Civic Intelligence

Evelyn E and Richard J Gunst Foundation

990PF • Fiscal year 2017 • EIN 54-1988873

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
6641 W Broad St No 600Richmond, VA 23230

(804) 353-4500

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

57th percentile

6.5%

Higher net margin than 57% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$1,700

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

43rd percentile

0.5%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-3.0%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$879,752

Up $4,284 (+0.5%) from 2016

Net Assets

Up

$879,752

Up $4,284 (+0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin57th percentile

Revenue

Down

$65,981

Down $2,044 (-3.0%) from 2016

Expenses

Up

$61,697

Up $2,477 (+4.2%) from 2016

Net Income

Down

$4,284

Down $4,521 (-51%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0Assets 2011: $825,754Liabilities 2011: $02011Assets 2012: $817,333Liabilities 2012: $02012Assets 2013: $831,713Liabilities 2013: $02013Assets 2014: $870,764Liabilities 2014: $02014Assets 2015: $866,663Liabilities 2015: $0Net Assets 2015: $866,6632015Assets 2016: $875,468Liabilities 2016: $0Net Assets 2016: $875,4682016Assets 2017: $879,752Liabilities 2017: $0Net Assets 2017: $879,7522017Assets 2018: $905,742Liabilities 2018: $0Net Assets 2018: $905,7422018Assets 2019: $878,619Liabilities 2019: $0Net Assets 2019: $878,6192019Assets 2020: $830,035Liabilities 2020: $0Net Assets 2020: $830,0352020Assets 2021: $871,331Liabilities 2021: $0Net Assets 2021: $871,3312021Assets 2022: $900,222Liabilities 2022: $0Net Assets 2022: $900,2222022Assets 2023: $880,007Liabilities 2023: $0Net Assets 2023: $880,0072023Assets 2024: $912,540Liabilities 2024: $0Net Assets 2024: $912,5402024

Highlighted filing

2017

Assets$879,752
Liabilities$0
Net Assets$879,752
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $55,639Expenses 2011: $52,509Net Income 2011: $3,1302011Revenue 2012: $40,683Expenses 2012: $52,000Net Income 2012: -$11,3172012Revenue 2013: $70,321Expenses 2013: $55,941Net Income 2013: $14,3802013Revenue 2014: $96,198Expenses 2014: $57,147Net Income 2014: $39,0512014Revenue 2015: $59,411Expenses 2015: $63,773Net Income 2015: -$4,3622015Revenue 2016: $68,025Expenses 2016: $59,220Net Income 2016: $8,8052016Revenue 2017: $65,981Expenses 2017: $61,697Net Income 2017: $4,2842017Revenue 2018: $91,148Expenses 2018: $65,158Net Income 2018: $25,9902018Revenue 2019: $36,772Expenses 2019: $63,895Net Income 2019: -$27,1232019Revenue 2020: $12,936Expenses 2020: $61,520Net Income 2020: -$48,5842020Revenue 2021: $106,194Expenses 2021: $64,898Net Income 2021: $41,2962021Revenue 2022: $90,025Expenses 2022: $61,134Net Income 2022: $28,8912022Revenue 2023: $54,264Expenses 2023: $74,479Net Income 2023: -$20,2152023Revenue 2024: $93,874Expenses 2024: $61,341Net Income 2024: $32,5332024

Highlighted filing

2017

Revenue$65,981
Expenses$61,697
Net Income$4,284
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY W JENKINSSecretary/Treasurer/Direct-$1,700-$1,700
LAURIE GUNSTPresident/Director-$850-$850
MARY GUNSTVice President/Director-$850-$850
Filing and Contact Details

Filer

Filer Name
Evelyn E & Richard J Gunst Foundation
EIN
54-1988873
Phone
8043534500
Address
6641 W BROAD ST NO 600, RICHMOND, VA 23230

Signing Officer

Name
Jerry W Jenkins
Title
Sec/treas
Phone
8043534500
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Armstrong Bristow Farley Et Al
Address
1807 LIBBIE AVE STE 200, RICHMOND, VA 23226
Preparer
John D Bristow
Phone
8042826170
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AVNET INC, 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BANK OF AMERICA CORP, 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BANK OF AMERICA CORP, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BERKSHIRE HATHAWAY CL B, 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BERKSHIRE HATHAWAY CL B, 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BERKSHIRE HATHAWAY CL B, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BERKSHIRE HATHAWAY CL B, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CARDINAL HEALTH INC, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CARDINAL HEALTH INC, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31C I T GROUP INC, 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CIGNA CORP, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CISCO SYSTEMS INC, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CISCO SYSTEMS INC, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CISCO SYSTEMS INC, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CISCO SYSTEMS INC, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CITIGROUP, 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CITIGROUP INC, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39COCA COLA CO, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COCA COLA CO, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COMCAST CORP CL A, 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CVS HEALTH CORP, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DELL TECHNOLOGIES INC, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DELL TECHNOLOGIES INC, 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DISH NETWORK CORP, 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EBAY INC, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EBAY INC, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EXPRESS SCRIPTS HOLDING, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EXPRESS SCRIPTS HOLDING, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50EXPRESS SCRIPTS HOLDING, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIRSTENERGY CORP, 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FIRSTENERGY CORP, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FIRSTENERGY CORP, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FIRSTENERGY CORP, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GILEAD SCIENCES INC, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GILEAD SCIENCES INC, 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GILEAD SCIENCES INC, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GILEAD SCIENCES INC, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JETBLUE AIRWAYS CORP, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KAR AUCTION SERVICES, 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KELLOGG CO, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LAB CO OF AMERICA, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LAB CO OF AMERICA, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LIBERTY EXPEDIA HOLDINGS CL A, 24 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LIBERTY EXPEDIA HOLDINGS CL A, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LIBERTY EXPEDIA HOLDINGS CL A, 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LIBERTY INTERACTIVE QVC GROUP SER A, 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LIBERTY INTERACTIVE QVC GROUP SER A, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LIBERTY INTERACTIVE QVC GROUP SER A, 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LIBERTY MEDIA CORP SER C LIBERTY SIRIUS XM, 130 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71LIBERTY MEDIA CORP SER C LIBERTY SIRIUS XM, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LOEWS CORP, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73LOEWS CORP, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MCKESSON CORP, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NATIONAL GRID PLC, 91.6666 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NATIONAL GRID PLC, 20.3333 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NETAPP INC, 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NEWS CORP CL A, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NEWS CORP CL A, 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NEWS CORP CL A, 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ORACLE CORP, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ORACLE CORP, 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PFIZER INC, 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PFIZER INC, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PPL CORP, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PPL CORP, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PPL CORP, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PROGRESSIVE CO, 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PROGRESSIVE CO, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90QUALCOMM INC, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91QUALCOMM INC, 195 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92RANGE RESOURCES CORP, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93RANGE RESOURCES CORP, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94RANGE RESOURCES CORP, 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95RANGE RESOURCES CORP, 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TARGET CORP, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TARGET CORP, 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TARGET CORP, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99UNITED CONTL HOLDINGS, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100UNITED CONTL HOLDINGS, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101UNITED CONTL HOLDINGS, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VERIZON COMMUNICATIONS, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VERIZON COMMUNICATIONS, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VERIZON COMMUNICATIONS, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VERIZON COMMUNICATIONS, 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VERIZON COMMUNICATIONS, 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WESTERN DIGITAL CORP, 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WILLIS TOWERS WATSON, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WILLIS TOWERS WATSON, 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11021ST CENTERY FOX CL A, 175 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0335004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NATIONWIDE CORE PLUS BD I MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TRANSAMERICA MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0340417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024200
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt041781
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt065981
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt065981
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt041781
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt049500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt049500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024200
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0276068
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041781
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08515
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt049500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt065981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02849
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0234287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0276068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041781
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04284
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0879752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0875468
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0879752
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048907
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048907
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048907
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049538
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0631
IRS990PF/DistributableAmountGrp/TotalTaxAmt0631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt031

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$879,752
Liabilities
$0
Net assets
$879,752
Revenue
$65,981
Expenses
$61,697
Net income
$4,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.94$0.61$0.33
2023Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.54$0.74$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.90$0.61$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$1.06$0.65$0.41
2020Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.13$0.62$0.49
2019Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.37$0.64$0.27
2018Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$0.91$0.65$0.26
2017Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.66$0.62$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.68$0.59$0.09
2015Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.59$0.64$0.04
2014Summary only. Only limited summary data is available for this year.$8.71$0.00$0.96$0.57$0.39
2013Summary only. Only limited summary data is available for this year.$8.32$0.00$0.70$0.56$0.14
2012Summary only. Only limited summary data is available for this year.$8.17$0.00$0.41$0.52$0.11
2011Summary only. Only limited summary data is available for this year.$8.26$0.00$0.56$0.53$0.03