Civic Intelligence

The Jcm Foundation

990PF • Fiscal year 2016 • EIN 61-1409457

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 07, 2017

Organization Profile
C/O US Trust 730 15th Street NWWashington, DC 20005-2013

(202) 585-4100

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-118%

Higher net margin than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.5%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,845,249

Down $181,943 (-4.5%) from 2015

Net Assets

$3,845,249

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Down

$155,376

Down $132,761 (-46%) from 2015

Expenses

Up

$338,596

Up $21,034 (+6.6%) from 2015

Net Income

Down

-$183,220

Down $153,795 (-523%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,365,071Liabilities 2011: $02011Assets 2012: $3,795,320Liabilities 2012: $02012Assets 2013: $4,092,407Liabilities 2013: $02013Assets 2014: $4,061,659Liabilities 2014: $02014Assets 2015: $4,027,192Liabilities 2015: $02015Assets 2016: $3,845,249Liabilities 2016: $0Net Assets 2016: $3,845,2492016Assets 2017: $3,957,861Liabilities 2017: $0Net Assets 2017: $3,957,8612017Assets 2018: $4,027,747Liabilities 2018: $0Net Assets 2018: $4,027,7472018Assets 2019: $4,144,897Liabilities 2019: $0Net Assets 2019: $4,144,8972019Assets 2020: $4,063,388Liabilities 2020: $0Net Assets 2020: $4,063,3882020Assets 2021: $4,081,208Liabilities 2021: $0Net Assets 2021: $4,081,2082021Assets 2022: $3,625,647Liabilities 2022: $0Net Assets 2022: $3,625,6472022Assets 2023: $3,929,906Liabilities 2023: $0Net Assets 2023: $3,929,9062023Assets 2024: $3,910,535Liabilities 2024: $0Net Assets 2024: $3,910,5352024

Highlighted filing

2016

Assets$3,845,249
Liabilities$0
Net Assets$3,845,249
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $70,125Expenses 2011: $186,468Net Income 2011: -$116,3432011Revenue 2012: $1,589,271Expenses 2012: $159,022Net Income 2012: $1,430,2492012Revenue 2013: $528,597Expenses 2013: $231,030Net Income 2013: $297,5672013Revenue 2014: $266,601Expenses 2014: $296,924Net Income 2014: -$30,3232014Revenue 2015: $288,137Expenses 2015: $317,562Net Income 2015: -$29,4252015Revenue 2016: $155,376Expenses 2016: $338,596Net Income 2016: -$183,2202016Revenue 2017: $399,786Expenses 2017: $285,056Net Income 2017: $114,7302017Revenue 2018: $405,869Expenses 2018: $335,983Net Income 2018: $69,8862018Revenue 2019: $471,434Expenses 2019: $354,284Net Income 2019: $117,1502019Revenue 2020: $298,490Expenses 2020: $379,999Net Income 2020: -$81,5092020Revenue 2021: $440,527Expenses 2021: $422,707Net Income 2021: $17,8202021Revenue 2022: $536,174Expenses 2022: $991,735Net Income 2022: -$455,5612022Revenue 2023: $600,129Expenses 2023: $294,944Net Income 2023: $305,1852023Revenue 2024: $351,264Expenses 2024: $372,963Net Income 2024: -$21,6992024

Highlighted filing

2016

Revenue$155,376
Expenses$338,596
Net Income-$183,220
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 7, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F MACGUIDWINDirector-$0--
CHERYL Y MACGUIDWINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Jcm Foundation
EIN
61-1409457
In Care Of
% US TRUST
Phone
2025854100
Address
C/O US TRUST 730 15TH STREET NW, WASHINGTON, DC 20005-2013

Signing Officer

Name
James F Macguidwin
Title
Director
Phone
2025854100
Signed
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Bond Beebe Pc
Address
4600 EAST-WEST HIGHWAY SUITE 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JANUS ENTERPRISE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JD.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHN HANCOCK FUNDS III DISCIPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KEYENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KUKA AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LAZARD LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MOBILEYE NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEW ORIENTAL ED & TECHNOLOGY G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NIDEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NOVO-NORODISK AS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVOZVMES A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ONEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PALO ALTO NERWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84RENAISSANCERE HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85REYNOLDS AMERN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ROBECO BOSTON PARTNERS LONG/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ROCHE HLDGS AG-GENUSSCHEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ROCHE HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SALVATORE FERRAGAMO ITALIA SPA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SHIRE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SOFTBANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TRANSOCEAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TYCO INTL LTD (IRELAND)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VALEANT PHARMACEUTICALS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VANGUARD GLOBAL US REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VANGUARD INTL EQUITY INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VANGUARD REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VANGUARD SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110WHOLE FOODS MKT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WISDOMTREE JAPAN HEDGED EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENERGY TRANSFER PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0125987
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt045
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031854
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0375
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PROCEEDS FROM SECURITIES LITIGATION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1INCOME (LOSS) FROM PASS-THRU ENTITIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt034
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-143
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2776
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0158107
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-2731
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0155376
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031854
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0295000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0295000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125987
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0126032
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-183220
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01060584
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031854
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0121399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034874
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01937
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0295278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0338596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0158107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0155376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0278
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036708
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0817144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1211586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt032127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-13264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt032127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0849271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1198322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031854
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-183220
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0849
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02126
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03846098
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04027192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03845249
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0273833
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0273833
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0273833
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0275047
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01214
IRS990PF/DistributableAmountGrp/TotalTaxAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05264
IRS990PF/FMVAssetsEOYAmt05606446
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt049144
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt047269
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt047269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0595000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0730000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0727397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02985579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02892808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04656608
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt033623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,845,249
Liabilities
$0
Net assets
$3,845,249
Revenue
$155,376
Expenses
$338,596
Net income
-$183,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.35$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.60$0.29$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.54$0.99$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.44$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.30$0.38$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.47$0.35$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.41$0.34$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.40$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.16$0.34$0.18
2015Summary only. Only limited summary data is available for this year.$4.03$0.00$0.29$0.32$0.03
2014Summary only. Only limited summary data is available for this year.$4.06$0.00$0.27$0.30$0.03
2013Summary only. Only limited summary data is available for this year.$4.09$0.00$0.53$0.23$0.30
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$1.59$0.16$1.43
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.07$0.19$0.12