Civic Intelligence

Robert Earll Mcconnell Foundation

990PF • Fiscal year 2018 • EIN 59-6153509

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization Profile
PO Box 1501 Nj2-130-03-31Pennington, NJ 08534-1501

(609) 274-6834

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

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

44th percentile

$3,600

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

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

Asset Growth

62nd percentile

3.9%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

$2,097,086

No earlier filing loaded for comparison.

Net Assets

$2,097,086

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin90th percentile

Revenue

$332,258

No earlier filing loaded for comparison.

Expenses

$163,629

No earlier filing loaded for comparison.

Net Income

$168,629

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,097,086Liabilities 2018: $0Net Assets 2018: $2,097,0862018Assets 2020: $1,998,224Liabilities 2020: $0Net Assets 2020: $1,998,2242020Assets 2021: $1,963,424Liabilities 2021: $0Net Assets 2021: $1,963,4242021Assets 2022: $1,816,542Liabilities 2022: $0Net Assets 2022: $1,816,5422022Assets 2023: $1,757,499Liabilities 2023: $0Net Assets 2023: $1,757,4992023Assets 2024: $1,755,802Liabilities 2024: $0Net Assets 2024: $1,755,8022024

Highlighted filing

2018

Assets$2,097,086
Liabilities$0
Net Assets$2,097,086
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

$400K$200K$0-$200KRevenue 2018: $332,258Expenses 2018: $163,629Net Income 2018: $168,6292018Revenue 2020: $104,083Expenses 2020: $136,317Net Income 2020: -$32,2342020Revenue 2021: $138,814Expenses 2021: $173,660Net Income 2021: -$34,8462021Revenue 2022: $36,743Expenses 2022: $183,935Net Income 2022: -$147,1922022Revenue 2023: $67,200Expenses 2023: $124,419Net Income 2023: -$57,2192023Revenue 2024: $145,726Expenses 2024: $153,082Net Income 2024: -$7,3562024

Highlighted filing

2018

Revenue$332,258
Expenses$163,629
Net Income$168,629
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES S KELLYExecutive VP-$3,600-$3,600
ANDREW POTTTrustee-$0--
CAMERON BROOKSTrustee-$0--
JENNIFER ARNDTTrustee-$0--
POLLY MCCONNELLTrustee-$0--
PETER M WAGNERPresident/Ttee-$0--
Filing and Contact Details

Filer

Filer Name
Robert Earll Mcconnell Fdn-cash
EIN
59-6153509
Phone
6092746834
Address
PO BOX 1501 NJ2-130-03-31, PENNINGTON, NJ 08534-1501

Signing Officer

Name
Peter M Wagner
Title
President
Phone
6092746834
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11517275R102 CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116025816109 AMERICAN EXPRESS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11801609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11989417E109 TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12058155Q103 MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121337738108 FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122222070203 COTY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123G6095L109 APTIV PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124784117103 SEI INVESTMENTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125562750109 MANHATTAN ASSOCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126497266106 KIRBY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127384109104 GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129008252108 AFFILIATED MANAGERS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13305565A202 BNP PARIBAS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13675886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13702079K107 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13826441C204 DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139G47791101 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140G0408V102 AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14196208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142303075105 FACTSET RESH SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14324906P109 DENTSPLY SIRONA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144090572207 BIO RAD LABS INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14542550U208 HENKEL KGAA SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146879369106 TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147655663102 NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148570535104 MARKEL CORPORATION H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149217204106 COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150198516106 COLUMBIA SPORTSWEAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15111133T103 BROADRIDGE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15209073M104 BIO TECHNE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15300508Y102 ACUITY BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15498313R106 WYNN MACAU LTD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15582481R106 SHIRE PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156824551105 SHIN-ETSU CHEM-UNSPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15780105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158670100205 NOVO NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159501173207 KUBOTA LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160438128308 HONDA MOTOR ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16140415F101 HDFC BK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16212082W204 BURBERRY GROP PLC-SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163056752108 BAIDU.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16403524A108 ANHEUSER-BUSCH INBEV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165988498101 YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168857477103 STATE ST CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16938141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170617700109 MORNINGSTAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171445658107 HUNT JB TRANS SVCS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172302445101 FLIR SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173038336103 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174307305102 FANUC LTD-UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175072730302 BAYER A G SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm176018805101 ALLIANZ AKTIENGESELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17798850P109 YUM CHINA HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17858933Y105 MERCK AND CO INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm179031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm180717081103 PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181235851102 DANAHER CORP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182039483102 ARCHER DANIELS MIDLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183G5960L103 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18486562M209 SUMITOMO MITSUI-UNSP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18675955B102 RELX NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18772341E304 PING AN INS GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm188BEGBALANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0109173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1327646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2109152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3386611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4296346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5327693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0922908751 VANGUARD SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1464287226 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922042775 VANGUARD FTSE ALL WO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3921937827 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4921908844 VANGUARD DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt546434V621 ISH TR CORE DIVID GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6921937819 VANGUARD INTERMEDIAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7922908629 VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt878464A359 SPDR BARCLAYS CAPTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9922908363 VANGUARD 500 INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BEGBALANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1292206C714 VANGUARD RUSSELL 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1546432F834 ISHARES CORE MSCI TO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1692206C680 VANGUARD RUSSELL 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt097613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1301301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2100304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3362318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4279932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5313631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt050708
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0281550
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0332258
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0332258
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0281550
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0123000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0123000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050708
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0168629
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02054086
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0281550
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0315229
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023124
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01672
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0138350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0163629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0331630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0332258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016401
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040629
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-02-26

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Filings

Displayed year

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

Open filing
Assets
$2,097,086
Liabilities
$0
Net assets
$2,097,086
Revenue
$332,258
Expenses
$163,629
Net income
$168,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.15$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.07$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.04$0.18$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.14$0.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.33$0.16$0.17
Peer Organizations

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