Civic Intelligence

Francis and Gertrude Levett Foundation

990PF • Fiscal year 2017 • EIN 59-3614021

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 10, 2018

Organization Profile
PO Box 16508Saint Petersburg, FL 33733

(727) 824-8710

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$71,553

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

100th percentile

1616%

Faster asset growth than 100% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

11609%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$29,991,587

Up $28,244,137 (+1616%) from 2016

Net Assets

Up

$29,991,587

Up $28,244,137 (+1616%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin99th percentile

Revenue

Up

$28,850,184

Up $28,603,785 (+11609%) from 2016

Expenses

Up

$606,047

Up $580,916 (+2312%) from 2016

Net Income

Up

$28,244,137

Up $28,022,869 (+12665%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$30M$20M$10M$0Assets 2011: $1,105,909Liabilities 2011: $02011Assets 2012: $1,190,693Liabilities 2012: $02012Assets 2013: $1,300,530Liabilities 2013: $1Net Assets 2013: $1,300,5302013Assets 2014: $1,436,489Liabilities 2014: $1Net Assets 2014: $1,436,4892014Assets 2015: $1,526,182Liabilities 2015: $1Net Assets 2015: $1,526,1822015Assets 2016: $1,747,450Liabilities 2016: $0Net Assets 2016: $1,747,4502016Assets 2017: $29,991,587Liabilities 2017: $0Net Assets 2017: $29,991,5872017Assets 2018: $29,571,004Liabilities 2018: $0Net Assets 2018: $29,571,0042018Assets 2019: $29,545,595Liabilities 2019: $1Net Assets 2019: $29,545,5952019Assets 2020: $28,203,450Liabilities 2020: $1Net Assets 2020: $28,203,4502020Assets 2021: $29,210,559Liabilities 2021: $1Net Assets 2021: $29,210,5592021Assets 2022: $28,531,000Liabilities 2022: $1Net Assets 2022: $28,531,0002022Assets 2023: $27,364,260Liabilities 2023: $1Net Assets 2023: $27,364,2602023Assets 2024: $28,305,014Liabilities 2024: $0Net Assets 2024: $28,305,0142024

Highlighted filing

2017

Assets$29,991,587
Liabilities$0
Net Assets$29,991,587
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $173,285Expenses 2011: $78,469Net Income 2011: $94,8162011Revenue 2012: $179,171Expenses 2012: $94,387Net Income 2012: $84,7842012Revenue 2013: $218,165Expenses 2013: $108,328Net Income 2013: $109,8372013Revenue 2014: $248,312Expenses 2014: $112,353Net Income 2014: $135,9592014Revenue 2015: $201,103Expenses 2015: $111,410Net Income 2015: $89,6932015Revenue 2016: $246,399Expenses 2016: $25,131Net Income 2016: $221,2682016Revenue 2017: $28,850,184Expenses 2017: $606,047Net Income 2017: $28,244,1372017Revenue 2018: $1,484,562Expenses 2018: $1,905,145Net Income 2018: -$420,5832018Revenue 2019: $1,797,222Expenses 2019: $1,822,631Net Income 2019: -$25,4092019Revenue 2020: $646,369Expenses 2020: $1,988,514Net Income 2020: -$1,342,1452020Revenue 2021: $2,338,453Expenses 2021: $1,286,865Net Income 2021: $1,051,5882021Revenue 2022: $975,522Expenses 2022: $1,655,081Net Income 2022: -$679,5592022Revenue 2023: $774,822Expenses 2023: $1,941,562Net Income 2023: -$1,166,7402023Revenue 2024: $2,723,527Expenses 2024: $1,782,773Net Income 2024: $940,7542024

Highlighted filing

2017

Revenue$28,850,184
Expenses$606,047
Net Income$28,244,137
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jan 10, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SABAL TRUST COMPANYCo TrusteePT$71,553-$71,553
J BAIRD LEFTERCo Trustee-$25,000-$25,000
PATRICIA ROTHCo Trustee-$18,750$3,489$22,239
Filing and Contact Details

Filer

Filer Name
Francis and Gertrude Levett Foundation
EIN
59-3614021
Phone
7278248710
Address
PO BOX 16508, SAINT PETERSBURG, FL 33733

Signing Officer

Name
Sabal Trust Company
Title
Trust Officer
Phone
7278248710
Signed
2018-01-10
Discuss with paid preparer
Yes

Preparer

Firm
JOHN RALPH & ASSOCIATES PA CPA'S
Address
6850 CENTRAL AVENUE SUITE B, ST PETERSBURG, FL 33707
Preparer
John F Ralph Jr CPA
Phone
7273816950
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WELLTOWER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CHUBB LIMITED COM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050705
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt050830
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt110337
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt20
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt316373
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01665000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt11924663
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2535000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt33048627
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01665000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11935000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2535000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt33065000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt01665000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt11935000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2535000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt33065000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt081617
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0235543
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt078355
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt086162
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0481677
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0481677
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt024435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024435
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0235543
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0115303
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0115303
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0417505
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0417505
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt028340284
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt026710
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt026710
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt081617
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt081617
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt028244137
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0114385
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0114385
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01910213
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt078355
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt078355
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0235543
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0321358
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt086162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03482
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03482
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06748
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06748
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0417505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0188542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0606047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0509900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028850184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0188542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0188542
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03489
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt077472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2149623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt355948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt665917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7367955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1032135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1234377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1424705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1512101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt176496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19152918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20198747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2121187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2212029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23142220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24182150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2530625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2614676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt044824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt319733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt662724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-54980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1911456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt207055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-2826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-2142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2342461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2423050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt044824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt319733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt662724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-54980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1911456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt207055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-2826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-2142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2342461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2423050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251867

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Filings

Displayed year

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

Open filing
Assets
$29,991,587
Liabilities
$0
Net assets
$29,991,587
Revenue
$28,850,184
Expenses
$606,047
Net income
$28,244,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$2.72$1.78$0.94
2023Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$0.77$1.94$1.17
2022Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$0.98$1.66$0.68
2021Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.34$1.29$1.05
2020Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$0.65$1.99$1.34
2019Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$1.80$1.82$0.03
2018Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$1.48$1.91$0.42
2017Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$28.9$0.61$28.2
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.25$0.03$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.20$0.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.25$0.11$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.22$0.11$0.11
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.18$0.09$0.08
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.17$0.08$0.09