Civic Intelligence

Evah C Cray Residuary Charitable Tr

990PF • Fiscal year 2018 • EIN 48-6320070

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization Profile
3320 Peterson RoadLawrence, KS 66049

(785) 841-0154

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,370,314

Up $841,687 (+19%) from 2017

Net Assets

Up

$5,370,314

Up $841,687 (+19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Up

$1,139,730

Up $340,189 (+43%) from 2017

Expenses

Down

$285,232

Down $18,447 (-6.1%) from 2017

Net Income

Up

$854,498

Up $358,636 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$10M$5.0M$0Assets 2011: $3,895,479Liabilities 2011: $0Net Assets 2011: $3,895,4792011Assets 2012: $3,792,682Liabilities 2012: $0Net Assets 2012: $3,792,6822012Assets 2013: $3,837,898Liabilities 2013: $1Net Assets 2013: $3,837,8982013Assets 2014: $3,737,628Liabilities 2014: $1Net Assets 2014: $3,737,6282014Assets 2015: $3,861,153Liabilities 2015: $1Net Assets 2015: $3,861,1532015Assets 2016: $4,037,734Liabilities 2016: $1Net Assets 2016: $4,037,7342016Assets 2017: $4,528,627Liabilities 2017: $0Net Assets 2017: $4,528,6272017Assets 2018: $5,370,314Liabilities 2018: $0Net Assets 2018: $5,370,3142018Assets 2019: $5,274,123Liabilities 2019: $1Net Assets 2019: $5,274,1232019Assets 2020: $5,020,452Liabilities 2020: $1Net Assets 2020: $5,020,4522020Assets 2021: $4,627,134Liabilities 2021: $1Net Assets 2021: $4,627,1342021Assets 2022: $4,743,030Liabilities 2022: $1Net Assets 2022: $4,743,0302022Assets 2023: $4,898,762Liabilities 2023: $1Net Assets 2023: $4,898,7622023Assets 2024: $4,521,253Liabilities 2024: $1Net Assets 2024: $4,521,2532024Assets 2025: $8,707,647Liabilities 2025: $0Net Assets 2025: $8,707,6472025

Highlighted filing

2018

Assets$5,370,314
Liabilities$0
Net Assets$5,370,314
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $226,6582011Expenses 2012: $217,5302012Revenue 2013: $250,658Expenses 2013: $204,991Net Income 2013: $45,6672013Revenue 2014: $141,268Expenses 2014: $234,375Net Income 2014: -$93,1072014Revenue 2015: $370,787Expenses 2015: $247,262Net Income 2015: $123,5252015Revenue 2016: $494,437Expenses 2016: $317,856Net Income 2016: $176,5812016Revenue 2017: $799,541Expenses 2017: $303,679Net Income 2017: $495,8622017Revenue 2018: $1,139,730Expenses 2018: $285,232Net Income 2018: $854,4982018Revenue 2019: $226,658Expenses 2019: $287,294Net Income 2019: -$60,6362019Revenue 2020: $193,788Expenses 2020: $447,456Net Income 2020: -$253,6682020Revenue 2021: $285,008Expenses 2021: $678,326Net Income 2021: -$393,3182021Revenue 2022: $539,483Expenses 2022: $423,587Net Income 2022: $115,8962022Revenue 2023: $627,070Expenses 2023: $471,338Net Income 2023: $155,7322023Revenue 2024: $165,967Expenses 2024: $535,100Net Income 2024: -$369,1332024Revenue 2025: $4,631,850Expenses 2025: $520,516Net Income 2025: $4,111,3342025

Highlighted filing

2018

Revenue$1,139,730
Expenses$285,232
Net Income$854,498
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLOUD L CRAY JRCo Trustee-$0--
JERI KURTHCo Trustee-$0--
JUNE LYNNCo Trustee-$0--
RAYMOND JAMES TRUST NACo TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Evah Cray Residuary Charitable Trus
EIN
48-6320070
Phone
7858410154
Address
3320 PETERSON ROAD, LAWRENCE, KS 66049

Signing Officer

Name
Raymond James Trust Na
Title
Co Trustee
Phone
9548312896
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Patsy a Porter CPA Pa
Address
221 N 6TH ST, ATCHISON, KS 66002-2453
Preparer
Patsy a Porter CPA
Phone
9133672707
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CARILLION MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75EFT MANAGERS TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76EXCHANGE TRADED CONCEPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77T ROWE PRICE INTERNATIONAL DISC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm783M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCOUT UNCONSTRAINED BOND FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt026613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0115773
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085677
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0938280
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0201450
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0938280
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01139730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02744
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02744
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01023957
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0207940
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0207940
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0115773
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0115773
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0854498
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01273196
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01023957
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01062438
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt073522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt073522
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0207940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0285232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01139730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01139730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt077292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt228398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt680707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1296514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt327391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5118251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6511631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-11656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1296514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt327391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5118251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6511631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-11656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1360594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt424447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5137536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6592338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7408
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/PropertyDesc0.8 SHS DOWDUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15785 SHS MGP INGREDIENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2325 SHS OCCIDENTAL PETROLEUM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3350 SHS NEXTERA ENERGY GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4300 SHS EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51741 SHS MGP INGREDIENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67286 SHS MGP INGREDIENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GINNIE MAE MTG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NET TAX LOT ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NET TAX LOT ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01023957
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0854498
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt012811
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05383125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04528627
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05370314
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0358746
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0358746
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0358746
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0379995
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021249
IRS990PF/DistributableAmountGrp/TotalTaxAmt021249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07500
IRS990PF/FMVAssetsEOYAmt08089551
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05318926
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04525633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03362854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05247468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07967116
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt026917
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026917
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026613
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-790299
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0844681
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01087341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt070666
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt070666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04528627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05370314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08089551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04528627
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05370314
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04528627
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05370314
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0427
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07715639

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,370,314
Liabilities
$0
Net assets
$5,370,314
Revenue
$1,139,730
Expenses
$285,232
Net income
$854,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$4.63$0.52$4.11
2024Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.17$0.54$0.37
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.63$0.47$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.54$0.42$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.29$0.68$0.39
2020Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.19$0.45$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.23$0.29$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$1.14$0.29$0.85
2017Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.80$0.30$0.50
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.49$0.32$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.37$0.25$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.14$0.23$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.25$0.20$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.23