,3632016Revenue 2017: $3,496,978Expenses 2017: $40,951Net Income 2017: $3,456,0272017Revenue 2018: $435,504Expenses 2018: $159,981Net Income 2018: $275,5232018Revenue 2019: $312,246Expenses 2019: $135,860Net Income 2019: $176,3862019Revenue 2020: $153,044Expenses 2020: $318,677Net Income 2020: -$165,6332020Revenue 2021: $545,175Expenses 2021: $312,493Net Income 2021: $232,6822021Revenue 2022: -$82,805Expenses 2022: $261,815Net Income 2022: -$344,6202022Revenue 2023: $222,458Expenses 2023: $285,202Net Income 2023: -$62,7442023Revenue 2024: $380,942Expenses 2024: $276,653Net Income 2024: $104,2892024

Highlighted filing

2018

Revenue$435,504
Expenses$159,981
Net Income$275,523
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAURICE F WINKLER IIIVP/Treasurer-$0--
DOUGLAS D MARSHDirector-$0--
ROGER J WERTENBERGERDirector-$0--
ERICA DEKKODirector-$0--
Filing and Contact Details

Filer

Filer Name
Peoples Charitable Foundation Inc
EIN
35-1897837
Phone
2609252500
Address
PO BOX 231, AUBURN, IN 46706

Signing Officer

Name
Maurice F Winkler Iii
Title
VP/treasurer
Phone
2609252500
Signed
2019-05-06

Preparer

Firm
The Seigel Group LLC
Address
116 W 6TH ST, AUBURN, IN 46706-1739
Preparer
Kenneth W Seigel CPA
Phone
2609251619
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VANGUARD INDUSTRIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD TELECOM SERVICES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VARIAN MEDICAL SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VERISIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VIACOM INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WESTERN UNION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100AT & T INC GLOBAL NOTE DTD 11/27/16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CARILLON REAMS UNCONSTRAINED BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102DFA FIVE YEAR GLOBAL FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103DOUBLELINE CORE FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104MERRILLVILLE IND DEPT STORM WTR REV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105NORTHWEST HARRIS CNTY TX MUN UTIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VANGUARD SHORT TERM INVESTMENT ADMIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WARSAW IN MULTI SCH BLDG CORP FIRST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108FRONTIER STATE BANK 6 MONTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109FIRST INTERNET BANK 1.4%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110CIT BANK 1.3%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111KANSAS STATE BANK 2%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112BANK OF SUNSET & TRUST CO 1.2%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113GRAND SAVING BANK 1.5%
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt092105
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0305957
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt022613
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0420675
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0420675
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01187
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0305957
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt014829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092105
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0275523
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01299850
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022613
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022613
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0305957
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0418952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt030332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031928
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0158231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0159981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0420675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0435504
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032731
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202003-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342000-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412000-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672017-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832008-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt901999-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972000-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012017-09-18

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Filings

Displayed year

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

Open filing
Assets
$4,781,625
Liabilities
$0
Net assets
$4,781,625
Revenue
$435,504
Expenses
$159,981
Net income
$275,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.38$0.28$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.22$0.29$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.08$0.26$0.34
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.55$0.31$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.15$0.32$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.31$0.14$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.44$0.16$0.28
2017Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$3.50$0.04$3.46
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.37$0.08$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.25$0.19$0.06