Civic Intelligence

Plurabel Fund

990PF • Fiscal year 2014 • EIN 47-1891989

Sep 18, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
PO Box 565West Chester, PA 19381

(610) 269-3492

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

$2,159,538

No earlier filing loaded for comparison.

Net Assets

$2,159,538

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin99th percentile

Revenue

$2,190,384

No earlier filing loaded for comparison.

Expenses

$79

No earlier filing loaded for comparison.

Net Income

$2,190,305

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,159,538Liabilities 2014: $0Net Assets 2014: $2,159,5382014Assets 2015: $1,897,612Liabilities 2015: $0Net Assets 2015: $1,897,6122015Assets 2016: $1,766,017Liabilities 2016: $0Net Assets 2016: $1,766,0172016Assets 2017: $1,669,958Liabilities 2017: $0Net Assets 2017: $1,669,9582017Assets 2018: $1,521,568Liabilities 2018: $0Net Assets 2018: $1,521,5682018Assets 2019: $2,412,443Liabilities 2019: $0Net Assets 2019: $2,412,4432019Assets 2020: $2,240,852Liabilities 2020: $0Net Assets 2020: $2,240,8522020Assets 2021: $2,845,073Liabilities 2021: $0Net Assets 2021: $2,845,0732021Assets 2022: $2,919,699Liabilities 2022: $0Net Assets 2022: $2,919,6992022Assets 2023: $3,942,485Liabilities 2023: $0Net Assets 2023: $3,942,4852023Assets 2024: $4,539,551Liabilities 2024: $0Net Assets 2024: $4,539,5512024

Highlighted filing

2014

Assets$2,159,538
Liabilities$0
Net Assets$2,159,538
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,190,384Expenses 2014: $79Net Income 2014: $2,190,3052014Revenue 2015: $52,245Expenses 2015: $312,621Net Income 2015: -$260,3762015Revenue 2016: $9,344Expenses 2016: $141,148Net Income 2016: -$131,8042016Revenue 2017: $176,933Expenses 2017: $271,171Net Income 2017: -$94,2382017Revenue 2018: $128,161Expenses 2018: $273,252Net Income 2018: -$145,0912018Revenue 2019: $1,164,580Expenses 2019: $270,170Net Income 2019: $894,4102019Revenue 2020: $163,079Expenses 2020: $333,286Net Income 2020: -$170,2072020Revenue 2021: $894,676Expenses 2021: $289,912Net Income 2021: $604,7642021Revenue 2022: $461,453Expenses 2022: $378,555Net Income 2022: $82,8982022Revenue 2023: $1,388,800Expenses 2023: $366,649Net Income 2023: $1,022,1512023Revenue 2024: $1,347,724Expenses 2024: $750,658Net Income 2024: $597,0662024

Highlighted filing

2014

Revenue$2,190,384
Expenses$79
Net Income$2,190,305
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 18, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE D ZETTERBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Plurabel Fund
EIN
47-1891989
Phone
6102693492
Address
PO Box 565, West Chester, PA 19381

Signing Officer

Name
Anne Dillon Zetterberg
Title
Director
Phone
6102693492
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Susan J Holland CPA
Address
PO Box 1063, Oaks, PA 19456-1063
Preparer
Susan J Holland CPA
Phone
4849248790
Raw XML Appendix369 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See attached Gain/(Loss) Stmt - Book Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02150121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02131893
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-18228
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0See attached Merrill Lynch stmt detail
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0119435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0119646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0938243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1649106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0985631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1646524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached Merrill Lynch stmt - Equities
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1See attached Merrill Lynch stmt - Mutual Funds
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0134321
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0135964
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04401
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-18228
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-13827
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-13827
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01049244
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02204211
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04401
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02190305
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02131893
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-18228
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01053566
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01053645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02190384
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0200957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1284810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2596881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt092722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1229720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2726401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt092722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1229720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2726401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0293679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1514530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21323282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached ML Stmt - S/T Cov Totals
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See attached ML Stmt - L/T Cov Totals
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2See attached ML Stmt - L/T Non Cov Totals
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Merrill Lynch Acct capital gain distrib
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01049244
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt092722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02190305
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt030767
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02190305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02159538
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt087765
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087765
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087765
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0108836
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021071
IRS990PF/DistributableAmountGrp/TotalTaxAmt021071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt021071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt02206248
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01527
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0119435
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0119646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01587349
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01632155
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0316906
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0316886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02159538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02206248
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02159538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02159538
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02159538
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0134321
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0135964
IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02209875
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0146706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02063169
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033148
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0108836
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02176727
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02209875
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE D ZETTERBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0924 Briarwood Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0West Chester
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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/UncorrectedPriorActsInd0false
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/AddressLine1Txt0900 Schell Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Phoenixville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019460
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Susan J Holland CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04849248790
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE DILLON ZETTERBERG
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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/DistributableAsAdjustedAmt087765
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt087765
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANNE D ZETTERBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0924 Briarwood Circle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0West Chester
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019380
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02204211
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum101
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum111
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum121
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum131
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum141
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum151
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum161
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum171
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum181
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum191
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum201
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum211
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum221
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum231
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum241
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum251
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum261
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0106602
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1162297
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt228410
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt336225
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt456678
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt580978
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt652973
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7111010
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8136500
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt944167
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1034268
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1121030
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1260122
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13142845
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1476645
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1550344
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1649522
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1773020
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1856843
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1935993
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt20155392
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2185820
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2224872
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt23140655
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt24132855
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2556478
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt26191666
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0500 SHS ALLERGAN, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,370 SHS APPLE, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2500 SHS BORG WARNER, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3500 SHS BAXTER INTERNATIONAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc41,000 SHS COMCAST CORP NEW CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5700 SHS CHEVRON CORP.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6500 SHS CATERPILLAR INC DEL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc71,000 SHS CELGENE CORP COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc85,000 SHS CISCO SYSTEMS INC. COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc91,000 SHS COCA COLA COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10500 SHS COLGATE PALMOLIVE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc111,000 SHS CORNING INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12500 SHS DIAGEO PLC SPSD ADR NEW
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc132,000 SHS DUPONT EI DENEMOURS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc141,000 SHS FACEBOOK INC. CL A COMMON
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15500 SHS GILEAD SCIENCES INC COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16500 SHS HONEYWELL INTL INC DEL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17750 SHS HOME DEPOT INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc18500 SHS KIMBERLY CLARK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc19500 SHS QUALCOMM INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc201,500 SHS TRW AUTOMOTIVE HOLDINGS CRP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc212,000 SHS TYCO INTL PLC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22500 SH VERIZON COMMUNICATIONS COM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc233,000 VCA INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc243,000 ZOETIS INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc25500 SHS BAYERISCHE MOTOREN WERK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc266,816 THORNBURG INTERNATIONAL VALUE FD A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt122014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt132014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt142014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt152014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt162014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt172014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt182014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt192014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt202014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt212014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt222014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt232014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt242014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt252014-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt262014-11-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030767
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference between FMV and book value
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax on div's
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE DILLON ZETTERBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06102693492
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plurabel Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUR
ReturnHeader/Filer/EIN0471891989
ReturnHeader/Filer/PhoneNum06102693492
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 565
ReturnHeader/Filer/USAddress/CityNm0West Chester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan J Holland CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1063
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194561063
ReturnHeader/PreparerPersonGrp/PhoneNum04849248790
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN J HOLLAND CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-13T12:10:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-18
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,159,538
Liabilities
$0
Net assets
$2,159,538
Revenue
$2,190,384
Expenses
$79
Net income
$2,190,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$1.35$0.75$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$1.39$0.37$1.02
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.46$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.89$0.29$0.60
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.16$0.33$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.16$0.27$0.89
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.13$0.27$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.18$0.27$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.01$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.05$0.31$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.19$0.00$2.19