Civic Intelligence

The Patocs Foundation

990PF • Fiscal year 2016 • EIN 52-2067644

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 06, 2017

Organization Profile
PO Box 2158Marco Island, FL 34146-2158

(302) 530-8947

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

220%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,633,814

Up $1,013,366 (+22%) from 2015

Net Assets

Up

$5,633,814

Up $1,013,366 (+22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin98th percentile

Revenue

Up

$1,060,961

Up $728,905 (+220%) from 2015

Expenses

Down

$47,595

Down $116,333 (-71%) from 2015

Net Income

Up

$1,013,366

Up $845,238 (+503%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$30M$20M$10M$0Assets 2011: $3,574,839Liabilities 2011: $02011Assets 2012: $3,910,352Liabilities 2012: $02012Assets 2013: $4,137,035Liabilities 2013: $0Net Assets 2013: $4,137,0352013Assets 2014: $4,452,320Liabilities 2014: $0Net Assets 2014: $4,452,3202014Assets 2015: $4,620,448Liabilities 2015: $0Net Assets 2015: $4,620,4482015Assets 2016: $5,633,814Liabilities 2016: $0Net Assets 2016: $5,633,8142016Assets 2017: $5,924,256Liabilities 2017: $0Net Assets 2017: $5,924,2562017Assets 2018: $5,817,652Liabilities 2018: $0Net Assets 2018: $5,817,6522018Assets 2019: $5,764,529Liabilities 2019: $0Net Assets 2019: $5,764,5292019Assets 2020: $5,877,991Liabilities 2020: $250,009Net Assets 2020: $5,627,9832020Assets 2021: $5,847,503Liabilities 2021: $86,000Net Assets 2021: $5,761,5032021Assets 2022: $6,237,618Liabilities 2022: $0Net Assets 2022: $6,237,6182022Assets 2023: $9,676,666Liabilities 2023: $0Net Assets 2023: $9,676,6662023Assets 2024: $21,100,517Liabilities 2024: $0Net Assets 2024: $21,100,5172024

Highlighted filing

2016

Assets$5,633,814
Liabilities$0
Net Assets$5,633,814
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $212,876Expenses 2011: $357,336Net Income 2011: -$144,4602011Revenue 2012: $698,242Expenses 2012: $362,729Net Income 2012: $335,5132012Revenue 2013: $285,404Expenses 2013: $58,721Net Income 2013: $226,6832013Revenue 2014: $332,319Expenses 2014: $17,034Net Income 2014: $315,2852014Revenue 2015: $332,056Expenses 2015: $163,928Net Income 2015: $168,1282015Revenue 2016: $1,060,961Expenses 2016: $47,595Net Income 2016: $1,013,3662016Revenue 2017: $361,856Expenses 2017: $71,414Net Income 2017: $290,4422017Revenue 2018: $473,798Expenses 2018: $580,402Net Income 2018: -$106,6042018Revenue 2019: $282,948Expenses 2019: $336,071Net Income 2019: -$53,1232019Revenue 2020: $191,396Expenses 2020: $327,942Net Income 2020: -$136,5462020Revenue 2021: $532,241Expenses 2021: $556,392Net Income 2021: -$24,1512021Revenue 2022: $655,129Expenses 2022: $179,014Net Income 2022: $476,1152022Revenue 2023: $7,093,833Expenses 2023: $358,895Net Income 2023: $6,734,9382023Revenue 2024: $30,082,799Expenses 2024: $4,933,370Net Income 2024: $25,149,4292024

Highlighted filing

2016

Revenue$1,060,961
Expenses$47,595
Net Income$1,013,366
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 6, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA D KAUFMANVP & Secy-$0--
M Scot KaufmanPresident-$0--
Scot P KaufmanExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
The PATOCS Foundation
EIN
52-2067644
In Care Of
% M SCOT KAUFMAN
Phone
3025308947
Address
PO Box 2158, Marco Island, FL 34146-2158

Signing Officer

Name
M Scot Kaufman
Title
President
Phone
3025308947
Signed
2017-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817000
Raw XML AppendixShowing 400 of 451 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.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0218729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0153650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt053500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0350616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0352500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.011123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.084356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.082769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05225655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05271043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05228626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04810006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04156377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04258841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt033750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207876
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt033750
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt033750
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt033750
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/ProceedsOrNetIncomeInd0false
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/AddressLine1Txt0POBOX 2158
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marco Island
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0341462158
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0M SCOT KAUFMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03025308947
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0M SCOT KAUFMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Preserving history
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHICAGO INSTITUTE FOR PSYCHOANALYSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALZHEIMER'S ASSOCIATION DELAWARE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 North Wolfe Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 2282
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Marco Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
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/AppliedToCurrentYearAmt033750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0258338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0224588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0146565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0143619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0224588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065596
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0290184
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0M Scot Kaufman
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1M SCOT KAUFMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2158
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 2158
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MARCO ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MARCO ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341462158
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1341462158
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0893335
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt113000
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/FairMarketValueAmt040702
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt114525
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt239847
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt310845
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt410689
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt511363
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt611089
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt724820
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8834534
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt939250
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1019116
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt119763
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1210651
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1316158
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1411689
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0350 SHARES OF APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1340 SHARES OF AT&T INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2240 SHARES OF BERKSHIRE HATHAWAY INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3160 SHARES OF CANADIAN NATIONAL RAILWAY CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc490 SHARES OF CHEVRON CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5160 SHARES OF COMCAST CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6619 SHARES OF COMPASS GROUP PLC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7780 SHARES OF GENERAL ELECTRIC CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc891606.33 SHARES OF GS HIGH YEILD MUNICIPAL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9340 SHARES OF JOHNSON & JOHNSON
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10220 SHARES OF JPMORGAN CHASE & CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1165 SHARES OF MARKETAXESS HOLDING INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12261 SHARES OF UNILEVER N.V. NY SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13100 SHARES OF UNITED HEALTH GROUP INCORPORATE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14106 SHARES OF WPP LLC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-12-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-12-22

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,633,814
Liabilities
$0
Net assets
$5,633,814
Revenue
$1,060,961
Expenses
$47,595
Net income
$1,013,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$30.1$4.93$25.1
2023Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$7.09$0.36$6.73
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.66$0.18$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.85$0.09$5.76$0.53$0.56$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.88$0.25$5.63$0.19$0.33$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.28$0.34$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.47$0.58$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.36$0.07$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$1.06$0.05$1.01
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.33$0.16$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.33$0.02$0.32
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.29$0.06$0.23
2012Summary only. Only limited summary data is available for this year.$3.91$0.00$0.70$0.36$0.34
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$0.21$0.36$0.14