Civic Intelligence

Powers-Wolfe Charitable Trust

990PF • Fiscal year 2020 • EIN 39-6609049

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 09, 2022

Organization Profile
6102 S Highlands AveMadison, WI 53705

(608) 831-5208

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

99th percentile

793%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

3516%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,509,362

Up $11,997,283 (+793%) from 2019

Net Assets

$13,509,362

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$12,007,396

Up $11,675,351 (+3516%) from 2019

Expenses

Down

$10,113

Down $98,721 (-91%) from 2019

Net Income

Up

$11,997,283

Up $11,774,072 (+5275%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,414,887Liabilities 2011: $0Net Assets 2011: $1,414,8872011Assets 2012: $1,359,489Liabilities 2012: $02012Assets 2013: $1,269,946Liabilities 2013: $02013Assets 2014: $1,235,513Liabilities 2014: $02014Assets 2015: $1,201,106Liabilities 2015: $02015Assets 2019: $1,512,079Liabilities 2019: $02019Assets 2020: $13,509,362Liabilities 2020: $1Net Assets 2020: $13,509,3622020Assets 2021: $13,794,876Liabilities 2021: $1Net Assets 2021: $13,794,8762021Assets 2022: $13,172,358Liabilities 2022: $661,000Net Assets 2022: $12,511,3582022Assets 2023: $12,001,735Liabilities 2023: $664,000Net Assets 2023: $11,337,7352023Assets 2024: $11,495,046Liabilities 2024: $624,000Net Assets 2024: $10,871,0462024

Highlighted filing

2020

Assets$13,509,362
Liabilities$1
Net Assets$13,509,362
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $93,7742011Revenue 2012: $38,389Expenses 2012: $93,787Net Income 2012: -$55,3982012Revenue 2013: $33,469Expenses 2013: $123,012Net Income 2013: -$89,5432013Revenue 2014: $39,263Expenses 2014: $73,696Net Income 2014: -$34,4332014Revenue 2015: $37,729Expenses 2015: $72,136Net Income 2015: -$34,4072015Revenue 2019: $332,045Expenses 2019: $108,834Net Income 2019: $223,2112019Revenue 2020: $12,007,396Expenses 2020: $10,113Net Income 2020: $11,997,2832020Revenue 2021: $110,940Expenses 2021: $94,877Net Income 2021: $16,0632021Revenue 2022: -$248,148Expenses 2022: $763,808Net Income 2022: -$1,011,9562022Revenue 2023: -$415,193Expenses 2023: $758,430Net Income 2023: -$1,173,6232023Revenue 2024: $283,371Expenses 2024: $750,060Net Income 2024: -$466,6892024

Highlighted filing

2020

Revenue$12,007,396
Expenses$10,113
Net Income$11,997,283
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 9, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS R WOLFETrustee-$0--
PATRICIA A POWERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Powers-wolfe Charitable Trust
EIN
39-6609049
Phone
6088315208
Address
6102 S HIGHLANDS AVE, MADISON, WI 53705

Signing Officer

Name
Thomas R Wolfe
Title
Trustee
Phone
6088315208
Signed
2022-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Block & Co Inc
Address
9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562
Preparer
Ellen Mcguire
Phone
6082742002
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AccountingFeesSchedule/AccountingFeesDetail/Amt02350
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01175
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01175
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(20 AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFING DISTRIBUTIONS IN EXCESS OF THE IMMEDIEATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOOME FOR 2006. THE AMOUNT ALLOCABLE TO 2006 IS $39,090.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0AMENDED FORM 990-PF EXPLANATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FORM 990-PF FOR THE YEAR ENDED DECEMBER 31, 2020 IS BEING AMENDED TO CORRECTLY REFLECT THE AVERAGE MONTHLY FAIR MARKET VALUE OF SECURITIES AND THE AVERAGE MONTHLY CASH BALANCES REPORTED ON PAGE 8, PART X. ON THE ORIGINALLY FILED RETURN, THE CASH AND SECURITY BALANCES WERE CALCULATED INCORRECTLY DUE TO A LARGE DEPOSIT THAT WAS MADE AT THE END OF 2020. THIS LARGE DEPOSIT DISTORTED THE AVERAGE MONTHLY BALANCES WHICH WERE LOWER THROUGHOUT THE YEAR THAN WHAT WAS REPORTED ON THE ORIGINALLY FILED RETURN. THIS CHANGE REDUCED THE MINIMUM INVESTMENT RETURN ON LINE 6 OF PART X AND REDUCES THE AMOUNT OF UNDISTRIBUTED INCOME REPORTED ON PAGE 9, PART XIII. BASED ON THESE CALCULATIONS, THE UNDISTRIBUTABLE INCOME FOR 2020 IS 0 AND THE EXCESS DISTRIBUTION CARRYOVER TO 2021 IS $45,934 AND THESE REVISED NUMBERS ARE SHOWN ON THE AMENDED FORM 990-PF.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm194VERISIGN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm195VERISK ANALYTICS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm196VESTAS WIND SYSTEMS AS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm197VORNADO REALTY TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm198VULCAN MATERIALS COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm199WALMART INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm200WASTE MANAGEMENT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm201WELBILT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm202WESBANCO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm203WIX LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm204WOLVERINE WORLD WIDE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm205WORLDLINE SA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm206XILINX INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm207ZOETIS INC CL A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm208FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm209FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm211FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm212FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm213FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm214FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm215FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm216FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm217FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm218FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm219FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm220FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm221FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm222FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm223FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm224FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm225FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm226FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm227FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm228FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm229FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm230FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm231FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm232FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm233FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm234FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm235FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm236FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm237FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm238FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm239FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm240FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm241FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm242FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm243FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm244FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm245FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm246FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm247FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm248FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm249FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm250FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm251FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm252FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm253FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm254FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm255FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm256FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm257FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm258FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm259FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm260FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm261FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm262FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm263FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm264FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm265FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm266GREEN TREE FINL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm267FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm268FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm269FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm270FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm271FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm272FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm273FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm274FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm275FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm276FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm277FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm278FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm279FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm280FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm281FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm282FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm283FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm284FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm285FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm286FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm287FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm288GOVT NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm289FEDL HOME LOAN MTG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm290FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm291U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm292NATIONAL RURAL UTILS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm293EXXON MOBIL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm294U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm295BANK NEW YORK INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm296BERKSHIRE HATHAWAY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm297PEPSICO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm298NORTHERN STS PWR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm299STATE STREET CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm300U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm301METLIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm302U S BANCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm303U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm304U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm305PUBLIC SVC ELEC GAS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm306U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm307AMERICAN EXPR CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm308FLORIDA PWR & LIGHT CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm309JOHNSON & JOHNSON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm310PRUDENTIAL FINL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm311U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm312BB&T BRH BKG & TR CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm313DUKE ENERGY CAROLINAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm314WALT DISNEY CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm315U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm316UNITED PARCEL SERVICE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm317CAPITAL ONE MULTI ASSET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm318ONCOR ELEC DELIVERY CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm319U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320NORTHERN TR CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm321PEPSICO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm322STATE STREET CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm323COCA COLA CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm324KIMBERLY CLARK CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm325MASTERCARD INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3263M CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm327U S TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm328DUKE ENERGY FL PROJ FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm329FEDL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31595
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt41189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt55937
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt61822
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt76834
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt86077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9774
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt101190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt127648
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt131669
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt141237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1516164
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt166069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17234
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt183882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2015558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt211407
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt221887
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt231014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt241045
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt252726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt264335
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt273364
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt282968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt295873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt313640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt331221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt351491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt371199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt381121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt391687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt401937
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt411169
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt423057
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43279
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt441016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt45207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt46962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt47654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt484884
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt493061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt502441
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt515076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt521344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt536416
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt543198
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt551360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt561896
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt57646
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt584406
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt597665
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt606468
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt612078

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Filings

Displayed year

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

Open filing
Assets
$13,509,362
Liabilities
$1
Net assets
$13,509,362
Revenue
$12,007,396
Expenses
$10,113
Net income
$11,997,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$0.62$10.9$0.28$0.75$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.66$11.3$0.42$0.76$1.17
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.66$12.5$0.25$0.76$1.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.8$0.00$13.8$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$12.0$0.01$12.0
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$0.33$0.11$0.22
2015Summary only. Only limited summary data is available for this year.$1.20$0.00$0.04$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.04$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$0.03$0.12$0.09
2012Summary only. Only limited summary data is available for this year.$1.36$0.00$0.04$0.09$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09
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