Civic Intelligence

Edgar L Boone Foundation 99007030

990PF • Fiscal year 2018 • EIN 91-6021758

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 10, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$15,509

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$708,085

Down $15,371 (-2.1%) from 2017

Net Assets

Down

$708,085

Down $15,371 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin15th percentile

Revenue

Up

$71,462

Up $14,685 (+26%) from 2017

Expenses

Up

$87,083

Up $6,572 (+8.2%) from 2017

Net Income

Up

-$15,621

Up $8,113 (+34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$708,085
Liabilities$0
Net Assets$708,085
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$71,462
Expenses$87,083
Net Income-$15,621
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 10, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$15,509-$15,509
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
2019-04-10
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/StockNm37444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41156782104 CERNER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43731068102 POLARIS INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4457636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4600287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48124857202 CBS CORP CLASS B NON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49256219106 DODGE COX STOCK FUN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53808509640 LAUDUS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55260003108 DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6014040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61651229106 NEWELL RUBBERMAID IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6238141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63344849104 FOOT LOCKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6526138E109 DR PEPPER SNAPPLE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6603076C106 AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68741479109 PRICE T ROWE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70670678879 NUVEEN DIVIDEND VALU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7177957Y106 T ROWE PRICE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7469331C108 PG E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75032095101 AMPHENOL CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7688579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7725470F104 DISCOVERY COMMUNICAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78315920686 FIDELITY ADV DIVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79037411105 APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81316773100 FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83857477103 STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8458155Q103 MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85G47791101 INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8791324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8892343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9009857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9203755L104 APERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9398311A105 WYNDAM HOTELS RESORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94G5494J103 LINDE PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025797
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt045665
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt071462
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt071462
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045665
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01551
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013958
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015509
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069045
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069045
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025734
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025797
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15621
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0111389
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045665
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt057056
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt087083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt071462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018038
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01999-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61999-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72003-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82007-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152007-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132576

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Filings

Displayed year

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

Open filing
Assets
$708,085
Liabilities
$0
Net assets
$708,085
Revenue
$71,462
Expenses
$87,083
Net income
-$15,621
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