Civic Intelligence

Mw Armistead III Family Foundation

EIN 03-0435755 • Roanoke, VA

204 South Jefferson Street Ste 200Roanoke, VA 24011-1708
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,150

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.5%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,734,918

Down $44,275 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,734,918

Down $44,275 (-2.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Down

$124,955

Down $100,187 (-44%) from 2023

Expenses

Up

$166,267

Up $7,408 (+4.7%) from 2023

Net Income

Down

-$41,312

Down $107,595 (-162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,098,759Liabilities 2011: $02011Assets 2012: $2,040,134Liabilities 2012: $02012Assets 2013: $2,002,921Liabilities 2013: $02013Assets 2014: $2,095,997Liabilities 2014: $10,6522014Assets 2015: $1,995,848Liabilities 2015: $02015Assets 2016: $1,929,887Liabilities 2016: $0Net Assets 2016: $1,929,8872016Assets 2017: $1,892,853Liabilities 2017: $0Net Assets 2017: $1,892,8532017Assets 2018: $1,861,526Liabilities 2018: $0Net Assets 2018: $1,861,5262018Assets 2019: $1,821,345Liabilities 2019: $02019Assets 2020: $1,772,905Liabilities 2020: $0Net Assets 2020: $1,772,9052020Assets 2021: $1,719,338Liabilities 2021: $0Net Assets 2021: $1,719,3382021Assets 2022: $1,713,777Liabilities 2022: $0Net Assets 2022: $1,713,7772022Assets 2023: $1,779,193Liabilities 2023: $0Net Assets 2023: $1,779,1932023Assets 2024: $1,734,918Liabilities 2024: $0Net Assets 2024: $1,734,9182024

Highlighted filing

2024

Assets$1,734,918
Liabilities$0
Net Assets$1,734,918
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $34,359Expenses 2011: $139,120Net Income 2011: -$104,7612011Revenue 2012: $86,959Expenses 2012: $145,602Net Income 2012: -$58,6432012Revenue 2013: $120,110Expenses 2013: $157,337Net Income 2013: -$37,2272013Revenue 2014: $229,535Expenses 2014: $146,926Net Income 2014: $82,6092014Revenue 2015: $70,729Expenses 2015: $160,218Net Income 2015: -$89,4892015Revenue 2016: $84,823Expenses 2016: $150,139Net Income 2016: -$65,3162016Revenue 2017: $107,071Expenses 2017: $143,628Net Income 2017: -$36,5572017Revenue 2018: $123,308Expenses 2018: $154,698Net Income 2018: -$31,3902018Revenue 2019: $119,550Expenses 2019: $158,502Net Income 2019: -$38,9522019Revenue 2020: $105,641Expenses 2020: $153,025Net Income 2020: -$47,3842020Revenue 2021: $113,832Expenses 2021: $167,838Net Income 2021: -$54,0062021Revenue 2022: $157,569Expenses 2022: $161,720Net Income 2022: -$4,1512022Revenue 2023: $225,142Expenses 2023: $158,859Net Income 2023: $66,2832023Revenue 2024: $124,955Expenses 2024: $166,267Net Income 2024: -$41,3122024

Highlighted filing

2024

Revenue$124,955
Expenses$166,267
Net Income-$41,312
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,734,918
Liabilities
$0
Net assets
$1,734,918
Revenue
$124,955
Expenses
$166,267
Net income
-$41,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.12$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.23$0.16$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.16$0.16$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.11$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11$0.15$0.05
2019Summary only. Only limited summary data is available for this year.$1.82$0.00$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.08$0.15$0.07
2015Summary only. Only limited summary data is available for this year.$2.00$0.00$0.07$0.16$0.09
2014Summary only. Only limited summary data is available for this year.$2.10$0.01$0.23$0.15$0.08
2013Summary only. Only limited summary data is available for this year.$2.00$0.00$0.12$0.16$0.04
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.09$0.15$0.06
2011Summary only. Only limited summary data is available for this year.$2.10$0.00$0.03$0.14$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TCV TRUST AND WEALTH MANAGEMENTTrustee-$19,150-$19,150
BRAD E MULLINSTreasurer Director-$0--
FLEDA A RINGPresident Director-$0--
BRANDON R COMERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mw Armistead Iii Family Foundation
EIN
03-0435755
Phone
5403431500
Address
204 SOUTH JEFFERSON STREET STE 200, ROANOKE, VA 24011-1708

Signing Officer

Name
Tcv Trust Wealth Management
Title
CFO
Phone
5403431500
Signed
2025-04-21

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET STE 201, RICHMOND, VA 23223
Preparer
Doak Arthur Pfaff
Phone
6142327288
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ZOETIS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ADOBE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMAZON.COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES RUSSELL MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SELECT SECTOR SPDR TR MATLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SELECT SECTOR SPDR TR UTILS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ACCENTURE PLC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ORILLY AUTOMOTIVE INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt081262
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043693
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0124955
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0124955
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043693
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019150
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt019150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0142800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0142800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt080896
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt081262
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-41312
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0128149
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043693
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0104002
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025
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/TaxesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0142800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0166267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0124589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0124955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020587
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023467
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32007-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52005-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt925510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt928055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010. BROADCOM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1275. DISNEY WALT CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210. HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325. ISHARES RUSSELL 2000 SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45. LILLY ELI & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55. MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620. VISA INC COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720. CHUBB LIMITED COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc87000. DTE ELEC CO 1M BD B 3.65% DTD 08/27/2013 DUE 03/15/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9350. STARBUCKS CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025000. MARTIN MARIETTA MATLS INC SR GLBL NT 4.25% DTD 07/02/2014 DUE 0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043693
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-41312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04775
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01812
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01739693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01779193
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01734918
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0149335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0149335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0149335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0150781
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01446
IRS990PF/DistributableAmountGrp/TotalTaxAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03042939
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01779193
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01734918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0666351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0820987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0807613
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0814890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0789011
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02110406
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0222328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0124920
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0124920
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01779193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01734918
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03042939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01779193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01734918
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01779193
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01734918
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt075624
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03061547
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0218458
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02843089
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045923
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00

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