Civic Intelligence

Wright Myra FBO St Johns Episcopal

990PF • Fiscal year 2015 • EIN 55-6117937

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization Profile
PO Box 1558 Dept Ea4e86Columbus, OH 43216

(304) 348-7170

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

10th percentile

-60%

Higher net margin than 10% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$7,013

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

34th percentile

-2.8%

Faster asset growth than 34% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-59%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$764,925

Down $21,712 (-2.8%) from 2014

Net Assets

$764,925

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin10th percentile

Revenue

Down

$34,302

Down $48,819 (-59%) from 2014

Expenses

Down

$54,791

Down $619 (-1.1%) from 2014

Net Income

Down

-$20,489

Down $48,200 (-174%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.0M$500K$0Assets 2011: $742,107Liabilities 2011: $02011Assets 2012: $744,169Liabilities 2012: $02012Assets 2013: $758,296Liabilities 2013: $02013Assets 2014: $786,637Liabilities 2014: $02014Assets 2015: $764,925Liabilities 2015: $0Net Assets 2015: $764,9252015Assets 2016: $737,884Liabilities 2016: $0Net Assets 2016: $737,8842016Assets 2017: $753,695Liabilities 2017: $0Net Assets 2017: $753,6952017Assets 2018: $758,533Liabilities 2018: $0Net Assets 2018: $758,5332018Assets 2019: $764,325Liabilities 2019: $0Net Assets 2019: $764,3252019Assets 2020: $749,385Liabilities 2020: $0Net Assets 2020: $749,3852020Assets 2021: $835,070Liabilities 2021: $0Net Assets 2021: $835,0702021Assets 2022: $827,083Liabilities 2022: $0Net Assets 2022: $827,0832022Assets 2023: $821,516Liabilities 2023: $0Net Assets 2023: $821,5162023Assets 2024: $832,887Liabilities 2024: $0Net Assets 2024: $832,8872024

Highlighted filing

2015

Assets$764,925
Liabilities$0
Net Assets$764,925
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $47,087Expenses 2011: $50,150Net Income 2011: -$3,0632011Revenue 2012: $51,630Expenses 2012: $48,933Net Income 2012: $2,6972012Revenue 2013: $64,289Expenses 2013: $50,131Net Income 2013: $14,1582013Revenue 2014: $83,121Expenses 2014: $55,410Net Income 2014: $27,7112014Revenue 2015: $34,302Expenses 2015: $54,791Net Income 2015: -$20,4892015Revenue 2016: $24,058Expenses 2016: $51,922Net Income 2016: -$27,8642016Revenue 2017: $66,128Expenses 2017: $50,870Net Income 2017: $15,2582017Revenue 2018: $57,908Expenses 2018: $53,010Net Income 2018: $4,8982018Revenue 2019: $60,447Expenses 2019: $51,016Net Income 2019: $9,4312019Revenue 2020: $34,724Expenses 2020: $53,168Net Income 2020: -$18,4442020Revenue 2021: $149,429Expenses 2021: $56,215Net Income 2021: $93,2142021Revenue 2022: $49,688Expenses 2022: $64,676Net Income 2022: -$14,9882022Revenue 2023: $55,029Expenses 2023: $60,612Net Income 2023: -$5,5832023Revenue 2024: $72,782Expenses 2024: $61,354Net Income 2024: $11,4282024

Highlighted filing

2015

Revenue$34,302
Expenses$54,791
Net Income-$20,489
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,013-$7,013
Filing and Contact Details

Filer

Filer Name
Wright Myra Fbo St Johns Episcopal
EIN
55-6117937
Phone
3043487170
Address
PO BOX 1558 DEPT EA4E86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043487170
Signed
2016-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DOMINION RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ASTON ANCHOR CAPITAL ENHANCED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ARTISAN INTL VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55EATON VANCE ATLANTA CAP SMID C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56FEDERATED INTERNATIONAL LEADER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57FIDELITY REAL ESTATE INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GOLDMAN SACHS STRATEGIC INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JANUS TRITON FD CL T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AMERICAN FDS NEW WORLD FD F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VANGUARD REIT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANGUARD SMALL CAP INDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WISDOMTREE MIDCAP DIVIDEND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WISDOMTREE WUROPE HEDGED EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73JABIL CIRCUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74FREEPORT MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75QUESTAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JEFFERIES TR/J ALERIAN MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77FIRST EAGLE OVERSEAS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78HUNTINGTON SITUS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES MSCI EAFE VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MAINSTAY MARKERFIELD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MERGER FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83OPPENHEIMER DEVEL MKTS FD CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84POWERSHARES DB COMMODITY INDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SPDR DJ WILSHIRE GLBL REAL EST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86APDR BARCLAYS CONVERT SECURITI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VANGUARD FTSE EMERG MKTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023177
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011033
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt034302
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034302
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011033
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02104
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04909
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07013
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045460
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045460
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022436
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023177
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20489
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0372242
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011033
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028207
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034302
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02379
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09331
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92001-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162007-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt738000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1513778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt165550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt172370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt196936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt207987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2325502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2449420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt253159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt265000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2722846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt284500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2910152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt342280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt354396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt368448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt375967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt394014

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Filings

Displayed year

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

Open filing
Assets
$764,925
Liabilities
$0
Net assets
$764,925
Revenue
$34,302
Expenses
$54,791
Net income
-$20,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.73$0.61$0.11
2023Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.55$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.50$0.65$0.15
2021Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$1.49$0.56$0.93
2020Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.35$0.53$0.18
2019Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.60$0.51$0.09
2018Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.58$0.53$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.66$0.51$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.24$0.52$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.34$0.55$0.20
2014Summary only. Only limited summary data is available for this year.$7.87$0.00$0.83$0.55$0.28
2013Summary only. Only limited summary data is available for this year.$7.58$0.00$0.64$0.50$0.14
2012Summary only. Only limited summary data is available for this year.$7.44$0.00$0.52$0.49$0.03
2011Summary only. Only limited summary data is available for this year.$7.42$0.00$0.47$0.50$0.03