Civic Intelligence

Hrd-C Foundation Inc.

990PF • Fiscal year 2014 • EIN 45-3591216

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization Profile
4201 Gulf Shore Blvd Apt 120234103

(239) 434-0318

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

96th percentile

107%

Faster asset growth than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,348,565

Up $1,727,646 (+107%) from 2013

Net Assets

Up

$3,345,165

Up $1,731,774 (+107%) from 2013

Liabilities

Down

$3,400

Down $4,128 (-55%) from 2013

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin98th percentile

Revenue

$1,802,321

No earlier filing loaded for comparison.

Expenses

Up

$70,547

Up $24,919 (+55%) from 2013

Net Income

$1,731,774

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$30M$20M$10M$0Assets 2012: $1,078,048Liabilities 2012: $12012Assets 2013: $1,620,919Liabilities 2013: $7,528Net Assets 2013: $1,613,3912013Assets 2014: $3,348,565Liabilities 2014: $3,400Net Assets 2014: $3,345,1652014Assets 2015: $3,816,701Liabilities 2015: $13,598Net Assets 2015: $3,803,1032015Assets 2016: $3,931,411Liabilities 2016: $0Net Assets 2016: $3,931,4112016Assets 2017: $4,330,472Liabilities 2017: $0Net Assets 2017: $4,330,4722017Assets 2018: $4,821,763Liabilities 2018: $0Net Assets 2018: $4,821,7632018Assets 2019: $5,044,464Liabilities 2019: $0Net Assets 2019: $5,044,4642019Assets 2020: $5,319,705Liabilities 2020: $0Net Assets 2020: $5,319,7052020Assets 2021: $7,157,630Liabilities 2021: $0Net Assets 2021: $7,157,6302021Assets 2022: $7,784,850Liabilities 2022: $0Net Assets 2022: $7,784,8502022Assets 2023: $21,278,441Liabilities 2023: $0Net Assets 2023: $21,278,4412023Assets 2024: $22,578,184Liabilities 2024: $0Net Assets 2024: $22,578,1842024Assets 2025: $23,641,842Liabilities 2025: $0Net Assets 2025: $23,641,8422025

Highlighted filing

2014

Assets$3,348,565
Liabilities$3,400
Net Assets$3,345,165
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,078,385Expenses 2012: $337Net Income 2012: $1,078,0482012Expenses 2013: $45,6282013Revenue 2014: $1,802,321Expenses 2014: $70,547Net Income 2014: $1,731,7742014Revenue 2015: $590,815Expenses 2015: $142,635Net Income 2015: $448,1802015Revenue 2016: $334,595Expenses 2016: $214,213Net Income 2016: $120,3822016Revenue 2017: $580,055Expenses 2017: $227,048Net Income 2017: $353,0072017Revenue 2018: $747,884Expenses 2018: $246,186Net Income 2018: $501,6982018Revenue 2019: $471,207Expenses 2019: $411,586Net Income 2019: $59,6212019Revenue 2020: $422,950Expenses 2020: $314,150Net Income 2020: $108,8002020Revenue 2021: $2,095,133Expenses 2021: $456,583Net Income 2021: $1,638,5502021Revenue 2022: $694,023Expenses 2022: $448,923Net Income 2022: $245,1002022Revenue 2023: $13,622,663Expenses 2023: $627,974Net Income 2023: $12,994,6892023Revenue 2024: $1,501,084Expenses 2024: $1,537,986Net Income 2024: -$36,9022024Revenue 2025: $1,151,755Expenses 2025: $1,013,192Net Income 2025: $138,5632025

Highlighted filing

2014

Revenue$1,802,321
Expenses$70,547
Net Income$1,731,774
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE DRACKETT THOMASPresident-$0--
ELIZABETH G DANIELSVice Preside-$0--
THOMAS C GARBERSecretary/Tr-$0--
Filing and Contact Details

Filer

EIN
45-3591216
Phone
2394340318

Signing Officer

Name
Anne Drackett Thomas
Title
Director
Phone
2394340318
Signed
2014-11-13

Preparer

Preparer
Sandra Shoemaker East
Phone
5137217590
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4755372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4820645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN EURO PAC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANHEUSER BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CANADIAN NAT RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CULLEN FROST BANKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CVS/CAREMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EUROPACIFIC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FLOWSERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FRANKLIN RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HARBER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOMESTEAD FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LINEAR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NORFOLK SOUTHRN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34OPPENHEIMER DVLPNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37POTASH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PRECISION CASTPARTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PRINCIPAL MIDCAP BLEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41RIO TINTO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCRIPPS NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SPECTRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STONE RIDGE HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SYSCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47T ROWE PRICE NEW HORIZONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNITED PARCEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VARIAN MEDICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WASATCH INTL GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WHITING PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WISCONSIN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ZIMMER HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR RISK BALANCED COMMODITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ABSOLUTE STRATEGIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JP MORGAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3STONE RIDE TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4STONE RIDGE ASSET MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt314495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt042819
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064972
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010477
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0118268
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0118268
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03125
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0838007
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01684053
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt042819
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt042819
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01731774
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01489689
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010477
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010477
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0886538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0756
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0756
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0667
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt070547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0891303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01802321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412012-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121131

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Filings

Displayed year

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

Open filing
Assets
$3,348,565
Liabilities
$3,400
Net assets
$3,345,165
Revenue
$1,802,321
Expenses
$70,547
Net income
$1,731,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.15$1.01$0.14
2024Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.50$1.54$0.04
2023Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$13.6$0.63$13.0
2022Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.69$0.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$2.10$0.46$1.64
2020Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.42$0.31$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.47$0.41$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.75$0.25$0.50
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.58$0.23$0.35
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.33$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.80$0.59$0.14$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.80$0.07$1.73
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.05
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.00$1.08