Civic Intelligence

Sarver Charitable Trust

990PF • Fiscal year 2023 • EIN 48-6298990

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
PO Box 307Smith Center, KS 66967

(785) 282-6682

Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.43x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

6th percentile

-142%

Higher net margin than 6% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$48,024

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

14th percentile

-6.3%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

68%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$6,374,192

Flat from 2023

Net Assets

$6,245,855

No earlier filing loaded for comparison.

Liabilities

Flat

$128,337

Flat from 2023

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin6th percentile

Revenue

Flat

$300,838

Flat from 2023

Expenses

Flat

$726,710

Flat from 2023

Net Income

Flat

-$425,872

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2011: $8,626,833Liabilities 2011: $71,819Net Assets 2011: $8,555,0142011Assets 2012: $8,760,835Liabilities 2012: $200,029Net Assets 2012: $8,560,8062012Assets 2013: $8,725,945Liabilities 2013: $188,589Net Assets 2013: $8,537,3562013Assets 2014: $8,473,536Liabilities 2014: $173,256Net Assets 2014: $8,300,2802014Assets 2015: $8,226,132Liabilities 2015: $169,778Net Assets 2015: $8,056,3542015Assets 2016: $8,185,096Liabilities 2016: $174,300Net Assets 2016: $8,010,7962016Assets 2017: $8,068,394Liabilities 2017: $155,665Net Assets 2017: $7,912,7292017Assets 2018: $8,108,567Liabilities 2018: $154,629Net Assets 2018: $7,953,9382018Assets 2019: $7,979,752Liabilities 2019: $160,511Net Assets 2019: $7,819,2412019Assets 2020: $7,548,528Liabilities 2020: $146,836Net Assets 2020: $7,401,6922020Assets 2021: $7,462,125Liabilities 2021: $133,758Net Assets 2021: $7,328,3672021Assets 2022: $6,803,235Liabilities 2022: $131,5082022Assets 2023: $6,374,192Liabilities 2023: $128,337Net Assets 2023: $6,245,8552023Assets 2023: $6,374,192Liabilities 2023: $128,3372023

Highlighted filing

2023

Assets$6,374,192
Liabilities$128,337
Net Assets$6,245,855
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $546,5192011Expenses 2012: $511,6482012Revenue 2013: $553,007Expenses 2013: $576,457Net Income 2013: -$23,4502013Revenue 2014: $464,724Expenses 2014: $701,800Net Income 2014: -$237,0762014Revenue 2015: $572,942Expenses 2015: $816,868Net Income 2015: -$243,9262015Revenue 2016: $766,409Expenses 2016: $811,967Net Income 2016: -$45,5582016Revenue 2017: $655,087Expenses 2017: $753,154Net Income 2017: -$98,0672017Revenue 2018: $851,095Expenses 2018: $809,886Net Income 2018: $41,2092018Revenue 2019: $626,841Expenses 2019: $761,538Net Income 2019: -$134,6972019Revenue 2020: $435,339Expenses 2020: $852,888Net Income 2020: -$417,5492020Revenue 2021: $750,485Expenses 2021: $823,810Net Income 2021: -$73,3252021Revenue 2022: $178,778Expenses 2022: $835,418Net Income 2022: -$656,6402022Revenue 2023: $300,838Expenses 2023: $726,710Net Income 2023: -$425,8722023Revenue 2023: $300,838Expenses 2023: $726,710Net Income 2023: -$425,8722023

Highlighted filing

2023

Revenue$300,838
Expenses$726,710
Net Income-$425,872
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE PEOPLES BANKOfficer-$48,024-$48,024
PETE BOHMBoard Member-$0--
GEORGE EAKINBoard Member-$0--
PAUL S GREGORYBoard Member-$0--
LANCE R WOLTERSBoard Member-$0--
MELVIN WILCOXSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sarver Charitable Trust
EIN
48-6298990
Phone
7852826682
Address
PO BOX 307, SMITH CENTER, KS 66967

Signing Officer

Name
The Peoples Bank
Title
Officer
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Gudenkauf & Malone Inc
Address
PO BOX 631, RUSSELL, KS 67665
Preparer
Pamela Gudenkauf
Phone
7854836220
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38S&P SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SPDR DOW JONES INDUSTRIAL AVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNILEVER PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VANGUARD COMMUNICATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD S&P 500 INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WALMART
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01176940
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01154363
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0277390
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0276653
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt019198
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt02901
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1779807
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDINGS & EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt022099
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1779807
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt02901
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt16850671
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0244741
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-64815
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt041600
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt079312
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0300838
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0300838
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019759
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028265
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048024
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0620902
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0617730
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0244741
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0244741
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-425872
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01459954
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-64815
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0284632
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt079312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt079312
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt024384
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0648861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt081021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0726710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0365653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0300838
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt081021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0108980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101995-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3224552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4149731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt514978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt730072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt830084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt920365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10239883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1114892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12100818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1326547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14149513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1892279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1945208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-43380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-26425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-26646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-31595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-4639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-23423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1651898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1730687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-8428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-43380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-26425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-26646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-31595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-4639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-23423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1651898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1730687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-8428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0142013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3181172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4123306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6123354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10208288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1114245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1321908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14126090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1656630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1733877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1883851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1945000
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,374,192
Liabilities
$128,337
Net assets
$6,245,855
Revenue
$300,838
Expenses
$726,710
Net income
-$425,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.37$0.13$6.25$0.30$0.73$0.43
2023Summary only. Only limited summary data is available for this year.$6.37$0.13$0.30$0.73$0.43
2022Summary only. Only limited summary data is available for this year.$6.80$0.13$0.18$0.84$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.13$7.33$0.75$0.82$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.15$7.40$0.44$0.85$0.42
2019Detailed filing. Detailed filing data is available for this year.$7.98$0.16$7.82$0.63$0.76$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.15$7.95$0.85$0.81$0.04
2017Detailed filing. Detailed filing data is available for this year.$8.07$0.16$7.91$0.66$0.75$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.19$0.17$8.01$0.77$0.81$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.17$8.06$0.57$0.82$0.24
2014Detailed filing. Detailed filing data is available for this year.$8.47$0.17$8.30$0.46$0.70$0.24
2013Detailed filing. Detailed filing data is available for this year.$8.73$0.19$8.54$0.55$0.58$0.02
2012Detailed filing. Detailed filing data is available for this year.$8.76$0.20$8.56$0.51
2011Detailed filing. Detailed filing data is available for this year.$8.63$0.07$8.56$0.55