Civic Intelligence

Raymon Grace Foundation

990PF • Fiscal year 2024 • EIN 26-0287914

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 03, 2025

Organization Profile
220 Johnson StreetBristol, VA 24201

(423) 361-4182

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

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

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

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.

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

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

61st percentile

18%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,108,423

Up $372,807 (+14%) from 2023

Net Assets

Up

$3,108,423

Up $372,807 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$598,874

Up $90,791 (+18%) from 2023

Expenses

Up

$226,067

Up $87,348 (+63%) from 2023

Net Income

Up

$372,807

Up $3,443 (+0.9%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $959,445Liabilities 2011: $2,678Net Assets 2011: $956,7672011Assets 2012: $1,096,017Liabilities 2012: $1,761Net Assets 2012: $1,094,2562012Assets 2013: $1,312,398Liabilities 2013: $1,761Net Assets 2013: $1,310,6372013Assets 2014: $1,386,349Liabilities 2014: $1,278Net Assets 2014: $1,385,0712014Assets 2015: $1,466,853Liabilities 2015: $1,278Net Assets 2015: $1,465,5752015Assets 2016: $1,460,266Liabilities 2016: $0Net Assets 2016: $1,460,2662016Assets 2017: $1,582,694Liabilities 2017: $0Net Assets 2017: $1,582,6942017Assets 2018: $1,642,009Liabilities 2018: $0Net Assets 2018: $1,642,0092018Assets 2019: $1,718,747Liabilities 2019: $0Net Assets 2019: $1,718,7472019Assets 2020: $1,900,355Liabilities 2020: $0Net Assets 2020: $1,900,3552020Assets 2021: $2,071,205Liabilities 2021: $0Net Assets 2021: $2,071,2052021Assets 2022: $2,366,252Liabilities 2022: $0Net Assets 2022: $2,366,2522022Assets 2023: $2,735,616Liabilities 2023: $0Net Assets 2023: $2,735,6162023Assets 2024: $3,108,423Liabilities 2024: $0Net Assets 2024: $3,108,4232024

Highlighted filing

2024

Assets$3,108,423
Liabilities$0
Net Assets$3,108,423
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $78,5032011Expenses 2012: $58,3752012Revenue 2013: $275,949Expenses 2013: $59,568Net Income 2013: $216,3812013Revenue 2014: $152,883Expenses 2014: $78,449Net Income 2014: $74,4342014Revenue 2015: $151,897Expenses 2015: $71,393Net Income 2015: $80,5042015Revenue 2016: $77,044Expenses 2016: $82,353Net Income 2016: -$5,3092016Revenue 2017: $234,316Expenses 2017: $111,888Net Income 2017: $122,4282017Revenue 2018: $230,033Expenses 2018: $141,785Net Income 2018: $88,2482018Revenue 2019: $213,167Expenses 2019: $136,429Net Income 2019: $76,7382019Revenue 2020: $322,594Expenses 2020: $140,986Net Income 2020: $181,6082020Revenue 2021: $293,750Expenses 2021: $122,900Net Income 2021: $170,8502021Revenue 2022: $402,132Expenses 2022: $107,085Net Income 2022: $295,0472022Revenue 2023: $508,083Expenses 2023: $138,719Net Income 2023: $369,3642023Revenue 2024: $598,874Expenses 2024: $226,067Net Income 2024: $372,8072024

Highlighted filing

2024

Revenue$598,874
Expenses$226,067
Net Income$372,807
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymon GracePresidentFT$0--
David GraceSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Raymon Grace Foundation
EIN
26-0287914
Phone
4233614182
Address
220 Johnson Street, Bristol, VA 24201

Signing Officer

Name
David Grace
Title
Secretary
Signed
2025-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Summit CPA Services Inc
Address
1227 Volunteer Parkway, BRISTOL, TN 37620
Preparer
Eric Fields
Phone
4232740700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Bank of America - 2005.03651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10National Health Investors Inc - 209.7025
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Blackberry Ltd - 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Annaly Capital Management
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt623187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt751048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt848264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt914963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Franklin Rising Dividends - 1332.513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1KKR & Co LP - 500 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BASF AG Sponsored ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MSCI USA Momentum
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MSCI USA Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Goldman Sachs CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AllianceBernstein
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Mplx LP Com
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Glb X Rbtcs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Ish US Technology
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Pacer US Cash100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Spdr S&P Intl Div
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Tritium
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Vaneck ETF J P Morgan
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0380512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt221984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt519517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt640681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt867796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt956480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1010488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt084264
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-5625
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt0488765
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt028201
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0595605
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0595605
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0601230
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03269
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04686
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt084264
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt084264
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt084264
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0372807
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0488765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0488765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0488765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01114028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt028201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028201
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5625
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0112465
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt040554
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt040554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0176051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0176051
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0601230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0221381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0226067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0112465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0598874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0221381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0226067
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04611
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0140 Appharvest
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200000 Umpqua Bk Roseburg
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225000 Associated Bk Natl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 Darling Ingredients
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200000 Peoplesbank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200000 Ameris Bk Moultrie
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625000 Associated Bk Natl Assn
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7130000 First Fmrs Bk & Tr
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8100000 Umpqua Bk Roseburg
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9130000 Bml Bk Natl Assn
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100000 Bangor Svgs Bk ME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-07-15

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Filings

Displayed year

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

Open filing
Assets
$3,108,423
Liabilities
$0
Net assets
$3,108,423
Revenue
$598,874
Expenses
$226,067
Net income
$372,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.60$0.23$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.51$0.14$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.40$0.11$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.29$0.12$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.32$0.14$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.21$0.14$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.23$0.14$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.23$0.11$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.28$0.06$0.22
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.09$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08