Civic Intelligence

Schechter Foundation Inc.

990PF • Fiscal year 2017 • EIN 56-1318527

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
440 Bayberry DriveChapel Hill, NC 27517

(252) 727-5600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-313%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,101,857

Down $12,954 (-1.2%) from 2016

Net Assets

Down

$1,101,857

Down $12,954 (-1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$41,801

Down $37,198 (-47%) from 2016

Expenses

Up

$172,693

Up $22,532 (+15%) from 2016

Net Income

Down

-$130,892

Down $59,730 (-84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,404,530Liabilities 2010: $0Net Assets 2010: $1,404,5302010Assets 2011: $1,385,106Liabilities 2011: $0Net Assets 2011: $1,385,1062011Assets 2012: $1,326,324Liabilities 2012: $0Net Assets 2012: $1,326,3242012Assets 2013: $1,299,888Liabilities 2013: $0Net Assets 2013: $1,299,8882013Assets 2014: $1,255,069Liabilities 2014: $0Net Assets 2014: $1,255,0692014Assets 2015: $1,178,643Liabilities 2015: $0Net Assets 2015: $1,178,6432015Assets 2016: $1,114,811Liabilities 2016: $0Net Assets 2016: $1,114,8112016Assets 2017: $1,101,857Liabilities 2017: $0Net Assets 2017: $1,101,8572017Assets 2018: $901,894Liabilities 2018: $0Net Assets 2018: $901,8942018Assets 2019: $969,305Liabilities 2019: $0Net Assets 2019: $969,3052019Assets 2020: $920,054Liabilities 2020: $0Net Assets 2020: $920,0542020Assets 2021: $873,628Liabilities 2021: $0Net Assets 2021: $873,6282021Assets 2022: $757,574Liabilities 2022: $0Net Assets 2022: $757,5742022Assets 2023: $684,776Liabilities 2023: $0Net Assets 2023: $684,7762023Assets 2024: $691,310Liabilities 2024: $0Net Assets 2024: $691,3102024

Highlighted filing

2017

Assets$1,101,857
Liabilities$0
Net Assets$1,101,857
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $32,6222010Expenses 2011: $82,6052011Expenses 2012: $119,7342012Revenue 2013: $63,443Expenses 2013: $89,876Net Income 2013: -$26,4332013Revenue 2014: $56,807Expenses 2014: $101,626Net Income 2014: -$44,8192014Revenue 2015: $46,427Expenses 2015: $122,907Net Income 2015: -$76,4802015Revenue 2016: $78,999Expenses 2016: $150,161Net Income 2016: -$71,1622016Revenue 2017: $41,801Expenses 2017: $172,693Net Income 2017: -$130,8922017Revenue 2018: $41,891Expenses 2018: $145,176Net Income 2018: -$103,2852018Revenue 2019: $131,287Expenses 2019: $132,759Net Income 2019: -$1,4722019Revenue 2020: $95,210Expenses 2020: $147,462Net Income 2020: -$52,2522020Revenue 2021: $84,076Expenses 2021: $118,367Net Income 2021: -$34,2912021Revenue 2022: $39,293Expenses 2022: $156,061Net Income 2022: -$116,7682022Revenue 2023: $33,287Expenses 2023: $101,232Net Income 2023: -$67,9452023Revenue 2024: $27,149Expenses 2024: $4,632Net Income 2024: $22,5172024

Highlighted filing

2017

Revenue$41,801
Expenses$172,693
Net Income-$130,892
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pearl F SchechterVice President-$0--
Arnold MC SchechterPresident-$0--
Arielle C SchechterSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Schechter Foundation Inc
EIN
56-1318527
Address
440 Bayberry Drive, Chapel Hill, NC 27517

Signing Officer

Name
Arnold M Schechter
Title
President
Phone
9199331400
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Chused Patterson & Company CPAs
Address
305 Commerce Ave Suite 102, Morehead City, NC 28557
Preparer
Andy Chused
Phone
2527275600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Triangle Capital Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MetLife
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Medley Capital Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Fidus Investment Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Union Bank
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Superior Uniform Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Wells Fargo Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BBT Corp Dep Sh Ser H 5 62
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Bluerock Residential Gwth REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Capital One Finl Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Digital Realty Tr In Ser I cum
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Gladstone Capital Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Global Medical REIT Ser A cum
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Horizon Technology Finance Cor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Monmouth RE Invest Corp Ser C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MVC Cap Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Oxford Lane Capital Corp 6 75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Qwest Corp nt 6 75 due 061557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Saratoga Investment Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Selective Insurance Grp 5 875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Citigroup Inc pfd Ser S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66American Financial Grp 6 375 p
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67National Retail 6 625 pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PNC Financial 6 125 pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Protective Life 6 25 call 5151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Vornado Realty 5 7 pfd ser K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71THL Credit Inc 675 123022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72JP Morgan Chase non cum 615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Southern Company Ser 2015A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Triplepointe Venture Gwth BDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Wells Fargo noncum Ser W Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Wells Fargo Dep Sh Perptl A Se
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Hercules Capital Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Kilroy Realty Corp pfd Ser H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Public Storage 5 75 Ser R 0313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Franklin Gold Precious Metals Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Franklin Rising Dividend
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Hartford Capital Appreciation Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Hartford Balanced Income Fd Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Janus Balanced Fund Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt323491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422892
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt048360
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt048360
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048360
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt046096
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0170039
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0170039
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt048374
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt048374
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt048374
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-130892
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0207106
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6573
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045720
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0376
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02404
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02404
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02404
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt048750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0172693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048374
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt041801
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt261991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt291998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt301991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt311991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt331998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt361991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt421991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt97500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1012513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1112513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1212513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt189830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt197595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2210886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2312500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25840

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Filings

Displayed year

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

Open filing
Assets
$1,101,857
Liabilities
$0
Net assets
$1,101,857
Revenue
$41,801
Expenses
$172,693
Net income
-$130,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.13$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.15$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06$0.10$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03