Civic Intelligence

Julia G Melson Charitable Testamentary Trust

990PF • Fiscal year 2023 • EIN 20-6724118

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6100

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-69%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,747,399

Flat from 2023

Net Assets

$1,747,399

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Flat

$77,701

Flat from 2023

Expenses

Flat

$131,241

Flat from 2023

Net Income

Flat

-$53,540

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,909,016Liabilities 2011: $02011Assets 2012: $1,869,099Liabilities 2012: $12012Assets 2013: $1,914,149Liabilities 2013: $0Net Assets 2013: $1,914,1492013Assets 2014: $1,912,361Liabilities 2014: $0Net Assets 2014: $1,912,3612014Assets 2015: $1,858,221Liabilities 2015: $0Net Assets 2015: $1,858,2212015Assets 2016: $1,792,967Liabilities 2016: $0Net Assets 2016: $1,792,9672016Assets 2017: $1,857,444Liabilities 2017: $0Net Assets 2017: $1,857,4442017Assets 2018: $1,833,549Liabilities 2018: $0Net Assets 2018: $1,833,5492018Assets 2019: $1,803,848Liabilities 2019: $12019Assets 2020: $1,753,662Liabilities 2020: $0Net Assets 2020: $1,753,6622020Assets 2021: $1,853,954Liabilities 2021: $0Net Assets 2021: $1,853,9542021Assets 2022: $1,801,093Liabilities 2022: $0Net Assets 2022: $1,801,0932022Assets 2023: $1,747,399Liabilities 2023: $0Net Assets 2023: $1,747,3992023Assets 2023: $1,747,399Liabilities 2023: $12023

Highlighted filing

2023

Assets$1,747,399
Liabilities$0
Net Assets$1,747,399
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $61,145Expenses 2011: $169,992Net Income 2011: -$108,8472011Revenue 2012: $98,203Expenses 2012: $138,588Net Income 2012: -$40,3852012Revenue 2013: $183,906Expenses 2013: $137,537Net Income 2013: $46,3692013Revenue 2014: $152,103Expenses 2014: $154,983Net Income 2014: -$2,8802014Revenue 2015: $80,699Expenses 2015: $134,941Net Income 2015: -$54,2422015Revenue 2016: $69,096Expenses 2016: $135,723Net Income 2016: -$66,6272016Revenue 2017: $201,424Expenses 2017: $135,576Net Income 2017: $65,8482017Revenue 2018: $120,000Expenses 2018: $144,115Net Income 2018: -$24,1152018Revenue 2019: $108,025Expenses 2019: $137,963Net Income 2019: -$29,9382019Revenue 2020: $87,602Expenses 2020: $137,990Net Income 2020: -$50,3882020Revenue 2021: $256,641Expenses 2021: $155,478Net Income 2021: $101,1632021Revenue 2022: $88,565Expenses 2022: $142,518Net Income 2022: -$53,9532022Revenue 2023: $77,701Expenses 2023: $131,241Net Income 2023: -$53,5402023Revenue 2023: $77,701Expenses 2023: $131,241Net Income 2023: -$53,5402023

Highlighted filing

2023

Revenue$77,701
Expenses$131,241
Net Income-$53,540
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN COXCo-Trustee-$0--
RICHARD P MORTHLANDCo-Trustee-$0--
KARLA CONWAYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Julia G Melson Charitable
EIN
20-6724118
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
George C Smith
Title
Trust Officer
Phone
3342306100
Signed
2024-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
105 TALLAPOOSA STREET STE 300, MONTGOMERY, AL 36104
Preparer
Jennifer D Burton
Phone
3342712200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MITSUBISHI UFJ FINANCIAL GROUP INC 2.801% 07/18/2024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SKYPER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42THE GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43THE HERSHEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44THE TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ZOETIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56THE PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FORTIVE CORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0278605
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0263610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0155440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FREDDIE MAC POOLS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HORMEL FOODS CORP .65% 03 JUN 2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INTEL CORP 2% 12 AUG 2031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0148949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt051947
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt024342
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01412
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077701
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077701
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01988
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0662
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt024342
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt051947
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt051947
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-53540
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0426960
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024342
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021428
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0849
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0106988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0131241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt076303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077701
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01988
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt053243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1349375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1370825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COGNIZANT TECHNOLOGY CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024342
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53540
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0154
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01747553
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01801093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01747399
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0105099
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0105099
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0105099
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0105822
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0723
IRS990PF/DistributableAmountGrp/TotalTaxAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0920
IRS990PF/FMVAssetsEOYAmt02197672
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0686983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0635559
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0600289
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0705385
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0631934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01140962
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt036
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt031
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt031
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0168675
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0180177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0171687
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01801093
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01747399
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021093
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021093
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01801093
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01747399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02197672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01801093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01747399

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,747,399
Liabilities
$0
Net assets
$1,747,399
Revenue
$77,701
Expenses
$131,241
Net income
-$53,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.13$0.05
2023Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.14$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.26$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.09$0.14$0.05
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.20$0.14$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.17$0.11