Civic Intelligence

Lillian Costa Tr Ua Dtd 062602

990PF • Fiscal year 2017 • EIN 82-3373612

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 03, 2018

Organization Profile
1000 16th Street NorthSt Petersburg, FL 33705

(727) 898-1181

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.12x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

2.61x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

2nd percentile

-210%

Higher net margin than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$34,796

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$7,785,285

No earlier filing loaded for comparison.

Net Assets

$6,853,274

No earlier filing loaded for comparison.

Liabilities

$932,011

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin2nd percentile

Revenue

$356,537

No earlier filing loaded for comparison.

Expenses

$1,106,764

No earlier filing loaded for comparison.

Net Income

-$750,227

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $7,785,285Liabilities 2017: $932,011Net Assets 2017: $6,853,2742017Assets 2018: $7,159,364Liabilities 2018: $777,664Net Assets 2018: $6,381,7002018

Highlighted filing

2017

Assets$7,785,285
Liabilities$932,011
Net Assets$6,853,274
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2017: $356,537Expenses 2017: $1,106,764Net Income 2017: -$750,2272017Revenue 2018: $511,382Expenses 2018: $981,874Net Income 2018: -$470,4922018

Highlighted filing

2017

Revenue$356,537
Expenses$1,106,764
Net Income-$750,227
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$34,796-$34,796
Filing and Contact Details

Filer

Filer Name
Lillian Costa Tr Ua Dtd 062602
EIN
82-3373612
Phone
7278981181
Address
1000 16TH STREET NORTH, ST PETERSBURG, FL 33705

Signing Officer

Name
David F Wilsey Trustee
Title
Trustee
Phone
7278981181
Signed
2018-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Fisher & Wilsey Pa
Address
1000 16TH ST N, SAINT PETERSBURG, FL 33705
Preparer
June a Lagueux
Phone
7278981181
Raw XML AppendixShowing 400 of 439 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt08462
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FISHER & WILSEY, PA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04231
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ISHARES 7-10 YR TREAS BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ISHARES IBOXX INVT CORP BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ISHARES 1-3 YR TREAS BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ISHARES 3-7 YR TREAS BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ISHARES 20+ YR TREAS BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ISHARES US CREDIT BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6ISHARES MBS ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7ISHARES EMERG MRKT BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8SPDR BLOOMBERG BARCLAYS INTL TREAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9ISHARES US TREAS BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10SPDR BLOOMBERG BARCLAYS HI YLD BD ET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11VANECK VECTORS JP MORGAN EM LOC CURR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12POWERSHARES EMER MKT SOV DEVT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt063907
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1239986
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2115552
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3158697
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt456103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5723659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6215314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt768204
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8394141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9134295
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1071706
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt064398
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1246767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2113617
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3153311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt458355
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5737718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6208916
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt771402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8394383
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9138985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1073832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0176733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1232007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt239119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4137801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5119911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt631423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7277620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8287557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9311577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10484928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1162373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12206452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1398019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1483003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1593936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16105964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17100012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1893576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19106784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20104044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2182707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22109246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2387657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2483831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25105768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2696305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27110645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2877850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2973364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3083006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31107518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3268767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3382890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3494176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35105391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3691112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3769463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3895317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3973622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40104824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41106740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4291615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0191150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1305707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt389282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4161474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5145542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7362630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8394675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9369936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10741285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1160615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12239954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13147601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14126299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15125859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16118572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17117679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18111789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19114533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20112635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21121785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2298963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23122665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24126985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25114005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26129110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27116666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28113973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29107028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30120484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31114665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32127198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33117767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34107468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35121119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36120650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37120755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38116586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39128983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40129407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41119661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42126910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CONSUMER STATPLES SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INDUSTRIAL SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES NASDAQ BIOTECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MATERIALS SELECT SECTOR SPDR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4POWERSHARES KBW BANK PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6S&P SELCT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7UTILITIES SECTOR SPDR FD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANECK VECTORS RETAIL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD CONSUMER DISCRET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD HEALTHCARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD INFORMATION TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD UTILTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD TELECOMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16VANGUARD FTSE EMERGING MARK ETFV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ADIENT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BRITISH AMERICAN TOBACCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHUBB LTD CHF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CVS HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DIAGO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MARCH MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NORDSTROM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SUNCOR ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNTIED TECHNOLGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VF CORPORATION
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0196138
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0160154
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0245
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0356537
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0356537
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04231
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04231
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08462
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0160154
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017398
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017398
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034796
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0894371
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0894371
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0196138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0196138
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-750227
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03105448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0245
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0160154
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0249382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt083184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt083184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0166368
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01917
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0999609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0107155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01106764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0356537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0356537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0105238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0107155
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0212393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0719995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12225299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1155230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1155230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0724919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12380529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0160154
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0160154
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-750227
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036537
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06889811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07640038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06853274
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0426349
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0426349
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0426349
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0431337
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04988
IRS990PF/DistributableAmountGrp/TotalTaxAmt04988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08100
IRS990PF/FMVAssetsEOYAmt09320111
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07640038
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06853274
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01954078
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0319545
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0319545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01453244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02241564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02261684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05127087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05224176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06738882
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0894371
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0932011
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08534409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07785285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09320111
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0894371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0932011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08534409
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07785285
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07640038
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06853274
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08758108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0225280
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08532828
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0131372
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0431337
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08626736
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08758108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0DAVID F WILSEY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0FISHER & WILSEY PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt034796
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01000 16TH STREET NORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST PETERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033705
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01058656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01061150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01049719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.122718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.122718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08626736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08553878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0999609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.122718
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0999609
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0999609
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0999609
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01000 16TH STREET NORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033705
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID F WILSEY TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0FISHER & WILSEY PA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07278981181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0894371
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESIDUAL REQUIRED DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0894371
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/AppliedToCurrentYearAmt0426349
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0426349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0624046
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01197306
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0573260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0624046
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0999609
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0573260
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01197306
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0624046
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01012
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1258
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22021
OtherDecreasesSchedule/OtherDecreasesDetail/Amt333246
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SECURITY FEES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2FEDERAL TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3BOOK TO TAX TIMING DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IRS USER FORM 1023 FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0166368
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt083184

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,785,285
Liabilities
$932,011
Net assets
$6,853,274
Revenue
$356,537
Expenses
$1,106,764
Net income
-$750,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$7.16$0.78$6.38$0.51$0.98$0.47
2017Detailed filing. Detailed filing data is available for this year.$7.79$0.93$6.85$0.36$1.11$0.75