Civic Intelligence

Shady Maple Foundation

990PF • Fiscal year 2023 • EIN 20-0903361

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

129 Toddy Dr PO Box 157East Earl, PA 17519

(717) 354-4981

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

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

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

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

Asset Growth

51st percentile

4.0%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

84th percentile

57%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$7,637,616

Up $292,796 (+4.0%) from 2022

Net Assets

Up

$7,582,185

Up $238,569 (+3.2%) from 2022

Liabilities

Up

$55,431

Up $55,431 from 2022

Revenue

Up

$709,252

Up $257,624 (+57%) from 2022

Expenses

Down

$471,887

Down $22,031 (-4.5%) from 2022

Net Income

Up

$237,365

Up $279,655 (+661%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,189,155Liabilities 2011: $0Net Assets 2011: $4,189,1552011Assets 2012: $5,018,707Liabilities 2012: $0Net Assets 2012: $5,018,7072012Assets 2013: $5,154,183Liabilities 2013: $0Net Assets 2013: $5,154,1832013Assets 2014: $5,357,881Liabilities 2014: $0Net Assets 2014: $5,357,8812014Assets 2015: $5,754,060Liabilities 2015: $6,898Net Assets 2015: $5,747,1622015Assets 2016: $6,522,446Liabilities 2016: $781Net Assets 2016: $6,521,6652016Assets 2017: $6,877,009Liabilities 2017: $3,497Net Assets 2017: $6,873,5122017Assets 2018: $7,001,313Liabilities 2018: $1,130Net Assets 2018: $7,000,1832018Assets 2019: $7,046,926Liabilities 2019: $4,020Net Assets 2019: $7,042,9062019Assets 2020: $7,674,572Liabilities 2020: $2,103Net Assets 2020: $7,672,4692020Assets 2021: $7,386,375Liabilities 2021: $469Net Assets 2021: $7,385,9062021Assets 2022: $7,344,820Liabilities 2022: $0Net Assets 2022: $7,343,6162022Assets 2023: $7,637,616Liabilities 2023: $55,431Net Assets 2023: $7,582,1852023Assets 2024: $7,572,711Liabilities 2024: $0Net Assets 2024: $7,572,7112024

Highlighted filing

2023

Assets$7,637,616
Liabilities$55,431
Net Assets$7,582,185

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $167,7082011Expenses 2012: $205,6652012Revenue 2013: $394,846Expenses 2013: $259,370Net Income 2013: $135,4762013Revenue 2014: $341,092Expenses 2014: $137,394Net Income 2014: $203,6982014Revenue 2015: $690,033Expenses 2015: $300,752Net Income 2015: $389,2812015Revenue 2016: $1,116,077Expenses 2016: $341,574Net Income 2016: $774,5032016Revenue 2017: $693,049Expenses 2017: $341,202Net Income 2017: $351,8472017Revenue 2018: $504,314Expenses 2018: $377,643Net Income 2018: $126,6712018Revenue 2019: $331,580Expenses 2019: $288,857Net Income 2019: $42,7232019Revenue 2020: $1,041,667Expenses 2020: $412,104Net Income 2020: $629,5632020Revenue 2021: $202,570Expenses 2021: $489,133Net Income 2021: -$286,5632021Revenue 2022: $451,628Expenses 2022: $493,918Net Income 2022: -$42,2902022Revenue 2023: $709,252Expenses 2023: $471,887Net Income 2023: $237,3652023Revenue 2024: $452,394Expenses 2024: $461,868Net Income 2024: -$9,4742024

Highlighted filing

2023

Revenue$709,252
Expenses$471,887
Net Income$237,365
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARVIN R WEAVERPresident-$0--
MIRIAM M WEAVER2nd VP-$0--
PHILIP E WEAVER1st VP-$0--
CURTIS R WEAVERSecretary-$0--
LINFORD L WEAVERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Shady Maple Foundation
EIN
20-0903361
Phone
7173544981
Address
129 TODDY DR PO BOX 157, EAST EARL, PA 17519

Signing Officer

Name
Marvin R Weaver
Title
President
Phone
7173544981
Signed
2024-10-25

Preparer

Firm
Hershey Advisors Pc
Address
OREGON PIKE PO BOX 669, BROWNSTOWN, PA 17508
Preparer
Daryl E Eshleman CPA
Phone
7178591158
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109JOHNSON & JOHNSON (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110JOHNSON CTLS INTL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112KENVUE INC (KVUE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113KIMBERLY CLARK CORP (KMB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114KLA CORPORATION (KLAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115KONINKLIJKE PHIL EL SPADRNEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116KRAFT HEINZ CO COM (KHC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117L3HARRIS TECHNOLOGIES INC (LHX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118LABRATORY CP AMER HLDGS NEW (LH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119LAM RESEARCH CORPORATION (LRCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120LEAR CORP (LEA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121LEIDOS HLDGS INC (LDOS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122LINDE PLC (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123LOCKHEED MARTIN CORP (LMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125MARATHON PETROL CORP (MPC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126MARKEL CORP (HOLDING CO) (MKL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127MARSH & MCLENNAN COS INC (MMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128MARTIN MARIETTA MATERIALS (MLM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129MCDONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130MEDTRONIC PLC SHS (MDT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132METLIFE INCORPORATED (MET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133MICROCHIP TECHNOLOGY INC (MCHP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134MICRON TECH INC (MU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136MONDELEZ INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137MORGAN STANLEY (MS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138NESTLE SPON ADRREP SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139NEWELL BRANDS INC (NWL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141NIKE INC B (NKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142NINTENDO CO LTD ADR NEW (NTDOY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143NISOURCE INC (NI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144NORFOLK SOUTH CORPN (NSC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145NORTHERN TRUST CORP (NTRS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146NORTHROP GRUMMAN CP (HLDCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147NOVO NORDISK A/S ADR (NVO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148NXP SEMICONDUCTORS NV (NXPI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149O'REILLY AUTOMOTIVE INC NEW (ORLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150PACKAGING CORP AMER (PKG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151PARKER HANNIFIN CORP (PH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152PAYCHEX INC (PAYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153PEPSICO INC NC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155PNC FINL SVCS GP (PNC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156PPG INDUSTRIES INC (PPG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157PPL CORPORATION (PPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158PROCTER & GAMBLE (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159PROGRESSIVE CORP OHIO (PGR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160PRUDENTIAL PLC ADR (PUK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161PUBLIC SERVICE ENTGP(PEG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162QUALCOMM INC (QCOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163RALPH LAUREN CORP CL A (RL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164RAYMOND JAMES FINCL INC (RJF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165RAYTHEON CO (NEW) (RTN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166ROGERS COMM INC CL B (BC)(RCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167ROSS STORES INC (ROST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168RTX CORPORATION (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm169S&P GLOBAL INC COM (SPGI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170SEALED AIR CP NEW (SEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171SEMPRA (SRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172SHELL PLC ADR (SHEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173SHERWIN WILLIAMS COMPANY OHIO (SHW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174SIEMENS AKTIENGESELLSCHAFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175SS&C TECHNOLOGIES HLDGS INC (SSNC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm176STANLEY BLACK & DECKER INC (SWK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177STARBUCKS CORP WASHINGTON(SBUX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm178STERIS PLC (STE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm179T ROWE PRICE GROUP INC (TROW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm180TARGET CORP (TGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181TE CONNECTIVITY LTD NEW (TEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182TELEFLEX INC (TFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183TEXAS INSTRUMENTS(TXN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184TJX COS INC NEW (TXJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185TRANE TECHNOLOGIES PLC (TT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm186TRANSUNION (TRU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm187TRAVELERS COMPANIES INCCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm188TRIMBLE INC (TRMB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm189TRUIST FINL CORP (TFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm190U S BANCORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191UGI CORPORATION NEW COM (UGI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192UNILEVER NV NY SH NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193UNILEVER PLC (NEW) ADS (UL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194UNION PACIFIC CORP (UNP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195UNITED PARCEL SER INC CL-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm196VALERO ENERGY CP DELA NEW (VLO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm197VERISK ANALYTICS INC COM (VRSK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm198VERIZON COMM (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm199VICI PROPERTIES INC (VICI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201WARNER BROS DISCOVERY INC SER (WBD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202WEC ENERGY GROUP INC COM (WEC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm204WELLTOWER INC (HCN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205WHITE MOUNTAIN GRP BERMUDA (WTM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm206WILLIAMS CO INC (WMB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm207WILLIS TOWERS WATSON PUB LTD (WLTW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm208WST MGMT INC (DELA) (WM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm209XCEL ENERGY INC (XEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210ZIMMER BIOMET HLDGS INC COM (ZBH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SAGE OAK ALF OF LOUISIANA LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AN 8.276% INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0215136
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0305525
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0143019
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0623000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SAGE OAK ALF OF LOUISIANA L
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-43428
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0663680
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-43428
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0620252
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08740
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0431000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0431000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt089000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0215136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215136
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0237365
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03123804
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0143019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0143019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0305525
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0358155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029647
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-43428
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0431000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0471887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0358155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0709252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040887
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0237365
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07582185
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07344820
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07582185
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0385151
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0385151
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0385151
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0390129
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04978
IRS990PF/DistributableAmountGrp/TotalTaxAmt04978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04978
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010077
IRS990PF/FMVAssetsEOYAmt07826187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01410146
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03750661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03754482
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02507946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0467485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0652235
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt090398
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt046970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt046970
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt055431
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07344820
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07582185
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03336330
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03372500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03372500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07344820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07637616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07826187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt055431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07344820
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07637616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07344820
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07582185
IRS990PF/MethodOfAccountingAccrualInd0X

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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.$7.57$0.00$7.57$0.45$0.46$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.64$0.06$7.58$0.71$0.47$0.24
2022Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.45$0.49$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.20$0.49$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.00$7.67$1.04$0.41$0.63
2019Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.04$0.33$0.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.50$0.38$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.00$6.87$0.69$0.34$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.00$6.52$1.12$0.34$0.77
2015Detailed filing. Detailed filing data is available for this year.$5.75$0.01$5.75$0.69$0.30$0.39
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.34$0.14$0.20
2013Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.39$0.26$0.14
2012Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.21
2011Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.17