Civic Intelligence

August J & Thelma S Hoffmann Foundation

990PF • Fiscal year 2015 • EIN 55-0769742

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 18, 2016

Organization Profile
83 Edgington LaneWheeling, WV 26003-1541

(304) 242-2300

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

3rd percentile

-182%

Higher net margin than 3% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$5,549,528

Down $261,979 (-4.5%) from 2014

Net Assets

Down

$5,549,528

Down $261,979 (-4.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin3rd percentile

Revenue

Down

$143,761

Down $244,594 (-63%) from 2014

Expenses

Up

$405,740

Up $34,036 (+9.2%) from 2014

Net Income

Down

-$261,979

Down $278,630 (-1673%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,390,343Liabilities 2010: $0Net Assets 2010: $6,390,3432010Assets 2011: $6,127,591Liabilities 2011: $0Net Assets 2011: $6,127,5912011Assets 2012: $5,882,670Liabilities 2012: $0Net Assets 2012: $5,882,6702012Assets 2013: $5,794,856Liabilities 2013: $0Net Assets 2013: $5,794,8562013Assets 2014: $5,811,507Liabilities 2014: $0Net Assets 2014: $5,811,5072014Assets 2015: $5,549,528Liabilities 2015: $0Net Assets 2015: $5,549,5282015Assets 2016: $5,398,050Liabilities 2016: $0Net Assets 2016: $5,398,0502016Assets 2017: $5,080,012Liabilities 2017: $0Net Assets 2017: $5,080,0122017Assets 2018: $5,386,555Liabilities 2018: $0Net Assets 2018: $5,386,5552018Assets 2019: $5,359,640Liabilities 2019: $0Net Assets 2019: $5,359,6402019Assets 2020: $5,285,155Liabilities 2020: $0Net Assets 2020: $5,285,1552020Assets 2021: $5,295,805Liabilities 2021: $0Net Assets 2021: $5,295,8052021Assets 2022: $5,076,804Liabilities 2022: $0Net Assets 2022: $5,076,8042022Assets 2023: $4,808,655Liabilities 2023: $0Net Assets 2023: $4,808,6552023Assets 2024: $5,381,984Liabilities 2024: $0Net Assets 2024: $5,381,9842024

Highlighted filing

2015

Assets$5,549,528
Liabilities$0
Net Assets$5,549,528
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $296,6332010Expenses 2011: $330,8992011Expenses 2012: $347,6332012Revenue 2013: $254,655Expenses 2013: $342,469Net Income 2013: -$87,8142013Revenue 2014: $388,355Expenses 2014: $371,704Net Income 2014: $16,6512014Revenue 2015: $143,761Expenses 2015: $405,740Net Income 2015: -$261,9792015Revenue 2016: $258,502Expenses 2016: $409,980Net Income 2016: -$151,4782016Revenue 2017: $72,673Expenses 2017: $390,711Net Income 2017: -$318,0382017Revenue 2018: $730,143Expenses 2018: $423,600Net Income 2018: $306,5432018Revenue 2019: $427,121Expenses 2019: $454,036Net Income 2019: -$26,9152019Revenue 2020: $381,441Expenses 2020: $455,926Net Income 2020: -$74,4852020Revenue 2021: $438,114Expenses 2021: $427,464Net Income 2021: $10,6502021Revenue 2022: $293,495Expenses 2022: $512,496Net Income 2022: -$219,0012022Revenue 2023: $222,458Expenses 2023: $490,594Net Income 2023: -$268,1362023Revenue 2024: $1,053,183Expenses 2024: $479,854Net Income 2024: $573,3292024

Highlighted filing

2015

Revenue$143,761
Expenses$405,740
Net Income-$261,979
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 18, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J YAEGER JRTrustee-$27,826-$27,826
ROBERT J KRALLTrustee-$27,825-$27,825
HOLLY S PLANINSICTrustee-$27,825-$27,825
ROBERT P FITZSIMMONSTrustee-$0--
R CLARK MORTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
August J & Thelma S
EIN
55-0769742
Phone
3042422300
Address
83 EDGINGTON LANE, WHEELING, WV 26003-1541

Signing Officer

Name
Robert J Krall
Title
V-p & Treasurer/trustee
Phone
3042422300
Signed
2016-06-18
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt950000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1450000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1650000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0100K ALLY BANK .7%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150K ALLY BANK .9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2100K ALLY BANK 1.1%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt350K BANK OF INDIA .3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4100K BANK OF INDIA .45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt550K COMENITY CAP BANK 1.1%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6100K DISCOVER BANK .5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7100K DISCOVER BANK 1.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt850K FIRST BUSINESS BANK 2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt950K FIRST MERCHANTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10100K GE CAPITAL BANK 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1150K GE CAPITAL BANK .85%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1250K GE CAPTITAL BANK 3.05%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1350K GOLDMAN SACHS BANK .4%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1450K GOLDMAN SACHS BANK 1.0%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15100K GOLDMAN SACHS BANK 2.0%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1650K SAFRA NATIONAL BANK .45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17100K SALLIE MAE BANK 1.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18100K SALLIE MAE BANK 1.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1950K SALLIE MAE BANK .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2050K STATE BANK OF INDIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21100K SYNCHRONY BANK 2.0%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22100K SYNCHRONY BANK 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2350K SYNCHRONY BANK 2.55%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt150127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt299916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6100028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7100861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt850145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt950565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10103810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1150114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1251095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1450121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15100684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1650021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17100676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18100629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2050166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21100755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22103810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2350526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0142924
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0504
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0333
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0143761
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0143761
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt054259
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt029217
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt083476
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0142924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0142924
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-261979
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0350514
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0114289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02051
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0205
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0366260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0405740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0143761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0143761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt056260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029472
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt095740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt78
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt78
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P

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Filings

Displayed year

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

Open filing
Assets
$5,549,528
Liabilities
$0
Net assets
$5,549,528
Revenue
$143,761
Expenses
$405,740
Net income
-$261,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$1.05$0.48$0.57
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.22$0.49$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.29$0.51$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.44$0.43$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.38$0.46$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.43$0.45$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.73$0.42$0.31
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.07$0.39$0.32
2016Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.26$0.41$0.15
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.14$0.41$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.39$0.37$0.02
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.25$0.34$0.09
2012Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.35
2011Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.33
2010Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.30