Civic Intelligence

C E Richardson Benevolent Foundation

990PF • Fiscal year 2021 • EIN 51-0227549

Jun 01, 2020 to May 31, 2021 • Filed on Jul 19, 2021

Organization Profile
PO Box 1120Pulaski, VA 24301-1120

(540) 980-6628

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.01x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-90%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$11,150

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-2.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-2.1%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,665,414

Down $33,156 (-2.0%) from 2020

Net Assets

$1,663,856

No earlier filing loaded for comparison.

Liabilities

Down

$1,558

Down $25 (-1.6%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin5th percentile

Revenue

Down

$146,957

Down $3,123 (-2.1%) from 2020

Expenses

Down

$279,621

Down $15,788 (-5.3%) from 2020

Net Income

Up

-$132,664

Up $12,665 (+8.7%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,896,763Liabilities 2012: $10,5392012Assets 2013: $1,847,077Liabilities 2013: $10,0472013Assets 2014: $1,788,621Liabilities 2014: $10,0562014Assets 2015: $1,698,698Liabilities 2015: $592015Assets 2016: $1,699,266Liabilities 2016: $6142016Assets 2020: $1,698,570Liabilities 2020: $1,5832020Assets 2021: $1,665,414Liabilities 2021: $1,558Net Assets 2021: $1,663,8562021Assets 2022: $1,719,444Liabilities 2022: $1,464Net Assets 2022: $1,717,9802022Assets 2023: $1,686,626Liabilities 2023: $4,955Net Assets 2023: $1,681,6712023Assets 2024: $1,595,092Liabilities 2024: $713Net Assets 2024: $1,594,3792024Assets 2025: $1,474,195Liabilities 2025: $1,374Net Assets 2025: $1,472,8212025

Highlighted filing

2021

Assets$1,665,414
Liabilities$1,558
Net Assets$1,663,856
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $104,899Expenses 2012: $172,704Net Income 2012: -$67,8052012Revenue 2013: $109,026Expenses 2013: $170,134Net Income 2013: -$61,1082013Revenue 2014: $126,513Expenses 2014: $214,443Net Income 2014: -$87,9302014Revenue 2015: $125,235Expenses 2015: $233,258Net Income 2015: -$108,0232015Revenue 2016: $126,488Expenses 2016: $228,467Net Income 2016: -$101,9792016Revenue 2020: $150,080Expenses 2020: $295,409Net Income 2020: -$145,3292020Revenue 2021: $146,957Expenses 2021: $279,621Net Income 2021: -$132,6642021Revenue 2022: $419,234Expenses 2022: $365,110Net Income 2022: $54,1242022Revenue 2023: $276,161Expenses 2023: $312,470Net Income 2023: -$36,3092023Revenue 2024: $214,293Expenses 2024: $301,594Net Income 2024: -$87,3012024Revenue 2025: $230,933Expenses 2025: $352,549Net Income 2025: -$121,6162025

Highlighted filing

2021

Revenue$146,957
Expenses$279,621
Net Income-$132,664
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 19, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth S LooneyManager & TrusteePT$11,150-$11,150
Phillip M BakerTrustee-$5,000-$5,000
Mark S BucklandTrustee-$5,000-$5,000
James D MillerTrustee Emeritus-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Grant funds will provide tuition assistance to graduating Pulaski County High School students attending New River Community College.PCDublin, VA, US$25,000
Paid Grant-To provide food shelter and clothing and other emergency needs to those who suffer losses from home fires of other disastersPCRoanoke, VA, US$10,000
Paid Grant-Grant funds will be used to assist their food and nutrition program for older adults.PCDublin, VA, US$10,000
Paid Grant-Grant funds will be used to replace turnout gear for the firefighters.PCDublin, VA, US$10,000
Paid Grant-Grant funds will be used to support the purchase of program equipment and materials for 4-H groups across Pulaski County.PCBlacksburg, VA, US$10,000
Paid Grant-Grant funds will be used to purchase needed hoses for their new tanker.PCFairlawn, VA, US$9,575
Paid Grant-Grant funds will be used to provide the residents of the New River Valley with non-emergency medical transportation.PCFairlawn, VA, US$8,000
Paid Grant-Grant will be used to provide for the re-use of pediatric rehabilitation equipment in VirginiaPCMoneta, VA, US$6,500
Paid Grant-Grant Funds will be used to purchase food that will be included in the backpacks for students at Critzer and Pulaski Elementary and Pulaski Headstart.PCPulaski, VA, US$6,500
Paid Grant-Grant funds will be used to assist with expenses relating to the new 3rd floor exhibit at the Old Courthouse entitled "Remembering the Sacrifices for Freedom"PCPulaski, VA, US$6,500
Paid Grant-Grant funds will be used to purchase and install heating and cooling units in two outbuildings used for workshops and history classes.PCNewbern, VA, US$6,000
Paid Grant-Grant funds will be used in support of the cost of medications diabetic supplies and in support of their part-time nurse practitioner.PCPulaski, VA, US$5,500
Paid Grant-Grant funds will be used to coordinate a community response to child abuse.PCRoanoke, VA, US$5,000
Paid Grant-Grant funds will be used to purchase food for the weekly backpacks of approximately 120 food insecure students at Dublin Elementary SchoolPCDublin, VA, US$5,000
Paid Grant-Grant funds will be used to purchase food for those who are food insecure. Every $1 equal 5 meals.PCSalem, VA, US$5,000
Paid Grant-Funds will be used on educational outreach.PCPulaski, VA, US$5,000
Paid Grant-Grant funds will be used to assist in the ongoing expenses incurred during the pandemic.PCPulaski, VA, US$5,000
Paid Grant-Grant funds will be used to support current use scholarships for undergraduate students with unmet demonstrated financial need.PCRoanoke, VA, US$5,000
Paid Grant-Grant funds will be used to assist in the ongoing side development and construction efforts of the new fire station.PCNewbern, VA, US$5,000
Paid Grant-Grant funds will be used to purchase food and supplies needed to feed senior citizens children men and women who come to them daily for a free lunch.PCPulaski, VA, US$5,000
Paid Grant-Grant funds will be used for scholarships for the 2021 Summer Bridge Program.PCRadford, VA, US$5,000
Paid Grant-Grant funds will be used to provide 27 scholarships for Special Olympics athletes to participate on the 2021 Special Olympics Virginia State games.PCRichmond, VA, US$5,000
Paid Grant-Grant funds will be allocated among Bluefield College Eastern Mennonite Averett University and Ferrum College via the VCF formula to provide scholarships for students.PCRichmond, VA, US$5,000
Paid Grant-Grant funds will be used to support library acquisitions for fifteen independent college and universities within the consortium.PCRichmond, VA, US$5,000
Paid Grant-Grant funds will be used to support residents at Warm Hearth Village who cannot afford to pay the cost of their housing and health care.PCBlacksburg, VA, US$5,000
Paid Grant-Grant funds will be used for general operations as they navigate through the Covid-19 pandemic.PCPulaski, VA, US$5,000
Paid Grant-Grant funds will be used to help teens deal with the grief of loss the loneliness of addiction and poverty.PCRadford, VA, US$5,000
Paid Grant-Grant funds will be used to replace the headlights on all three fire engines.PCPulaski, VA, US$4,889
Paid Grant-help with the purchase of wireless microphones for theatrePCPulaski, VA, US$4,000
Paid Grant-Grant funds will be used to add purification systems to the buildings housing homeless children to help reduce the likelihood of the children being exposed to various viruses.PCHillsville, VA, US$3,900
Paid Grant-help provide access to adult learning and family literacyPCPulaski, VA, US$3,500
Paid Grant-Grant funds will be used for programming expenses and other basic expenses such as rent and phone.PCChristiansburg, VA, US$3,500
Paid Grant-Grant funds will be used to purchase food for the food pantry which is distributed every Thursday to those who are food insecure.PCDublin, VA, US$3,200
Paid Grant-Grant funds will be used to provide financial aid to camp applicants according to need and as determined by household income.PCSalem, VA, US$3,000
Paid Grant-Grant funds will be used to provide information and referral (including hotel stays) to anyone in a housing crisisPCChristiansburg, VA, US$3,000
Paid Grant-Grants funds will be used in the remodel of the kitchen and other areas of the schoolPCPulaski, VA, US$2,500
Paid Grant-Grant funds will provide 15 scholarships to underprivileged youth for a weekend trip to youth conferencePCDublin, VA, US$2,500
Paid Grant-Grant funds would be used to build a ramp to the upper floor of a building used by the coast guard auxiliary so all members could attend.PCDraper, VA, US$2,500
Paid Grant-Grant funds will help support children and families in the New River Valley who receive foster care adoption and community-based services.PCRoanoke, VA, US$2,500
Paid Grant-Grant funds will be used to retrofit their Wytheville Minnick School with hands free hygiene devices.PCRoanoke, VA, US$2,500
Paid Grant-Grant funds will be used for tuition assistance curriculum and facilities supplies.PCPulaski, VA, US$2,500
Paid Grant-Grant funds will be used to provide shelter food and compassionate support to homeless men and women during the winter months.PCRadford, VA, US$2,500
Paid Grant-Grant funds will be used to support Parent Education to help eliminate child abuse and neglect.PCChristiansburg, VA, US$2,500
Paid Grant-Grant funds will be used to provide Christmas assistance to qualifying children in the county.PCRadford, VA, US$2,500
Paid Grant-Grant funds will be used to purchase classroom materials in response to Covid-19. This new curriculum will be based on music appreciation music theory and music history.PCDublin, VA, US$2,000
Paid Grant-Grant funds will be used to purchase a Vaccine Refrigerator.PCRocky Mount, VA, US$1,100
Paid Grant-Grant funds will be used for payroll expenses for those who will work with partner organizations students volunteers and funders to ensure literacy services are provided to those who seek and need them.PCChristiansburg, VA, US$1,000
Paid Grant-Grant funds will provide incentives to juveniles as they endeavor to make positive changes in their lives often under very difficult circumstances.PCPulaski, VA, US$1,000
Filing and Contact Details

Filer

Filer Name
C E Richardson Benevolent Foundation
EIN
51-0227549
In Care Of
% Ruth S Looney
Address
PO BOX 1120, PULASKI, VA 24301-1120

Signing Officer

Name
Ruth S Looney
Title
Manager
Signed
2021-07-19
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/UnrelatedBusinessTaxblIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0146957
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0146957
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt099526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245164
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0245164
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0146957
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0146957
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-132664
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0237815
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt04100
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt06150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0569
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0267520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0279621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0246483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0146957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022356
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08668
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034457
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21983-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt037648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt165279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt037648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Norfolk Southern Corporation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Hartford Mutual FDS, Inc., MidCap FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Frontier Communications Corporation (Bankruptcy)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt099526
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-132664
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03401
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0102934
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01667257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01696987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01663856
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0290782
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0290782
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0290782
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0294088
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03306
IRS990PF/DistributableAmountGrp/TotalTaxAmt03306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03215
IRS990PF/FMVAssetsEOYAmt07439292
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01583
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01558
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02852532
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02852532
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06017
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013051
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01564169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01622822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07396700
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03648
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04247
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0631
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0599
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0599

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,665,414
Liabilities
$1,558
Net assets
$1,663,856
Revenue
$146,957
Expenses
$279,621
Net income
-$132,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.23$0.35$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.59$0.21$0.30$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.68$0.28$0.31$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.42$0.37$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.66$0.15$0.28$0.13
2020Summary only. Only limited summary data is available for this year.$1.70$0.00$0.15$0.30$0.15
2016Summary only. Only limited summary data is available for this year.$1.70$0.00$0.13$0.23$0.10
2015Summary only. Only limited summary data is available for this year.$1.70$0.00$0.13$0.23$0.11
2014Summary only. Only limited summary data is available for this year.$1.79$0.01$0.13$0.21$0.09
2013Summary only. Only limited summary data is available for this year.$1.85$0.01$0.11$0.17$0.06
2012Summary only. Only limited summary data is available for this year.$1.90$0.01$0.10$0.17$0.07