Civic Intelligence

Francis and Gertrude Levett Foundation

990PF • Fiscal year 2018 • EIN 59-3614021

Dec 01, 2017 to Nov 30, 2018 • Filed on Jan 18, 2019

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

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

8th percentile

-28%

Higher net margin than 8% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$226,542

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$29,571,004

Down $420,583 (-1.4%) from 2017

Net Assets

Down

$29,571,004

Down $420,583 (-1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin8th percentile

Revenue

Down

$1,484,562

Down $27,365,622 (-95%) from 2017

Expenses

Up

$1,905,145

Up $1,299,098 (+214%) from 2017

Net Income

Down

-$420,583

Down $28,664,720 (-101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2018

Assets$29,571,004
Liabilities$0
Net Assets$29,571,004
Open 2018 Filing

Operations Trend

Revenue Growth1st 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

2018

Revenue$1,484,562
Expenses$1,905,145
Net Income-$420,583
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jan 18, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SABAL TRUST COMPANYCo TrusteePT$225,175$1,367$226,542
PATRICIA ROTHCo Trustee-$58,875$2,688$61,563
J BAIRD LEFTERCo Trustee-$40,625-$40,625
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
2019-01-18
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/StockNm27MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33UNILEVER PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WASTE MANAGEMENT INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050486
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt049771
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt159952
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt20
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt394963
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01665000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt11875048
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2535000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt32970037
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01665000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11935000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2535000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt33065000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0653064
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6500
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014675
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0330442
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0991681
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0991681
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt022720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022720
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0324675
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0324675
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01375798
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01375798
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0363064
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0128205
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0128205
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0653064
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0653064
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-420583
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0460259
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0460259
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010966069
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014675
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014675
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt031243
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt031243
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6500
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0598651
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0330442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01375798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0529347
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01905145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01127998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01484562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0529347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0529347
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt04055
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0157719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1370657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt268685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3214980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4148275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5241236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt670058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7117434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8506989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10420276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1148744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12385318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1382749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14423170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15355373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16257936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17349192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18278483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19401861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22436274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23392826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24326698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25361514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2640392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2753234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28107988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29131864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31206893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32397932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33358005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34408134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36368772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37143385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38208429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3930000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40365401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41118460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42369884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43354724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44292625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-27707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-66240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt260985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3117973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt523455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt637285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt725840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-9981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-42299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1186922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-29310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1335993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-64276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt157309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-41351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-65264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-7882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-80228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-22293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2453167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2567475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2644868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2740847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2827085

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Filings

Displayed year

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

Open filing
Assets
$29,571,004
Liabilities
$0
Net assets
$29,571,004
Revenue
$1,484,562
Expenses
$1,905,145
Net income
-$420,583
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
Peer Organizations

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