Civic Intelligence

Mary Hobbs Griffith Foundation

990PF • Fiscal year 2024 • EIN 23-7000801

Nov 01, 2023 to Oct 31, 2024 • Filed on Feb 27, 2025

Organization Profile
PO Box 749Corpus Christi, TX 78403

(361) 844-1138

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$40,518

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

40th percentile

3.5%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,140,403

Up $114,744 (+2.9%) from 2023

Net Assets

Up

$4,140,403

Up $114,744 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin70th percentile

Revenue

Up

$460,619

Up $15,379 (+3.5%) from 2023

Expenses

Down

$369,432

Down $15,651 (-4.1%) from 2023

Net Income

Up

$91,187

Up $31,030 (+52%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2017: $3,547,112Liabilities 2017: $0Net Assets 2017: $3,547,1122017Assets 2018: $3,621,655Liabilities 2018: $0Net Assets 2018: $3,621,6552018Assets 2019: $3,662,923Liabilities 2019: $1,500Net Assets 2019: $3,661,4232019Assets 2020: $3,697,772Liabilities 2020: $37,500Net Assets 2020: $3,660,2722020Assets 2021: $3,836,983Liabilities 2021: $250Net Assets 2021: $3,836,7332021Assets 2022: $3,990,258Liabilities 2022: $0Net Assets 2022: $3,990,2582022Assets 2023: $4,025,659Liabilities 2023: $0Net Assets 2023: $4,025,6592023Assets 2024: $4,140,403Liabilities 2024: $0Net Assets 2024: $4,140,4032024

Highlighted filing

2024

Assets$4,140,403
Liabilities$0
Net Assets$4,140,403
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$600K$400K$200K$0Revenue 2017: $308,733Expenses 2017: $277,870Net Income 2017: $30,8632017Revenue 2018: $465,150Expenses 2018: $388,530Net Income 2018: $76,6202018Revenue 2019: $360,461Expenses 2019: $317,953Net Income 2019: $42,5082019Revenue 2020: $336,742Expenses 2020: $303,409Net Income 2020: $33,3332020Revenue 2021: $466,385Expenses 2021: $327,650Net Income 2021: $138,7352021Revenue 2022: $460,575Expenses 2022: $306,981Net Income 2022: $153,5942022Revenue 2023: $445,240Expenses 2023: $385,083Net Income 2023: $60,1572023Revenue 2024: $460,619Expenses 2024: $369,432Net Income 2024: $91,1872024

Highlighted filing

2024

Revenue$460,619
Expenses$369,432
Net Income$91,187
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Feb 27, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FROST BANKTrusteePT$40,518-$40,518
Filing and Contact Details

Filer

Filer Name
Mary Hobbs Griffith Foundation
EIN
23-7000801
Phone
3618441138
Address
PO BOX 749, CORPUS CHRISTI, TX 78403

Signing Officer

Name
William R Weempe Evp
Title
Trustee
Phone
3618441138
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
500 NORTH SHORELINE STE 701, CORPUS CHRISTI, TX 78401
Preparer
Kellie J Shipley
Phone
3618823132
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3111.0000 SHARES VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4118.0000 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5126.000 SHARES FORTIVECORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6126.000 SHARES WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7126.0000 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8134.000 ARTHUR J GALLAGHER & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9134.0000 SHARES MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10136.0000 D R HORTON INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111378.000 FLEXSHARES GLBL UPSTREAM NAT RES EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12141.0000 INTEL CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141538.000 ISHARES MSCI EAFE EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15156.0000 CANADIAN PACIFIC RAILWAY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16160.0000 SHARES ALPHABET INC CL C COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171616.104 SHARES T ROWE PRICE MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18166.0000 MARVELL TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19173.0000 SHARES WP CAREY INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20178.0000 TRAVELERS COMPANIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2118.0000 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22180.000 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23182.0000 SHARES CISCO SYSTEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24182.0000 SHARES EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25182.0000 SHARES GENERAL MILLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26185.0000 SHARES EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27191.0000 SHARES MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm282.0000 SHARES BOOKING HOLDINGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29200.0000 SHARES ALPHABET INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30211.0000 SHARES ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31216.0000 SHARES COMCAST CORPORATION NEW CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3222.0000 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33220.0000 SHARES COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3424.000 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352644.829 SHARES COHEN & STEERS INSTL REALTY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3627.0000 LOCKHEED MARTIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37284.000 CENTERPOINT ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3830.0000 KLA CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39303.0000 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4031.0000 SHARES COSTCO WHOLESALE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41310.0000 BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4232.000 AIR PRODUCTS & CHEMICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4334.0000 SHARES UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44359.0000 SHARES BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45360.0000 SHARES AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46362.0000 BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47373.0000 CORNING INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48380.0000 SHARES BRISTOL-MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49388.0000 SHARES VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5039.0000 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5143.000 CUMMINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52454.295 SHARES VANGUARD SM CAP GROWTH ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53476.000 ABERDEEN PHYSICAL PRECIOUS METALS BASKET EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54479.0000 SHARES PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55486.0000 SHARES AT & T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5649.0000 AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm575.000 O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5854.0000 ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5954.0000 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6054.0000 SHARES INTL BUSINESS MACHINES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61550.0000 NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6257.0000 SHARES SHERWIN-WILLIAMS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6359.0000 HONEYWELL INTERNATIONAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6459.0000 SHARES CHEVRON CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6560.000 ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm666691.065 SHARES JHANCOCK DISCPLNED VALUE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6773.0000 SHARES MASTERCARD INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68731.0000 SHARES APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6978.0000 WORKDAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70782.193 SHARES VICTORY SMALL CO OPP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7181.0000 EVERGY INC COM COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7281.0000 SHARES HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7381.0000 SHARES PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7482.0000 DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7583.0000 SHARES DIGITAL REALTY TRUST INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7687.0000 AMERICAN ELECTRIC POWER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77994.912 SHARES T ROWE PRICE INTL DISCOVERY FD
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt097877
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt098314
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0145672
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt052957
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0261990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0460619
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0460619
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt052957
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040518
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040518
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0275500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0275500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0145672
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0145672
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt091187
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0534009
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt052957
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0371309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0261990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0261990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt032526
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0275500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt089310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0369432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0460619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0460619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt089310
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0481052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt317426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0516550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt317426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SECTION 897 CAPITAL GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS - UNRECAP SEC 1250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt052957
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt091187
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt023557
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04140403
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04025659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04140403
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0304118
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0304118
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0304118
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0309279
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05161
IRS990PF/DistributableAmountGrp/TotalTaxAmt05161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00

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Filings

Displayed year

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

Open filing
Assets
$4,140,403
Liabilities
$0
Net assets
$4,140,403
Revenue
$460,619
Expenses
$369,432
Net income
$91,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.46$0.37$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.45$0.39$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.46$0.31$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.47$0.33$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.04$3.66$0.34$0.30$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.36$0.32$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.47$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.31$0.28$0.03