Civic Intelligence

James S Bower Foundation

990PF • Fiscal year 2012 • EIN 77-0229243

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

Organization Profile

View Organization Page

26 West Micheltorena St93101
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$246,090

Higher top officer pay than 86% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Asset Growth

61st percentile

5.7%

Faster asset growth than 61% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$56,194,325

Up $3,036,897 (+5.7%) from 2011

Net Assets

$56,155,973

No earlier filing loaded for comparison.

Liabilities

Up

$38,352

Up $25,526 (+199%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,262,408

Down $305,122 (-8.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$100M$50M$0Assets 2011: $53,157,428Liabilities 2011: $12,8262011Assets 2012: $56,194,325Liabilities 2012: $38,352Net Assets 2012: $56,155,9732012Assets 2013: $59,888,183Liabilities 2013: $230,213Net Assets 2013: $59,657,9702013Assets 2014: $59,238,214Liabilities 2014: $183,465Net Assets 2014: $59,054,7492014Assets 2015: $65,133,614Liabilities 2015: $31,216Net Assets 2015: $65,102,3982015Assets 2016: $65,621,848Liabilities 2016: $146,931Net Assets 2016: $65,474,9172016Assets 2017: $71,453,556Liabilities 2017: $58,230Net Assets 2017: $71,395,3262017Assets 2018: $65,625,858Liabilities 2018: $354,536Net Assets 2018: $65,271,3222018Assets 2019: $71,269,781Liabilities 2019: $51,532Net Assets 2019: $71,218,2492019Assets 2020: $91,586,664Liabilities 2020: $64,537Net Assets 2020: $91,522,1272020Assets 2021: $96,825,144Liabilities 2021: $221,416Net Assets 2021: $96,603,7282021Assets 2022: $82,570,902Liabilities 2022: $317,273Net Assets 2022: $82,253,6292022Assets 2023: $86,066,816Liabilities 2023: $87,6802023Assets 2024: $89,017,606Liabilities 2024: $103,144Net Assets 2024: $88,914,4622024

Highlighted filing

2012

Assets$56,194,325
Liabilities$38,352
Net Assets$56,155,973
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: -$2,996,833Expenses 2011: $3,567,530Net Income 2011: -$6,564,3632011Expenses 2012: $3,262,4082012Revenue 2013: $2,284,553Expenses 2013: $3,179,999Net Income 2013: -$895,4462013Revenue 2014: $2,498,335Expenses 2014: $2,675,556Net Income 2014: -$177,2212014Revenue 2015: $2,713,125Expenses 2015: $2,845,900Net Income 2015: -$132,7752015Revenue 2016: $2,109,762Expenses 2016: $3,089,861Net Income 2016: -$980,0992016Revenue 2017: $3,163,513Expenses 2017: $3,111,089Net Income 2017: $52,4242017Revenue 2018: $3,949,259Expenses 2018: $3,661,539Net Income 2018: $287,7202018Revenue 2019: $3,490,234Expenses 2019: $3,680,915Net Income 2019: -$190,6812019Revenue 2020: $2,992,640Expenses 2020: $4,161,071Net Income 2020: -$1,168,4312020Revenue 2021: $11,708,383Expenses 2021: $4,237,860Net Income 2021: $7,470,5232021Revenue 2022: $7,056,112Expenses 2022: $5,135,166Net Income 2022: $1,920,9462022Revenue 2023: $2,637,099Expenses 2023: $4,331,922Net Income 2023: -$1,694,8232023Revenue 2024: $2,747,828Expenses 2024: $4,501,758Net Income 2024: -$1,753,9302024

Highlighted filing

2012

Revenue-
Expenses$3,262,408
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON CLARKPresidentFT$199,423$46,667$246,090
HARVEY BOTTELSENChairmanPT$61,154$32,770$93,924
CHRISTOPHER A JACOBSSecretary-$30,000-$30,000
DAVID ALVARADOTreasurer-$30,000-$30,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUS COMMUNITY PROGRAMS501C3SANTA BARBARA, CA, US$1,485,000
Paid Grant-INTEGRATED HEALTHCARE PROGRAM.501C3SANTA BARBARA, CA, US$250,000
Paid Grant-MENTAL HEALTH CONSULTATION MODEL501C3SANTA BARBARA, CA, US$110,000
Paid Grant-PALABRA PROJECT501C3SANTA BARBARA, CA, US$80,000
Paid Grant-NEW SERENITY HOUSE.501C3SANTA BARBARA, CA, US$80,000
Paid Grant-SPRING 2010 ENVIRONMENT GRANT - RE FOSSIL FREE BY '33501C3SANTA BARBARA, CA, US$70,000
Paid Grant-SARAH HOUSE501C3SANTA BARBARA, CA, US$50,000
Paid Grant-GANG RISK INTERVENTION PROGRAM.501C3SANTA BARABRA, CA, US$40,000
Paid Grant-MATCHING GRANT FUND & SPONSORED GOLF TOURNAMENT501C3SANTA BARBARA, CA, US$25,000
Paid Grant-GREAT BEGINNINGS501C3SANTA BARBARA, CA, US$25,000
Paid Grant-JUST COMMUNITIES - YOUTH VIOLENCE501C3SANTA BARBARA, CA, US$20,000
Paid Grant-NURSING CARE501C3SANTA BARBARA, CA, US$20,000
Paid Grant-GENERAL OPERATING SUPPORT501C3SANTA BARBARA, CA, US$20,000
Paid Grant-MISSION CREEK STEELHEAD RECOVERY PROJECT501C3SANTA BARBARA, CA, US$15,000
Paid Grant-CHANGING THE EQUATION FOR LATINO YOUTH THRU LEADERSHIP501C3SANTA BARBARA, CA, US$15,000
Paid Grant-INSTITUTE FOR EQUITY IN EDUCATION PROGRAM501C3SANTA BARBARA, CA, US$15,000
Paid Grant-INFANT CARE AND BILINGUAL PARENTING CLASSES.501C3SANTA BARBARA, CA, US$15,000
Paid Grant-COMPASSION IN ACTION PATIENT CARE501C3SANTA BARBARA, CA, US$10,000
Paid Grant-ANGELS FOSTER CARE501C3SANTA BARBARA, CA, US$10,000
Paid Grant-EARLY YEARS ADVOCACY PROGRAM501C3SANTA BARBARA, CA, US$10,000
Paid Grant-RESIDENTIAL COUNSELING PROGRAM501C3SANTA BARBARA, CA, US$10,000
Paid Grant-EMERGENCY TRANSITION FUNDING FOR SENIOR PROGRAMS501C3SANTA BARBARA, CA, US$10,000
Paid Grant-DREAM GRANTING FOR TERMINALLY ILL SENIORS IN SB501C3SANTA BARBARA, CA, US$5,000
Paid Grant-YOUTH INTERACTIVE SANTA BARBARA501C3SANTA BARBARA, CA, US$5,000
Filing and Contact Details

Filer

EIN
77-0229243
Raw XML AppendixShowing 400 of 1,080 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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AccountingFeesSchedule/AccountingFees/Category0DAMITZ, BROOKS, NIGHTINGALE
AccountingFeesSchedule/AccountingFees/Category1PERI & ALVARADO CPA INC
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AmortizationSchedule/Amortization/DateAcquiredCompletedExpended02006-12-21
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AmortizationSchedule/Amortization/DateAcquiredCompletedExpended22007-02-05
AmortizationSchedule/Amortization/DateAcquiredCompletedExpended32007-01-01
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AmortizationSchedule/Amortization/DescriptionOfAmortizedExpenses0WEBSITE DEVELOPMENT
AmortizationSchedule/Amortization/DescriptionOfAmortizedExpenses1ESSENTIAL GIFTS SOFTWARE
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DepreciationSchedule/Depreciation/DescriptionOfProperty1BUILDING
DepreciationSchedule/Depreciation/DescriptionOfProperty2IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty3FURNITURE
DepreciationSchedule/Depreciation/DescriptionOfProperty4OFFICE ARTWORK & FRAMES
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DepreciationSchedule/Depreciation/DescriptionOfProperty6OFFICE DECOR
DepreciationSchedule/Depreciation/DescriptionOfProperty7OFFICE FURNITURE
DepreciationSchedule/Depreciation/DescriptionOfProperty8CONFERENCE TABLE & CHAIRS
DepreciationSchedule/Depreciation/DescriptionOfProperty9COMPUTER EQUIPMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty10COPY MACHINE
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DepreciationSchedule/Depreciation/DescriptionOfProperty16CARPETS
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DistributionFromCorpusElection/Election0PURUSANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________
GeneralExplanationAttachment/GeneralExplanation/Explanation0NAME OF ORGANIZATION OWNERSHIP---------------------------------------------------------------------------MOUNTAIN SHADOW APARTMENTS, LLC 100%PARTNERSHIP FEDERAL ID #20-3358993TOURNAMENT PATIO APARTMENTS, LLC 100%PARTNERSHIP FEDERAL ID #20-3359021CAROUSEL RANCH, LLC 100%PARTNERSHIP FEDERAL ID #94-3354111
GeneralExplanationAttachment/GeneralExplanation/Explanation1THE FOUNDATION UTILIZES THE SERVICES OF THE CPA FIRM PERI & ALVARADO CPA, INC. FOR ACCOUNTING AND TAX CONSULTING; MR. ALVARADO IS A PRINICPAL OF THE ACCOUNTING FIRM AND THE TREASURER OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.
GeneralExplanationAttachment/GeneralExplanation/Identifier0LIST OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF PART VII-A
GeneralExplanationAttachment/GeneralExplanation/ReturnReference1FORM 990-PF PART VII-B, LINE 1A(3)
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10VANGUARD DIV APPR IDEX
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12VANGUARD 500 INDEX
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0859583
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0595966
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount017444
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount0604867
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02077860
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02077860
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps034102
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm014615
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss048717
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0595966
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0265777
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm054800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0320000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02395000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02395000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss033884
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0859583
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0859583
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1184548
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm0604867
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss0604867
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice09834071
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm017444
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss017444
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps03282
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0365
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss03647
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0595966
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01868381
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss0604867
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps0118560
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm02588
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss0122250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0137650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm010718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0151727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0100000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0100000
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps019285
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm01818
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss021103
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps020845
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm024575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss066075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02994506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0209479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03262408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02077860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02077860
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0599506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0209479
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0867408
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps05
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss05
IRS990PF/BalanceSheets/AccountsPayableEOY025000
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0206933
IRS990PF/BalanceSheets/InvestmentsOtherBOY035725542
IRS990PF/BalanceSheets/InvestmentsOtherEOY039823206
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV039823206
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis02360950
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY02187901
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY02154017
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV02154017
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY014275511
IRS990PF/BalanceSheets/OtherAssetsEOY013916694
IRS990PF/BalanceSheets/OtherAssetsEOYFMV013916694
IRS990PF/BalanceSheets/OtherLiabilitiesBOY012826
IRS990PF/BalanceSheets/OtherLiabilitiesEOY013352
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0968474
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0300408
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0300408
IRS990PF/BalanceSheets/TotalAssetsBOY053157428
IRS990PF/BalanceSheets/TotalAssetsEOY056194325
IRS990PF/BalanceSheets/TotalAssetsEOYFMV056194325
IRS990PF/BalanceSheets/TotalLiabilitiesBOY012826
IRS990PF/BalanceSheets/TotalLiabilitiesEOY038352
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY053157428
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY056194325
IRS990PF/BalanceSheets/TotalNetAssetsBOY053144602
IRS990PF/BalanceSheets/TotalNetAssetsEOY056155973
IRS990PF/BalanceSheets/UnrestrictedBOY053144602
IRS990PF/BalanceSheets/UnrestrictedEOY056155973
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0595966
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis046004
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis19192101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PASSTHROUGH GAIN (DETAIL ON REQUEST)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CHARLES SCHWAB #1315-7784 (DETAIL ON REQUEST)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CHARLES SCHWAB #1315-7784 (DETAIL ON REQUEST)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02891
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1004
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2522899
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss371180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02891
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-1004
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2522899

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,194,325
Liabilities
$38,352
Net assets
$56,155,973
Revenue
-
Expenses
$3,262,408
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.0$0.10$88.9$2.75$4.50$1.75
2023Summary only. Only limited summary data is available for this year.$86.1$0.09$2.64$4.33$1.69
2022Detailed filing. Detailed filing data is available for this year.$82.6$0.32$82.3$7.06$5.14$1.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.8$0.22$96.6$11.7$4.24$7.47
2020Detailed filing. Detailed filing data is available for this year.$91.6$0.06$91.5$2.99$4.16$1.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.3$0.05$71.2$3.49$3.68$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.35$65.3$3.95$3.66$0.29
2017Detailed filing. Detailed filing data is available for this year.$71.5$0.06$71.4$3.16$3.11$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.15$65.5$2.11$3.09$0.98
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.03$65.1$2.71$2.85$0.13
2014Detailed filing. Detailed filing data is available for this year.$59.2$0.18$59.1$2.50$2.68$0.18
2013Detailed filing. Detailed filing data is available for this year.$59.9$0.23$59.7$2.28$3.18$0.90
2012Detailed filing. Detailed filing data is available for this year.$56.2$0.04$56.2$3.26
2011Summary only. Only limited summary data is available for this year.$53.2$0.01$3.00$3.57$6.56