Civic Intelligence

Roscoe & Frances Cox Charitable Trust 99000350

990PF • Fiscal year 2018 • EIN 91-6454934

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 13, 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

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$11,166

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 31.0% of source-year revenue.

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

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

97th percentile

275%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$611,285

Down $12,541 (-2.0%) from 2017

Net Assets

Down

$611,285

Down $12,541 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin11th percentile

Revenue

Up

$36,062

Up $26,439 (+275%) from 2017

Expenses

Up

$48,516

Up $3,490 (+7.8%) from 2017

Net Income

Up

-$12,454

Up $22,949 (+65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2010: $609,393Liabilities 2010: $0Net Assets 2010: $609,3932010Assets 2011: $594,895Liabilities 2011: $02011Assets 2012: $641,507Liabilities 2012: $0Net Assets 2012: $641,5072012Assets 2013: $631,940Liabilities 2013: $0Net Assets 2013: $631,9402013Assets 2014: $697,807Liabilities 2014: $0Net Assets 2014: $697,8072014Assets 2015: $679,773Liabilities 2015: $02015Assets 2016: $659,333Liabilities 2016: $0Net Assets 2016: $659,3332016Assets 2017: $623,826Liabilities 2017: $0Net Assets 2017: $623,8262017Assets 2018: $611,285Liabilities 2018: $0Net Assets 2018: $611,2852018Assets 2019: $593,228Liabilities 2019: $0Net Assets 2019: $593,2282019Assets 2020: $562,846Liabilities 2020: $0Net Assets 2020: $562,8462020Assets 2021: $532,472Liabilities 2021: $0Net Assets 2021: $532,4722021Assets 2022: $624,374Liabilities 2022: $0Net Assets 2022: $624,3742022Assets 2023: $601,751Liabilities 2023: $12023Assets 2025: $590,286Liabilities 2025: $0Net Assets 2025: $590,2862025

Highlighted filing

2018

Assets$611,285
Liabilities$0
Net Assets$611,285
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $40,4722010Revenue 2011: $29,226Expenses 2011: $43,441Net Income 2011: -$14,2152011Expenses 2012: $44,5582012Expenses 2013: $48,5502013Revenue 2014: $117,507Expenses 2014: $51,623Net Income 2014: $65,8842014Revenue 2015: $35,589Expenses 2015: $53,457Net Income 2015: -$17,8682015Revenue 2016: $25,063Expenses 2016: $45,502Net Income 2016: -$20,4392016Revenue 2017: $9,623Expenses 2017: $45,026Net Income 2017: -$35,4032017Revenue 2018: $36,062Expenses 2018: $48,516Net Income 2018: -$12,4542018Revenue 2019: $27,242Expenses 2019: $45,228Net Income 2019: -$17,9862019Revenue 2020: $17,951Expenses 2020: $48,333Net Income 2020: -$30,3822020Revenue 2021: $21,602Expenses 2021: $51,978Net Income 2021: -$30,3762021Revenue 2022: $144,609Expenses 2022: $52,701Net Income 2022: $91,9082022Revenue 2023: $23,294Expenses 2023: $45,915Net Income 2023: -$22,6212023Revenue 2025: $39,872Expenses 2025: $46,333Net Income 2025: -$6,4612025

Highlighted filing

2018

Revenue$36,062
Expenses$48,516
Net Income-$12,454
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 13, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$11,166-$11,166
Filing and Contact Details

Filer

Filer Name
Roscoe & Frances Cox Char Tr
EIN
91-6454934
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2019-01-13
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/StockNm4847803U640 JOHN HANCOCK FDS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4974925K581 ROBECO BOSTON PARTNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53452308109 ILLINOIS TOOL WORKSI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54779556109 ROWE T PRICE MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5538141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5826078J100 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5902079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60315920686 FIDELITY ADV DIVERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6306828M876 BARON EMERGING MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6419765N518 COLUMBIA INCOME FD C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67548661107 LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6969331C108 PG E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7057636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7191529Y106 UNUM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7388579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7463872T620 LOOMIS SAYLES STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78857477103 STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80984121608 XEROX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8158933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8287234N765 TCW EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8320825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84670678390 NUVEEN STRATEGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85024932600 AMER CENT DIVERSIFI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86670678507 NUVEEN REAL ESTATE S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87G47791101 INGERSOLL RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92H1467J104 CHUBB LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3G29183103 EATON CORP PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6G491BT108 INVESCO LTD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt017782
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt018272
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036062
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036062
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018272
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01117
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011166
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036984
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036984
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017724
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017782
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12454
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt047236
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt018272
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025605
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0341
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010391
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011532
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02006-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12006-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32006-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102006-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132006-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt84499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1716725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1110

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Filings

Displayed year

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

Open filing
Assets
$611,285
Liabilities
$0
Net assets
$611,285
Revenue
$36,062
Expenses
$48,516
Net income
-$12,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.40$0.46$0.06
2023Summary only. Only limited summary data is available for this year.$6.02$0.00$0.23$0.46$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.45$0.53$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.22$0.52$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.18$0.48$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.27$0.45$0.18
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.36$0.49$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.10$0.45$0.35
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.25$0.46$0.20
2015Summary only. Only limited summary data is available for this year.$6.80$0.00$0.36$0.53$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$1.18$0.52$0.66
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.49
2012Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.45
2011Summary only. Only limited summary data is available for this year.$5.95$0.00$0.29$0.43$0.14
2010Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.40
Peer Organizations

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