Civic Intelligence

Sarver Charitable Trust

990PF • Fiscal year 2024 • EIN 48-6298990

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

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

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.34x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$49,870

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.2%

Faster asset growth than 15% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

25%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$6,040,788

Down $333,404 (-5.2%) from 2023

Net Assets

$5,914,633

No earlier filing loaded for comparison.

Liabilities

Down

$126,155

Down $2,182 (-1.7%) from 2023

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin5th percentile

Revenue

Up

$374,623

Up $73,785 (+25%) from 2023

Expenses

Down

$705,845

Down $20,865 (-2.9%) from 2023

Net Income

Up

-$331,222

Up $94,650 (+22%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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: $128,3372023Assets 2024: $6,040,788Liabilities 2024: $126,155Net Assets 2024: $5,914,6332024

Highlighted filing

2024

Assets$6,040,788
Liabilities$126,155
Net Assets$5,914,633
Open 2024 Filing

Operations Trend

Revenue Growth67th 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 2024: $374,623Expenses 2024: $705,845Net Income 2024: -$331,2222024

Highlighted filing

2024

Revenue$374,623
Expenses$705,845
Net Income-$331,222
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE PEOPLES BANKOfficer-$49,870-$49,870
PETE BOHMBoard Member-$0--
GEORGE EAKINBoard Member-$0--
PAUL S GREGORYBoard Member-$0--
LANCE R WOLTERSBoard Member-$0--
KIM L MOOREBoard 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
2025-05-15
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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InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt02456
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt17746676
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0243714
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt08769
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt041600
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt074343
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SCHOLARSHIP & GRANT REFUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt06197
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0374623
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0374623
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08769
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020765
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt029104
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049870
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0594481
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0592299
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0243714
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0243714
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-331222
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0579464
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08769
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0284196
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt074343
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt080540
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026692
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0623796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt084230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0705845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0368426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0374623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt084230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0113546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt160821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt243920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt436355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt524788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8109359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-15815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-9590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt85398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-15815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-9590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt522081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt751371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10155398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115000
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/PropertyDesc0ALMA MI USD BAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BOEING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PARAMOUNT GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DOLTON ILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DOMINION ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EVERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FEDERAL HOME LOAN BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIDELITY INVESTMENT TRUST ADV GBL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HOBART IND REDEVELOP GO BAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9JUNCITON CITY KS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MAINSTAY FDS SHTDUR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PARAMOUNT GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08769
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-331222
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05914633
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06245855
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05914633
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0720932
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0720932
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0720932
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0724882
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03950
IRS990PF/DistributableAmountGrp/TotalTaxAmt03950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03956
IRS990PF/FMVAssetsEOYAmt015059584
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06433342
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06433342
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01961
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01774295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01559642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01524187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02032160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01993759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04110388
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0128337
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0126155
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt019643

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,040,788
Liabilities
$126,155
Net assets
$5,914,633
Revenue
$374,623
Expenses
$705,845
Net income
-$331,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.13$5.91$0.37$0.71$0.33
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