Civic Intelligence

Artevel Foundation

990PF • Fiscal year 2018 • EIN 95-6136405

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
707 Wilshire Blvd Ste 3800Los Angeles, CA 90017-3541

(213) 680-9212

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

46th percentile

0.5%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,032,887

Up $25,392 (+0.5%) from 2017

Net Assets

Up

$5,032,887

Up $25,392 (+0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin57th percentile

Revenue

Up

$382,082

Up $104,351 (+38%) from 2017

Expenses

Down

$356,690

Down $65,065 (-15%) from 2017

Net Income

Up

$25,392

Up $169,416 (+118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,924,597Liabilities 2011: $0Net Assets 2011: $1,924,5972011Assets 2012: $2,219,484Liabilities 2012: $12012Assets 2013: $3,624,008Liabilities 2013: $0Net Assets 2013: $3,624,0082013Assets 2014: $5,513,661Liabilities 2014: $02014Assets 2015: $5,325,359Liabilities 2015: $0Net Assets 2015: $5,325,3592015Assets 2016: $5,151,519Liabilities 2016: $0Net Assets 2016: $5,151,5192016Assets 2017: $5,007,495Liabilities 2017: $0Net Assets 2017: $5,007,4952017Assets 2018: $5,032,887Liabilities 2018: $0Net Assets 2018: $5,032,8872018Assets 2019: $5,038,983Liabilities 2019: $0Net Assets 2019: $5,038,9832019Assets 2020: $4,854,873Liabilities 2020: $0Net Assets 2020: $4,854,8732020Assets 2021: $5,405,571Liabilities 2021: $0Net Assets 2021: $5,405,5712021Assets 2022: $5,212,780Liabilities 2022: $6,300Net Assets 2022: $5,206,4802022Assets 2023: $5,099,862Liabilities 2023: $6,300Net Assets 2023: $5,093,5622023Assets 2024: $4,994,649Liabilities 2024: $0Net Assets 2024: $4,994,6492024

Highlighted filing

2018

Assets$5,032,887
Liabilities$0
Net Assets$5,032,887
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $115,5232011Revenue 2012: $456,738Expenses 2012: $161,851Net Income 2012: $294,8872012Revenue 2013: $1,614,954Expenses 2013: $210,430Net Income 2013: $1,404,5242013Revenue 2014: $2,137,041Expenses 2014: $247,388Net Income 2014: $1,889,6532014Revenue 2015: $143,301Expenses 2015: $331,603Net Income 2015: -$188,3022015Revenue 2016: $131,402Expenses 2016: $305,242Net Income 2016: -$173,8402016Revenue 2017: $277,731Expenses 2017: $421,755Net Income 2017: -$144,0242017Revenue 2018: $382,082Expenses 2018: $356,690Net Income 2018: $25,3922018Revenue 2019: $352,704Expenses 2019: $346,608Net Income 2019: $6,0962019Revenue 2020: $97,525Expenses 2020: $281,635Net Income 2020: -$184,1102020Revenue 2021: $831,985Expenses 2021: $281,287Net Income 2021: $550,6982021Revenue 2022: $121,883Expenses 2022: $320,974Net Income 2022: -$199,0912022Revenue 2023: $202,611Expenses 2023: $325,891Net Income 2023: -$123,2802023Revenue 2024: $265,145Expenses 2024: $364,058Net Income 2024: -$98,9132024

Highlighted filing

2018

Revenue$382,082
Expenses$356,690
Net Income$25,392
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY A DEGROOT4th Vice President-$0--
GRACE J KREULENPresident-$0--
BETTY REINDERS1st Vice President-$0--
MARVIN TE VELDE2nd Vice President-$0--
HARRIET S HILL3rd Vice President-$0--
MARGARET E HOUTSMA5th Vice President-$0--
GARY R PHILLIPSSecretary-$0--
GEORGE R PHILLIPSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Artevel Foundation
EIN
95-6136405
Phone
2136809212
Address
707 WILSHIRE BLVD STE 3800, LOS ANGELES, CA 90017-3541

Signing Officer

Name
Gary R Phillips
Title
Secretary
Phone
2136809212
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Law Partners Llp
Address
707 WILSHIRE BLVD STE 3800, LOS ANGELES, CA 90017-3541
Preparer
Gary R Phillips
Phone
2136809212
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31125 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32125 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33200 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34100 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351200 SHS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36300 SHS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37100 SHS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38400 SHS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391050 SHS ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40225 SHS ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41450 SHS ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42275 SHS ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43600 SHS PENSKE AUTOMOTIVE GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44500 SHS PENSKE AUTOMOTIVE GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4585 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46250 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47300 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48450 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49550 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50550 SHS PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51200 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52250 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53300 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm542000 SHS PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55750 SHS PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56235 SHS PUBLIC STORAGE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5750 SHS PUBLIC STORAGE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58300 SHS RIO TINTO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59700 SHS RIO TINTO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60450 SHS RIO TINTO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6160 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62250 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6350 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64250 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65200 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66250 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67325 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68215 SHS ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69250 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70350 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71200 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7250 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73300 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74250 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75300 SHS ROYAL DUTCH SHELL PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76500 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77250 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78250 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79600 SHS VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80925 SHS VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81250 SHS W P CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82250 SHS W P CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83200 SHS W P CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84150 SHS W P CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85250 SHS W P CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86600 SHS W P CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871700 SHS WELLTOWER INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm881900 SHS ISHARES INTL SELECT DIVID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89750 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90400 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91150 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92200 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93850 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm941050 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9550 SHS WISDOMTREE EMERGING MARKETS HIGH DIVID FUND ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm963750 SHS CAPITAL ONE FINCL CORP 6.2% PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm971650 SHS HARTFORD FINL SVCS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm981675 SHS HARTFORD FINL SVCS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm993800 SHS PUBLIC STORAGE SER Z 6.000%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1003980 SHS QWEST CORP 6.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1013675 SHS STATE STREET CORP 5.35% PRF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1023750 SHS STATE STREET CORP 6.00% PREFERRED CLBL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1033800 SHS WELLS FARGO & CO 6.00%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0222775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt180256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MEMBER INTEREST IN SFE ALTERNATIVE INVESTMENT FUND I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MEMBER INTEREST IN SFE ALTERNATIVE INVESTMENT FUND II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0113860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0178118
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0173214
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015888
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt013862
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0381082
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0381082
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0173214
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0268000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0268000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0177988
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0178118
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt025392
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04446654
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015888
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015888
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt010633
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010634
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt021267
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0173214
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0322162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012579
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt013862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033557
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0284281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0356690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0379669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0382082
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057507
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088690
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05573
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05572
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-02-22

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,032,887
Liabilities
$0
Net assets
$5,032,887
Revenue
$382,082
Expenses
$356,690
Net income
$25,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.27$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.01$5.09$0.20$0.33$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.21$0.01$5.21$0.12$0.32$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.41$0.83$0.28$0.55
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.10$0.28$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.35$0.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.38$0.36$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.28$0.42$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.13$0.31$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.14$0.33$0.19
2014Summary only. Only limited summary data is available for this year.$5.51$0.00$2.14$0.25$1.89
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.61$0.21$1.40
2012Summary only. Only limited summary data is available for this year.$2.22$0.00$0.46$0.16$0.29
2011Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12