Civic Intelligence

Robert and Alice Bridges Foundation

990PF • Fiscal year 2018 • EIN 94-6066355

Jan 01, 2018 to Dec 31, 2018 • Filed on May 16, 2019

Organization Profile
PO Box 1228Lafayette, CA 94549

(415) 768-0117

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.6%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-3.0%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,888,660

Up $117,679 (+3.1%) from 2016

Net Assets

Up

$3,883,660

Up $112,679 (+3.0%) from 2016

Liabilities

Up

$5,000

Up $5,000 from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin75th percentile

Revenue

Up

$260,149

Up $112,799 (+77%) from 2016

Expenses

Down

$207,608

Down $4,422 (-2.1%) from 2016

Net Income

Up

$52,541

Up $117,221 (+181%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,830,901Liabilities 2010: $0Net Assets 2010: $3,830,9012010Assets 2011: $3,906,420Liabilities 2011: $12011Assets 2012: $3,743,139Liabilities 2012: $0Net Assets 2012: $3,743,1392012Assets 2013: $3,771,667Liabilities 2013: $0Net Assets 2013: $3,771,6672013Assets 2014: $3,853,524Liabilities 2014: $0Net Assets 2014: $3,853,5242014Assets 2015: $3,834,734Liabilities 2015: $0Net Assets 2015: $3,834,7342015Assets 2016: $3,770,981Liabilities 2016: $0Net Assets 2016: $3,770,9812016Assets 2018: $3,888,660Liabilities 2018: $5,000Net Assets 2018: $3,883,6602018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$3,888,660
Liabilities$5,000
Net Assets$3,883,660
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

$5.0M$0-$5.0MExpenses 2010: $177,2582010Revenue 2011: $243,111Expenses 2011: $159,649Net Income 2011: $83,4622011Expenses 2012: $199,1512012Revenue 2013: $205,816Expenses 2013: $180,328Net Income 2013: $25,4882013Revenue 2014: $289,549Expenses 2014: $206,674Net Income 2014: $82,8752014Revenue 2015: $270,106Expenses 2015: $288,789Net Income 2015: -$18,6832015Revenue 2016: $147,350Expenses 2016: $212,030Net Income 2016: -$64,6802016Revenue 2018: $260,149Expenses 2018: $207,608Net Income 2018: $52,5412018Revenue 2019: $186,033Expenses 2019: $4,502,882Net Income 2019: -$4,316,8492019

Highlighted filing

2018

Revenue$260,149
Expenses$207,608
Net Income$52,541
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA B INGHAMPresident-$0--
JAMES R BRIDGESSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Alice Bridges Foundation
EIN
94-6066355
Phone
4157680117
Address
PO BOX 1228, LAFAYETTE, CA 94549

Signing Officer

Name
Linda B Ingham
Title
President
Signed
2019-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Linda G Montgomery CPA
Address
22 Battery Street Suite 703, San Francisco, CA 94111-5521
Preparer
Linda G Montgomery
Phone
4159579396
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NOKIA CORP/ADR - 1,125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NORFOLK SOUTHERN CORP - 47
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROCTOR & GAMBLE CO/THE - 126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60RAYTHEON COMPANY - 63
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61S&P GLOBAL INC - 28
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TJX COMPANIES INC - 296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WAL-MART STORIES INC - 167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ZOETIS INC - 103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ANTHEM INC - 48
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AUTOZONE INC - 11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67BERKSHIRE HATHAWAY INC/DEL - 88
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68BOOKINGS HOLDING INC - 4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CBRE GROUP INC - 197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CHEVRON CORP - 103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71CITIGROUP INC - 140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72COGNIZANT TECHNOLOGY SOLUTIONS - 86
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CONSTELLATION BRANDS INC - 40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CUBESMART - 241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75DOLLAR GENERAL CORP - 45
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76FIDELITY NATIONAL INFORMATION - 75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LYONDELLBASELL INDUSTRIES - 88
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NATIONAL OILWELL VARCO INC - 154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79REGENCY CENTERS CORP - 183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ROYAL DUTCH SHELL PLC/ADR - 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SUN COMMUNITIES INC - 87
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TOTAL SYSTEM SERVICES INC - 84
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ULTA BEAUTY INC - 15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84US FOODS HOLDING CORP - 222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VERIZON COMMUNICATIONS INC - 243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VERTEX PHARMACEUTICALS INC - 25
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ACCRUED DIVIDENDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0257046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1845721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2260616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB GLOBAL REIT II - 27,749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OVERLAY A PORTFOLIO CLASS I - 77,575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OVERLAY B PORTFOLIO CLASS I - 24,180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0280265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1923154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2245185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt091880
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0167803
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0466
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt092346
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0167803
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0260149
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0167803
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0175500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0175500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt091880
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt091880
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt052541
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0605160
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0466
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0466
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0167803
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0237018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012750
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010381
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0184477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0207608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0260149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0260149
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72008-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462012-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482011-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512011-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552015-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592012-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642015-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662012-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672012-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732017-05-08

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Filings

Displayed year

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

Open filing
Assets
$3,888,660
Liabilities
$5,000
Net assets
$3,883,660
Revenue
$260,149
Expenses
$207,608
Net income
$52,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$4.50$4.32
2018Detailed filing. Detailed filing data is available for this year.$3.89$0.01$3.88$0.26$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.15$0.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.27$0.29$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.29$0.21$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.21$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.20
2011Summary only. Only limited summary data is available for this year.$3.91$0.00$0.24$0.16$0.08
2010Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.18