Civic Intelligence

Cavalier Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 35-2063027

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
8665 Bay Colony Drive Apt 1604Naples, FL 34108

(239) 592-9971

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$218,430

Down $4,497 (-2.0%) from 2014

Net Assets

Down

$218,430

Down $4,497 (-2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Down

$8,244

Down $5,675 (-41%) from 2014

Expenses

Down

$12,111

Down $8,437 (-41%) from 2014

Net Income

Up

-$3,867

Up $2,762 (+42%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2010: $245,081Liabilities 2010: $0Net Assets 2010: $245,0812010Assets 2011: $246,355Liabilities 2011: $0Net Assets 2011: $246,3552011Assets 2012: $235,153Liabilities 2012: $0Net Assets 2012: $235,1532012Assets 2013: $230,626Liabilities 2013: $0Net Assets 2013: $230,6262013Assets 2014: $222,927Liabilities 2014: $0Net Assets 2014: $222,9272014Assets 2015: $218,430Liabilities 2015: $0Net Assets 2015: $218,4302015Assets 2016: $202,533Liabilities 2016: $0Net Assets 2016: $202,5332016Assets 2020: $203,456Liabilities 2020: $0Net Assets 2020: $203,4562020Assets 2021: $203,269Liabilities 2021: $0Net Assets 2021: $203,2692021Assets 2022: $207,934Liabilities 2022: $0Net Assets 2022: $207,9342022Assets 2023: $189,071Liabilities 2023: $0Net Assets 2023: $189,0712023Assets 2024: $103,653Liabilities 2024: $0Net Assets 2024: $103,6532024

Highlighted filing

2015

Assets$218,430
Liabilities$0
Net Assets$218,430
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$200K$100K$0-$100KExpenses 2010: $8,4722010Expenses 2011: $15,9592011Expenses 2012: $20,1272012Revenue 2013: $15,212Expenses 2013: $18,028Net Income 2013: -$2,8162013Revenue 2014: $13,919Expenses 2014: $20,548Net Income 2014: -$6,6292014Revenue 2015: $8,244Expenses 2015: $12,111Net Income 2015: -$3,8672015Revenue 2016: -$1,015Expenses 2016: $14,163Net Income 2016: -$15,1782016Revenue 2020: $13,084Expenses 2020: $13,055Net Income 2020: $292020Revenue 2021: $22,320Expenses 2021: $22,535Net Income 2021: -$2152021Revenue 2022: $18,048Expenses 2022: $13,383Net Income 2022: $4,6652022Revenue 2023: $269Expenses 2023: $19,132Net Income 2023: -$18,8632023Revenue 2024: $72,031Expenses 2024: $157,449Net Income 2024: -$85,4182024

Highlighted filing

2015

Revenue$8,244
Expenses$12,111
Net Income-$3,867
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eurelio CavalierPresident-$0--
Shirley CavalierV. President-$0--
Lisa JenningsOfficer-$0--
Kim WilkersonOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Cavalier Foundation Inc
EIN
35-2063027
Phone
2395929971
Address
8665 Bay Colony Drive Apt 1604, Naples, FL 34108

Signing Officer

Name
Eurelio Cavalier
Title
President
Signed
2016-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Michael Associates LLC
Address
9225 Priority Way W Dr Suite 340, Indianapolis, IN 46240
Preparer
Leslie Michael
Phone
3175742124
Raw XML AppendixShowing 400 of 817 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02000
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Michael Associates, LLC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52014-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt152010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt162012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt172013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt182012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt192013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt202012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt212011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt222011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt232013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt242013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt252014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt262010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt272010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt282013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt292010-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt302009-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt312013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt322010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt332013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Wsdmtre Euro Hdgd Eq Etf
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Wsdmtre Euro Hdgd Eq Etf
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Barrick Gold Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3Chemours Company
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4Du Pont E.I.De NemourCo
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5Gannett Company
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6Schlumberger Ltd
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7Solarcity Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8Viacom Inc Cl B New
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9Viacom Inc Cl B New
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10Bk N Amer2.35 note
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11Central Fd Cda Ltd
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12Mkt Jr Gold Mnrs
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13Wsdmtre Japan Hdgd Eq Etf
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14Achillion Pharms Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15Anheuser Busch Inbev
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16Cincinnati Bell Inc New
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17Delta Airlines Inc New
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18Devon Energy Corp New
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19Dow Chemical Company
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20Ebay Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21Google Inc Cl C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22Google Inc Cl C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23Ishs Gold Trust Etf
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24Ishs Silver Tr Etf
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25Jpmorgan Chase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc26Mastercard Inc Class A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27Mastercard Inc Class A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28Parker Hannifin Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29Procter Gamble
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30Spdr Gold Trust
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31Teradyne Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32Time Warner New Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33Twenty First Century
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02002
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt16339
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt24077
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt43044
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt53463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt63266
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt71503
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt8333
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt91770
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1019000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt111596
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt121517
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt133133
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt141610
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt151531
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt16618
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt17697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt181423
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt193155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt201645
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt221314
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt231531
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt243452
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt253516
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt26446
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt27334
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt283061
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt292848
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt301339
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt311615
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt32458
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt333394
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01907
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15174
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt22047
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt42398
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt54394
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt62792
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt71536
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt8243
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt91214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1019000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt111221
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt12309
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt133439
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt141675
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt153530
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt16591
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt171057
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt181332
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt194006
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt202183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt218
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt223146
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt231174
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt241986
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt253666
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt261845
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt271419
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt284176
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt293656
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt301747
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt311780
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt321075
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt332722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12015-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82015-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92015-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152015-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162015-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192015-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222015-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272015-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322015-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-95
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1165
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-2030
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-41
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-646
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5931
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-474
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt733
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-90
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-556
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-375
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-1208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12306
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1365
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt141999
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-27
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16360
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-91
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19538
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt204
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-357
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-1466
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt251399
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt261085
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt271115
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28808
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29408
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30165
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31617
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Stifel Investments
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0109408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0109265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt098332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0118411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Steifel investments
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04871
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03373
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08244
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08244
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03373
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04871
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04871
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3867
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt088570
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03373
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04883
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt01267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01267
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08244
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272010-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302009-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt193155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt243452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt253516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt283061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt292848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt301339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt333394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-1208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-91
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-1466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32-672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-91

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$218,430
Liabilities
$0
Net assets
$218,430
Revenue
$8,244
Expenses
$12,111
Net income
-$3,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.72$1.57$0.85
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.00$0.19$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.18$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.22$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.01$0.14$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.14$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.15$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.08