Civic Intelligence

James and Elsie Nolan Center Charitable Trust

990PF • Fiscal year 2015 • EIN 37-6507345

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-290%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$27,614

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 82.7% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.1%

Faster asset growth than 21% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,830,762

Down $98,683 (-5.1%) from 2014

Net Assets

Down

$1,830,762

Down $98,683 (-5.1%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$33,403

Down $53,320 (-61%) from 2014

Expenses

Down

$130,392

Down $44,028 (-25%) from 2014

Net Income

Down

-$96,989

Down $9,292 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,021,162Liabilities 2013: $1Net Assets 2013: $2,021,1622013Assets 2014: $1,929,445Liabilities 2014: $1Net Assets 2014: $1,929,4452014Assets 2015: $1,830,762Liabilities 2015: $1Net Assets 2015: $1,830,7622015Assets 2016: $1,763,220Liabilities 2016: $0Net Assets 2016: $1,763,2202016Assets 2017: $1,724,293Liabilities 2017: $0Net Assets 2017: $1,724,2932017Assets 2019: $1,651,961Liabilities 2019: $1Net Assets 2019: $1,651,9612019Assets 2020: $1,580,775Liabilities 2020: $1Net Assets 2020: $1,580,7752020Assets 2021: $1,544,733Liabilities 2021: $1Net Assets 2021: $1,544,7332021Assets 2022: $1,337,602Liabilities 2022: $1Net Assets 2022: $1,337,6022022Assets 2023: $1,307,619Liabilities 2023: $12023Assets 2024: $1,276,834Liabilities 2024: $0Net Assets 2024: $1,276,8342024

Highlighted filing

2015

Assets$1,830,762
Liabilities$1
Net Assets$1,830,762
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200K-$400KRevenue 2013: $112,364Expenses 2013: $36,801Net Income 2013: $75,5632013Revenue 2014: $86,723Expenses 2014: $174,420Net Income 2014: -$87,6972014Revenue 2015: $33,403Expenses 2015: $130,392Net Income 2015: -$96,9892015Revenue 2016: $60,456Expenses 2016: $127,661Net Income 2016: -$67,2052016Revenue 2017: $91,042Expenses 2017: $129,677Net Income 2017: -$38,6352017Revenue 2019: $68,857Expenses 2019: $128,609Net Income 2019: -$59,7522019Revenue 2020: $57,793Expenses 2020: $127,790Net Income 2020: -$69,9972020Revenue 2021: $81,841Expenses 2021: $115,822Net Income 2021: -$33,9812021Revenue 2022: $75,850Expenses 2022: $279,068Net Income 2022: -$203,2182022Revenue 2023: $55,668Expenses 2023: $85,076Net Income 2023: -$29,4082023Revenue 2024: $66,958Expenses 2024: $96,577Net Income 2024: -$29,6192024

Highlighted filing

2015

Revenue$33,403
Expenses$130,392
Net Income-$96,989
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$27,614-$27,614
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF WRANGELLOPERATINING EXPENSES FORPCWRANGELL, AK, US$100,000
Filing and Contact Details

Filer

Filer Name
Nolan James and Elsie Ctr Char Main
EIN
37-6507345
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2016-05-03
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57088606108 BHP BILLITON LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5817275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5930231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60502441306 LVMH MOET HENNESSY U
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6158933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6263872T885 ASG GLOBAL ALTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64767204100 RIO TINTO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65892331307 TOYOTA MOTOR CORPORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66N53745100 LYONDELLBASELL INDU-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700206R102 AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68081437105 BEMIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7020449X302 COMPASS GROUP PLC -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7346625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7465339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7574253Q580 PRINCIPAL INV R/E SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77891160509 TORONTO DOMINION BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78922908553 VANGUARD REIT VIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0RCI991006 RICI LINKED PAM TOTA
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt058442
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-26577
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SEE STATEMENT 4
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01538
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033403
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033403
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06904
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020711
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027614
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053658
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058442
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-96989
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0509749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-26577
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033745
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0638
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0108304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0130392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt055196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033403
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021451
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030392
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382009-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3132892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt623248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt910656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1429003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt172448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2149854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2223785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2355547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt281130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3515336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt362987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt373483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-17054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-74
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-1402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-228

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,830,762
Liabilities
$1
Net assets
$1,830,762
Revenue
$33,403
Expenses
$130,392
Net income
-$96,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$0.06$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.08$0.28$0.20
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.54$0.00$1.54$0.08$0.12$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.07$0.13$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.09$0.13$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.06$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.03$0.13$0.10
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.93$0.00$1.93$0.09$0.17$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.11$0.04$0.08
Peer Organizations

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