Civic Intelligence

Diebolt Foundation

990PF • Fiscal year 2016 • EIN 38-3444677

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

Organization Profile
22611 Greater MackSt Clair Shores, MI 48080

(586) 773-0450

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

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

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

24th percentile

-3.5%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

18th percentile

-20%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$9,248,096

Down $338,072 (-3.5%) from 2015

Net Assets

Down

$9,232,946

Down $353,222 (-3.7%) from 2015

Liabilities

Up

$15,150

Up $15,149 (+1514900%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin75th percentile

Revenue

Down

$1,754,992

Down $440,507 (-20%) from 2015

Expenses

Up

$1,481,842

Up $432,838 (+41%) from 2015

Net Income

Down

$273,150

Down $873,345 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,982,834Liabilities 2010: $0Net Assets 2010: $6,982,8342010Assets 2011: $7,866,039Liabilities 2011: $0Net Assets 2011: $7,866,0392011Assets 2012: $7,775,027Liabilities 2012: $0Net Assets 2012: $7,775,0272012Assets 2013: $8,463,594Liabilities 2013: $1Net Assets 2013: $8,463,5942013Assets 2014: $9,097,526Liabilities 2014: $1Net Assets 2014: $9,097,5262014Assets 2015: $9,586,168Liabilities 2015: $1Net Assets 2015: $9,586,1682015Assets 2016: $9,248,096Liabilities 2016: $15,150Net Assets 2016: $9,232,9462016Assets 2017: $9,424,596Liabilities 2017: $0Net Assets 2017: $9,424,5962017Assets 2018: $8,691,326Liabilities 2018: $0Net Assets 2018: $8,691,3262018Assets 2019: $9,452,835Liabilities 2019: $17,358Net Assets 2019: $9,435,4772019Assets 2020: $9,539,999Liabilities 2020: $17,101Net Assets 2020: $9,522,8982020Assets 2021: $10,247,272Liabilities 2021: $9,310Net Assets 2021: $10,237,9622021Assets 2022: $9,123,184Liabilities 2022: $10,985Net Assets 2022: $9,112,1992022Assets 2023: $10,495,718Liabilities 2023: $1Net Assets 2023: $10,495,7182023Assets 2024: $14,388,799Liabilities 2024: $0Net Assets 2024: $14,388,7992024

Highlighted filing

2016

Assets$9,248,096
Liabilities$15,150
Net Assets$9,232,946
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $120,6372010Expenses 2011: $238,6032011Expenses 2012: $372,2702012Revenue 2013: $1,176,702Expenses 2013: $488,135Net Income 2013: $688,5672013Revenue 2014: $2,996,471Expenses 2014: $1,547,259Net Income 2014: $1,449,2122014Revenue 2015: $2,195,499Expenses 2015: $1,049,004Net Income 2015: $1,146,4952015Revenue 2016: $1,754,992Expenses 2016: $1,481,842Net Income 2016: $273,1502016Revenue 2017: $2,960,290Expenses 2017: $1,251,463Net Income 2017: $1,708,8272017Revenue 2018: $631,811Expenses 2018: $1,365,081Net Income 2018: -$733,2702018Revenue 2019: $3,834,164Expenses 2019: $1,581,331Net Income 2019: $2,252,8332019Revenue 2020: $3,823,101Expenses 2020: $1,700,335Net Income 2020: $2,122,7662020Revenue 2021: $4,988,928Expenses 2021: $2,274,519Net Income 2021: $2,714,4092021Revenue 2022: $2,383,076Expenses 2022: $2,117,636Net Income 2022: $265,4402022Revenue 2023: $4,438,663Expenses 2023: $2,397,794Net Income 2023: $2,040,8692023Revenue 2024: $7,635,812Expenses 2024: $2,464,398Net Income 2024: $5,171,4142024

Highlighted filing

2016

Revenue$1,754,992
Expenses$1,481,842
Net Income$273,150
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL C DIEBOLTPresident-$0--
LINDA J DIEBOLTSec./Treas.-$0--
KIMBERLY WADOWSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Diebolt Foundation
EIN
38-3444677
Phone
5867730450
Address
22611 GREATER MACK, ST CLAIR SHORES, MI 48080

Signing Officer

Name
Michael C Diebolt
Title
President
Phone
7342073268
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
FALCONE LISTWAN & O'NEIL PC
Address
22611 GREATER MACK, ST CLAIR SHORES, MI 48080
Preparer
WILLIAM J O'NEIL
Phone
5867730450
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PRUDENTIAL FINANCIAL SERVICES FUND A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PRUDENTIAL JENNISON HEALTH SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TORTOISE MLP & PIPELINE FUND CL INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91RS SELECT GROWTH FUND Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92GUGGENHEIM MACRO OPPORTUNITIES FD CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SUNAMERICA SENIOR FLOATING RATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94THE HARTFORD FLOATING RATE FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PUTNAM CAPITAL SPECTRUM
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0188450
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt09450
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0202701
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt052
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REBATE PAYMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01305
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0392508
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09450
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0401958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0199257
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0202701
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01432573
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01432573
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01353034
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0197900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0188450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0197900
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0273150
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04906351
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0202701
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0346300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01305
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01305
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041182
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03687
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0199257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01432573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01481842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0391169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01754992
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352011-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402013-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462012-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522013-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562015-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572012-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582012-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642015-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672015-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692013-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712015-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732016-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742011-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762013-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772014-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862012-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872013-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892015-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912015-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932016-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022008-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032015-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062013-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072011-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082012-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122013-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132010-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142015-11-02

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Filings

Displayed year

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

Open filing
Assets
$9,248,096
Liabilities
$15,150
Net assets
$9,232,946
Revenue
$1,754,992
Expenses
$1,481,842
Net income
$273,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$7.64$2.46$5.17
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$4.44$2.40$2.04
2022Detailed filing. Detailed filing data is available for this year.$9.12$0.01$9.11$2.38$2.12$0.27
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$4.99$2.27$2.71
2020Detailed filing. Detailed filing data is available for this year.$9.54$0.02$9.52$3.82$1.70$2.12
2019Detailed filing. Detailed filing data is available for this year.$9.45$0.02$9.44$3.83$1.58$2.25
2018Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.63$1.37$0.73
2017Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$2.96$1.25$1.71
2016Detailed filing. Detailed filing data is available for this year.$9.25$0.02$9.23$1.75$1.48$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$2.20$1.05$1.15
2014Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$3.00$1.55$1.45
2013Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.18$0.49$0.69
2012Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.37
2011Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.24
2010Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.12