Civic Intelligence

Stella Lupton Trust

990PF • Fiscal year 2013 • EIN 37-6135114

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
130 North Water StreetChampaign, IL 62523

(217) 425-8285

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

9th percentile

-53%

Higher net margin than 9% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$20,182

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

17th percentile

-5.7%

Faster asset growth than 17% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

79th percentile

38%

Faster revenue growth than 79% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,855,478

Down $112,075 (-5.7%) from 2012

Net Assets

$1,855,478

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin9th percentile

Revenue

Up

$215,140

Up $58,973 (+38%) from 2012

Expenses

Up

$328,599

Up $186,575 (+131%) from 2012

Net Income

Down

-$113,459

Down $127,602 (-902%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,953,410Liabilities 2011: $0Net Assets 2011: $1,953,4102011Assets 2012: $1,967,553Liabilities 2012: $02012Assets 2013: $1,855,478Liabilities 2013: $1Net Assets 2013: $1,855,4782013Assets 2014: $1,906,793Liabilities 2014: $1Net Assets 2014: $1,906,7932014Assets 2015: $1,677,803Liabilities 2015: $02015Assets 2016: $1,520,731Liabilities 2016: $0Net Assets 2016: $1,520,7312016Assets 2017: $2,403,765Liabilities 2017: $0Net Assets 2017: $2,403,7652017Assets 2018: $2,175,124Liabilities 2018: $0Net Assets 2018: $2,175,1242018Assets 2019: $2,133,598Liabilities 2019: $1Net Assets 2019: $2,133,5982019Assets 2020: $2,039,816Liabilities 2020: $1Net Assets 2020: $2,039,8162020Assets 2021: $2,105,386Liabilities 2021: $1Net Assets 2021: $2,105,3862021Assets 2022: $2,121,816Liabilities 2022: $1Net Assets 2022: $2,121,8162022Assets 2023: $2,007,891Liabilities 2023: $1Net Assets 2023: $2,007,8912023Assets 2024: $2,131,915Liabilities 2024: $0Net Assets 2024: $2,131,9152024

Highlighted filing

2013

Assets$1,855,478
Liabilities$1
Net Assets$1,855,478
Open 2013 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $231,1582011Revenue 2012: $156,167Expenses 2012: $142,024Net Income 2012: $14,1432012Revenue 2013: $215,140Expenses 2013: $328,599Net Income 2013: -$113,4592013Revenue 2014: $250,211Expenses 2014: $198,748Net Income 2014: $51,4632014Revenue 2015: $134,623Expenses 2015: $364,910Net Income 2015: -$230,2872015Revenue 2016: $116,138Expenses 2016: $273,218Net Income 2016: -$157,0802016Revenue 2017: $950,798Expenses 2017: $264,761Net Income 2017: $686,0372017Revenue 2018: $142,770Expenses 2018: $373,176Net Income 2018: -$230,4062018Revenue 2019: $120,141Expenses 2019: $163,614Net Income 2019: -$43,4732019Revenue 2020: $121,274Expenses 2020: $215,782Net Income 2020: -$94,5082020Revenue 2021: $193,188Expenses 2021: $127,442Net Income 2021: $65,7462021Revenue 2022: $351,015Expenses 2022: $333,664Net Income 2022: $17,3512022Revenue 2023: $160,436Expenses 2023: $274,773Net Income 2023: -$114,3372023Revenue 2024: $480,083Expenses 2024: $381,483Net Income 2024: $98,6002024

Highlighted filing

2013

Revenue$215,140
Expenses$328,599
Net Income-$113,459
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrustee-$20,182-$20,182
Filing and Contact Details

Filer

EIN
37-6135114
Phone
2174258285

Signing Officer

Name
Erin Wyngaard
Title
Trust Officer
Phone
2174258285
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
David W White CPA
Phone
2174236000
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AppliedToPriorYearElection/ElectionDesc0SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSSTELLA LUPTON TRUST37-6135114130 NORTH WATER STREETDECATUR, IL 62523DECEMBER 31, 2013PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEARS UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/11 IN THE AMOUNT OF $46,739.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SEI INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TEMPLETON FOREIGN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62THIRD AVENUE GLOBAL REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VANGUARD INTL EXPLORER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WILLIAM BLAIR EMERGING MKTS SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72XEROX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73JP MORGAN CHASE & CO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0281000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0288889
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0491353
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0498136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERAL NATL MORTG ASSN FNMA 5.0%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FNMA PASS-THRU INT 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERAL NATL MORTG ASSN II POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt059745
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt056839
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt081533
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0198117
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0198117
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01570
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt056839
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020182
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020182
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0284602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0284602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049178
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt059745
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-113459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt098556
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt098556
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0521143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt056839
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0186865
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt081533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017169
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0554
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0328599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0204573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0215140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021767
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017708
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32006-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42006-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102007-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112007-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122003-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202007-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232008-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262006-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282009-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312001-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462009-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472008-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482009-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492010-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512009-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522007-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532009-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542002-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552007-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622003-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642010-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682007-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692007-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782009-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792004-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812008-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822009-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832009-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872011-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892009-09-18

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,855,478
Liabilities
$1
Net assets
$1,855,478
Revenue
$215,140
Expenses
$328,599
Net income
-$113,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.48$0.38$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.16$0.27$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.35$0.33$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.19$0.13$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.12$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.14$0.37$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.95$0.26$0.69
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.12$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$1.68$0.00$0.13$0.36$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.25$0.20$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.22$0.33$0.11
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$0.16$0.14$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.23