Civic Intelligence

Sharp Charitable Trust

990PF • Fiscal year 2016 • EIN 35-7004860

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

5th percentile

-154%

Higher net margin than 5% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.8%

Faster asset growth than 28% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,206,580

Down $208,110 (-2.8%) from 2015

Net Assets

Down

$7,206,580

Down $208,110 (-2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin5th percentile

Revenue

Down

$135,572

Down $1,636,843 (-92%) from 2015

Expenses

Up

$343,682

Up $89,389 (+35%) from 2015

Net Income

Down

-$208,110

Down $1,726,232 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$7,206,580
Liabilities$0
Net Assets$7,206,580
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$135,572
Expenses$343,682
Net Income-$208,110
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
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 GrantPENDLETON COUNTY EDUCATIONAL FOUNDATIONUNRESTRICTEDCHARITYFALMOUTH, KY, US$85,000
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 GrantMIT MUSEUM FUNDUNRESTRICTEDSCHOOLCAMBRIDGE, MA, US$10,000
Paid GrantWHITNEYVILLE CONGRESSIONAL CHURCHUNRESTRICTEDCHARITYWHITNEYVILLE, ME, US$5,000
Paid GrantSUPPORTERS OF AGGRICULTURAL RESEARCH FOUNDATIONUNRESTRICTEDCHARITYARLINGTON, VI, US$5,000
Paid GrantGREENSBORO INDEPENDENT SCHOOL CORPORATIONUNRESTRICTEDSCHOOLGREENSBORO, NC, US$5,000
Paid GrantOPEN MEDICINE FOUNDATIONUNRESTRICTEDFOUNDATIONPALO ALTO, CA, US$5,000
Paid GrantCHEMICAL HERITAGE FOUNDATIONUNRESTRICTEDCHARITYPHILADELPHIA, PA, US$5,000
Paid GrantFRIENDS OF BOSTON'S HOMELESSUNRESTRICTEDCHARITYBOSTON, MA, US$3,000
Paid GrantROSIE'S PLACEUNRESTRICTEDCHARITYBOSTON, MA, US$3,000
Paid GrantWASHINGTON COUNTY FOOD AND FUEL ALLIANCEUNRESTRICTEDCHARITYMACHIAS, ME, US$3,000
Paid GrantBAKER FREE LIBRARYUNRESTRICTEDFOUNDATIONBOW, NH, US$2,000
Paid GrantALBRIGHT COLLEGEUNRESTRICTEDSCHOOLREADING, PA, US$1,000
Paid GrantASPEN CONFERENCE CENTERUNRESTRICTEDCHARITYDUCK KEY, FL, 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 GrantFRIENDS OF THE WATERBURY PUBLIC LIBRARYUNRESTRICTEDCHARITYWATERBURY, VT, US$1,000
Paid GrantPARTNERS IN HEALTH - HAITI RELIEF FUNDUNRESTRICTEDCHARITYBOSTON, MA, US$1,000
Paid GrantGREENSBORO URBAN MINISTRYUNRESTRICTEDCHARITYGREENSBORO, NC, US$1,000
Paid GrantPORTER MEMORIAL LIBRARY ASSOCIATIONUNRESTRICTEDFOUNDATIONMACHIAS, ME, US$1,000
Paid GrantBROAD INSTITUTE OF MIT & HARVARDUNRESTRICTEDSCHOOLCAMBRIDGE, MA, US$1,000
Paid GrantTHE FRIENDLY KITCHENUNRESTRICTEDCHARITYCONCORD, NH, US$1,000
Paid GrantBMS WILDCAT HABITATUNRESTRICTEDSCHOOLBOW, NH, US$1,000
Paid GrantTHE SECOND STEP INCUNRESTRICTEDCHARITYNEWTONVILLE, MA, US$1,000
Paid GrantWATERBURY AREA FOOD SHELFUNRESTRICTEDCHARITYWATERBURY, VT, US$1,000
Paid GrantALIGHT FOUNDATIONUNRESTRICTEDUNRESTRICTEDCHARITYGREENSBORO, NC, US$1,000
Paid GrantWHITEHEAD INSTITUTEUNRESTRICTEDCHARITYCAMBRIDGE, MA, US$1,000
Paid GrantWORLD GOSPEL MISSIONUNRESTRICTEDCHARITYMARION, IN, US$1,000
Paid GrantCENTER FOR INDEPENDANT LIVINGUNRESTRICTEDCHARITYWINTER PARK, FL, US$1,000
Paid GrantBUZZARDS BAY COALTIONUNRESTRICTEDCHARITYNEW BEDFORD, MA, US$1,000
Paid GrantPLANNED PARENHOOD LEAGUE OF MASSACHUSETTSUNRESTRICTEDCHARITYBOSTON, MA, US$1,000
Paid GrantBOW POPSUNRESTRICTEDSCHOOLBOW, NH, US$500
Paid GrantFRIENDS OF CONCORD CREWUNRESTRICTEDSCHOOLCONCORD, NH, US$500
Paid GrantMORE THAN WORDSUNRESTRICTEDCHARITYWALTHAM, MA, 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
2017-11-02
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/EOYFMVAmt4734067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4939876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5032071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5129060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5250596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5338245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5424579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5648416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5746242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5846300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59772756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6077182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6139623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6234005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6331081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6450303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6592040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6637240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6734760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6844416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AVALONBAY COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CVS/CAREMARK CORP
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/StockNm57CHUBB 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STARBUCKS CORP
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/EOYFMVAmt0293050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1181858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2129557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0142442
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6870
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0135572
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0135572
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03260
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0306900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0306900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0142442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0142442
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-208110
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01040036
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6870
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031522
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0343682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0142442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0135572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt037082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1820331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt330699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt532942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt656098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt730170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt88358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1812642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt326741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt430742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt537924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt654700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt726311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BIOGEN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FORTIVE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ELI LILLY & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NOVARTIS AG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PRICELINE GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6QUALCOMM INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SANOFI SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6870
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-208110
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07206580
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07414690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07206580

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,206,580
Liabilities
$0
Net assets
$7,206,580
Revenue
$135,572
Expenses
$343,682
Net income
-$208,110
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $5M-$10M nonprofits