Civic Intelligence

Jack H and William M Light Charitable Tr

990PF • Fiscal year 2018 • EIN 74-2874941

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
PO Box 17001-trustSan Antonio, TX 78217-0001

(210) 283-6700

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$81,272

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

73rd percentile

8.4%

Faster asset growth than 73% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,543,959

Up $665,204 (+8.4%) from 2017

Net Assets

Up

$8,543,959

Up $665,204 (+8.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin88th percentile

Revenue

Up

$1,380,297

Up $713,719 (+107%) from 2017

Expenses

Up

$715,093

Up $72,765 (+11%) from 2017

Net Income

Up

$665,204

Up $640,954 (+2643%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,880,264Liabilities 2011: $02011Assets 2012: $7,784,119Liabilities 2012: $02012Assets 2013: $7,852,296Liabilities 2013: $02013Assets 2014: $8,340,677Liabilities 2014: $02014Assets 2015: $8,106,448Liabilities 2015: $02015Assets 2016: $7,855,099Liabilities 2016: $0Net Assets 2016: $7,855,0992016Assets 2017: $7,878,755Liabilities 2017: $0Net Assets 2017: $7,878,7552017Assets 2018: $8,543,959Liabilities 2018: $0Net Assets 2018: $8,543,9592018Assets 2019: $8,888,426Liabilities 2019: $0Net Assets 2019: $8,888,4262019Assets 2020: $9,003,388Liabilities 2020: $0Net Assets 2020: $9,003,3882020Assets 2021: $9,282,642Liabilities 2021: $0Net Assets 2021: $9,282,6422021Assets 2022: $9,439,917Liabilities 2022: $0Net Assets 2022: $9,439,9172022Assets 2023: $9,629,340Liabilities 2023: $0Net Assets 2023: $9,629,3402023Assets 2024: $10,023,770Liabilities 2024: $0Net Assets 2024: $10,023,7702024

Highlighted filing

2018

Assets$8,543,959
Liabilities$0
Net Assets$8,543,959
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $369,500Expenses 2011: $522,326Net Income 2011: -$152,8262011Revenue 2012: $451,369Expenses 2012: $547,514Net Income 2012: -$96,1452012Revenue 2013: $588,470Expenses 2013: $520,293Net Income 2013: $68,1772013Revenue 2014: $1,060,563Expenses 2014: $572,182Net Income 2014: $488,3812014Revenue 2015: $495,224Expenses 2015: $729,453Net Income 2015: -$234,2292015Revenue 2016: $349,839Expenses 2016: $601,188Net Income 2016: -$251,3492016Revenue 2017: $666,578Expenses 2017: $642,328Net Income 2017: $24,2502017Revenue 2018: $1,380,297Expenses 2018: $715,093Net Income 2018: $665,2042018Revenue 2019: $1,007,143Expenses 2019: $662,676Net Income 2019: $344,4672019Revenue 2020: $777,980Expenses 2020: $663,018Net Income 2020: $114,9622020Revenue 2021: $860,045Expenses 2021: $724,527Net Income 2021: $135,5182021Revenue 2022: $987,595Expenses 2022: $833,240Net Income 2022: $154,3552022Revenue 2023: $958,725Expenses 2023: $774,315Net Income 2023: $184,4102023Revenue 2024: $1,154,782Expenses 2024: $781,792Net Income 2024: $372,9902024

Highlighted filing

2018

Revenue$1,380,297
Expenses$715,093
Net Income$665,204
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATIONAL BANKTrusteePT$81,272-$81,272
Filing and Contact Details

Filer

Filer Name
Jack H & William M Light
EIN
74-2874941
In Care Of
% BROADWAY NATL BANK TRUST DEP
Phone
2102836700
Address
PO BOX 17001-TRUST, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
Tammy Ashby
Title
Sr VP - Trust Dept
Phone
2103428000
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
N Ari Berlin
Phone
2103428000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt57022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt75571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt99977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1475000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1650000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1921949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2046124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21214895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22209682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23193861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24167241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 87 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALONBAY COMMUNITIES 42 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON PROP 103 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DIGITAL REALTY TR 70 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EQUINIX INC 19 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EQUITY RESIDENTIAL 110 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HOST HOTELS & RESORTS 333 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PUBLIC STORAGE 72 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8REALTY INCOME CORP 159 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SIMON PPTY GROUP 54 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VENTAS 57 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WELLTOWER 88 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12100000 PINNACLE BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1350000 MORGAN STANLEY BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1475000 WELLS FARGO BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1550000 ALLY BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1650000 CITIBANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1750000 GOLDMAN SACHS BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1850000 BMW BANK NORTH AM CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SABINE ROYALTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PRINCIPAL GLOBAL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD MARKET NEUTRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22LITMAN GREGORY MASTERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24TORTOISE MLP 12959.182 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt013763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt714574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt810023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt99071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1297542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1350005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1474042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1549781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1649780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1750066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1850065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19432448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2044905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21205047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22199405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23196177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24142681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0196332
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01108355
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014650
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt060960
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01380297
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01380297
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04170
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04170
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08340
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01108355
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040636
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040636
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt081272
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0536000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0536000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt07999
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt07999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0196332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0196332
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0665204
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04071653
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014650
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014650
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt015038
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015038
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt030076
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01108355
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01296609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt060960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt060960
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013637
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt047411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0595844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt083688
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0715093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01380297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01380297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt059844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt083688
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0179093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0200573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12249395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2513330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1502233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2501402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt397906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1502233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2501402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0207387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12751628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21014732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BROADWAY BANK - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BROADWAY BANK - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BROADWAY BANK - LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01108355
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0665204
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08543959

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,543,959
Liabilities
$0
Net assets
$8,543,959
Revenue
$1,380,297
Expenses
$715,093
Net income
$665,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.15$0.78$0.37
2023Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.96$0.77$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.99$0.83$0.15
2021Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.86$0.72$0.14
2020Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.78$0.66$0.11
2019Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$1.01$0.66$0.34
2018Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$1.38$0.72$0.67
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.67$0.64$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.35$0.60$0.25
2015Summary only. Only limited summary data is available for this year.$8.11$0.00$0.50$0.73$0.23
2014Summary only. Only limited summary data is available for this year.$8.34$0.00$1.06$0.57$0.49
2013Summary only. Only limited summary data is available for this year.$7.85$0.00$0.59$0.52$0.07
2012Summary only. Only limited summary data is available for this year.$7.78$0.00$0.45$0.55$0.10
2011Summary only. Only limited summary data is available for this year.$7.88$0.00$0.37$0.52$0.15