Civic Intelligence

Edge Hill House Foundation

990PF • Fiscal year 2014 • EIN 52-1205904

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
5168 Weaver LaneGloucester, VA 23061

(804) 695-9079

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

7.4%

Faster asset growth than 63% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$324,491

Up $22,356 (+7.4%) from 2013

Net Assets

$324,491

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Up

$48,038

Up $5,478 (+13%) from 2013

Expenses

Up

$25,694

Up $1,583 (+6.6%) from 2013

Net Income

Up

$22,344

Up $3,895 (+21%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2010: $295,323Liabilities 2010: $9,509Net Assets 2010: $285,8142010Assets 2011: $285,271Liabilities 2011: $12011Assets 2012: $283,683Liabilities 2012: $0Net Assets 2012: $283,6832012Assets 2013: $302,135Liabilities 2013: $02013Assets 2014: $324,491Liabilities 2014: $0Net Assets 2014: $324,4912014Assets 2015: $325,091Liabilities 2015: $0Net Assets 2015: $325,0912015Assets 2016: $323,249Liabilities 2016: $0Net Assets 2016: $323,2492016Assets 2017: $338,436Liabilities 2017: $0Net Assets 2017: $338,4362017Assets 2018: $341,987Liabilities 2018: $0Net Assets 2018: $341,9872018Assets 2019: $361,176Liabilities 2019: $0Net Assets 2019: $361,1762019Assets 2020: $372,587Liabilities 2020: $0Net Assets 2020: $372,5872020Assets 2021: $399,005Liabilities 2021: $0Net Assets 2021: $399,0052021Assets 2022: $399,039Liabilities 2022: $0Net Assets 2022: $399,0392022Assets 2023: $415,362Liabilities 2023: $0Net Assets 2023: $415,3622023

Highlighted filing

2014

Assets$324,491
Liabilities$0
Net Assets$324,491
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $16,5262010Revenue 2011: $14,174Expenses 2011: $14,717Net Income 2011: -$5432011Expenses 2012: $24,7452012Revenue 2013: $42,560Expenses 2013: $24,111Net Income 2013: $18,4492013Revenue 2014: $48,038Expenses 2014: $25,694Net Income 2014: $22,3442014Revenue 2015: $21,816Expenses 2015: $21,215Net Income 2015: $6012015Revenue 2016: $16,543Expenses 2016: $18,281Net Income 2016: -$1,7382016Revenue 2017: $35,190Expenses 2017: $19,934Net Income 2017: $15,2562017Revenue 2018: $23,236Expenses 2018: $19,684Net Income 2018: $3,5522018Revenue 2019: $35,741Expenses 2019: $16,553Net Income 2019: $19,1882019Revenue 2020: $31,667Expenses 2020: $20,251Net Income 2020: $11,4162020Revenue 2021: $61,396Expenses 2021: $34,981Net Income 2021: $26,4152021Revenue 2022: $20,990Expenses 2022: $20,956Net Income 2022: $342022Revenue 2023: $35,902Expenses 2023: $19,701Net Income 2023: $16,2012023

Highlighted filing

2014

Revenue$48,038
Expenses$25,694
Net Income$22,344
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D WEAVERJRPresident-$0--
MRS JOHN L FINNEYSecretary-$0--
ROBERT L MARBLEDirector-$0--
DAVID BROWNTreasurer-$0--
MRS WILLIAM D WEAVER JRDirector-$0--
F BRECKENRIDGE MONTAGUEDirector-$0--
DAVID H TEAGLEDirector-$0--
ROBERT JOHNSONDirector-$0--
WILLIAM LAWRENCEVP-$0--
KENNETH GIBSONDirector-$0--
CARLTON HOGGEDirector-$0--
RICKY WIATTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edge Hill House Foundation
EIN
52-1205904
Phone
8046959079
Address
5168 WEAVER LANE, GLOUCESTER, VA 23061

Signing Officer

Name
William D Weaver
Title
President
Phone
8046959079
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cheryl Brown Biondolillo CPA Pc
Address
PO BOX 1415, GLOUCESTER, VA 23061-1415
Preparer
Cheryl B Biondolillo
Phone
8046930605
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5850SH MCDONALDS CORP - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59165SH FLOWERS FOODS - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6060SH WAL-MART STORES INC - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6195SH WALGREENS COMPANY - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6260SH NATIONAL OIL WELL VARCO INC -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6345SH OCCIDENTAL PETROLEUM CORP - S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64135SH VALERO ENERGY CORP - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6545SH AON PLC CL A - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6630SH GOLDMAN SACHS GROUP INC - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6765SH WELLPOINT INC - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6855SH CHICAGO BRIDGE & IRON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6990SH FACEBOOK INC CL A - SOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7070SH ALBEMARLE CORP - SOLD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04259
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038117
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02348
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt044724
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt044724
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08888
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038117
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03063
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03063
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03314
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022344
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0153818
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt038117
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt038813
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02281
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05125
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0454
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt017840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt025694
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048038
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32006-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152002-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192008-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292006-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302005-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342005-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352010-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392008-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402004-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442011-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462013-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492010-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502012-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522012-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532012-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542010-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552012-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572012-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582011-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592011-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602010-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632011-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642011-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652008-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662013-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672011-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682008-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692007-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712013-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722012-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732010-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742002-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt202431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt281180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35424

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Filings

Displayed year

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

Open filing
Assets
$324,491
Liabilities
$0
Net assets
$324,491
Revenue
$48,038
Expenses
$25,694
Net income
$22,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.36$0.20$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.61$0.35$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.32$0.20$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.36$0.17$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.23$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.35$0.20$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.17$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.22$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.48$0.26$0.22
2013Summary only. Only limited summary data is available for this year.$3.02$0.00$0.43$0.24$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.25
2011Summary only. Only limited summary data is available for this year.$2.85$0.00$0.14$0.15$0.01
2010Detailed filing. Detailed filing data is available for this year.$2.95$0.10$2.86$0.17