Civic Intelligence

Ransom Charitable Trust

990PF • Fiscal year 2015 • EIN 46-7141844

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 28, 2016

Organization Profile
C/O 905 Harpeth Valley PlaceNashville, TN 37221

(615) 662-2727

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

27th percentile

-8.0%

Higher net margin than 27% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$1,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

47th percentile

-0.3%

Faster asset growth than 47% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,081,983

Down $3,241 (-0.3%) from 2014

Net Assets

$1,081,983

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin27th percentile

Revenue

Down

$35,031

Down $12,903 (-27%) from 2014

Expenses

Up

$37,822

Up $33,039 (+691%) from 2014

Net Income

Down

-$2,791

Down $45,942 (-106%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,085,224Liabilities 2014: $02014Assets 2015: $1,081,983Liabilities 2015: $0Net Assets 2015: $1,081,9832015Assets 2016: $1,043,185Liabilities 2016: $0Net Assets 2016: $1,043,1852016Assets 2017: $1,046,642Liabilities 2017: $0Net Assets 2017: $1,046,6422017Assets 2018: $1,182,121Liabilities 2018: $0Net Assets 2018: $1,182,1212018Assets 2019: $1,155,607Liabilities 2019: $0Net Assets 2019: $1,155,6072019Assets 2020: $1,119,849Liabilities 2020: $0Net Assets 2020: $1,119,8492020Assets 2021: $1,194,900Liabilities 2021: $0Net Assets 2021: $1,194,9002021Assets 2022: $1,171,954Liabilities 2022: $0Net Assets 2022: $1,171,9542022Assets 2023: $1,104,755Liabilities 2023: $0Net Assets 2023: $1,104,7552023Assets 2024: $1,123,854Liabilities 2024: $0Net Assets 2024: $1,123,8542024

Highlighted filing

2015

Assets$1,081,983
Liabilities$0
Net Assets$1,081,983
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $47,934Expenses 2014: $4,783Net Income 2014: $43,1512014Revenue 2015: $35,031Expenses 2015: $37,822Net Income 2015: -$2,7912015Revenue 2016: $33,432Expenses 2016: $70,491Net Income 2016: -$37,0592016Revenue 2017: $70,505Expenses 2017: $65,146Net Income 2017: $5,3592017Revenue 2018: $209,602Expenses 2018: $72,722Net Income 2018: $136,8802018Revenue 2019: $50,456Expenses 2019: $76,970Net Income 2019: -$26,5142019Revenue 2020: $39,704Expenses 2020: $75,140Net Income 2020: -$35,4362020Revenue 2021: $154,543Expenses 2021: $79,492Net Income 2021: $75,0512021Revenue 2022: $61,727Expenses 2022: $84,607Net Income 2022: -$22,8802022Revenue 2023: $21,278Expenses 2023: $88,763Net Income 2023: -$67,4852023Revenue 2024: $98,572Expenses 2024: $79,533Net Income 2024: $19,0392024

Highlighted filing

2015

Revenue$35,031
Expenses$37,822
Net Income-$2,791
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM RANSOMTrustee-$1,000-$1,000
MARYLEE R SHAFFERTrustee-$1,000-$1,000
LAWRENCE J SACKSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Ransom Charitable Trust
EIN
46-7141844
Phone
6156622727
Address
C/O 905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221

Signing Officer

Name
Lawrence J Sacks
Title
President
Phone
6156622727
Signed
2016-02-28

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221
Preparer
Lawrence J Sacks CPA
Phone
6156622727
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0272
IRS990PF/FMVAssetsEOYAmt01109207
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030041
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039184
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt039186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0803071
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0785619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0730807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0252112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0257180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0339214
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01085224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01081983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01109207
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01085224
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01081983
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01085224
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01081983
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01085224
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01081983
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01135000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01100000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017025
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055899
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01117975
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01135000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE J SACKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM RANSOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARYLEE R SHAFFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0905 HARPETH VALLEY PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1228 GREEN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt218 OURWAY DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMINGTON SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CROSSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd138545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd238555
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01117975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01155072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt025398
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025126
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025398
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0272
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025398
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 HARPETH VALLEY PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037221
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALEXANDER THOMPSON ARNOLD
IRS990PF/StatementsRegardingActyGrp/PhoneNum06156622727
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELPING THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HEARING AIDS FOR THE UNINSURED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BREAD OF LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HEAR NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08922 GIN BRANCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1POBOX 1253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LYLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HENDERSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137077
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02108
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023290
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055627
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025398
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt053519
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023290
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05850
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05850
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0450
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEALTH ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011628
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1123
TaxesSchedule/TaxesDetail/Amt0286
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0286
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE J SACKS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,081,983
Liabilities
$0
Net assets
$1,081,983
Revenue
$35,031
Expenses
$37,822
Net income
-$2,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.10$0.08$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.15$0.08$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.21$0.07$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.07$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.00$0.04