Civic Intelligence

Seth Bonder Foundation

990PF • Fiscal year 2019 • EIN 45-4929846

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 20, 2020

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.06x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

3rd percentile

-224%

Higher net margin than 3% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$84,259

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 45.6% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

64th percentile

7.1%

Faster asset growth than 64% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$6,206,774

Up $409,635 (+7.1%) from 2018

Net Assets

Up

$6,195,462

Up $404,721 (+7.0%) from 2018

Liabilities

Up

$11,312

Up $4,914 (+77%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin3rd percentile

Revenue

Down

$184,700

Down $134,601 (-42%) from 2018

Expenses

Up

$597,907

Up $1,627 (+0.3%) from 2018

Net Income

Down

-$413,207

Down $136,228 (-49%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$6,206,774
Liabilities$11,312
Net Assets$6,195,462
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$184,700
Expenses$597,907
Net Income-$413,207
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRILL BONDERPresidentPT$75,833$8,426$84,259
JOHN G CIANCIBELLOTreasurerPT$2,000-$2,000
LARRY SIEFORDDirectorPT$2,000-$2,000
MARIE DEVENEYSecretaryPT$1,000-$1,000
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
2020-10-20
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management LLC
Address
1360 E 9th Street Suite 1100, Cleveland, OH 44114-1717
Preparer
Theresa J McKinney
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 2019 OF $6,125 WAS PAID IN JANUARY 2020, SO THIS AMOUNT WAS ACCRUED AS A 2019 EXPENSE. HOWEVER, SINCE THIS AMOUNT WAS NOT PAID UNTIL JANUARY 2020, IT IS NOT REFLECTED IN THE 2019 W-2. THE RECONCILIATION FOR 2019 SALARY IS AS FOLLOWS: 2019 SALARY PAID IN 2019 (TIES TO W-2) $73,541 LESS: 2018 SALARY PAID IN 2019 ( 5,833) -------- SUB-TOTAL $67,708 2019 SALARY PAID IN 2020 6,125 -------- TOTAL 2019 SALARY (ACCRUAL BASIS) $73,833 ANNUAL DIRECTOR FEE 2,000 TOTAL $75,833
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41253 SHS MICROSOFT CORP EXEC ON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42339 SHS MONDELEZ INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43218 SHS OCCIDENTAL PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44147 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45157 SHS RAYTHEON CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461400 SHS SPDR S&P 500 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472383.429 T ROWE PRICE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48143 SHS UNITED HEALTHCARE GROU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4910812.206 SHS VIRTUS EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50406 SHS WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51378 SHS WEYERHAEUSER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52200 SHS XILINX INC EXEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53387 SHS CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54977 SHS ATT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55230 SHS EATON CORP PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm567598 INVESCO EXCH TRD 19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm579011 INVESCO EXCH TRD 20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm589149 INVESCO EXCH TRD 21
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm598645 INVESCO EXCH TRD 23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm609176 INVESCO EXCH TRD 22
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm617006 INVESCO EXCH TRD 24
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621114 INVESCO QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632365 INVESCO EXHANGE TRADED TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64486 SHS NEWELL BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65244 SHS ORACLE CORP COM AV PRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6636 SHS BROADCOM INC COM EXEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6788 SHS CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68208 SHS DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69119 SHS UNITED TECHNOLOGIES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0349640
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0349640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt086634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HURON VALLEY TENNIS CLUB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt086634
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0149964
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt040071
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-5335
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0184700
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0184700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05513
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05513
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0149964
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt040071
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt073833
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt080833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0432879
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0432879
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0149964
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0135464
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0149964
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-413207
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0890956
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06045
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06045
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt040071
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt027695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt065611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-5335
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt07026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0149964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0552991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0597907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0175535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0184700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0120112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0165028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt516045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt615094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7107700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt947076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1015998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1145020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1214339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1427783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1574158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1620642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1712039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt188835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1910284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2012439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2118830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2256163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2323430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2426939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2524973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26160238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-5240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-5872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-1523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1012248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1412044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1518264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-5728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1710366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt204142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-1626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-10217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-4090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-5586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25-2210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-5240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-5872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1012248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1412044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1518264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-4081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1710366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt194743

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,206,774
Liabilities
$11,312
Net assets
$6,195,462
Revenue
$184,700
Expenses
$597,907
Net income
-$413,207
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
2019Detailed filing. Detailed filing data is available for this year.$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