Civic Intelligence

Wright Myra FBO St Johns Episcopal

990PF • Fiscal year 2018 • EIN 55-6117937

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-7170

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

60th percentile

8.5%

Higher net margin than 60% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$6,807

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$758,533

Up $4,838 (+0.6%) from 2017

Net Assets

Up

$758,533

Up $4,838 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin60th percentile

Revenue

Down

$57,908

Down $8,220 (-12%) from 2017

Expenses

Up

$53,010

Up $2,140 (+4.2%) from 2017

Net Income

Down

$4,898

Down $10,360 (-68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$758,533
Liabilities$0
Net Assets$758,533
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$57,908
Expenses$53,010
Net Income$4,898
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$6,807-$6,807
Filing and Contact Details

Filer

Filer Name
Wright Myra Fbo St Johns Episcopal
EIN
55-6117937
Phone
3043487170
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043487170
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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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 EUROPE HEDGED EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68QUESTAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD FTSE EMERG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ADVANSIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71AFFILIATED MANAGERS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERGER FUND - L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81REALTY INCOME CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82T. ROWE PRICE REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85T MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VANGUARD MARKET NEUTRAL INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WISDOMTREE EMERGY MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WISDOMTREE SMALL CAP DVD INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101DFA EMERGING MARKETS CORE EQUI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102DFA GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106NUCOR CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107T. ROWE PRICE NEW HORIZONS FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108T. ROWE PRICE MID CAP VALUE FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110D.R. HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112ISHARES S&P MID-CAP 400 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116MOHAWK INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123WISDOMTREE U.S MIDCAP DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124WISDOMTREE U.S. SMALL CAP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024146
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt033632
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0130
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt057908
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt057908
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033632
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02042
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04765
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06807
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043224
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043224
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024146
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04898
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0214899
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033632
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051614
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt056845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt057908
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05231
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09786
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62007-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102007-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112007-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55764

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$758,533
Liabilities
$0
Net assets
$758,533
Revenue
$57,908
Expenses
$53,010
Net income
$4,898
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