Civic Intelligence

William and Ellan Marsh Charitable Trust

990PF • Fiscal year 2022 • EIN 47-2976330

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 24, 2023

Organization Profile
8640 Seminole BlvdSeminole, FL 33772

(727) 397-5571

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

56th percentile

$30,281

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.7%

Faster asset growth than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

22%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,162,077

Down $161,468 (-3.7%) from 2021

Net Assets

Down

$4,162,077

Down $161,468 (-3.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Up

$187,075

Up $34,045 (+22%) from 2021

Expenses

Down

$348,543

Down $5,061 (-1.4%) from 2021

Net Income

Up

-$161,468

Up $39,106 (+19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $958,296Liabilities 2017: $0Net Assets 2017: $958,2962017Assets 2018: $2,248,632Liabilities 2018: $0Net Assets 2018: $2,248,6322018Assets 2019: $4,826,195Liabilities 2019: $0Net Assets 2019: $4,826,1952019Assets 2020: $4,524,119Liabilities 2020: $0Net Assets 2020: $4,524,1192020Assets 2021: $4,323,545Liabilities 2021: $0Net Assets 2021: $4,323,5452021Assets 2022: $4,162,077Liabilities 2022: $0Net Assets 2022: $4,162,0772022Assets 2023: $4,100,181Liabilities 2023: $0Net Assets 2023: $4,100,1812023Assets 2024: $3,910,602Liabilities 2024: $0Net Assets 2024: $3,910,6022024

Highlighted filing

2022

Assets$4,162,077
Liabilities$0
Net Assets$4,162,077
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $1,000,168Expenses 2017: $41,872Net Income 2017: $958,2962017Revenue 2018: $1,934,733Expenses 2018: $644,397Net Income 2018: $1,290,3362018Revenue 2019: $2,998,745Expenses 2019: $306,150Net Income 2019: $2,692,5952019Revenue 2020: $42,962Expenses 2020: $345,038Net Income 2020: -$302,0762020Revenue 2021: $153,030Expenses 2021: $353,604Net Income 2021: -$200,5742021Revenue 2022: $187,075Expenses 2022: $348,543Net Income 2022: -$161,4682022Revenue 2023: $279,385Expenses 2023: $341,281Net Income 2023: -$61,8962023Revenue 2024: $163,351Expenses 2024: $352,930Net Income 2024: -$189,5792024

Highlighted filing

2022

Revenue$187,075
Expenses$348,543
Net Income-$161,468
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS R DELOACH III EFF 71117Trustee-$30,281-$30,281
MICHAEL J MARSHTrustee-$30,280-$30,280
Filing and Contact Details

Filer

Filer Name
William & Ellan Marsh Charitable Trust
EIN
47-2976330
Phone
7273975571
Address
8640 SEMINOLE BLVD, SEMINOLE, FL 33772

Signing Officer

Name
Michael J Marsh
Title
Trustee
Phone
7273975571
Signed
2023-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Ralph Price Mcauliffe & Assoc Pa
Address
6850 CENTRAL AVENUE SUITE B, ST PETERSBURG, FL 33707
Preparer
Michael Price CPA
Phone
7273816950
Raw XML AppendixShowing 400 of 564 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04540
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0APPLE INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BERKSHIRE HATHAWAY DTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BLACKROCK IN SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3DEERE & CO NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GENERAL DYNAMICS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5INTEL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6METLIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7MICROSOFT CORP NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8MORGAN STANLEY FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9PRECISION CASTPARTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10STATOIL ASA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11CHEVERON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12COSTCO WHOLESALE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13ARCHER DANIELS MIDLAND CO SR DTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14BANK OF NEW YORK MELLON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15HORMEL FOODS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm163M CO DTD 2/22/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17UNILEVER CAPITAL CORP SR BLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18INTENATIONAL BUSINESS MACHS SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19MERCK & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20ROSS STORES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21COCA-COLA CO DTD 9/6/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt149175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3110608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt549267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650281
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750188
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt849321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt949600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1050197
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1152155
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1250959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1353108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1452571
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1550793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1653829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1753175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1853449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19112783
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2099524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2151277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt048069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt147967
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3103759
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt449722
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt548723
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt649838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749440
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt848369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt948230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1049289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1144973
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1243862
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1345225
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1444651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1540754
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1646174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1748028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1847180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19106821
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2097069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2142870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt055167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2391394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3430585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt558207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt647657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt737777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt844049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt935226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1054017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1157714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1237078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1327941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1454317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1532768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1650202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1752065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1846429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1944989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2039847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2143191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2241696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2342339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2437481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2535172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2634415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2730776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2840173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2947724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3065600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3143568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3240594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3344182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3443148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3567749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3643309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3736411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3826158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3936670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4035288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4136269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt056215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2468777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3470772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt467050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt584330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt677665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt771946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt866880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt957780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1081297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1185827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1256365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1352152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1440188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1547064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1640803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1769777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1858871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1939249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2051767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2168703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2246239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2351842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2468230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2549693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2645468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2738692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2856253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2962784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3046769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3166272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3245221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3360039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3464644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3568508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3630079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3735431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3828837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3938083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4024065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4123101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES RUSSELL MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8NETERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MID-AMERICA APARTMENT COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COCA-COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SMUCKER JM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DIGITAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41TARGET
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0187153
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0195456
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0130484
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt054364
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02227
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0187075
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0187075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04540
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04540
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt054364
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt060561
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060561
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0240000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0130484
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0130484
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-161468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0748692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02227
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02227
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt054364
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt078532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042325
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01117
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01117
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0240000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0108543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0348543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0187075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0187075
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0108543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0108543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt035711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt334721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5274348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt690836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt740964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt836184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt926761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt69164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt924895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt69164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt924895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt335585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5274348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt736500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt836982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt951656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10325
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/PropertyDesc0CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DEERE & CO NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES RUSSELL MID-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MEDTRONIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5US TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VF CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VISA INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WASTE MGMT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt054364
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-161468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04162077
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04323545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04162077
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0241619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0241619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0241619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0242711
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01092
IRS990PF/DistributableAmountGrp/TotalTaxAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0560
IRS990PF/FMVAssetsEOYAmt04648408
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01107691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01291452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01200212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02655757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02567108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03136376
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04323545
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04162077
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0106579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0116364
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0116364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04323545
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04162077
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04648408
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04323545
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04162077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04323545
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04162077
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0453518
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0187153
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0195456
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04928150
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0291443
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03302528
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073922
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01334179
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0242711
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04854228
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04928150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL J MARSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DENNIS R DELOACH III EFF 71117

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,162,077
Liabilities
$0
Net assets
$4,162,077
Revenue
$187,075
Expenses
$348,543
Net income
-$161,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.16$0.35$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.28$0.34$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.19$0.35$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.15$0.35$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.04$0.35$0.30
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$3.00$0.31$2.69
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.93$0.64$1.29
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.00$0.04$0.96
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00