Civic Intelligence

Seth Bonder Foundation

990PF • Fiscal year 2018 • EIN 45-4929846

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
1360 East Ninth Street 1100 SuiteCleveland, OH 44114

(216) 920-4800

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.02x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

5th percentile

-87%

Higher net margin than 5% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$83,877

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.0%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,797,139

Down $881,121 (-13%) from 2017

Net Assets

Down

$5,790,741

Down $873,294 (-13%) from 2017

Liabilities

Down

$6,398

Down $7,827 (-55%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin5th percentile

Revenue

Up

$319,301

Up $26,312 (+9.0%) from 2017

Expenses

Down

$596,280

Down $55,065 (-8.5%) from 2017

Net Income

Up

-$276,979

Up $81,377 (+23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2018

Assets$5,797,139
Liabilities$6,398
Net Assets$5,790,741
Open 2018 Filing

Operations Trend

Revenue Growth62nd 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

2018

Revenue$319,301
Expenses$596,280
Net Income-$276,979
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRILL BONDERPresidentPT$68,717$15,160$83,877
JOHN G CIANCIBELLOTreasurerPT$0--
LARRY SIEFORDDirectorPT$0--
MARIE DEVENEYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Seth Bonder Foundation
EIN
45-4929846
In Care Of
% JOHN CIANCIBELLO
Address
1360 East Ninth Street 1100 Suite, Cleveland, OH 44114

Signing Officer

Name
Merrill Bonder
Title
Executive Director
Phone
2169204800
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management LLC
Address
1360 E 9th Street Suite 1100, Cleveland, OH 44114-1717
Preparer
Theresa McKinney
Phone
2169204800
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05160
CompensationExplanation/CompensationExplanationGrp/PersonNm0MERRILL BONDER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE FOUNDATION USES THE ACCRUAL BASIS OF ACCOUNTING. THE OFFICER'S SALARY RELATING TO DECEMBER 2018 OF $5,833 WAS PAID IN JANUARY 2019, SO THIS AMOUNT WAS ACCRUED AS A 2018 EXPENSE. HOWEVER, SINCE THIS AMOUNT WAS NOT PAID UNTIL JANUARY 2019, IT IS NOT REFLECTED IN THE 2018 W-2. THE RECONCILIATION FOR 2018 SALARY IS AS FOLLOWS: 2018 SALARY PAID IN 2018 (TIES TO W-2) $68,396 LESS: 2017 SALARY PAID IN 2018 ( 5,512) -------- SUB-TOTAL $62,884 2018 SALARY PAID IN 2019 5,833 -------- TOTAL 2018 SALARY (ACCRUAL BASIS) $68,717 ANNUAL DIRECTOR FEE 0 TOTAL $68,717
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141088 SHS BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1575 SHS BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16398 SHS BP PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17259 SHS BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18254 SHS CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19774 SHS CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200.00 SHS CLAYMORE EXCH FD 2023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210.00 SHS CLAYMORE EXCH FD 2022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220.00 SHS CLAYMORE EXCH FD 2021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm230.00 SHS CLAYMORE EXCH FD 2019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm240.00 SHS CLAYMORE EXCH FD 2020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250.00 SHS CLAYMORE EXCH FD 2018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26762 SHS COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27170 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281497 DBX ETF TR X-TRCKR MSCI E
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30184 SHS HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32722 SHS INTEL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34732 SHS ISHARES S&P SMALL CAP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36174 SHS JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38255 SHS MARATHON PETROLEUM COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39208 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40411 SHS QUALCOMM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49586 SHS ISHARES MIDCAP 400 VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50327 SHS METLIFE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52253 SHS MICROSOFT CORP EXEC ON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53339 SHS MONDELEZ INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54218 SHS OCCIDENTAL PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55147 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56157 SHS RAYTHEON CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571162 SHS SPDR S&P 500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5822658.956 STONERIDGE REINSURAN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm600.00 SHS TIME WARNER CABLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm610.00 TOUCHSTONE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62143 SHS UNITED HEALTHCARE GROU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6310594.982 SHS VIRTUS EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64406 SHS WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65378 SHS WEYERHAEUSER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm669322.783 DOUBLELINE TOTAL RET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67200 SHS XILINX INC EXEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68387 SHS CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69977 SHS ATT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70230 SHS EATON CORP PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm717598 INVESCO EXCH TRD 19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm729011 INVESCO EXCH TRD 20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm739149 INVESCO EXCH TRD 21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm759176 INVESCO EXCH TRD 22
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761114 INVESCO QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772365 INVESCO EXHANGE TRADED TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78486 SHS NEWELL BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79244 SHS ORACLE CORP COM AV PRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm800.00 POWERSHARES QQQ TR UNI
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0341775
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0341775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt093793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HURON VALLEY TENNIS CLUB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt093793
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0159317
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0152681
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt07303
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0319301
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0319301
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05160
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0159317
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0152681
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt068717
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt068717
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0440340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0440340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0159317
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0142092
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0159317
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-276979
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01241450
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06816
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06816
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0152681
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0258238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028297
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07303
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05362
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0159317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0554692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0596280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0294773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0319301
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0114352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036535
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0155940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt716040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9107460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1024391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1192119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1220740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1381775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1477216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt158520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16130216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1722328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18100117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1930372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2034675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2123283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt237047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt253076

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,797,139
Liabilities
$6,398
Net assets
$5,790,741
Revenue
$319,301
Expenses
$596,280
Net income
-$276,979
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
2018Detailed filing. Detailed filing data is available for this year.$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