Civic Intelligence

Millington F Carpenter Trust

990PF • Fiscal year 2017 • EIN 42-6097621

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 08, 2018

Organization Profile
Regions Bank P O Box 11647Birmingham, AL 35202

(251) 690-1024

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$7,973

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$447,425

Down $10,907 (-2.4%) from 2016

Net Assets

Down

$447,425

Down $10,907 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Down

$22,476

Down $9,501 (-30%) from 2016

Expenses

Up

$33,182

Up $8,786 (+36%) from 2016

Net Income

Down

-$10,706

Down $18,287 (-241%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $458,735Liabilities 2011: $0Net Assets 2011: $458,7352011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $451,833Liabilities 2013: $02013Assets 2014: $451,789Liabilities 2014: $02014Assets 2015: $450,857Liabilities 2015: $02015Assets 2016: $458,332Liabilities 2016: $0Net Assets 2016: $458,3322016Assets 2017: $447,425Liabilities 2017: $0Net Assets 2017: $447,4252017Assets 2018: $483,861Liabilities 2018: $0Net Assets 2018: $483,8612018Assets 2019: $480,949Liabilities 2019: $0Net Assets 2019: $480,9492019Assets 2020: $484,299Liabilities 2020: $0Net Assets 2020: $484,2992020Assets 2021: $484,622Liabilities 2021: $0Net Assets 2021: $484,6222021Assets 2022: $475,572Liabilities 2022: $0Net Assets 2022: $475,5722022Assets 2023: $440,478Liabilities 2023: $12023

Highlighted filing

2017

Assets$447,425
Liabilities$0
Net Assets$447,425
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2011: $19,072Expenses 2011: $15,504Net Income 2011: $3,5682011Revenue 2012: $12,051Expenses 2012: $16,748Net Income 2012: -$4,6972012Revenue 2013: $14,744Expenses 2013: $16,848Net Income 2013: -$2,1042013Revenue 2014: $33,761Expenses 2014: $32,522Net Income 2014: $1,2392014Revenue 2015: $15,677Expenses 2015: $15,286Net Income 2015: $3912015Revenue 2016: $31,977Expenses 2016: $24,396Net Income 2016: $7,5812016Revenue 2017: $22,476Expenses 2017: $33,182Net Income 2017: -$10,7062017Revenue 2018: $71,046Expenses 2018: $34,253Net Income 2018: $36,7932018Revenue 2019: $32,984Expenses 2019: $35,920Net Income 2019: -$2,9362019Revenue 2020: $22,962Expenses 2020: $22,684Net Income 2020: $2782020Revenue 2021: $51,197Expenses 2021: $50,356Net Income 2021: $8412021Revenue 2022: $26,665Expenses 2022: $35,615Net Income 2022: -$8,9502022Revenue 2023: $23,264Expenses 2023: $55,119Net Income 2023: -$31,8552023

Highlighted filing

2017

Revenue$22,476
Expenses$33,182
Net Income-$10,706
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$7,973-$7,973
Filing and Contact Details

Filer

Filer Name
Millington F Carpenter Tuw 8655000076
EIN
42-6097621
Phone
2516901024
Address
REGIONS BANK P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2018-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALLIANT ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CHUBB LIMITED COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIDELITY INVESTMENT GRADE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7KAR AUCTION SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8KRAFT HEINZ CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PROCTER & GAMBLE CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SABRE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TCW CORE FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16UNITED PARCEL SERVICE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD TOTAL BOND MARKET IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt564755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1519921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1864699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt204142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015646
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06406
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0424
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022476
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022476
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01595
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07973
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022896
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022896
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015312
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015646
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10706
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0249616
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015340
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033182
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022476
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03105
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010286
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102008-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232007-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262007-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272007-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332007-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372012-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452008-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492011-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-02-06

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,425
Liabilities
$0
Net assets
$447,425
Revenue
$22,476
Expenses
$33,182
Net income
-$10,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.40$0.00$0.23$0.55$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.00$4.76$0.27$0.36$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.51$0.50$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$0.23$0.23$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.33$0.36$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.71$0.34$0.37
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.22$0.33$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.32$0.24$0.08
2015Summary only. Only limited summary data is available for this year.$4.51$0.00$0.16$0.15$0.00
2014Summary only. Only limited summary data is available for this year.$4.52$0.00$0.34$0.33$0.01
2013Summary only. Only limited summary data is available for this year.$4.52$0.00$0.15$0.17$0.02
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.12$0.17$0.05
2011Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$0.19$0.16$0.04