Civic Intelligence

Sharp Charitable Trust

990PF • Fiscal year 2015 • EIN 35-7004860

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
36 Fairmont AvenueNewton, MA 02158

(617) 253-6421

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-33%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$7,414,690

Up $1,518,122 (+26%) from 2014

Net Assets

Up

$7,414,690

Up $1,518,122 (+26%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin96th percentile

Revenue

Down

$1,772,415

Down $863,611 (-33%) from 2014

Expenses

Up

$254,293

Up $107,703 (+73%) from 2014

Net Income

Down

$1,518,122

Down $971,314 (-39%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2013: $3,407,132Liabilities 2013: $0Net Assets 2013: $3,407,1322013Assets 2014: $5,896,568Liabilities 2014: $0Net Assets 2014: $5,896,5682014Assets 2015: $7,414,690Liabilities 2015: $0Net Assets 2015: $7,414,6902015Assets 2016: $7,206,580Liabilities 2016: $0Net Assets 2016: $7,206,5802016Assets 2017: $7,639,936Liabilities 2017: $0Net Assets 2017: $7,639,9362017Assets 2018: $10,152,408Liabilities 2018: $0Net Assets 2018: $10,152,4082018Assets 2019: $10,647,573Liabilities 2019: $0Net Assets 2019: $10,647,5732019Assets 2020: $12,517,215Liabilities 2020: $0Net Assets 2020: $12,517,2152020Assets 2021: $8,222,395Liabilities 2021: $0Net Assets 2021: $8,222,3952021Assets 2022: $8,869,957Liabilities 2022: $0Net Assets 2022: $8,869,9572022Assets 2023: $7,540,742Liabilities 2023: $0Net Assets 2023: $7,540,7422023Assets 2024: $7,559,506Liabilities 2024: $0Net Assets 2024: $7,559,5062024

Highlighted filing

2015

Assets$7,414,690
Liabilities$0
Net Assets$7,414,690
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $3,484,043Expenses 2013: $76,911Net Income 2013: $3,407,1322013Revenue 2014: $2,636,026Expenses 2014: $146,590Net Income 2014: $2,489,4362014Revenue 2015: $1,772,415Expenses 2015: $254,293Net Income 2015: $1,518,1222015Revenue 2016: $135,572Expenses 2016: $343,682Net Income 2016: -$208,1102016Revenue 2017: $1,087,669Expenses 2017: $654,313Net Income 2017: $433,3562017Revenue 2018: $3,161,796Expenses 2018: $649,324Net Income 2018: $2,512,4722018Revenue 2019: $2,554,666Expenses 2019: $2,059,501Net Income 2019: $495,1652019Revenue 2020: $2,604,892Expenses 2020: $735,250Net Income 2020: $1,869,6422020Revenue 2021: $1,860,011Expenses 2021: $6,154,831Net Income 2021: -$4,294,8202021Revenue 2022: $3,017,395Expenses 2022: $2,369,833Net Income 2022: $647,5622022Revenue 2023: $390,034Expenses 2023: $1,719,249Net Income 2023: -$1,329,2152023Revenue 2024: $3,423,296Expenses 2024: $909,258Net Income 2024: $2,514,0382024

Highlighted filing

2015

Revenue$1,772,415
Expenses$254,293
Net Income$1,518,122
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP A SHARPTrusteePT$0--
ANN H SHARPTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNION COLLEGEUNRESTRICTEDSCHOOLBARBOURVILLE, KY, US$100,000
Paid GrantAMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCEUNRESTRICTEDCHARITYNW WASHINGTON, DC, US$25,000
Paid GrantBOSTON SYMPHONY ORCHESTRAUNRESTRICTEDCHARITYBOSTON, MA, US$15,000
Paid GrantTHE ELIOT CHURCH OF NEWTONUNRESTRICTEDUNRESTRICTEDCHARITYNEWTON, MA, US$14,000
Paid GrantBAKER FREE LIBRARYUNRESTRICTEDFOUNDATIONBOW, NH, US$10,000
Paid GrantMIT MUSEUM FUNDUNRESTRICTEDMUSEUMCAMBRIDGE, MA, US$10,000
Paid GrantGREENSBORO INDEPENDENT SCHOOL CORPORATIONUNRESTRICTEDSCHOOLGREENSBORO, NC, US$5,000
Paid GrantTHE LIFE SCIENCES FOUNDATIONUNRESTRICTEDFOUNDATIONSAN FRANCISCO, CA, US$5,000
Paid GrantASHLAND AVENUE BAPTIST CHURCHUNRESTRICTEDCHARITYCOVINGTON, KY, US$5,000
Paid GrantOPEN MEDICINE FOUNDATIONUNRESTRICTEDFOUNDATIONPALO ALTO, CA, US$5,000
Paid GrantROSIE'S PLACEUNRESTRICTEDCHARITYBOSTON, MA, US$3,000
Paid GrantWASHINGTON COUNTY FOOD AND FUEL ALLIANCEUNRESTRICTEDCHARITYMACHIAS, ME, US$3,000
Paid GrantFRIENDS OF BOSTON'S HOMELESSUNRESTRICTEDCHARITYBOSTON, MA, US$3,000
Paid GrantALBRIGHT COLLEGEUNRESTRICTEDSCHOOLREADING, PA, US$1,000
Paid GrantBACKPACK BEGINNINGSUNRESTRICTEDCHARITYGREENSBORO, NC, US$1,000
Paid GrantCONCORD HOSPITALUNRESTRICTEDHOSPITALCONCORD, NH, US$1,000
Paid GrantDOWNEAST COASTAL CONSERVANCYUNRESTRICTEDCHARITYMACHIAS, ME, US$1,000
Paid GrantFRIENDS OF THE NEWTON FREE LIBRARYUNRESTRICTEDFOUNDATIONNEWTON, MA, US$1,000
Paid GrantGREENSBORO URBAN MINISTRYUNRESTRICTEDCHARITYGREENSBORO, NC, US$1,000
Paid GrantPORTER MEMORIAL LIBRARY ASSOCIATIONUNRESTRICTEDFOUNDATIONMACHIAS, ME, US$1,000
Paid GrantTHE BROAD INSTITUTE OF MIT & HARVARDUNRESTRICTEDSCHOOLCAMBRIDGE, MA, US$1,000
Paid GrantTHE FRIENDLY KITCHENUNRESTRICTEDCHARITYCONCORD, NH, US$1,000
Paid GrantTHE SECOND STEP INCUNRESTRICTEDCHARITYNEWTONVILLE, MA, US$1,000
Paid GrantWATERBURY AREA FOOD SHELFUNRESTRICTEDCHARITYWATERBURY, VT, US$1,000
Paid GrantWHITEHEAD INSTITUTEUNRESTRICTEDCHARITYCAMBRIDGE, MA, US$1,000
Paid GrantWORLD GOSPEL MISSIONUNRESTRICTEDCHARITYMARION, IN, US$1,000
Paid GrantWATERBURY UNLEASHEDUNRESTRICTEDCHARITYWATERBURY, VT, US$1,000
Paid GrantFRIENDS OF THE WATERBURY PUBLIC LIBRARYUNRESTRICTEDCHARITYWATERBURY, VT, US$1,000
Paid GrantMIT - ROBERT J SILBEY CAREER DEVELOPMENT PROFESSORSHIP FUNDUNRESTRICTEDCHARITYBOSTON, MA, US$1,000
Paid GrantBOY SCOUTS - DANIEL WEBSTER COUNCILUNRESTRICTEDCHARITYMANCHESTER, NH, US$500
Paid GrantGIRL SCOUTS OF THE GREEN AND WHITE MOUNTAINSUNRESTRICTEDCHARITYBEDFORD, NH, US$500
Paid GrantNATURAL SCIENCE CENTER OF GREENSBOROUNRESTRICTEDCHARITYGREENSBORO, NC, US$500
Paid GrantHOME BASE PROGRAMUNRESTRICTEDCHARITYBOSTON, MA, US$200
Paid GrantNURTURING MINDSUNRESTRICTEDCHARITYVALLEY FORGE, PA, US$200
Filing and Contact Details

Filer

Filer Name
Sharp Charitable Trust
EIN
35-7004860
Phone
6172536421
Address
36 FAIRMONT AVENUE, NEWTON, MA 02158

Signing Officer

Name
Phillip a Sharp
Title
Trustee
Phone
6172536421
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Stack & Stack Llp
Address
393 TOTTEN POND ROAD, WALTHAM, MA 02451
Preparer
Gary L Stack
Phone
7818903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COMCAST CORP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EATON VANCE-ATLANTA SM CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19WW GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES MSCI EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES COHEN & STEERS REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MARRIOTT INTERNATIONAL INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MASTERCARD INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NIKE INC B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PUBLIC STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ANHEUSER BUSCH INBEV SA/NV-SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NESTLE SA SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NOVO-NORDISK AS ADR-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TORONTO DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AFFILIATED MANAGERS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LAUDER ESTEE COS INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55THE PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64BP CAP MKTS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2135000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EATON VANCE FLTG RT & H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EATON VANCE STRATEGIC INCM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD INTM TERM INVT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0274776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1179387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2129557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0108227
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt055068
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0163295
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0163295
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03095
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03095
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt055068
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0220900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0220900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01609120
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0108227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0108227
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01518122
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0354814
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt055068
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0129902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028792
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0220900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0254293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0163295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01772415
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt618208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1026376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1110160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1510988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1710007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt184965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt194645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2316720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt244691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2518253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2614870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt278856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-20334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-3164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-2199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-1061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25-676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-1652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27-2247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2835688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-20334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83308

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Filings

Displayed year

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

Open filing
Assets
$7,414,690
Liabilities
$0
Net assets
$7,414,690
Revenue
$1,772,415
Expenses
$254,293
Net income
$1,518,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$0.00$7.56$3.42$0.91$2.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$0.00$7.54$0.39$1.72$1.33
2022Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$3.02$2.37$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.00$8.22$1.86$6.15$4.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$2.60$0.74$1.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$2.55$2.06$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$3.16$0.65$2.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.00$7.64$1.09$0.65$0.43
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.14$0.34$0.21
2015Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$1.77$0.25$1.52
2014Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$2.64$0.15$2.49
2013Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$3.48$0.08$3.41