Civic Intelligence

Gary G Taylor Charitable Tr

990PF • Fiscal year 2018 • EIN 46-6719506

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 11, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-49%

Higher net margin than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$33,425

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,747,636

Down $154,315 (-5.3%) from 2015

Net Assets

Down

$2,747,636

Down $154,315 (-5.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin9th percentile

Revenue

Down

$127,557

Down $115,848 (-48%) from 2015

Expenses

Up

$190,601

Up $12,688 (+7.1%) from 2015

Net Income

Down

-$63,044

Down $128,536 (-196%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,824,619Liabilities 2014: $02014Assets 2015: $2,901,951Liabilities 2015: $0Net Assets 2015: $2,901,9512015Assets 2018: $2,747,636Liabilities 2018: $0Net Assets 2018: $2,747,6362018Assets 2020: $2,628,649Liabilities 2020: $0Net Assets 2020: $2,628,6492020Assets 2021: $2,581,459Liabilities 2021: $12021Assets 2022: $2,610,593Liabilities 2022: $0Net Assets 2022: $2,610,5932022Assets 2023: $2,532,639Liabilities 2023: $0Net Assets 2023: $2,532,6392023Assets 2024: $2,736,131Liabilities 2024: $12024Assets 2025: $2,882,524Liabilities 2025: $0Net Assets 2025: $2,882,5242025

Highlighted filing

2018

Assets$2,747,636
Liabilities$0
Net Assets$2,747,636
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,826,136Expenses 2014: $1,517Net Income 2014: $2,824,6192014Revenue 2015: $243,405Expenses 2015: $177,913Net Income 2015: $65,4922015Revenue 2018: $127,557Expenses 2018: $190,601Net Income 2018: -$63,0442018Revenue 2020: $126,571Expenses 2020: $184,613Net Income 2020: -$58,0422020Revenue 2021: $126,588Expenses 2021: $173,778Net Income 2021: -$47,1902021Revenue 2022: $217,701Expenses 2022: $188,546Net Income 2022: $29,1552022Revenue 2023: $98,527Expenses 2023: $176,454Net Income 2023: -$77,9272023Revenue 2024: $378,185Expenses 2024: $174,535Net Income 2024: $203,6502024Revenue 2025: $335,165Expenses 2025: $188,537Net Income 2025: $146,6282025

Highlighted filing

2018

Revenue$127,557
Expenses$190,601
Net Income-$63,044
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 11, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$33,425-$33,425
Filing and Contact Details

Filer

Filer Name
Gary G Taylor Charitable Tr
EIN
46-6719506
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2019-01-11
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/StockNm2514149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26776696106 ROPER INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2730303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28744320102 PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29741503403 THE PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3012673P105 CA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3517275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36127097103 CABOT OIL GAS CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37156700106 CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3822160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3902079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40024835100 AMERICAN CAMPUS COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43918204108 V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45426281101 JACK HENRY ASSOCIATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4603027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47151020104 CELGENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4858155Q103 MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4957636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5098310W108 WYNDHAM WORLDWIDE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51755111507 RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52233051200 DB X TRACKERS MSCI E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56637071101 NATIONAL OILWELL VAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5809062X103 BIOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5956585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62101121101 BOSTON PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64N51488117 MOBILEYE NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67294429105 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6878462F103 SPDR S P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69571903202 MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70015351109 ALEXION PHARMACEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72464288448 ISHARES INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7389353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7492343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75904311107 UNDER ARMOUR INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76922038104 VANGUARD STRATEGIC E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7700888Y508 INV BALANCE RISK COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78842587107 SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8000203H446 AQR LONG SHORT EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81315920686 FIDELITY ADV DIVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8215135U109 CENOVUS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8301609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8492939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8509857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0514336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt001609W102 ALIBABA GROUP HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115135U109 CENOVUS ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt298FARMZM3 W1/2 & W1/2SE1/4 13-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309075E100 BIOVERATIV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4166764AV2 CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5594918AQ7 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0408200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt055963
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022023
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt010249
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0617
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt088852
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt088852
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022023
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03342
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030082
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033425
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt035275
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055713
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055963
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63044
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt013679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt013679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0300125
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022023
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056829
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt010249
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0190601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0127557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040551
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt658693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt820251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt99000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1023351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1225158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413231

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Filings

Displayed year

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

Open filing
Assets
$2,747,636
Liabilities
$0
Net assets
$2,747,636
Revenue
$127,557
Expenses
$190,601
Net income
-$63,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.34$0.19$0.15
2024Summary only. Only limited summary data is available for this year.$2.74$0.00$0.38$0.17$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.10$0.18$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.22$0.19$0.03
2021Summary only. Only limited summary data is available for this year.$2.58$0.00$0.13$0.17$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.13$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.24$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$2.82$0.00$2.83$0.00$2.82