Civic Intelligence

Cfp Foundation

990PF • Fiscal year 2015 • EIN 76-0537479

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 04, 2016

11 Greenway PlazaHouston, TX 77046

(713) 830-3400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$42,424,299

Up $3,288,448 (+8.4%) from 2014

Net Assets

$42,424,299

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Up

$6,025,571

Up $3,720,208 (+161%) from 2014

Expenses

Up

$2,635,049

Up $841,547 (+47%) from 2014

Net Income

Up

$3,390,522

Up $2,878,661 (+562%) from 2014

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $16,673,697Liabilities 2011: $02011Assets 2012: $30,584,084Liabilities 2012: $02012Assets 2013: $38,623,990Liabilities 2013: $02013Assets 2014: $39,135,851Liabilities 2014: $02014Assets 2015: $42,424,299Liabilities 2015: $0Net Assets 2015: $42,424,2992015Assets 2016: $49,363,295Liabilities 2016: $13,304Net Assets 2016: $49,349,9912016Assets 2017: $53,127,707Liabilities 2017: $0Net Assets 2017: $53,127,7072017Assets 2018: $54,127,740Liabilities 2018: $0Net Assets 2018: $54,127,7402018Assets 2019: $55,951,577Liabilities 2019: $0Net Assets 2019: $55,951,5772019Assets 2020: $63,595,242Liabilities 2020: $0Net Assets 2020: $63,595,2422020Assets 2021: $68,111,569Liabilities 2021: $0Net Assets 2021: $68,111,5692021Assets 2022: $64,988,568Liabilities 2022: $0Net Assets 2022: $64,988,5682022Assets 2023: $59,184,469Liabilities 2023: $0Net Assets 2023: $59,184,4692023Assets 2024: $63,005,164Liabilities 2024: $0Net Assets 2024: $63,005,1642024

Highlighted filing

2015

Assets$42,424,299
Liabilities$0
Net Assets$42,424,299

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $652,738Expenses 2011: $1,000,351Net Income 2011: -$347,6132011Revenue 2012: $18,680,817Expenses 2012: $1,000,878Net Income 2012: $17,679,9392012Revenue 2013: $11,252,556Expenses 2013: $1,844,960Net Income 2013: $9,407,5962013Revenue 2014: $2,305,363Expenses 2014: $1,793,502Net Income 2014: $511,8612014Revenue 2015: $6,025,571Expenses 2015: $2,635,049Net Income 2015: $3,390,5222015Revenue 2016: $10,500,953Expenses 2016: $2,854,769Net Income 2016: $7,646,1842016Revenue 2017: $8,019,343Expenses 2017: $2,913,866Net Income 2017: $5,105,4772017Revenue 2018: $4,404,572Expenses 2018: $3,404,539Net Income 2018: $1,000,0332018Revenue 2019: $7,343,318Expenses 2019: $3,522,585Net Income 2019: $3,820,7332019Revenue 2020: $12,747,306Expenses 2020: $3,434,255Net Income 2020: $9,313,0512020Revenue 2021: $8,682,034Expenses 2021: $4,165,707Net Income 2021: $4,516,3272021Revenue 2022: $2,068,244Expenses 2022: $5,191,245Net Income 2022: -$3,123,0012022Revenue 2023: -$1,165,661Expenses 2023: $4,638,438Net Income 2023: -$5,804,0992023Revenue 2024: $8,040,782Expenses 2024: $4,220,087Net Income 2024: $3,820,6952024

Highlighted filing

2015

Revenue$6,025,571
Expenses$2,635,049
Net Income$3,390,522
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 4, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary T CrumPres/Treas.-$0--
Sylvie P CrumExec. VP-$0--
Carol L DraweVP/Sec To Nov-$0--
Clayton M CrumVP/Sec Fr Nov-$0--
Filing and Contact Details

Filer

Filer Name
CFP Foundation
EIN
76-0537479
Phone
7138303400
Address
11 Greenway Plaza, Houston, TX 77046

Signing Officer

Name
Gary T Crum
Title
Pres/Treas.
Signed
2016-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML AppendixShowing 400 of 431 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gary T Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sylvie P Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Carol L Drawe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Clayton M Crum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Exec. VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/Sec to Nov
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP/Sec fr Nov
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311 Greenway Plaza Ste 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd377046
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01916767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01935834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01403017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01477872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0880033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0890033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0856838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt019067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt046313253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt043981370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt037997656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt026078077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt017544820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016583987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02150372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.206936
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02131305
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02150372
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt019067
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02150372
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 Greenway Plaza Ste 2600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077046
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Julie Crochet
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138303400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary T Crum
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sylvie P Crum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01972500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See detail attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Foundations state zip code
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0included for efile
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01972500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053874
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02096498
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02296596
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02150372
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02242722
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02096498
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gary and Sylvie Crum
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 E Greenway Plaza Ste 2600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077046
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03588235
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03588235
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly traded securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-02-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0102074
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference between FMV and Tax Basis of donated securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative service fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Maintenance expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Passthrough K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150814
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2984
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3799
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt048260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1655
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2968
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3783
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4303167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0201085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1655
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41598
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5303167
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0163008
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0161897
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060895
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060895

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$8.04$4.22$3.82
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$1.17$4.64$5.80
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$2.07$5.19$3.12
2021Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$8.68$4.17$4.52
2020Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$12.7$3.43$9.31
2019Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$7.34$3.52$3.82
2018Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$4.40$3.40$1.00
2017Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$8.02$2.91$5.11
2016Detailed filing. Detailed filing data is available for this year.$49.4$0.01$49.3$10.5$2.85$7.65
2015Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$6.03$2.64$3.39
2014Summary only. Only limited summary data is available for this year.$39.1$0.00$2.31$1.79$0.51
2013Summary only. Only limited summary data is available for this year.$38.6$0.00$11.3$1.84$9.41
2012Summary only. Only limited summary data is available for this year.$30.6$0.00$18.7$1.00$17.7
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.65$1.00$0.35