Civic Intelligence

Edward J Sackerson Charitable Foundation

990PF • Fiscal year 2020 • EIN 38-3351811

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
1921 3rd Avenue NorthEscanaba, MI 49829

(906) 786-0220

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,162,431

Up $94,061 (+2.3%) from 2019

Net Assets

Up

$4,162,431

Up $94,061 (+2.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin76th percentile

Revenue

Up

$356,169

Up $114,781 (+48%) from 2019

Expenses

Down

$262,108

Down $4,738 (-1.8%) from 2019

Net Income

Up

$94,061

Up $119,519 (+469%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$15M$10M$5.0M$0Assets 2010: $4,257,143Liabilities 2010: $0Net Assets 2010: $4,257,1432010Assets 2011: $4,133,861Liabilities 2011: $0Net Assets 2011: $4,133,8612011Assets 2012: $4,114,271Liabilities 2012: $0Net Assets 2012: $4,114,2712012Assets 2013: $4,057,213Liabilities 2013: $1Net Assets 2013: $4,057,2132013Assets 2014: $4,073,953Liabilities 2014: $1Net Assets 2014: $4,073,9532014Assets 2015: $4,015,803Liabilities 2015: $1Net Assets 2015: $4,015,8032015Assets 2016: $3,999,357Liabilities 2016: $0Net Assets 2016: $3,999,3572016Assets 2017: $4,127,068Liabilities 2017: $0Net Assets 2017: $4,127,0682017Assets 2018: $4,093,828Liabilities 2018: $0Net Assets 2018: $4,093,8282018Assets 2019: $4,068,370Liabilities 2019: $1Net Assets 2019: $4,068,3702019Assets 2020: $4,162,431Liabilities 2020: $1Net Assets 2020: $4,162,4312020Assets 2021: $11,957,177Liabilities 2021: $1Net Assets 2021: $11,957,1772021Assets 2022: $11,371,617Liabilities 2022: $1Net Assets 2022: $11,371,6172022Assets 2023: $11,086,026Liabilities 2023: $1Net Assets 2023: $11,086,0262023Assets 2024: $11,097,431Liabilities 2024: $0Net Assets 2024: $11,097,4312024

Highlighted filing

2020

Assets$4,162,431
Liabilities$1
Net Assets$4,162,431
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $253,2982010Expenses 2011: $241,8482011Expenses 2012: $245,4592012Revenue 2013: $183,823Expenses 2013: $240,881Net Income 2013: -$57,0582013Revenue 2014: $272,918Expenses 2014: $256,178Net Income 2014: $16,7402014Revenue 2015: $211,652Expenses 2015: $269,802Net Income 2015: -$58,1502015Revenue 2016: $245,607Expenses 2016: $262,053Net Income 2016: -$16,4462016Revenue 2017: $377,465Expenses 2017: $249,754Net Income 2017: $127,7112017Revenue 2018: $230,766Expenses 2018: $264,006Net Income 2018: -$33,2402018Revenue 2019: $241,388Expenses 2019: $266,846Net Income 2019: -$25,4582019Revenue 2020: $356,169Expenses 2020: $262,108Net Income 2020: $94,0612020Revenue 2021: $8,071,195Expenses 2021: $271,999Net Income 2021: $7,799,1962021Revenue 2022: $126,783Expenses 2022: $724,023Net Income 2022: -$597,2402022Revenue 2023: $330,772Expenses 2023: $604,583Net Income 2023: -$273,8112023Revenue 2024: $613,672Expenses 2024: $605,989Net Income 2024: $7,6832024

Highlighted filing

2020

Revenue$356,169
Expenses$262,108
Net Income$94,061
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN SACKERSONTrustee-$0--
PAUL KANGASTrustee-$0--
GARY OLSENTrustee-$0--
JENINE MALONEYTrustee-$0--
JESSICA BRAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edward J Sackerson Charitable Found
EIN
38-3351811
Phone
9067860220
Address
1921 3RD AVENUE NORTH, ESCANABA, MI 49829

Signing Officer

Name
Jenine Maloney
Title
Trustee
Phone
9067860220
Signed
2021-11-10

Preparer

Firm
Schneider Larche Haapala & Co Pllc
Address
401 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Karen L Meiers CPA
Phone
9067866151
Raw XML AppendixShowing 400 of 1,111 raw XML fields

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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92020-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432020-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32642
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42473
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt531896
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt61851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt728551
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt81082
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9564
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10620
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt123422
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131618
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt141504
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19683
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt201616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211040
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222769
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt231278
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-585
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26973
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-864
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2958966
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3032209
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31758
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt333431
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34985
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt372634
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt383695
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt391990
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt405767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0APPLE INC 3.0%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK OF AMERICA CORP 2.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF AMERICA CORP 4.10%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BLACKROCK INC 3.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CNOOC NEXEN FIN 2014 4.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6COCA COLA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7DIAMOND HILL CORP CREDIT FUND Y
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8GCB JP MORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9GLAXOSMITHKLINE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10GOLDMAN SACHS GROUP 3.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11HALIBURTON CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12HSBC HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13HOME DEPOT INC 3.0%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14KOHLS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15PNC FINANCIAL BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16QUALCOMM INC 3.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17SANTANDER UK PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18SHELL INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19TENCENT HLDGS LTD 3.8%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20TEXAS EXCHANGE BANK CD .9%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21UNITED TECHNOLOGIES CORP 3.10%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22WALMART STORES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23WELLS FARGO CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0104812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1102000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2100895
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3101884
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4102888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5260800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6101019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7100836
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8101892
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9102040
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10101134
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11103266
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12100041
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1399796
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1498801
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15100149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16111322
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1799664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18100492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0107576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1109442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2104338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3108553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4109968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5264847
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6101536
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7103425
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8112275
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9106850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10101217
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11110677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12103751
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13104660
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14111346
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15100022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16110122
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17100076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18102854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt017179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1016874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1111652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1311481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1589896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1716885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2010284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21140059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2213958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2413067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2512100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2610927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2717018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2811668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3012262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31119514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3257338

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,162,431
Liabilities
$1
Net assets
$4,162,431
Revenue
$356,169
Expenses
$262,108
Net income
$94,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.61$0.61$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.33$0.60$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.13$0.72$0.60
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$8.07$0.27$7.80
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.36$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.24$0.27$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.38$0.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.24
2010Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.25