Civic Intelligence

Seth Bonder Foundation

990PF • Fiscal year 2014 • EIN 45-4929846

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

Organization Profile
1360 East Ninth Street 1100Cleveland, OH 44114

(216) 920-4800

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$62,238

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

66th percentile

6.7%

Faster asset growth than 66% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

382%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,376,401

Up $462,141 (+6.7%) from 2013

Net Assets

Up

$7,362,513

Up $460,824 (+6.7%) from 2013

Liabilities

Up

$13,888

Up $1,317 (+10%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin86th percentile

Revenue

Up

$1,036,123

Up $821,142 (+382%) from 2013

Expenses

Up

$585,312

Up $74,558 (+15%) from 2013

Net Income

Up

$450,811

Up $746,584 (+252%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $6,914,260Liabilities 2013: $12,571Net Assets 2013: $6,901,6892013Assets 2014: $7,376,401Liabilities 2014: $13,888Net Assets 2014: $7,362,5132014Assets 2015: $6,453,384Liabilities 2015: $5,874Net Assets 2015: $6,447,5102015Assets 2016: $6,523,486Liabilities 2016: $10,731Net Assets 2016: $6,512,7552016Assets 2017: $6,678,260Liabilities 2017: $14,225Net Assets 2017: $6,664,0352017Assets 2018: $5,797,139Liabilities 2018: $6,398Net Assets 2018: $5,790,7412018Assets 2019: $6,206,774Liabilities 2019: $11,312Net Assets 2019: $6,195,4622019Assets 2020: $6,170,799Liabilities 2020: $6,905Net Assets 2020: $6,163,8962020Assets 2021: $6,457,286Liabilities 2021: $6,909Net Assets 2021: $6,450,3772021Assets 2022: $4,962,274Liabilities 2022: $6,333Net Assets 2022: $4,955,9412022Assets 2023: $4,982,977Liabilities 2023: $7,686Net Assets 2023: $4,975,2912023Assets 2024: $4,929,428Liabilities 2024: $10,587Net Assets 2024: $4,918,8412024

Highlighted filing

2014

Assets$7,376,401
Liabilities$13,888
Net Assets$7,362,513
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2013: $214,981Expenses 2013: $510,754Net Income 2013: -$295,7732013Revenue 2014: $1,036,123Expenses 2014: $585,312Net Income 2014: $450,8112014Revenue 2015: -$46,770Expenses 2015: $655,676Net Income 2015: -$702,4462015Revenue 2016: $118,986Expenses 2016: $446,698Net Income 2016: -$327,7122016Revenue 2017: $292,989Expenses 2017: $651,345Net Income 2017: -$358,3562017Revenue 2018: $319,301Expenses 2018: $596,280Net Income 2018: -$276,9792018Revenue 2019: $184,700Expenses 2019: $597,907Net Income 2019: -$413,2072019Revenue 2020: $96,901Expenses 2020: $573,104Net Income 2020: -$476,2032020Revenue 2021: $382,691Expenses 2021: $587,439Net Income 2021: -$204,7482021Revenue 2022: $317,196Expenses 2022: $631,681Net Income 2022: -$314,4852022Revenue 2023: $327,341Expenses 2023: $609,147Net Income 2023: -$281,8062023Revenue 2024: $294,337Expenses 2024: $612,562Net Income 2024: -$318,2252024

Highlighted filing

2014

Revenue$1,036,123
Expenses$585,312
Net Income$450,811
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRILL BONDERPresident-$51,664$10,574$62,238
Filing and Contact Details

Filer

Filer Name
Seth Bonder Foundation
EIN
45-4929846
In Care Of
% JOHN CIANCIBELLO
Address
1360 EAST NINTH STREET 1100, CLEVELAND, OH 44114

Signing Officer

Name
Merrill Bonder
Title
President
Phone
2169204800
Signed
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management
Address
1360 E 9th St Ste 1100, Cleveland, OH 44114-1717
Preparer
Kim M Wilson
Phone
2169204800
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CompensationExplanation/CompensationExplanationGrp/PersonNm0MERRILL BONDER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE FOUNDATION USES THE ACCRUAL BASIS OF ACCOUNTING. THE OFFICER'S SALARY RELATING TO DECEMBER 2014 OF $4,583 WAS PAID IN JANUARY 2015, SO THIS AMOUNT WAS ACCRUED AS A 2014 EXPENSE. HOWEVER, SINCE THIS AMOUNT WAS NOT PAID UNTIL JANUARY 2015, IT IS NOT REFLECTED IN THE 2014 W-2. THE RECONCILIATION FOR 2014 SALARY IS AS FOLLOWS: 2014 SALARY PAID IN 2014 (TIES TO W-2) $50,831 LESS: 2013 SALARY PAID IN 2014 ( 3,750) -------- SUB-TOTAL $47,081 2014 SALARY PAID IN 2015 4,583 -------- TOTAL 2014 SALARY (ACCRUAL BASIS) $51,664
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22624 SHS ARCHER DANIELS MIDLAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23214 SHS BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24149 SHS CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25212 SHS CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26137 SHS DIAGEO ADR EACH REPR 4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27754 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28366 SHS GLAXOSMITHKLINE ADR EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29258 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30256 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3183 SHS INTL BUSINESS MACH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32390 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33226 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34480 SHS KINDER MORGAN INC DELA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35380 SHS MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36256 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37231 SHS ROYAL DUTCH SHELL ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38597 SHS VODAFONE GROUP SPON AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39481 SHS WALGREEN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40486 SHS WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41550 SHS ALTERA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42112 SHS AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43258 SHS BAKER HUGHES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm446,810.964 SHS BLACKROCK STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45809 SHS BLACKSTONE GROUP L P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46889 SHS E M C CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm475,793.046 GOLDMAN SACHS N-11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482,432.198 GOLDMAN SACHS STRG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49347 SHS INTL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50925 SHS ISHARES CORE S&P SMALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51735 SHS ISHARES MSCI EAFE SMAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52135 SHS ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53480 SHS ISHARES MIDCAP 400 GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54826 SHS ISHARES MIDCAP 400 VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55327 SHS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56269 SHS OCCIDENTAL PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57183 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58210 SHS RAYTHEON CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59400 SHS SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60272 SHS STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6119,663.717 STONERIDGE REINSURA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621,852.511 T ROWE PRICE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63222 SHS TIME WARNER CABLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm646,061.862 TOUCHSTONE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65187 SHS UNITED TECHNOLOGIES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66675 SHS XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm672,268.847 DOUBLELINE TOTAL RET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68942 SHS NORTHSTAR ASSET MGMT G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm694,094.772 TOCQUEVILLE GOLD FUN
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01214663
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01214663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt079209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HURON VALLEY TENNIS CLUB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt079209
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0213075
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt066085
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02199
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0281359
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0281359
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010863
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010863
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0215274
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066085
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt051664
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt051664
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0431091
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0431091
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0754764
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0213075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0145508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0213075
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0450811
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02281183
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt011492
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011492
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066085
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0188141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt043779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt02199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02199
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03972
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0215274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0552861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0585312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0213792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01036123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0121770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025651
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0154221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242011-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262012-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2101214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt419483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt516338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6105908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt912309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1219807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14103282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16100782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1716084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1810522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20100479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2116059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2212869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2355337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2416245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt256464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2610713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2715627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28137294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt295212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30101581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3113733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3235733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3315314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34100120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3578834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36126868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37131566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt391861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4087433

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Filings

Displayed year

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

Open filing
Assets
$7,376,401
Liabilities
$13,888
Net assets
$7,362,513
Revenue
$1,036,123
Expenses
$585,312
Net income
$450,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.01$4.92$0.29$0.61$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.01$4.98$0.33$0.61$0.28
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.96$0.32$0.63$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.46$0.01$6.45$0.38$0.59$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.17$0.01$6.16$0.10$0.57$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$0.01$6.20$0.18$0.60$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.01$5.79$0.32$0.60$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.01$6.66$0.29$0.65$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.01$6.51$0.12$0.45$0.33
2015Detailed filing. Detailed filing data is available for this year.$6.45$0.01$6.45$0.05$0.66$0.70
2014Detailed filing. Detailed filing data is available for this year.$7.38$0.01$7.36$1.04$0.59$0.45
2013Detailed filing. Detailed filing data is available for this year.$6.91$0.01$6.90$0.21$0.51$0.30