Civic Intelligence

Thomas Dunn Trust # 025120B

990PF • Fiscal year 2017 • EIN 43-6019371

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 28, 2018

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

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

543%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$4,932,053

Up $984,267 (+25%) from 2016

Net Assets

Up

$4,932,053

Up $984,267 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin95th percentile

Revenue

Up

$1,357,137

Up $1,145,996 (+543%) from 2016

Expenses

Up

$368,766

Up $41,063 (+13%) from 2016

Net Income

Up

$988,371

Up $1,104,933 (+948%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,159,498Liabilities 2010: $0Net Assets 2010: $4,159,4982010Assets 2011: $4,026,113Liabilities 2011: $0Net Assets 2011: $4,026,1132011Assets 2012: $3,933,385Liabilities 2012: $0Net Assets 2012: $3,933,3852012Assets 2013: $3,877,683Liabilities 2013: $0Net Assets 2013: $3,877,6832013Assets 2014: $4,037,872Liabilities 2014: $0Net Assets 2014: $4,037,8722014Assets 2015: $4,061,423Liabilities 2015: $0Net Assets 2015: $4,061,4232015Assets 2016: $3,947,786Liabilities 2016: $0Net Assets 2016: $3,947,7862016Assets 2017: $4,932,053Liabilities 2017: $0Net Assets 2017: $4,932,0532017Assets 2018: $5,211,752Liabilities 2018: $0Net Assets 2018: $5,211,7522018Assets 2019: $5,584,968Liabilities 2019: $0Net Assets 2019: $5,584,9682019Assets 2020: $5,309,978Liabilities 2020: $0Net Assets 2020: $5,309,9782020Assets 2021: $5,186,956Liabilities 2021: $0Net Assets 2021: $5,186,9562021Assets 2022: $4,942,817Liabilities 2022: $0Net Assets 2022: $4,942,8172022Assets 2023: $4,753,333Liabilities 2023: $0Net Assets 2023: $4,753,3332023Assets 2024: $4,680,077Liabilities 2024: $0Net Assets 2024: $4,680,0772024

Highlighted filing

2017

Assets$4,932,053
Liabilities$0
Net Assets$4,932,053
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $298,5292010Expenses 2011: $300,8282011Expenses 2012: $371,9942012Revenue 2013: $279,314Expenses 2013: $334,217Net Income 2013: -$54,9032013Revenue 2014: $509,419Expenses 2014: $342,916Net Income 2014: $166,5032014Revenue 2015: $423,056Expenses 2015: $396,085Net Income 2015: $26,9712015Revenue 2016: $211,141Expenses 2016: $327,703Net Income 2016: -$116,5622016Revenue 2017: $1,357,137Expenses 2017: $368,766Net Income 2017: $988,3712017Revenue 2018: $686,685Expenses 2018: $388,420Net Income 2018: $298,2652018Revenue 2019: $615,148Expenses 2019: $343,692Net Income 2019: $271,4562019Revenue 2020: $126,228Expenses 2020: $406,597Net Income 2020: -$280,3692020Revenue 2021: $316,122Expenses 2021: $401,843Net Income 2021: -$85,7212021Revenue 2022: $157,967Expenses 2022: $404,509Net Income 2022: -$246,5422022Revenue 2023: $207,902Expenses 2023: $397,373Net Income 2023: -$189,4712023Revenue 2024: $329,791Expenses 2024: $403,047Net Income 2024: -$73,2562024

Highlighted filing

2017

Revenue$1,357,137
Expenses$368,766
Net Income$988,371
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 28, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$62,860-$62,860
Filing and Contact Details

Filer

Filer Name
Thomas Dunn Trust
EIN
43-6019371
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2018-04-28
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/StockNm68126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7046434V886 ISHARES TR HDG MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7292826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7309062X103 BIOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75701877102 PARSLEY ENERGY INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7889353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8330303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8420030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8502079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8631620M106 FIDELITY NATL INFORM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8703027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88902252105 TYLER TECHNOLOGIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9078409V104 S P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9156585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92958102105 WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93127097103 CABOT OIL GAS CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9457636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95N59465109 MYLAN NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96741503403 THE PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9829250N105 ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100693506107 P P G INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10291324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103136385101 CANADIAN NATURAL RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10400206R102 ATT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt075332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5177861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt098MSCFFU1 IDR CORE EQUITY RE S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1G N M A #347016 6.500% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2G N M A #417074 7.500% 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3G N M A #429349 7.000% 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4G N M A #780459 7.000% 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5U S TREAS BDS 7.875% 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0150770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5206145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0160012
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01197125
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01357137
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01357137
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01197125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06286
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt056574
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt062860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0127349
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0160012
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0988371
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02508133
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01197125
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01273500
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0339
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01866
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0368766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01333058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01357137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059558
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt078766
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12007-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt161997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172002-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182005-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192004-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202003-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212003-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222000-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232002-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252006-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262005-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt281994-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt291901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt301995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt311995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt321997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt331997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt341901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt351995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt361995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt371997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt381997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt391901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt401995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt411995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt421997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt431997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt441901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt451995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt461995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt471997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt481997-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512005-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522005-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt531901-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt541995-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt551995-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt561997-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt571997-11-25

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Filings

Displayed year

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

Open filing
Assets
$4,932,053
Liabilities
$0
Net assets
$4,932,053
Revenue
$1,357,137
Expenses
$368,766
Net income
$988,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.33$0.40$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.21$0.40$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.16$0.40$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.32$0.40$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.13$0.41$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.62$0.34$0.27
2018Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.69$0.39$0.30
2017Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$1.36$0.37$0.99
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.21$0.33$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.42$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.51$0.34$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.28$0.33$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.37
2011Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.30
2010Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.30