Civic Intelligence

James M Doss Charitable Foundation Trust C/O Wayne F Seitl

990PF • Fiscal year 2025 • EIN 30-6558102

Jan 01, 2025 to Dec 31, 2025

Organization Profile
3665 Bee Ridge Rd 300Sarasota, FL 34233

(941) 954-5772

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

$72,000

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

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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 2020: $8,532,908Liabilities 2020: $0Net Assets 2020: $8,532,9082020Assets 2021: $8,674,031Liabilities 2021: $97,845Net Assets 2021: $8,576,1862021Assets 2022: $8,270,692Liabilities 2022: $98,232Net Assets 2022: $8,172,4602022Assets 2023: $7,823,599Liabilities 2023: $0Net Assets 2023: $7,823,5992023Assets 2024: $7,883,043Liabilities 2024: $0Net Assets 2024: $7,883,0432024

Latest loaded filing

2024

Assets$7,883,043
Liabilities$0
Net Assets$7,883,043
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2020: $139,362Expenses 2020: $742,053Net Income 2020: -$602,6912020Revenue 2021: $686,430Expenses 2021: $643,152Net Income 2021: $43,2782021Revenue 2022: $315,223Expenses 2022: $718,949Net Income 2022: -$403,7262022Revenue 2023: $289,030Expenses 2023: $637,891Net Income 2023: -$348,8612023Revenue 2024: $711,171Expenses 2024: $651,727Net Income 2024: $59,4442024

Latest loaded filing

2024

Revenue$711,171
Expenses$651,727
Net Income$59,444
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 7, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M DOSS JRPresidentPT$72,000-$72,000
HANCOCK WHITNEY BANKTrustee-$59,315-$59,315
WAYNE F SEITLTrustee-$26,615-$26,615
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOYS & GIRLS CLUB OF SARASOTA AND DESOTO COUNTIESNEWTOWN CLUB-SARASOTA, FL, US$50,000
Paid GrantSUNCOAST CHARITIES FOR CHILDRENTHUNDER BY THE BAY-SARASOTA, FL, US$40,000
Paid GrantEASTER SEALS SOUTHWEST FLORIDA INCEASTER SEALS RANCH, LILY PRESCHOOL & AUTISM CENTER-SARASOTA, FL, US$30,000
Paid GrantUF HEALTH PROTON THERAPY INSTITUTEPATIENT TRANSPORTATION VAN-JACKSONVILLE, FL, US$30,000
Paid GrantCAMP BOGGY CREEK2025 SUMMER CAMP PROGRAMS-EUSTIS, FL, US$25,000
Paid GrantPINES OF SARASOTA FOUNDATIONSECURITY SYSTEM-SARASOTA, FL, US$25,000
Paid GrantSEMINOLE BOOSTERS INCGENERAL-TALLAHASSEE, FL, US$25,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALGENERAL-MEMPHIS, TN, US$25,000
Paid GrantSUMMIT CHARTER SCHOOLSCHOOL NURSING PROGRAM-CORAL SPRINGS, FL, US$25,000
Paid GrantTAKE STOCK IN CHILDREN SARASOTASCHOLARSHIP PROGRAMS-SARASOTA, FL, US$25,000
Paid GrantHERRIG CENTER FOR THE ARTSGENERAL SUPPORT-BRADENTON, FL, US$25,000
Paid GrantASHEVILLE BUNCOMBE COMMUNITY CHRISTIAN MINISTRYTRIPLE P PARENTING PROGRAM TRAINING-ARDEN, NC, US$25,000
Paid GrantALL FAITHS FOOD BANKSCHOOL FAMILY PANTRY FOOD-SARASOTA, FL, US$25,000
Paid GrantEDUCATION FOUNDATION OF SARASOTA COUNTYFUTURE READY INITIATIVES-SARASOTA, FL, US$20,000
Paid GrantSARASOTA MEDICAL PREGNANCY CENTERVOLUNTEER COORDINATOR POSITION-SARASOTA, FL, US$20,000
Paid GrantBIG WATERS LAND TRUST2025 YOUTH EDUCATION PROGRAM-OSPREY, FL, US$20,000
Paid GrantMOTE MARINE LABORATORYSTEM EDUCATIONAL C-STEM PROGRAM-SARASOTA, FL, US$10,000
Paid GrantTAKE STOCK IN CHILDREN MANATEESCHOLARSHIP PROGRAM-PALMETTO, FL, US$10,000
Paid GrantLAUREL CIVIC ASSOCIATION2025 TEEN EMPOWERMENT SUMMER PROGRAM-LAUREL, FL, US$7,500
Paid GrantPISGAH LEGAL SERVICESCHILDREN'S LAW PROGRAM-ASHEVILLE, NC, US$5,000
Paid GrantFAMILY SUPPORT SERVICES OF SUNCOASTSUMMER PROGRAM FOR TEENS.-LARGO, FL, US$1,920
Filing and Contact Details

Filer

Filer Name
James M Doss Charitable Foundation Trust
EIN
30-6558102
Phone
9419545772
Address
3665 BEE RIDGE RD 300, SARASOTA, FL 34233

Signing Officer

Name
Wayne Seitl
Title
Trustee
Phone
9419545772
Signed
2026-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Brian Simmons
Phone
9413654617
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PNC FINANCIAL SERVICES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CF INDUSTRIES HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CINCINNATI FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FRANKLIN RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HEWLETT PACKARD ENTERPRISE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47KOHL'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NEXSTAR MEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50OLD REPUBLIC INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51QUEST DIAGNOSTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EBAY INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0343400
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0306736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0591832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LIGHTHOUSE JOINT VENTURE PSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0285600
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0414408
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt063027
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0763035
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0763035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012555
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012555
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0414408
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt098615
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt059315
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0157930
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0469420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0469420
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0285600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0285600
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt064554
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02336822
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0414408
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0703720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt063027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt063027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt038400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038400
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0621113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0698481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0763035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0763035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0151693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0229061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0294146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11628268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-27589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1441990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-27589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1441990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0266557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12070258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0414408
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt064554
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07947597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07883043
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07947597
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0486131
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0486131
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0486131
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0495913
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09782
IRS990PF/DistributableAmountGrp/TotalTaxAmt09782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09782
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0702
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09080
IRS990PF/FMVAssetsEOYAmt010284347
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01518956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01614472
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01622589
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05157632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05001945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07259074
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0614777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0591832
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0700000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07883043
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07947597
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0154312
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0395948
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0395948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07883043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07947597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010284347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07883043
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07947597
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07883043
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07947597
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0437366
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0343400
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0306736
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010069290
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0222682
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09846608
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0151039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0495913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09918251
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010069290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE

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Filings

Displayed year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
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Net income
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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.$7.88$0.00$7.88$0.71$0.65$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.29$0.64$0.35
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.10$8.17$0.32$0.72$0.40
2021Detailed filing. Detailed filing data is available for this year.$8.67$0.10$8.58$0.69$0.64$0.04
2020Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.14$0.74$0.60