Civic Intelligence

Lui and Wan Foundation

990PF • Fiscal year 2023 • EIN 13-4161117

Mar 01, 2022 to Feb 28, 2023 • Filed on Jan 12, 2024

343 E 30th Street 11LNew York, NY 10016

(212) 689-4939

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.08x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Net Margin

11th percentile

-295%

Higher net margin than 11% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-62%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$8,609,041

Down $1,064,113 (-11%) from 2022

Net Assets

Down

$8,579,591

Down $1,074,113 (-11%) from 2022

Liabilities

Up

$29,450

Up $10,000 (+51%) from 2022

Revenue

Down

$364,255

Down $587,002 (-62%) from 2022

Expenses

Up

$1,438,368

Up $1,273,369 (+772%) from 2022

Net Income

Down

-$1,074,113

Down $1,860,371 (-237%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $10,500,739Liabilities 2012: $4,800Net Assets 2012: $10,491,4392012Assets 2013: $10,640,829Liabilities 2013: $5,000Net Assets 2013: $10,635,8292013Assets 2014: $10,705,345Liabilities 2014: $6,000Net Assets 2014: $10,699,3452014Assets 2015: $10,561,036Liabilities 2015: $11,000Net Assets 2015: $10,550,0362015Assets 2016: $10,702,951Liabilities 2016: $10,000Net Assets 2016: $10,692,9512016Assets 2017: $10,588,885Liabilities 2017: $10,000Net Assets 2017: $10,578,8852017Assets 2018: $9,484,914Liabilities 2018: $10,000Net Assets 2018: $9,474,9142018Assets 2019: $9,323,540Liabilities 2019: $9,500Net Assets 2019: $9,314,0402019Assets 2020: $9,186,963Liabilities 2020: $10,100Net Assets 2020: $9,176,8632020Assets 2021: $8,888,096Liabilities 2021: $20,650Net Assets 2021: $8,867,4462021Assets 2022: $9,673,154Liabilities 2022: $19,450Net Assets 2022: $9,653,7042022Assets 2023: $8,609,041Liabilities 2023: $29,450Net Assets 2023: $8,579,5912023Assets 2024: $8,274,459Liabilities 2024: $42,300Net Assets 2024: $8,232,1592024Assets 2025: $8,311,190Liabilities 2025: $21,200Net Assets 2025: $8,289,9902025

Highlighted filing

2023

Assets$8,609,041
Liabilities$29,450
Net Assets$8,579,591

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $720,4292012Expenses 2013: $519,8372013Revenue 2014: $1,617,470Expenses 2014: $1,553,954Net Income 2014: $63,5162014Revenue 2015: $2,396,761Expenses 2015: $2,546,070Net Income 2015: -$149,3092015Revenue 2016: $1,290,774Expenses 2016: $1,147,859Net Income 2016: $142,9152016Revenue 2017: $686,442Expenses 2017: $800,508Net Income 2017: -$114,0662017Revenue 2018: $563,110Expenses 2018: $1,667,081Net Income 2018: -$1,103,9712018Revenue 2019: $621,746Expenses 2019: $782,620Net Income 2019: -$160,8742019Revenue 2020: $470,718Expenses 2020: $607,895Net Income 2020: -$137,1772020Revenue 2021: $430,222Expenses 2021: $739,639Net Income 2021: -$309,4172021Revenue 2022: $951,257Expenses 2022: $164,999Net Income 2022: $786,2582022Revenue 2023: $364,255Expenses 2023: $1,438,368Net Income 2023: -$1,074,1132023Revenue 2024: $268,742Expenses 2024: $616,174Net Income 2024: -$347,4322024Revenue 2025: $701,662Expenses 2025: $643,831Net Income 2025: $57,8312025

Highlighted filing

2023

Revenue$364,255
Expenses$1,438,368
Net Income-$1,074,113
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIVIA WAN LUIDirector-$0--
LAWRENCE LUIPresident-$0--
YVONNE LUISecretary-$0--
DEBORAH CHANDirector-$0--
FLORA R SIDirector-$0--
DAVID LEFERTreasurer-$0--
JULIA MARTINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lui and Wan Foundation
EIN
13-4161117
Phone
2126894939
Address
343 E 30TH STREET 11L, NEW YORK, NY 10016

Signing Officer

Name
Lawrence Lui
Title
President
Phone
2126894939
Signed
2024-01-12

Preparer

Firm
Flora R Si CPA Pc
Address
41 ELIZABETH ST SUITE 502, NEW YORK, NY 10013
Preparer
Flora R Si
Phone
2124318478
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2334465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2432973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2561440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2621432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27131013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2831766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2916942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3017535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3177480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3297759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt349500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt355067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3670280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3735824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3816809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3947841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4042281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4166055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4485723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4597383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46111899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4787444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48107939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4956966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5074368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5149295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5284803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5321450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5479814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5582068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5624289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5794967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt581127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt591714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6040570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6139921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6238654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6325036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6465341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6582467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6678306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67100899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6890429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6980058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7085943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7125615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7246572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7334813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74104323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75139535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7654980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77103472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78129551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7922639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8029212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8182305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8272020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8381549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8484443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8576363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8678125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt871949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt881415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt892891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt907289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt922192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt933117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94110579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY(SYMBOL:MMM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13M COMPANY-MMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC SHS(SYMBOL:GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC SHS(SYMBOL: GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC-(SYMBOL:AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC-(SYMBOL:AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMGEN INC-(SYMBOL:AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC(SYMBOL:AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC(SYMBOL: AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC-AAPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT & T(SYMBOL:T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AT & T(SYMBOL:T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT & T(SYMBOL:T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AT &T(SYMBOL: T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CATERPILLAR INC DEL(SYMBOL:CAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP(SYMBOL:CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHEVRON CORP(SYMBOL:CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CISCO SYSTEMS INC(SYMBOL:CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYSTEMS INC(SYMBOL: CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COCA COLA COM(SYMBOL: KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COCA COLA COM(SYMBOL: KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21COCA COLA COMPANY-KO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ECOLAB INC(ECL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DISNEY (WALT) CO COM(SYMBOL:DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DISNEY (WALT) CO COM(SYMBOL:DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXXON MOBIL CORP(SYMBOL:XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EXXON MOBIL CORP(SYMBOL:XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXXON MOBIL CORP(SYMBOL: XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXXON MOBIL CORP-XOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GENERAL ELECTRIC(SYMBOL:GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GENERAL ELEC CO REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL ELECTRIC(SYMBOL:GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GENERAL MOTORS CO COMMON SHARES(GM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GOLDMAN SACHS GROUP(SYMBOL:GS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GE HEALTHCARE TECHNOLOGIES INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GE HEALTHCARE TECHNOLOGIES INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GE HEALTHCARE TECHNOLOGIES INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HOME DEPOT INC(SYMBOL: HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INTEL CORP(SYMBOL:INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INTL BUSINESS MACHINES(SYMBOL: IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTL BUSINESS MACHINES(SYMBOL: IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTL BUSINESS MACHINES(SYMBOL: IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON AND JOHNSON(SYMBOL:JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KYNDRYL HOLDINGS INCORP REGISTERE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44KYNDRYL HOLDINGS INCORP REGISTERE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47METLIFE INC(MET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN CHASE & CO(JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MCDONALD CORP(SYMBOL:MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MEDTRONIC PLC COM-MDT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MERCK AND CO INC(SYMBOL:MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MERCK AND CO INC(SYMBOL:MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MICROSOFT CORP(SYMBOL:MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MICROSOFT CORP(SYMBOL: MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP-(SYMBOL:MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEXTEA ENERGY INC-NEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SELECT SECTOR SPDR TRUST THE COM-XLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SELECT SECTOR SPDR TRUST-XLK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NEXTERA ENERGY INC(SYMBOL:NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ORGANON AND CO REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ORGSNON AND CO REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PFIZER INC(SYMBOL:PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PFIZER INC(SYMBOL:PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PROCTER & GAMBLE CO(SYMBOL:PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROCTER & GAMBLE CO(SYMBOL:PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PROCTER & GAMBLE CO(SYMBOL: PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TEXAS INSTRUMENTS INCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TRAVELERS COS INC(SYMBOL:TRV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNITEDHEALTH GROUP INC(UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITEDHEALTH GROUP INC-UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD INDEX FUNDS (VYM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VISA INC (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73XCEL ENERGY INC (XEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VERIZON COMMUNICATN COM(SYMBOL:VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VERIZON COMMUNICATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VERIZON COMMUNICATN COM(SYMBOL:VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WAL-MART STORES(SYMBOL:WMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CD DISVOCER BANK-CUSIP 254673YX8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES CORE S & P MID CAP ETF-IJH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES CORE S& P 500 ETF-IVV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD FTSE DEVELOPED-VEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82DUPONT DE NEMOURS-2.79%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85GRNERAL DYNAMICS CORP-GD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86HOME DEPOT INC-HD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87HONEYWELL INTL INC-HON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STARBUCKS CORP-SBUX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TRUIST FINANCIAL CORP-TFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92GLOBAL X FDS(MLPX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93INVESCO EXCHANGE TRADED FD TR-(SPHD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WARNER BORS DISCOVER INC SERIES SERA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WARNER BORS DISCOVER INC SERIES SERA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WARNER BORS DISCOVER INC SERIES SERA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VANGUARD REAL ESTATE ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01455200
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01314315
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0312848
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01789
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt049618
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0314637
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt049618
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0364255

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.31$0.02$8.29$0.70$0.64$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.04$8.23$0.27$0.62$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.61$0.03$8.58$0.36$1.44$1.07
2022Detailed filing. Detailed filing data is available for this year.$9.67$0.02$9.65$0.95$0.16$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.02$8.87$0.43$0.74$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$0.01$9.18$0.47$0.61$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.01$9.31$0.62$0.78$0.16
2018Detailed filing. Detailed filing data is available for this year.$9.48$0.01$9.47$0.56$1.67$1.10
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$0.69$0.80$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.01$10.7$1.29$1.15$0.14
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$2.40$2.55$0.15
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$1.62$1.55$0.06
2013Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$0.52
2012Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.72