Civic Intelligence

Mary Boder Charitable Trust #407960Ff

990PF • Fiscal year 2018 • EIN 43-1516154

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 17, 2019

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$33,711

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

4.0%

Faster asset growth than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,368,143

Up $91,991 (+4.0%) from 2017

Net Assets

Up

$2,368,143

Up $91,991 (+4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin84th percentile

Revenue

Up

$254,039

Up $107,565 (+73%) from 2017

Expenses

Down

$161,907

Down $1,700 (-1.0%) from 2017

Net Income

Up

$92,132

Up $109,265 (+638%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,208,384Liabilities 2011: $0Net Assets 2011: $2,208,3842011Assets 2012: $2,202,473Liabilities 2012: $0Net Assets 2012: $2,202,4732012Assets 2013: $2,277,128Liabilities 2013: $0Net Assets 2013: $2,277,1282013Assets 2014: $2,366,691Liabilities 2014: $0Net Assets 2014: $2,366,6912014Assets 2015: $2,409,679Liabilities 2015: $0Net Assets 2015: $2,409,6792015Assets 2016: $2,293,099Liabilities 2016: $0Net Assets 2016: $2,293,0992016Assets 2017: $2,276,152Liabilities 2017: $0Net Assets 2017: $2,276,1522017Assets 2018: $2,368,143Liabilities 2018: $0Net Assets 2018: $2,368,1432018Assets 2019: $2,247,396Liabilities 2019: $0Net Assets 2019: $2,247,3962019Assets 2020: $2,136,718Liabilities 2020: $0Net Assets 2020: $2,136,7182020Assets 2021: $2,151,956Liabilities 2021: $0Net Assets 2021: $2,151,9562021Assets 2022: $2,444,816Liabilities 2022: $0Net Assets 2022: $2,444,8162022Assets 2023: $2,353,938Liabilities 2023: $12023Assets 2024: $2,313,943Liabilities 2024: $0Net Assets 2024: $2,313,9432024

Highlighted filing

2018

Assets$2,368,143
Liabilities$0
Net Assets$2,368,143
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $91,0482011Expenses 2012: $77,5732012Revenue 2013: $243,443Expenses 2013: $168,719Net Income 2013: $74,7242013Revenue 2014: $244,993Expenses 2014: $163,000Net Income 2014: $81,9932014Revenue 2015: $220,770Expenses 2015: $167,585Net Income 2015: $53,1852015Revenue 2016: $49,121Expenses 2016: $166,150Net Income 2016: -$117,0292016Revenue 2017: $146,474Expenses 2017: $163,607Net Income 2017: -$17,1332017Revenue 2018: $254,039Expenses 2018: $161,907Net Income 2018: $92,1322018Revenue 2019: $35,176Expenses 2019: $156,482Net Income 2019: -$121,3062019Revenue 2020: $20,312Expenses 2020: $137,719Net Income 2020: -$117,4072020Revenue 2021: $167,768Expenses 2021: $145,165Net Income 2021: $22,6032021Revenue 2022: $460,020Expenses 2022: $167,158Net Income 2022: $292,8622022Revenue 2023: $63,593Expenses 2023: $154,754Net Income 2023: -$91,1612023Revenue 2024: $98,416Expenses 2024: $138,618Net Income 2024: -$40,2022024

Highlighted filing

2018

Revenue$254,039
Expenses$161,907
Net Income$92,132
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 17, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BankTrustee-$33,711-$33,711
Filing and Contact Details

Filer

Filer Name
Mary Boder Charitable Trust
EIN
43-1516154
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2019-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7323355L106 DXC TECHNOLOGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7440434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76835699307 SONY CORP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8060879B107 MOMO INC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100888Y508 INV BALANCE RISK COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82559222401 MAGNA INTL INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8478440P108 SK TELECOM CO LTD A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8690130A101 TWENTY FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8705278C107 AUTOHOME INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89670100205 NOVO NORDISK AS A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90636274409 NATIONAL GRID PLC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9126078J100 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93848574109 SPIRIT AEROSYSTEMS H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94539439109 LLOYDS BANKING GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10080105N105 SANOFI A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101524660107 LEGGETT PLATT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10329250N105 ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10498426T106 YY INC A D R
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106780097689 ROYAL BK SCOTLAND GR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110958102105 WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11378462F103 SPDR S P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114848637104 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115922908678 VANGUARD VALUE INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117921937694 VANGUARD MIDCAP VALU
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12146434V803 ISHARES CURRENCY HED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12246434G103 ISHARES CORE MSCI EM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12409062X103 BIOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12522160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126921910501 VANGUARD INTL GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127151020104 CELGENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12878409V104 S P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129852234103 SQUARE INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13030303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131464288448 ISHARES INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13315135B101 CENTENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135701877102 PARSLEY ENERGY INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13614949P208 CAUSEWAY INTERNATL V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13719765P596 COLUMBIA SMALL CAP G
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0186444
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03371
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030340
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033711
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0120708
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0120708
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067595
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt067595
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt092132
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01405604
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0186444
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0221034
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0124829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0161907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0254039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0254039
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041199
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532013-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-05-10

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,368,143
Liabilities
$0
Net assets
$2,368,143
Revenue
$254,039
Expenses
$161,907
Net income
$92,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.10$0.14$0.04
2023Summary only. Only limited summary data is available for this year.$2.35$0.00$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.46$0.17$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.17$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.02$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.04$0.16$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.25$0.16$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.15$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.05$0.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.22$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.24$0.16$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.24$0.17$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.09