Civic Intelligence

Albert J Buhrman Charitable Foundation

990PF • Fiscal year 2016 • EIN 43-6863596

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 20, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-1092%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$17,559

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 250.6% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-6.9%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,040,241

Down $76,540 (-6.9%) from 2015

Net Assets

Down

$1,040,241

Down $76,540 (-6.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$7,008

Down $111,721 (-94%) from 2015

Expenses

Down

$83,555

Down $37,449 (-31%) from 2015

Net Income

Down

-$76,547

Down $74,272 (-3265%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,005,903Liabilities 2011: $02011Assets 2012: $992,377Liabilities 2012: $02012Assets 2013: $1,050,289Liabilities 2013: $02013Assets 2014: $1,118,187Liabilities 2014: $02014Assets 2015: $1,116,781Liabilities 2015: $0Net Assets 2015: $1,116,7812015Assets 2016: $1,040,241Liabilities 2016: $0Net Assets 2016: $1,040,2412016Assets 2017: $1,019,534Liabilities 2017: $0Net Assets 2017: $1,019,5342017Assets 2018: $1,020,175Liabilities 2018: $0Net Assets 2018: $1,020,1752018Assets 2019: $1,035,090Liabilities 2019: $0Net Assets 2019: $1,035,0902019Assets 2020: $1,027,107Liabilities 2020: $0Net Assets 2020: $1,027,1072020Assets 2021: $1,067,654Liabilities 2021: $0Net Assets 2021: $1,067,6542021Assets 2022: $1,131,160Liabilities 2022: $0Net Assets 2022: $1,131,1602022Assets 2023: $1,064,993Liabilities 2023: $0Net Assets 2023: $1,064,9932023Assets 2024: $1,025,392Liabilities 2024: $0Net Assets 2024: $1,025,3922024

Highlighted filing

2016

Assets$1,040,241
Liabilities$0
Net Assets$1,040,241
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$200K$100K$0-$100KRevenue 2011: $74,151Expenses 2011: $67,536Net Income 2011: $6,6152011Revenue 2012: $58,158Expenses 2012: $72,187Net Income 2012: -$14,0292012Revenue 2013: $117,197Expenses 2013: $59,460Net Income 2013: $57,7372013Revenue 2014: $146,255Expenses 2014: $77,398Net Income 2014: $68,8572014Revenue 2015: $118,729Expenses 2015: $121,004Net Income 2015: -$2,2752015Revenue 2016: $7,008Expenses 2016: $83,555Net Income 2016: -$76,5472016Revenue 2017: $64,192Expenses 2017: $69,246Net Income 2017: -$5,0542017Revenue 2018: $57,654Expenses 2018: $72,628Net Income 2018: -$14,9742018Revenue 2019: $70,864Expenses 2019: $68,525Net Income 2019: $2,3392019Revenue 2020: $72,740Expenses 2020: $68,796Net Income 2020: $3,9442020Revenue 2021: $113,252Expenses 2021: $72,801Net Income 2021: $40,4512021Revenue 2022: $141,279Expenses 2022: $77,639Net Income 2022: $63,6402022Revenue 2023: $23,702Expenses 2023: $89,860Net Income 2023: -$66,1582023Revenue 2024: $34,548Expenses 2024: $73,927Net Income 2024: -$39,3792024

Highlighted filing

2016

Revenue$7,008
Expenses$83,555
Net Income-$76,547
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 20, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,559-$17,559
Filing and Contact Details

Filer

Filer Name
Albert J Buhrman Charitable Foundation
EIN
43-6863596
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2017-01-20
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/StockNm68CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70DR REDDYS LABORATORIES LTD A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EMC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72EXPRESS SCRIPTS HLDGS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73FIDELITY NATL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75GRIFOLS SA A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HONDA MOTOR CO LTD A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78HONG KONG TELEVISION NE A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ITC HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82M T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MARSH MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MCCORMICK CO NON VTG SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MEAD JOHNSON NUTRITION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MELCO CROWN ENTERTAINMENT LMTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MINDRAY MEDICAL INTL A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MORGAN DEMPSEY SMALL MICRO CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NATIONAL OILWELL VARCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NESTLE SA SPONSORED A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91NETEASE INC A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92NEUBERGER BERMAN LONG SH INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94NIELSEN HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95NOVO NORDISK AS A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PACKAGING CORP AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PEARSON P L C A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PHILIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103RELX NV SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SANOFI A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SOUTH32 LTD A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108THE PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TIME WARNER CABLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TOYOTA MTR CORP A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114VARIAN MED SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VERISK ANALYTICS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117WHIRLPOOL CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025840
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-18872
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07008
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07008
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01756
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015803
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017559
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055732
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055732
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025840
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-76547
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0357193
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-18872
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09158
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0792
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt058488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt083555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02756
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016682
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027823
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392009-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522014-12-01

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Filings

Displayed year

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

Open filing
Assets
$1,040,241
Liabilities
$0
Net assets
$1,040,241
Revenue
$7,008
Expenses
$83,555
Net income
-$76,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.12$0.00
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.15$0.08$0.07
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.12$0.06$0.06
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.06$0.07$0.01
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.07$0.07$0.01