Civic Intelligence

C G Fuller Foundation

990PF • Fiscal year 2018 • EIN 57-6050492

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
PO Box 40200 Fl9-300-01-16Jacksonville, FL 32203-0200

(877) 446-1410

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$44,023

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,120,424

Up $37,889 (+1.2%) from 2015

Net Assets

$3,120,424

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Up

$325,139

Up $131,890 (+68%) from 2015

Expenses

Down

$223,156

Down $4,305 (-1.9%) from 2015

Net Income

Up

$101,983

Up $136,195 (+398%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,812,970Liabilities 2011: $02011Assets 2012: $2,762,239Liabilities 2012: $02012Assets 2013: $2,712,931Liabilities 2013: $02013Assets 2014: $3,110,581Liabilities 2014: $02014Assets 2015: $3,082,535Liabilities 2015: $02015Assets 2018: $3,120,424Liabilities 2018: $0Net Assets 2018: $3,120,4242018Assets 2019: $3,169,500Liabilities 2019: $0Net Assets 2019: $3,169,5002019Assets 2020: $3,212,377Liabilities 2020: $0Net Assets 2020: $3,212,3772020Assets 2021: $3,316,183Liabilities 2021: $0Net Assets 2021: $3,316,1832021Assets 2022: $3,370,075Liabilities 2022: $0Net Assets 2022: $3,370,0752022Assets 2023: $3,297,463Liabilities 2023: $0Net Assets 2023: $3,297,4632023Assets 2024: $3,281,800Liabilities 2024: $0Net Assets 2024: $3,281,8002024

Highlighted filing

2018

Assets$3,120,424
Liabilities$0
Net Assets$3,120,424
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $135,954Expenses 2011: $205,290Net Income 2011: -$69,3362011Revenue 2012: $130,960Expenses 2012: $180,718Net Income 2012: -$49,7582012Revenue 2013: $126,326Expenses 2013: $171,084Net Income 2013: -$44,7582013Revenue 2014: $614,937Expenses 2014: $215,127Net Income 2014: $399,8102014Revenue 2015: $193,249Expenses 2015: $227,461Net Income 2015: -$34,2122015Revenue 2018: $325,139Expenses 2018: $223,156Net Income 2018: $101,9832018Revenue 2019: $255,493Expenses 2019: $212,655Net Income 2019: $42,8382019Revenue 2020: $240,162Expenses 2020: $197,188Net Income 2020: $42,9742020Revenue 2021: $307,810Expenses 2021: $203,942Net Income 2021: $103,8682021Revenue 2022: $203,079Expenses 2022: $149,094Net Income 2022: $53,9852022Revenue 2023: $113,203Expenses 2023: $185,517Net Income 2023: -$72,3142023Revenue 2024: $233,404Expenses 2024: $249,055Net Income 2024: -$15,6512024

Highlighted filing

2018

Revenue$325,139
Expenses$223,156
Net Income$101,983
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$44,023-$44,023
CLINTON C LEMONTrustee-$6,000-$6,000
VICTOR B JOHN IIITrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
C G Fuller Foundation
EIN
57-6050492
Phone
8774461410
Address
PO BOX 40200 FL9-300-01-16, JACKSONVILLE, FL 32203-0200

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8774461410
Signed
2019-05-02
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52437076102 HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53580135101 MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5687612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57171340102 CHURCH & DWIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58191216100 COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5922160K105 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60370334104 GENERAL MLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61609207105 MONDELEZ INTL INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63002824100 ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64075887109 BECTON DICKINSON & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66125523100 CIGNA CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67235851102 DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68478160104 JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69532457108 LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7066987V109 NOVARTIS A G SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71771195104 ROCHE HLDG LTD SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7287918A105 TELADOC HEALTH INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7409247X101 BLACKROCK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75172967424 CITIGROUP INC NEW CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7638141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77446150104 HUNTINGTON BANCSHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7846625H100 J P MORGAN CHASE & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79617446448 MORGAN STANLEY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80867914103 SUNTRUST BKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100724F101 ADOBE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82032654105 ANALOG DEVICES INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8311135F101 BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8417275R102 CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8667066G104 NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8770450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8879466L302 SALESFORCE COM INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8992826C839 VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9000206R102 AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9100507V109 ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9202079K107 ALPHABET INC CL C CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9302079K305 ALPHABET INC CL A CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94254687106 DISNEY WALT CO COM D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9530303M102 FACEBOOK INC CL A CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97030420103 AMERICAN WTR WKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98816851109 SEMPRA ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9909260B382 BLACKROCK STRATEGIC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt056047
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0269092
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0325139
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0325139
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0269092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022409
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt033614
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt056023
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0161250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0161250
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056047
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0101983
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02193627
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0269092
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0282682
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-7181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0184159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0223156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0317910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0325139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035228
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061906
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232011-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272002-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452000-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482009-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492009-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502009-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512012-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt099712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt330000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt435000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt635000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt717500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8177000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt919995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1049988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1213000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1342298

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Filings

Displayed year

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

Open filing
Assets
$3,120,424
Liabilities
$0
Net assets
$3,120,424
Revenue
$325,139
Expenses
$223,156
Net income
$101,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.23$0.25$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.11$0.19$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.20$0.15$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.31$0.20$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.24$0.20$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.26$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.33$0.22$0.10
2015Summary only. Only limited summary data is available for this year.$3.08$0.00$0.19$0.23$0.03
2014Summary only. Only limited summary data is available for this year.$3.11$0.00$0.61$0.22$0.40
2013Summary only. Only limited summary data is available for this year.$2.71$0.00$0.13$0.17$0.04
2012Summary only. Only limited summary data is available for this year.$2.76$0.00$0.13$0.18$0.05
2011Summary only. Only limited summary data is available for this year.$2.81$0.00$0.14$0.21$0.07