Civic Intelligence

The Elizabeth B and Arthur E Roswell

EIN 52-1490498 • Baltimore, MD

co AFS One South Street 2950Baltimore, MD 21202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

24th percentile

-6.0%

Higher net margin than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$19,162

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$15,111,859

Down $334,616 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$15,111,859

Down $334,616 (-2.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin24th percentile

Revenue

Up

$1,608,720

Up $269,942 (+20%) from 2023

Expenses

Down

$1,704,926

Down $462,811 (-21%) from 2023

Net Income

Up

-$96,206

Up $732,753 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $8,735,362Liabilities 2010: $0Net Assets 2010: $8,735,3622010Assets 2011: $9,087,632Liabilities 2011: $6,9632011Assets 2012: $8,853,436Liabilities 2012: $0Net Assets 2012: $8,853,4362012Assets 2013: $9,334,515Liabilities 2013: $0Net Assets 2013: $9,334,5152013Assets 2014: $9,118,101Liabilities 2014: $0Net Assets 2014: $9,118,1012014Assets 2015: $8,713,056Liabilities 2015: $0Net Assets 2015: $8,713,0562015Assets 2016: $12,363,417Liabilities 2016: $0Net Assets 2016: $12,363,4172016Assets 2017: $12,957,434Liabilities 2017: $0Net Assets 2017: $12,957,4342017Assets 2018: $14,743,910Liabilities 2018: $0Net Assets 2018: $14,743,9102018Assets 2019: $15,954,210Liabilities 2019: $0Net Assets 2019: $15,954,2102019Assets 2020: $15,526,654Liabilities 2020: $0Net Assets 2020: $15,526,6542020Assets 2021: $16,920,100Liabilities 2021: $0Net Assets 2021: $16,920,1002021Assets 2022: $16,512,042Liabilities 2022: $0Net Assets 2022: $16,512,0422022Assets 2023: $15,446,475Liabilities 2023: $0Net Assets 2023: $15,446,4752023Assets 2024: $15,111,859Liabilities 2024: $0Net Assets 2024: $15,111,8592024

Highlighted filing

2024

Assets$15,111,859
Liabilities$0
Net Assets$15,111,859
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $541,2022010Revenue 2011: $1,069,966Expenses 2011: $724,659Net Income 2011: $345,3072011Expenses 2012: $904,5422012Revenue 2013: $1,414,165Expenses 2013: $933,086Net Income 2013: $481,0792013Revenue 2014: $500,329Expenses 2014: $716,743Net Income 2014: -$216,4142014Revenue 2015: $353,606Expenses 2015: $758,651Net Income 2015: -$405,0452015Revenue 2016: $4,345,363Expenses 2016: $695,002Net Income 2016: $3,650,3612016Revenue 2017: $1,669,651Expenses 2017: $882,656Net Income 2017: $786,9952017Revenue 2018: $4,830,729Expenses 2018: $889,771Net Income 2018: $3,940,9582018Revenue 2019: $2,490,338Expenses 2019: $1,033,114Net Income 2019: $1,457,2242019Revenue 2020: $1,162,251Expenses 2020: $1,340,162Net Income 2020: -$177,9112020Revenue 2021: $2,946,962Expenses 2021: $1,331,241Net Income 2021: $1,615,7212021Revenue 2022: $1,117,751Expenses 2022: $1,347,999Net Income 2022: -$230,2482022Revenue 2023: $1,338,778Expenses 2023: $2,167,737Net Income 2023: -$828,9592023Revenue 2024: $1,608,720Expenses 2024: $1,704,926Net Income 2024: -$96,2062024

Highlighted filing

2024

Revenue$1,608,720
Expenses$1,704,926
Net Income-$96,206
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,111,859
Liabilities
$0
Net assets
$15,111,859
Revenue
$1,608,720
Expenses
$1,704,926
Net income
-$96,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.61$1.70$0.10
2023Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.34$2.17$0.83
2022Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.12$1.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$2.95$1.33$1.62
2020Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.16$1.34$0.18
2019Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$2.49$1.03$1.46
2018Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$4.83$0.89$3.94
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.67$0.88$0.79
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$4.35$0.70$3.65
2015Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.35$0.76$0.41
2014Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.50$0.72$0.22
2013Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$1.41$0.93$0.48
2012Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.90
2011Summary only. Only limited summary data is available for this year.$9.09$0.01$1.07$0.72$0.35
2010Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Regan E RalphAssistant Secretary-$17,487$1,675$19,162
Arthur E RoswellTrustee-$0--
Robert A RoswellTrustee-$0--
Majorie B RoswellVice President/Trustee-$0--
Judith R WeinsteinPresident/Trustee-$0--
Barbara S RoswellVice President/Trustee-$0--
Kenneth B WeinsteinTrustee-$0--
Jennifer A PrattSecretary-$0--
Scott L SoffenAssistant Secretary-$0--
Stephen J BassTreasurer-$0--
Sandra L GlockAssistant Treasurer-$0--
David I RoswellTrustee-$0--
Michael E RoswellVice President/Trustee-$0--
Naomi B RoswellTrustee-$0--
Eliana R WeinsteinTrustee-$0--
Jackie SpechtTrustee-$0--
Ari R WeinsteinTrustee-$0--
Maggie HeratyTrustee-$0--
Jennifer L BoveAssistant Treasurer-$0--
Noah R WeinsteinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Elizabeth B and Arthur E Roswell
EIN
52-1490498
Phone
4103477201
Address
co AFS One South Street 2950, Baltimore, MD 21202

Signing Officer

Name
Stephen Bass
Title
Treasurer
Phone
4103477201
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Atapco Financial Services Inc
Address
1 South Street Suite 2950, Baltimore, MD 21202
Preparer
Sandra L Glock
Phone
4103477114
Raw XML AppendixShowing 400 of 1,372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0527452
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt04814
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04814
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt066620
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt066620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-31258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-31252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010885
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt022461
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt022461
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011066
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017816
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01666914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01704926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0558714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01608720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0162914
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0200926
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02730
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt369820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt432566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt636223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt716389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt824917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt924605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10881016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0235232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-66507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-88729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0235232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-66507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-88729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0236114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt635000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt925000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10792287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06800 shrs BP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000 shrs American Intl Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BNSF RY CO2006 Pass Thru
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BNSF RY Pass Thru
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc430000 shrs Boston PPTYS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc511000 shrs Brookfield Fin LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Leggett & Platt Inc 3.8%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Leggett & Platt Inc 4.4%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Parker Hannifin Corp Med Trm NTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Parker Hannifin Corp Sr Nt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Vanguard Intm Trm Inv
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11New Summit III-B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12New Summit III-B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066088
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-96206
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0238410
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015350269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015446475
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015111859
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0949302
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0949302
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0949302
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0956634
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07332
IRS990PF/DistributableAmountGrp/TotalTaxAmt07332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011536
IRS990PF/FMVAssetsEOYAmt021692406
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01287355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01266249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01127033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011421677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010543061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017251769
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01881773
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02004901
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02004901
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0210960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0355485
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0371724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt015446475
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015111859
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0618945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0916398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0916398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015446475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015111859
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021692406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015446475
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015111859
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015446475
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015111859
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025765
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025765
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt020581
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019424036
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0824928
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018599108
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0291361
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0956634
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019132675
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt019424036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Atapco Financial Services Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt053522
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Acct, Tax & Invest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0One South Street Ste 2950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd021202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.00

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