Civic Intelligence

Fred & Eva Stebler Foundation

990PF • Fiscal year 2018 • EIN 95-6018826

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,027,234

Flat from 2018

Net Assets

Flat

$2,027,234

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$202,822

Flat from 2018

Expenses

Flat

$161,211

Flat from 2018

Net Income

Flat

$41,611

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,097,386Liabilities 2011: $02011Assets 2012: $2,029,876Liabilities 2012: $02012Assets 2013: $2,059,153Liabilities 2013: $02013Assets 2014: $2,089,621Liabilities 2014: $0Net Assets 2014: $2,089,6212014Assets 2015: $2,037,232Liabilities 2015: $0Net Assets 2015: $2,037,2322015Assets 2016: $2,042,880Liabilities 2016: $0Net Assets 2016: $2,042,8802016Assets 2017: $1,986,619Liabilities 2017: $0Net Assets 2017: $1,986,6192017Assets 2018: $2,027,234Liabilities 2018: $0Net Assets 2018: $2,027,2342018Assets 2018: $2,027,234Liabilities 2018: $0Net Assets 2018: $2,027,2342018Assets 2019: $1,977,123Liabilities 2019: $0Net Assets 2019: $1,977,1232019Assets 2020: $1,893,152Liabilities 2020: $0Net Assets 2020: $1,893,1522020Assets 2021: $1,914,156Liabilities 2021: $0Net Assets 2021: $1,914,1562021Assets 2022: $1,889,894Liabilities 2022: $0Net Assets 2022: $1,889,8942022Assets 2023: $1,801,342Liabilities 2023: $0Net Assets 2023: $1,801,3422023Assets 2024: $1,857,774Liabilities 2024: $0Net Assets 2024: $1,857,7742024

Highlighted filing

2018

Assets$2,027,234
Liabilities$0
Net Assets$2,027,234

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $93,349Expenses 2011: $143,534Net Income 2011: -$50,1852011Revenue 2012: $75,215Expenses 2012: $142,201Net Income 2012: -$66,9862012Revenue 2013: $183,771Expenses 2013: $152,547Net Income 2013: $31,2242013Revenue 2014: $195,234Expenses 2014: $162,481Net Income 2014: $32,7532014Revenue 2015: $102,346Expenses 2015: $159,527Net Income 2015: -$57,1812015Revenue 2016: $174,599Expenses 2016: $165,460Net Income 2016: $9,1392016Revenue 2017: $117,013Expenses 2017: $166,967Net Income 2017: -$49,9542017Revenue 2018: $202,822Expenses 2018: $161,211Net Income 2018: $41,6112018Revenue 2018: $202,822Expenses 2018: $161,211Net Income 2018: $41,6112018Revenue 2019: $112,970Expenses 2019: $161,063Net Income 2019: -$48,0932019Revenue 2020: $93,829Expenses 2020: $177,661Net Income 2020: -$83,8322020Revenue 2021: $194,312Expenses 2021: $168,947Net Income 2021: $25,3652021Revenue 2022: $147,843Expenses 2022: $169,851Net Income 2022: -$22,0082022Revenue 2023: $102,407Expenses 2023: $188,710Net Income 2023: -$86,3032023Revenue 2024: $239,439Expenses 2024: $180,367Net Income 2024: $59,0722024

Highlighted filing

2018

Revenue$202,822
Expenses$161,211
Net Income$41,611
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$33,427-$33,427
Filing and Contact Details

Filer

Filer Name
Fred & Eva Stebler Foundation
EIN
95-6018826
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2019-05-02
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55428236103 HEWLETT PACKARD CO C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58882508104 TEXAS INSTRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5900206R102 AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6030161N101 EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61748356102 QUESTAR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62816851109 SEMPRA ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63466001864 IVY ASSET STRATEGY F
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71722005626 PIMCO ALL ASSET FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8130231G102 EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8274005P104 PRAXAIR INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85291011104 EMERSON ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86438516106 HONEYWELL INTL INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8788579Y101 3M CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88580135101 MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89071813109 BAXTER INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90478160104 JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9209247X101 BLACKROCK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93171232101 CHUBB CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94053015103 AUTOMATIC DATA PROCE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9692826C839 VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9741902V872 HATTERAS ALPHA HEDGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9874253Q416 PRINCIPAL PFD SECS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99949917744 WELLS FARGO ULTRA SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10590130A101 TWENTY-FIRST CENTY F
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109375558103 GILEAD SCIENCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116464287507 ISHARES CORE S&P MID
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121922042858 VANGUARD FTSE EMERGI
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126460146103 INTERNATIONAL PAPER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131501797104 L BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132887317303 TIME WARNER INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133918204108 V F CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136191216100 COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137494368103 KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138532457108 LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13958933Y105 MERCK & CO INC NEW C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140717081103 PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141H1467J104 CHUBB LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14259156R108 METLIFE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14325746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14400203H859 AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14594987W737 WELLS FARGO ABSOLUTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14672201F490 PIMCO INCOME FUND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147464286871 ISHARES MSCI HONG KO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14978464A417 SPDR BLOOMBERG BARCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15022822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151828806109 SIMON PPTY GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153931142103 WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154054937107 BB&T CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155172967424 CITIGROUP INC NEW CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156902973304 US BANCORP DEL COM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157032654105 ANALOG DEVICES INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15819766M659 COLUMBIA SELECT LARG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15964128R608 NEUBERGER BERMAN LON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160693390304 PIMCO FDS LOW DURATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16119766M824 COLUMBIA EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162003262102 ETFS PHYSICAL PALLAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16346429B655 ISHARES FLTG RATE BO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16446137V142 INVESCO WTR RES PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165464288810 ISHARES US MEDICAL D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166366505105 GARRETT MOTION INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167458140100 INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16876118Y104 RESIDEO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm169315807552 FIDELITY ADVISOR FLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170589509108 THE MERGER FD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065956
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0136866
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0202822
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0202822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0136866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013371
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020056
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033427
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0124971
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0124971
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065956
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt041611
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0359962
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0136866
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0179803
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01099

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.24$0.18$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.15$0.17$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.19$0.17$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.09$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.11$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.20$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.20$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12$0.17$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.17$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.20$0.16$0.03
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.18$0.15$0.03
2012Summary only. Only limited summary data is available for this year.$2.03$0.00$0.08$0.14$0.07
2011Summary only. Only limited summary data is available for this year.$2.10$0.00$0.09$0.14$0.05