Civic Intelligence

Aiken Foundation Inc

990PF • Fiscal year 2015 • EIN 57-6019769

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 11, 2016

Organization Profile
PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907

(843) 413-4275

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

17th percentile

-26%

Higher net margin than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$300

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

40th percentile

-1.5%

Faster asset growth than 40% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,624,242

Down $24,129 (-1.5%) from 2014

Net Assets

Down

$1,624,242

Down $24,129 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin17th percentile

Revenue

Down

$89,846

Down $83,556 (-48%) from 2014

Expenses

Down

$113,179

Down $1,100 (-1.0%) from 2014

Net Income

Down

-$23,333

Down $82,456 (-139%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,500,943Liabilities 2011: $02011Assets 2012: $1,526,890Liabilities 2012: $02012Assets 2013: $1,589,435Liabilities 2013: $0Net Assets 2013: $1,589,4352013Assets 2014: $1,648,371Liabilities 2014: $0Net Assets 2014: $1,648,3712014Assets 2015: $1,624,242Liabilities 2015: $0Net Assets 2015: $1,624,2422015Assets 2016: $1,577,173Liabilities 2016: $0Net Assets 2016: $1,577,1732016Assets 2017: $1,558,645Liabilities 2017: $0Net Assets 2017: $1,558,6452017Assets 2018: $1,519,283Liabilities 2018: $0Net Assets 2018: $1,519,2832018Assets 2019: $1,552,067Liabilities 2019: $0Net Assets 2019: $1,552,0672019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$1,624,242
Liabilities$0
Net Assets$1,624,242
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $106,980Expenses 2011: $106,359Net Income 2011: $6212011Revenue 2012: $129,367Expenses 2012: $102,842Net Income 2012: $26,5252012Revenue 2013: $171,469Expenses 2013: $107,540Net Income 2013: $63,9292013Revenue 2014: $173,402Expenses 2014: $114,279Net Income 2014: $59,1232014Revenue 2015: $89,846Expenses 2015: $113,179Net Income 2015: -$23,3332015Revenue 2016: $69,185Expenses 2016: $116,354Net Income 2016: -$47,1692016Revenue 2017: $99,549Expenses 2017: $117,364Net Income 2017: -$17,8152017Revenue 2018: $86,405Expenses 2018: $127,070Net Income 2018: -$40,6652018Revenue 2019: $157,296Expenses 2019: $124,428Net Income 2019: $32,8682019Revenue 2020: $358,329Expenses 2020: $1,909,998Net Income 2020: -$1,551,6692020

Highlighted filing

2015

Revenue$89,846
Expenses$113,179
Net Income-$23,333
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 11, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J BOONE AIKEN IIIDirector-$300-$300
SANDY AIKEN JRDirector-$300-$300
THOMAS B AIKENDirector-$300-$300
CORNELIA A OWENSDirector-$300-$300
PEG MCLEODDirector-$300-$300
LAURIE A TILLERDirector-$300-$300
ELIZABETH A RABUNDirector-$300-$300
Filing and Contact Details

Filer

Filer Name
Aiken Foundation Inc
EIN
57-6019769
Phone
8434134275
Address
PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name
J Boone Aiken Jr
Title
Director
Phone
8434134275
Signed
2016-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Branch Banking & Trust Company
Address
P O BOX 2907 - MC 100-01-02-20, WILSON, NC 27894-2907
Preparer
Carolyn Bracey
Phone
2522464394
Raw XML AppendixShowing 400 of 730 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt242194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-1838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt281488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt301566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31-426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32-501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34-996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35-34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1011948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt185007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt191271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2121259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2264400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2620980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt271307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt282352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31103577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3212254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3417610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt362563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0300. AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110. ALTRIA GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23357.083 AVENUE CREDIT STRATEGIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc336. CALIFORNIA RESOURCES CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44. CALIFORNIA RESOURCES CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525. CHEVRONTEXACO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625. CHEVRONTEXACO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7139.608 COHEN & STEERS REALTY SHARES INSTITUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc830. DUKE ENERGY CORPORATION COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950. HCP INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10290. KINDER MORGAN INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1190. PROCTER AND GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1230. REYNOLDS AMERICAN INC AMERICAN INC COMMO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1320. REYNOLDS AMERICAN INC AMERICAN INC COMMO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1450. WILLIAMS COS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15150. ENSCO PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16140. ENSCO PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175. AMGEN INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1860. ANADARKO PETROLEUM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1930. BCE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2040. COCA COLA COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21749.892 GOLDMAN SACHS GROWTH OPPORTUNITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc222449.59 GUGGENHEIM FLOAT RATE STRA-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc235. INTERNATIONAL BUSINESS MACHINES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24160. MARATHON OIL CORPORATION COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2550. MCDONALDS CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc262085.453 STERLING CAPITAL L/S EQUITY-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2740. VODAFONE GROUP PLC -SP ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2830. MEDTRONIC PLC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29.003 GOOGLE INC CLASS C COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30100000. US TREASURY BOND DTD 5/15/05 4.125% 05/1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc313924.869 GUGGENHEIM FLOAT RATE STRA-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32230. METLIFE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3310. METLIFE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34483.138 OPPENHEIMER DEVELOPING MARKETS FUND CL Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3520. PHILIP MORRIS INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3630. PHILIP MORRIS INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc37.76 AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc386. CHEMOURS CO/THE COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc39CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292015-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302015-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt322015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt332015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt342015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt352015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt362015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt372015-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt382015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032115
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23333
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0797
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01625039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01648371
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01624242
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098055
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098055
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098055
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt098734
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0679
IRS990PF/DistributableAmountGrp/TotalTaxAmt0679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02389
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01709
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03068
IRS990PF/FMVAssetsEOYAmt01865625
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01648371
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01624242
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016826
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0623
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0408783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0602151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0588230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0879568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0890912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01147349
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0180181
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0114324
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0113191
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt064579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01648371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01624242
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01865625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01648371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01624242
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01648371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01624242
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt098434
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02004757
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt071445
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01933312
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030071
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt098734
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01974686
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02004757
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6300

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Filings

Displayed year

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

Open filing
Assets
$1,624,242
Liabilities
$0
Net assets
$1,624,242
Revenue
$89,846
Expenses
$113,179
Net income
-$23,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$1.91$1.55
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.16$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09$0.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.17$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.17$0.11$0.06
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.13$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$0.11$0.11$0.00