Civic Intelligence

The Kimel Foundation

990PF • Fiscal year 2024 • EIN 47-4217018

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

Organization Profile
255 East Fifth Street Suite 2400Cincinnati, OH 45202

(513) 289-3845

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

33rd percentile

0.00x

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

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

Net Margin

54th percentile

6.9%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,469,078

Up $1,025,872 (+30%) from 2023

Net Assets

Up

$4,469,078

Up $1,025,872 (+30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin54th percentile

Revenue

Down

$205,825

Down $41,041 (-17%) from 2023

Expenses

Up

$191,580

Up $69,168 (+57%) from 2023

Net Income

Down

$14,245

Down $110,209 (-89%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $1Liabilities 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $896,983Liabilities 2021: $0Net Assets 2021: $896,9832021Assets 2022: $3,283,220Liabilities 2022: $0Net Assets 2022: $3,283,2202022Assets 2023: $3,443,206Liabilities 2023: $0Net Assets 2023: $3,443,2062023Assets 2024: $4,469,078Liabilities 2024: $0Net Assets 2024: $4,469,0782024

Highlighted filing

2024

Assets$4,469,078
Liabilities$0
Net Assets$4,469,078
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2018: $1Expenses 2018: $0Net Income 2018: $12018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $896,983Expenses 2021: $0Net Income 2021: $896,9832021Revenue 2022: $2,437,237Expenses 2022: $51,000Net Income 2022: $2,386,2372022Revenue 2023: $246,866Expenses 2023: $122,412Net Income 2023: $124,4542023Revenue 2024: $205,825Expenses 2024: $191,580Net Income 2024: $14,2452024

Highlighted filing

2024

Revenue$205,825
Expenses$191,580
Net Income$14,245
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN C KISLINGPresident-$0--
ANN KISLINGSec & Treas-$0--
ALEX KISLINGDirector-$0--
SCOTT KISLINGDirector-$0--
MONISHA KISLINGDirector-$0--
STEPHANIE KISLINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kimel Foundation
EIN
47-4217018
In Care Of
% STEPHEN C KISLING
Phone
5132893845
Address
255 EAST FIFTH STREET SUITE 2400, CINCINNATI, OH 45202

Signing Officer

Name
Stephen C Kisling
Title
President
Signed
2025-05-07
Raw XML AppendixShowing 400 of 954 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt529706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt921976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1022869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1124267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1231232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1326997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1522625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1622446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1731672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1821392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1930886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2022082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2319829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2442167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2532274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2626409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2724009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2830127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2923477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3079200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3132683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3232191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3375876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3524136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3627040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3738452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3834151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3925667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4018792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4123037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4220381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt033933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt481399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt532580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt638055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt749861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt993895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1031084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1129757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1320341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1522064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1645192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1758729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1820557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1932331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2027242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2125811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2319225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2447622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2531214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2645908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2753556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2832392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2926384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30132723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3129649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3238899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33120128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3420016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3528193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3620953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3727742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3861967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3947885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4028443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4127891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4218077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR PRODS & CHEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMGEN INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Charles Schwab Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CITIZENS FINL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DIAGO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PAYPAL HOLDINGS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PALP ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt074204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt349726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4142280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5131945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6133920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt791382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt878713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9141945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1057985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1177694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1258220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1357410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1425075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1542220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16197632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1767787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18149444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1975555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2016710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2797521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2824815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29214208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3038250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0US Treasury
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1THE CHARLES SCHW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EVERGY METRO IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CISCO SYSTEMS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD SHORT-TERM INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIDELITY REAL ESTATE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GATEWAY Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GOLDMAN SACHS GQG PTNRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GOLDMAN SACHS INTL SM CP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GQC PARTNERS EMERGING MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10JP MORGAN HEDGED EQUITY 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JP MORGAN HEDGED EQUITY 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12JP MORGAN HEDGED EQUITY 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LAZARD INTERNATIONAL STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MFS INTERNATIONAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NATIXIS VAUGHAN NELSON S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES CORE S&P MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SCHWAB FUNDAMENTAL US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VICTORY II VCRYSRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VICTORY II VICTORYSHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20W.P. CAREY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21HARDING LOEVNER INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22JP MORGAN ULTRA SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PNC FINL SVCS GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24US TREASUR NT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25US TREASUR NT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26US TREASURY BILL24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27US Treasury
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PRIVATE EXPORT F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29DODGE & COX INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt074628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4144525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5131892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6161921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7107879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt885094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9158397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1070675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1195193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1279834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1350384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1423921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1544420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16244878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1784051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18148681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1975300

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,469,078
Liabilities
$0
Net assets
$4,469,078
Revenue
$205,825
Expenses
$191,580
Net income
$14,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.21$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.25$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$2.44$0.05$2.39
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.90$0.00$0.90
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00