Civic Intelligence

Denise G Buhrman Trust

990PF • Fiscal year 2014 • EIN 43-6110646

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

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

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$14,080

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

73rd percentile

10.0%

Faster asset growth than 73% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

91%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$842,976

Up $76,568 (+10.0%) from 2013

Net Assets

Up

$842,976

Up $76,568 (+10.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin92nd percentile

Revenue

Up

$142,768

Up $67,962 (+91%) from 2013

Expenses

Up

$62,002

Up $4,388 (+7.6%) from 2013

Net Income

Up

$80,766

Up $63,574 (+370%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2010: $719,652Liabilities 2010: $0Net Assets 2010: $719,6522010Assets 2011: $751,756Liabilities 2011: $0Net Assets 2011: $751,7562011Assets 2012: $749,272Liabilities 2012: $0Net Assets 2012: $749,2722012Assets 2013: $766,408Liabilities 2013: $0Net Assets 2013: $766,4082013Assets 2014: $842,976Liabilities 2014: $0Net Assets 2014: $842,9762014Assets 2015: $851,755Liabilities 2015: $0Net Assets 2015: $851,7552015Assets 2016: $824,736Liabilities 2016: $0Net Assets 2016: $824,7362016Assets 2017: $828,323Liabilities 2017: $0Net Assets 2017: $828,3232017Assets 2018: $838,994Liabilities 2018: $0Net Assets 2018: $838,9942018Assets 2019: $802,868Liabilities 2019: $0Net Assets 2019: $802,8682019Assets 2020: $810,133Liabilities 2020: $0Net Assets 2020: $810,1332020Assets 2021: $839,341Liabilities 2021: $0Net Assets 2021: $839,3412021Assets 2022: $792,946Liabilities 2022: $0Net Assets 2022: $792,9462022Assets 2023: $778,915Liabilities 2023: $0Net Assets 2023: $778,9152023Assets 2024: $781,350Liabilities 2024: $0Net Assets 2024: $781,3502024

Highlighted filing

2014

Assets$842,976
Liabilities$0
Net Assets$842,976
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $50,8692010Expenses 2011: $55,6282011Expenses 2012: $54,8242012Revenue 2013: $74,806Expenses 2013: $57,614Net Income 2013: $17,1922013Revenue 2014: $142,768Expenses 2014: $62,002Net Income 2014: $80,7662014Revenue 2015: $69,662Expenses 2015: $61,685Net Income 2015: $7,9772015Revenue 2016: $23,998Expenses 2016: $53,617Net Income 2016: -$29,6192016Revenue 2017: $52,307Expenses 2017: $48,728Net Income 2017: $3,5792017Revenue 2018: $65,334Expenses 2018: $54,445Net Income 2018: $10,8892018Revenue 2019: $18,876Expenses 2019: $55,481Net Income 2019: -$36,6052019Revenue 2020: $55,415Expenses 2020: $53,450Net Income 2020: $1,9652020Revenue 2021: $92,056Expenses 2021: $56,981Net Income 2021: $35,0752021Revenue 2022: $28,931Expenses 2022: $75,312Net Income 2022: -$46,3812022Revenue 2023: $41,593Expenses 2023: $55,623Net Income 2023: -$14,0302023Revenue 2024: $54,478Expenses 2024: $52,038Net Income 2024: $2,4402024

Highlighted filing

2014

Revenue$142,768
Expenses$62,002
Net Income$80,766
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$14,080-$14,080
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUMANE SOCIETY BRANSON TRI-LAKESEXEMPT PURPOSEPUBLICREEDS SPRING, MO, US$21,671
Paid GrantWILDLIFE RESCUE CENTEREXEMPT PURPOSEPUBLICBALLWIN, MO, US$21,671
Filing and Contact Details

Filer

Filer Name
DENISE G BUHRMAN TRUST #09934010
EIN
43-6110646
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank Na
Title
Trustee
Phone
3144182643
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MONDELEZ INTERNATIONAL W I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81T ROWE PRICE INTL GR&INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82T ROWE PRICE MID CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CAUSEWAY EMERGING MARKETS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84FIDELITY INVT TR AD INTL DISCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85NIELSEN HOLDINGS N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MYLAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87P P G INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SIGNET JEWELERS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CAMBIAR INTL EQUITY FUND INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CONGRESS MID CAP GROWTH INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91E I I INTL PPTY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ISHARES MSCI EMERGING MKTS EEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93MORGAN DEMPSEY SMALL MICRO CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ROBECO BOSTON PTNRS L S RSRCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96AMERICAN CENTY INTL BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97DRIEHAUS SELECT CREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98GOLDMAN SACHS COMM STRAT INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99LOOMIS SAYLES STRATEGIC ALPHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CIGNA CORP CI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103LINCOLN NATL CORP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104MOHAWK INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106MOODYS CORP MCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108NETAPP INC NTAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109OWENS III INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110PITNEY BOWES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111SYMANTEC CORP SYMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112ZOETIS INC ZTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114TCW EMERGING MARKETS INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VOYA INTERNATIONAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118XEROX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119XILINX INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021528
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0121240
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0142768
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0142768
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0121240
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01408
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012672
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014080
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043342
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043342
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021058
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021528
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt080766
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0702282
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0121240
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0129150
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0475
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt062002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0142298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0142768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02908
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013148
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018660
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292011-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312011-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322009-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332011-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392012-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442012-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472011-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532010-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582012-12-14

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$842,976
Liabilities
$0
Net assets
$842,976
Revenue
$142,768
Expenses
$62,002
Net income
$80,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.54$0.52$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.42$0.56$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.29$0.75$0.46
2021Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.92$0.57$0.35
2020Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.55$0.53$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.19$0.55$0.37
2018Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.65$0.54$0.11
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.52$0.49$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.24$0.54$0.30
2015Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.70$0.62$0.08
2014Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$1.43$0.62$0.81
2013Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.75$0.58$0.17
2012Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.55
2011Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.56
2010Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.51