Civic Intelligence

Hellen Ingram Plummer Charitable Foundation Inc.

990PF • Fiscal year 2021 • EIN 22-3365605

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

Organization Profile
Pobox 1532 AftPennington, NJ 08534

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.00x

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

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Net Margin

78th percentile

72%

Higher net margin than 78% of similar nonprofits.

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2021 filings • NTEE T • $10M-$25M nonprofits • Source year 2021

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2021 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

474%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$19,513,861

Up $1,904,346 (+11%) from 2020

Net Assets

Up

$19,513,861

Up $1,904,346 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin78th percentile

Revenue

Up

$3,986,470

Up $3,291,451 (+474%) from 2020

Expenses

Up

$1,097,454

Up $60,931 (+5.9%) from 2020

Net Income

Up

$2,889,016

Up $3,230,520 (+946%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,641,615Liabilities 2011: $02011Assets 2012: $13,614,415Liabilities 2012: $02012Assets 2013: $15,348,573Liabilities 2013: $02013Assets 2014: $15,613,287Liabilities 2014: $02014Assets 2019: $16,910,645Liabilities 2019: $0Net Assets 2019: $16,910,6452019Assets 2020: $17,609,515Liabilities 2020: $0Net Assets 2020: $17,609,5152020Assets 2021: $19,513,861Liabilities 2021: $0Net Assets 2021: $19,513,8612021Assets 2022: $16,039,504Liabilities 2022: $0Net Assets 2022: $16,039,5042022Assets 2023: $15,793,541Liabilities 2023: $0Net Assets 2023: $15,793,5412023Assets 2024: $14,656,150Liabilities 2024: $0Net Assets 2024: $14,656,1502024

Highlighted filing

2021

Assets$19,513,861
Liabilities$0
Net Assets$19,513,861
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $620,079Expenses 2011: $652,983Net Income 2011: -$32,9042011Revenue 2012: $1,214,906Expenses 2012: $590,278Net Income 2012: $624,6282012Revenue 2013: $1,258,145Expenses 2013: $924,316Net Income 2013: $333,8292013Revenue 2014: $1,286,163Expenses 2014: $903,262Net Income 2014: $382,9012014Revenue 2019: $649,531Expenses 2019: $943,561Net Income 2019: -$294,0302019Revenue 2020: $695,019Expenses 2020: $1,036,523Net Income 2020: -$341,5042020Revenue 2021: $3,986,470Expenses 2021: $1,097,454Net Income 2021: $2,889,0162021Revenue 2022: $458,290Expenses 2022: $1,040,381Net Income 2022: -$582,0912022Revenue 2023: $724,960Expenses 2023: $910,634Net Income 2023: -$185,6742023Revenue 2024: $1,248,796Expenses 2024: $2,453,900Net Income 2024: -$1,205,1042024

Highlighted filing

2021

Revenue$3,986,470
Expenses$1,097,454
Net Income$2,889,016
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERE W GOLDSMITHVice President-$0--
MARK E MAGOWANPresident-$0--
AMY MERRILLVice President-$0--
WALTON RAWLSTrustee-$0--
OLIVER MERRILLTrustee-$0--
GLEN GOLDSMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hellen I Plummer Charitable Foundation
EIN
22-3365605
Phone
8888663275
Address
POBOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Mark Magowan
Title
President
Phone
8888663275
Signed
2022-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm161023135BF2 AMAZON.COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16220030NCT6 COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm163912810SF6 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1649128286B1 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm165927804FU3 VIRGINIA ELEC & POWE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16680282KAW6 SANTANDER HOLDINGS U
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16738141GXH2 GOLDMAN SACHS GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm168609207AT2 MONDELEZ INTERNATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16992343VDY7 VERIZON COMMUNICATIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17029364GAM5 ENTERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17130231GBH4 EXXON MOBIL CORPORAT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm172025816BS7 AMERICAN EXPRESS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17392556HAA5 VIACOMCBS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17471GG79995 PARTNERS GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17565473PAK1 NISOURCE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17665339KBR0 NEXTERA ENERGY CAPIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17704686JAA9 ATHENE HOLDINGS LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17871F329990 BLACKSTONE REAL ESTA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm179191216CU2 COCA-COLA CO/THE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18040434LAB1 HP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18130161NAX9 EXELON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18210373QBJ8 BP CAP MARKETS AMERI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm183961214EH2 WESTPAC BANKING CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18467066GAF1 NVIDIA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18545866FAL8 INTERCONTINENTALEXCH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm186912810SN9 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm187912810SM1 U.S. TRSY INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm188912828P46 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm189912810SP4 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19031418DU67 FNMA PMA4204 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1913140Q92W2 FNMA PCA2588 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19291282CAZ4 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1933132DWAN3 FHLMC SD 8113 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19431418DSK9 FNMA PMA4121 03%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19531418DJR4 FNMA PMA3871 03%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1963132DV6V2 FHLMC SD 8084 03%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm197912828YS3 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm198912828ZL7 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm199023135BS4 AMAZON.COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20031418EAN0 FNMA PMA4512 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2013140XBDR8 FNMA PFM7311 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20231418EAB6 FNMA PMA4501 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20331418D2V3 FNMA PMA4387 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20431418D3Y6 FNMA PMA4414 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20591282CCF6 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2063132DWA60 FHLMC SD 8129 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20731418DYH9 FNMA PMA4311 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2083140XB2C3 FNMA PFM7970 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2093133KYWA3 FHLMC RB 5141 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21031418D3R1 FNMA PMA4407 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2113132DMVG7 FHLMC SD 0615 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2123132DWBZ5 FHLMC SD 8156 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21391282CBL4 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2143132DWB69 FHLMC SD 8161 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21531418DYY2 FNMA PMA4326 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21691282CBR1 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21731418D2M3 FNMA PMA4379 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2183133KYVK2 FHLMC RB 5118 02%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21931418C3E2 FNMA PMA3496 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2203140XD4P8 FNMA PFM9829 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt037946
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt157394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt237196
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt357907
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt457828
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt535266
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt658195
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7196
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt81121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt91935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1055630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt111659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1236795
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1396550
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1475816
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1557010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16141740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1799463
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1859774
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19100346
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2038628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21120010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22122767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2319516
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt244090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt251504
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2629203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27988
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt281015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29130141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3024503
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3142916
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt321368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt334039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34998
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3510306
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt362954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37116944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt381005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3926423
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt40109503
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4119485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt422933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4315818
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt445412
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt038837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt158580
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt239089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt359165
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt459666
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt558397
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt71127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt81945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt963208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt101704
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1139464
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12109235
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1378373
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1459079
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15154301
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1698066
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1758912
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1898713
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1937574
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20118368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21121288
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2219402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt234087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt241486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2529238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27997
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28128380
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2923738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3042443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt311350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3410265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt352925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36117564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37986
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3826027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39108702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4019522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt412919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4215509
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt435401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt445047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt553169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt618614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt742970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt852398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt929367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1020320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1251687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1324581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1444016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1521781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1627039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1733296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1820262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1919940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2016415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2117308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2228172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2326248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2452022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2548123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2618175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2721936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2853871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2947752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3020829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3111252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3277167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3321799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3422023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3550903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3686566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37115841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3835020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3941346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4046187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4119433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4215619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4338509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4419936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4527270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4635857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4731027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4817164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4916601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5016282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5155154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5220582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5324902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5455423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5553189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5652400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5725825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5837331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt591415733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6022057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6118664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6230419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6352420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6446365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6520155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6638772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6721756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt686509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6931834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7016461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7121703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7226133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7318222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7425133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7532519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7624179

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,513,861
Liabilities
$0
Net assets
$19,513,861
Revenue
$3,986,470
Expenses
$1,097,454
Net income
$2,889,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.25$2.45$1.21
2023Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.72$0.91$0.19
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.46$1.04$0.58
2021Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$3.99$1.10$2.89
2020Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.70$1.04$0.34
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.65$0.94$0.29
2014Summary only. Only limited summary data is available for this year.$15.6$0.00$1.29$0.90$0.38
2013Summary only. Only limited summary data is available for this year.$15.3$0.00$1.26$0.92$0.33
2012Summary only. Only limited summary data is available for this year.$13.6$0.00$1.21$0.59$0.62
2011Summary only. Only limited summary data is available for this year.$12.6$0.00$0.62$0.65$0.03
Peer Organizations

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