Civic Intelligence

John T & Winifred Hayward John & Winifred Hayward Found

990PF • Fiscal year 2025 • EIN 23-7363201

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 20, 2026

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$63,553

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,929,419

Up $995,597 (+13%) from 2024

Net Assets

Up

$8,929,419

Up $995,597 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$1,786,316

Up $445,380 (+33%) from 2024

Expenses

Up

$785,507

Up $45,197 (+6.1%) from 2024

Net Income

Up

$1,000,809

Up $400,183 (+67%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2013: $7,764,147Liabilities 2013: $0Net Assets 2013: $7,764,1472013Assets 2014: $7,708,627Liabilities 2014: $0Net Assets 2014: $7,708,6272014Assets 2015: $7,655,478Liabilities 2015: $1Net Assets 2015: $7,655,4772015Assets 2016: $7,568,042Liabilities 2016: $0Net Assets 2016: $7,568,0422016Assets 2017: $7,695,861Liabilities 2017: $0Net Assets 2017: $7,695,8612017Assets 2018: $7,469,071Liabilities 2018: $0Net Assets 2018: $7,469,0712018Assets 2019: $7,582,314Liabilities 2019: $0Net Assets 2019: $7,582,3142019Assets 2020: $7,579,974Liabilities 2020: $0Net Assets 2020: $7,579,9742020Assets 2021: $7,873,478Liabilities 2021: $0Net Assets 2021: $7,873,4782021Assets 2022: $7,548,894Liabilities 2022: $0Net Assets 2022: $7,548,8942022Assets 2023: $7,338,453Liabilities 2023: $0Net Assets 2023: $7,338,4532023Assets 2024: $7,933,822Liabilities 2024: $0Net Assets 2024: $7,933,8222024Assets 2025: $8,929,419Liabilities 2025: $0Net Assets 2025: $8,929,4192025

Highlighted filing

2025

Assets$8,929,419
Liabilities$0
Net Assets$8,929,419
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $638,925Expenses 2013: $645,972Net Income 2013: -$7,0472013Revenue 2014: $576,939Expenses 2014: $632,459Net Income 2014: -$55,5202014Revenue 2015: $617,711Expenses 2015: $670,861Net Income 2015: -$53,1502015Revenue 2016: $542,112Expenses 2016: $629,547Net Income 2016: -$87,4352016Revenue 2017: $795,251Expenses 2017: $667,432Net Income 2017: $127,8192017Revenue 2018: $464,404Expenses 2018: $691,194Net Income 2018: -$226,7902018Revenue 2019: $831,872Expenses 2019: $718,629Net Income 2019: $113,2432019Revenue 2020: $647,017Expenses 2020: $649,357Net Income 2020: -$2,3402020Revenue 2021: $1,041,287Expenses 2021: $747,783Net Income 2021: $293,5042021Revenue 2022: $358,736Expenses 2022: $683,320Net Income 2022: -$324,5842022Revenue 2023: $483,618Expenses 2023: $694,729Net Income 2023: -$211,1112023Revenue 2024: $1,340,936Expenses 2024: $740,310Net Income 2024: $600,6262024Revenue 2025: $1,786,316Expenses 2025: $785,507Net Income 2025: $1,000,8092025

Highlighted filing

2025

Revenue$1,786,316
Expenses$785,507
Net Income$1,000,809
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$63,553-$63,553
HOWARD P RIVESCo-Trustee-$50,097-$50,097
DR WILLIAM LAROSA JRCo-Trustee-$26,119-$26,119
STEPHEN LAROSACo-Trustee-$25,633-$25,633
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTULANE UNIVERSITY SCHOOL OF MEDICINEGENERAL OPERATING-NEW ORLEANS, LA, US$220,000
Paid GrantUNIVERSITY OF MIAMIGENERAL OPERATING-CORAL GABLES, FL, US$177,500
Paid GrantUNIVERSITY OF FLORIDA PEDIATRICSGENERAL OPERATING-GAINESVILLE, FL, US$176,208
Filing and Contact Details

Filer

Filer Name
John & Winifred Hayward Foundation
EIN
23-7363201
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2026-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt743140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt753140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7631410KJY1 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7731412XES9 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7831413LCV9 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7931413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8031415P3Y2 FNMA POOL 985615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8131416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8231419ADT1 FNMA POOL 0AE0113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8331419AG35 FNMA POOL AE0217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8431419AGR2 FNMA POOL AE0207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8531419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8631620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89373334KV2 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9138141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95437076DB5 HOME DEPOT INC 4.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100464287242 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101464287507 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102464287614 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103464287655 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105464288448 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10646432F842 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10746434G103 ISHARES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10846625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11049271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11252472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11554401E143 LORD ABBETT INVT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11858933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12261747YFU4 MORGAN STANLEY 4.654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12365339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12468389XCS2 ORACLE CORP 4.2% 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12772201F490 PIMCO FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12978016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130808513BF1 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131822905AF2 SHELL FINANCE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135882508104 TEXAS INSTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13689236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13789236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13889788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139907818108 UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14291282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14391282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14491282CDY4 WI TREASURY SEC 1.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14591282CFW6 US TREASURY N/B 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14691282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14791282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891282CJT9 US TREASURY N/B 4% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14991324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15092343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15294106L109 WASTE MGMT INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15398389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154NR4982118 PROPERTY WITH UNKNOW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155OG3709002 OMG PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156OG3714002 OMG PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157OG3726006 OMG PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158SM6787008 MICROFILM OF PATENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159SM6787016 PATENT NO. 3870063 D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160020002101 ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161023135CV6 AMAZON.COM INC 4.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16203040WBF1 AMERICAN WATER CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16411135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165126408103 CSX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16613645RBJ2 CANADIAN PACIFIC RAI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167166756BK1 CHEVRON USA INC 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168254687106 DISNEY WALT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169256677105 DOLLAR GEN CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1703132DUWW3 FR SD6961 5% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1713132DVL78 FR SD7550 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1723132XCRV9 FG G67700 3.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1733140QEY22 FN CA7028 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1743140QPZU4 FN CB4354 5% 01 AUG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1753140XRRM9 FN FS9491 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17631418DC91 FN MA3695 3% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178464287804 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179579780206 MC CORMICK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18059156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18163743HFX5 NATIONAL RURAL UTIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182717081FE8 PFIZER INC 4.5% 15 N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183824348BV7 SHERWIN WILLIAMS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184844741BL1 SOUTHWEST AIRLINES C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18892828N429 VIRTUS EQUITY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189969457CS7 WILLIAMS COMPANIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190G1151C101 ACCENTURE PLC-CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191G54950103 LINDE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt042625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt179286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3235805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt527694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt625061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt724843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8191115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9141803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1024954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1124941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1346025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1424885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1558678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1625199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1737363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1832202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1929149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2048397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2124499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2256013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2396513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25856

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,929,419
Liabilities
$0
Net assets
$8,929,419
Revenue
$1,786,316
Expenses
$785,507
Net income
$1,000,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$1.79$0.79$1.00
2024Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$1.34$0.74$0.60
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.48$0.69$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.36$0.68$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$1.04$0.75$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.65$0.65$0.00
2019Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.83$0.72$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.46$0.69$0.23
2017Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.80$0.67$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.54$0.63$0.09
2015Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.62$0.67$0.05
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.58$0.63$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.64$0.65$0.01