Civic Intelligence

Margaret T Dickerson Residuary Trust UW FBO St. Anthonys Shrine

990PF • Fiscal year 2016 • EIN 52-6332003

Oct 01, 2015 to Sep 30, 2016 • Filed on May 22, 2017

Organization Profile
14 E 13th StreetFrederick, MD 21701

(301) 662-7585

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$2,190

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

10%

Faster asset growth than 75% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

7.1%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,987,215

Up $185,900 (+10%) from 2015

Net Assets

Up

$1,987,215

Up $185,900 (+10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$98,542

Up $6,574 (+7.1%) from 2015

Expenses

Up

$30,729

Up $6,357 (+26%) from 2015

Net Income

Up

$67,813

Up $217 (+0.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,559,159Liabilities 2011: $0Net Assets 2011: $1,559,1592011Assets 2012: $1,754,948Liabilities 2012: $02012Assets 2013: $1,912,060Liabilities 2013: $254Net Assets 2013: $1,911,8062013Assets 2014: $2,052,733Liabilities 2014: $0Net Assets 2014: $2,052,7332014Assets 2015: $1,801,315Liabilities 2015: $0Net Assets 2015: $1,801,3152015Assets 2016: $1,987,215Liabilities 2016: $0Net Assets 2016: $1,987,2152016Assets 2017: $2,154,837Liabilities 2017: $0Net Assets 2017: $2,154,8372017Assets 2018: $2,202,533Liabilities 2018: $0Net Assets 2018: $2,202,5332018Assets 2019: $2,190,947Liabilities 2019: $0Net Assets 2019: $2,190,9472019Assets 2020: $2,261,070Liabilities 2020: $0Net Assets 2020: $2,261,0702020Assets 2021: $2,600,150Liabilities 2021: $0Net Assets 2021: $2,600,1502021Assets 2022: $2,133,844Liabilities 2022: $0Net Assets 2022: $2,133,8442022Assets 2023: $2,270,719Liabilities 2023: $0Net Assets 2023: $2,270,7192023Assets 2024: $2,737,428Liabilities 2024: $0Net Assets 2024: $2,737,4282024Assets 2025: $2,921,968Liabilities 2025: $0Net Assets 2025: $2,921,9682025

Highlighted filing

2016

Assets$1,987,215
Liabilities$0
Net Assets$1,987,215
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$200K$150K$100K$50K$0Expenses 2011: $14,7182011Revenue 2012: $34,385Expenses 2012: $15,202Net Income 2012: $19,1832012Expenses 2013: $20,2142013Revenue 2014: $90,181Expenses 2014: $24,378Net Income 2014: $65,8032014Revenue 2015: $91,968Expenses 2015: $24,372Net Income 2015: $67,5962015Revenue 2016: $98,542Expenses 2016: $30,729Net Income 2016: $67,8132016Revenue 2017: $56,827Expenses 2017: $33,671Net Income 2017: $23,1562017Revenue 2018: $77,801Expenses 2018: $35,147Net Income 2018: $42,6542018Revenue 2019: $81,374Expenses 2019: $35,175Net Income 2019: $46,1992019Revenue 2020: $120,429Expenses 2020: $35,974Net Income 2020: $84,4552020Revenue 2021: $175,741Expenses 2021: $37,433Net Income 2021: $138,3082021Revenue 2022: $113,913Expenses 2022: $43,895Net Income 2022: $70,0182022Revenue 2023: $78,584Expenses 2023: $38,039Net Income 2023: $40,5452023Revenue 2024: $97,587Expenses 2024: $40,275Net Income 2024: $57,3122024Revenue 2025: $163,501Expenses 2025: $44,047Net Income 2025: $119,4542025

Highlighted filing

2016

Revenue$98,542
Expenses$30,729
Net Income$67,813
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 22, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN D HENDRICKSONTrustee-$2,190-$2,190
MARTIN W SNYDER ESQUIRETrustee-$2,190-$2,190
JOHN B OFFUTT CPATrustee-$2,190-$2,190
Filing and Contact Details

Filer

Filer Name
Margaret T Dickerson Trust
EIN
52-6332003
Phone
3016627585
Address
14 E 13TH STREET, FREDERICK, MD 21701

Signing Officer

Name
John B Offutt CPA
Title
Trustee
Phone
3016627585
Signed
2017-05-22

Preparer

Firm
Offutt & Associates Cpas Pa
Address
14 E 13TH STREET, FREDERICK, MD 21701
Preparer
John B Offutt
Phone
3016627585
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt617160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt720324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt910960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1115237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1219318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-6131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-1393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-6131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt317869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt617850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1122729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1224050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc048.17 SH SHIRE PLC ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114 SH RMR GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.46 SH DELL TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3350 SH HESS CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4325 SH BAXALTA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SH BRISTOL MYERS SQUIBB CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6425 SH ADT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SPRINT NEXTEL CO 6.00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc825 SH APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9150 SH SCRIPPS NETWORKS INTERAC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050 SH DIGITAL REALTY TRUST INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11725 SH MEDASSETS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121000 SH EMC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13125 SH JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037947
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0241
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt067813
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt092400
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0210487
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02079615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01801315
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01987215
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt092324
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt092324
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092324
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt093888
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01564
IRS990PF/DistributableAmountGrp/TotalTaxAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01405
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01405
IRS990PF/FMVAssetsEOYAmt01987215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01175214
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01289974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01289974
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0564536
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0595026
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0595026
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01801315
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01987215
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt061565
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0102215
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0102215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01801315
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01987215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01987215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01801315
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01987215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01801315
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01987215
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01906354
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01839062
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt093888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01877759
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01906354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,987,215
Liabilities
$0
Net assets
$1,987,215
Revenue
$98,542
Expenses
$30,729
Net income
$67,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.16$0.04$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.10$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.08$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.11$0.04$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.18$0.04$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12$0.04$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.08$0.04$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.08$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.06$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.10$0.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.09$0.02$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.09$0.02$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.02
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.03$0.02$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.01