Civic Intelligence

The Joseph and Catherine Johnson Family Foundation

990PF • Fiscal year 2016 • EIN 36-7228534

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
Rebecca Steiner 1230 Fox Lake DriveGodfrey, IL 62035

(618) 467-0717

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-70%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,172,187

Down $2,873,869 (-48%) from 2012

Net Assets

Down

$3,172,187

Down $2,873,869 (-48%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin9th percentile

Revenue

$121,049

No earlier filing loaded for comparison.

Expenses

Down

$205,927

Down $297,437 (-59%) from 2012

Net Income

-$84,878

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,046,056Liabilities 2012: $0Net Assets 2012: $6,046,0562012Assets 2016: $3,172,187Liabilities 2016: $0Net Assets 2016: $3,172,1872016Assets 2017: $3,170,134Liabilities 2017: $0Net Assets 2017: $3,170,1342017Assets 2018: $3,115,332Liabilities 2018: $0Net Assets 2018: $3,115,3322018Assets 2019: $3,197,698Liabilities 2019: $0Net Assets 2019: $3,197,6982019Assets 2020: $3,335,939Liabilities 2020: $0Net Assets 2020: $3,335,9392020Assets 2021: $3,770,341Liabilities 2021: $0Net Assets 2021: $3,770,3412021Assets 2022: $3,848,469Liabilities 2022: $0Net Assets 2022: $3,848,4692022Assets 2023: $4,054,151Liabilities 2023: $0Net Assets 2023: $4,054,1512023Assets 2024: $4,333,765Liabilities 2024: $0Net Assets 2024: $4,333,7652024

Highlighted filing

2016

Assets$3,172,187
Liabilities$0
Net Assets$3,172,187
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $503,3642012Revenue 2016: $121,049Expenses 2016: $205,927Net Income 2016: -$84,8782016Revenue 2017: $152,679Expenses 2017: $154,732Net Income 2017: -$2,0532017Revenue 2018: $175,692Expenses 2018: $230,494Net Income 2018: -$54,8022018Revenue 2019: $282,626Expenses 2019: $200,260Net Income 2019: $82,3662019Revenue 2020: $318,046Expenses 2020: $179,805Net Income 2020: $138,2412020Revenue 2021: $525,032Expenses 2021: $90,630Net Income 2021: $434,4022021Revenue 2022: $218,325Expenses 2022: $140,197Net Income 2022: $78,1282022Revenue 2023: $365,014Expenses 2023: $159,332Net Income 2023: $205,6822023Revenue 2024: $794,151Expenses 2024: $71,603Net Income 2024: $722,5482024

Highlighted filing

2016

Revenue$121,049
Expenses$205,927
Net Income-$84,878
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA A STEINERDirector/Sec/TreasurerPT$0--
CATHERINE E JOHNSONDirector/President-$0--
RUTH PIVARDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph and Catherine Johnson
EIN
36-7228534
Phone
6184670717
Address
REBECCA STEINER 1230 FOX LAKE DRIVE, GODFREY, IL 62035

Signing Officer

Name
Rebecca Steiner
Title
Secretary/ Treasurer
Phone
6184670717
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady Llp
Address
300 N LASALLE STREET SUITE 4000, CHICAGO, IL 60654
Preparer
Kirk a Hoopingarner
Phone
3127155000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PJT PARTNERS INC. 8 SHRS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VCA INC. 250 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ISHARES RUSSELL 1000 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ISHARES RUSSELL 2000 100 SHRS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63POWERSHARES DYN BLDG 400 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SELECT SECTOR SPDR 275 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ADVISORS INNER CIRCLE WESTWOOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AMG RIV ROAD SM CAP 2405.734 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ADVISORS INNER CIRCLE CHAMPLAIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HENDERSON FDS. 763.469 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ADOBE SYSTEMS 130 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70FLUOR CORP 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71LEAR CORP 85 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ROSS STORES 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VULCAN MATLS. 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74BERKSHIRE HATHAWAY 375 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75CHARLES SCHWAB 1900 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JPMORGAN CHASE 600 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHWAB EMERGING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PALO ALTO NETWORKS 375 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TIME WARNER 575 SHRS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0670227
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0660950
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt054366
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065783
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0900
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0121049
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0121049
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt055266
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt065783
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt054366
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054366
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054366
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-84878
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01453020
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06860
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06860
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt065783
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt078622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033972
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt055266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0163500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0205927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0121049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042427
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312010-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462009-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472009-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492012-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502011-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt717196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt959075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt109538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1222938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1414527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1519328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1632933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1833656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1910319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2016539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2116054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2322082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2459955

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Filings

Displayed year

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

Open filing
Assets
$3,172,187
Liabilities
$0
Net assets
$3,172,187
Revenue
$121,049
Expenses
$205,927
Net income
-$84,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.79$0.07$0.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.37$0.16$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.22$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.53$0.09$0.43
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.32$0.18$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.28$0.20$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.18$0.23$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.15$0.15$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.12$0.21$0.08
2012Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.50