Civic Intelligence

Edgar L Boone Foundation 99007030

990PF • Fiscal year 2017 • EIN 91-6021758

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 23, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-42%

Higher net margin than 10% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$15,335

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

27th percentile

-3.2%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$723,456

Down $23,978 (-3.2%) from 2016

Net Assets

Down

$723,456

Down $23,978 (-3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Up

$56,777

Up $24,726 (+77%) from 2016

Expenses

Up

$80,511

Up $15,908 (+25%) from 2016

Net Income

Up

-$23,734

Up $8,818 (+27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.0M$500K$0Assets 2010: $835,688Liabilities 2010: $0Net Assets 2010: $835,6882010Assets 2011: $803,960Liabilities 2011: $0Net Assets 2011: $803,9602011Assets 2012: $813,006Liabilities 2012: $0Net Assets 2012: $813,0062012Assets 2013: $828,556Liabilities 2013: $0Net Assets 2013: $828,5562013Assets 2014: $809,701Liabilities 2014: $0Net Assets 2014: $809,7012014Assets 2015: $779,974Liabilities 2015: $0Net Assets 2015: $779,9742015Assets 2016: $747,434Liabilities 2016: $0Net Assets 2016: $747,4342016Assets 2017: $723,456Liabilities 2017: $0Net Assets 2017: $723,4562017Assets 2018: $708,085Liabilities 2018: $0Net Assets 2018: $708,0852018Assets 2019: $660,197Liabilities 2019: $0Net Assets 2019: $660,1972019Assets 2020: $624,414Liabilities 2020: $0Net Assets 2020: $624,4142020Assets 2021: $644,240Liabilities 2021: $0Net Assets 2021: $644,2402021Assets 2022: $612,198Liabilities 2022: $0Net Assets 2022: $612,1982022Assets 2023: $645,817Liabilities 2023: $0Net Assets 2023: $645,8172023Assets 2024: $745,755Liabilities 2024: $0Net Assets 2024: $745,7552024

Highlighted filing

2017

Assets$723,456
Liabilities$0
Net Assets$723,456
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $57,7372010Expenses 2011: $42,1262011Expenses 2012: $40,1602012Revenue 2013: $79,406Expenses 2013: $63,852Net Income 2013: $15,5542013Revenue 2014: $50,369Expenses 2014: $69,336Net Income 2014: -$18,9672014Revenue 2015: $37,634Expenses 2015: $67,350Net Income 2015: -$29,7162015Revenue 2016: $32,051Expenses 2016: $64,603Net Income 2016: -$32,5522016Revenue 2017: $56,777Expenses 2017: $80,511Net Income 2017: -$23,7342017Revenue 2018: $71,462Expenses 2018: $87,083Net Income 2018: -$15,6212018Revenue 2019: $38,599Expenses 2019: $86,454Net Income 2019: -$47,8552019Revenue 2020: $41,996Expenses 2020: $77,734Net Income 2020: -$35,7382020Revenue 2021: $99,791Expenses 2021: $79,146Net Income 2021: $20,6452021Revenue 2022: $46,416Expenses 2022: $79,172Net Income 2022: -$32,7562022Revenue 2023: $64,026Expenses 2023: $30,400Net Income 2023: $33,6262023Revenue 2024: $117,647Expenses 2024: $17,664Net Income 2024: $99,9832024

Highlighted filing

2017

Revenue$56,777
Expenses$80,511
Net Income-$23,734
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$15,335-$15,335
Filing and Contact Details

Filer

Filer Name
Edgar L Boone Foundation
EIN
91-6021758
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FOOT LOCKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GRAINGER W W
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HUMANA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MACYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MCKESSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NIKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PERRIGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39POLARIS INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41REPUBLIC SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ROCKWELL COLLINS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WALGREEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WILLIAMS SONOMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WYNDHAM WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CHECK POINT SOFTWARE TECH LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NUVEEN MID CAP GRWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NUVEEN REAL ESTATE SECS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NUVEEN SMALL CAP GRWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NUVEEN SMALL CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57DODGE & COX STK FND #145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NUVEEN DIVIDEND VAL FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61HIGHLAND LONG SHORT EQ FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62T ROWE PRICE GRWTH STK FND #40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63T ROWE PRICE MID CAP VAL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64FIDELITY ADV DIVERS INTL CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NAVIENT CORP W D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NUVEEN INTERNATIONAL GROWTH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OUTFRONT MEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69191216100 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70231021106 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7268389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7302079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74741503403 THE PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7625470F302 DISCOVERY COMMUNICAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77670690759 NUVEEN MID CAP GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79384802104 GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8174005P104 PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83518439104 LAUDER ESTEE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84M22465104 CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8503027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86760759100 REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87774341101 ROCKWELL COLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8879466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89670678200 NUVEEN SMALL CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9498310W108 WYNDHAM WORLDWIDE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9626078J100 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9746625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9802079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10000206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102969904101 WILLIAMS SONOMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109156782104 CERNER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111731068102 POLARIS INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11257636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11400287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116124857202 CBS CORP CLASS B NON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117256219106 DODGE COX STOCK FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118670725712 NUVEEN INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119430070409 HIGHLAND LONG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120670690817 NUVEEN SMALL CAP GWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121808509640 LAUDUS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123260003108 DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12814040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129651229106 NEWELL RUBBERMAID IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13038141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131344849104 FOOT LOCKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13326138E109 DR PEPPER SNAPPLE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13403076C106 AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136741479109 PRICE T ROWE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138670678879 NUVEEN DIVIDEND VALU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13977957Y106 T ROWE PRICE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14269331C108 PG E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143032095101 AMPHENOL CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14488579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14525470F104 DISCOVERY COMMUNICAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146315920686 FIDELITY ADV DIVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147037411105 APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149316773100 FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151857477103 STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15258155Q103 MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153G47791101 INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15430231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15591324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DOUBLELINE TOTAL RET BD I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CAUSEWAY EMERGING MARKETS INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HIGHLAND LONG SHORT EQUITY Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9INGERSOLL RAND PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INTERNATIONAL BUSINESS MACHINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12J P MORGAN CHASE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JOHNSON JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14LAUDER ESTEE COS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15LAUDUS INTERNATIONAL MARKETMAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NEWELL BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18NUVEEN DIVIDEND VALUE FUND CLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19NUVEEN INTERNATIONAL GROWTH I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20NUVEEN MID CAP GRWTH OPP FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21NUVEEN REAL ESTATE SECS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NUVEEN SMALL CAP GWTH OPP CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23NUVEEN SMALL CAP VALUE FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24OCCIDENTAL PETROLEUM CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26P G E CORP

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Filings

Displayed year

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

Open filing
Assets
$723,456
Liabilities
$0
Net assets
$723,456
Revenue
$56,777
Expenses
$80,511
Net income
-$23,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.18$0.18$1.00
2023Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.64$0.30$0.34
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.46$0.79$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$1.00$0.79$0.21
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.42$0.78$0.36
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.39$0.86$0.48
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.71$0.87$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.57$0.81$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.32$0.65$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.38$0.67$0.30
2014Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.50$0.69$0.19
2013Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.79$0.64$0.16
2012Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.40
2011Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.42
2010Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.58