Civic Intelligence

Arthur H Korn Charitable Remainder Unitrust

990PF • Fiscal year 2018 • EIN 52-7028694

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
794 Eastern Point RoadAnnapolis, MD 21401

(301) 464-5356

Siviq Scores

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

Liabilities / Assets

70th percentile

0.21x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

2.27x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

33rd percentile

-2.4%

Higher net margin than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$59,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$1,727,981

Down $11,233 (-0.6%) from 2017

Net Assets

Down

$1,373,313

Down $3,811 (-0.3%) from 2017

Liabilities

Down

$354,668

Down $7,422 (-2.0%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin33rd percentile

Revenue

Down

$155,929

Down $61,022 (-28%) from 2017

Expenses

Up

$159,740

Up $21,875 (+16%) from 2017

Net Income

Down

-$3,811

Down $82,897 (-105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,924,094Liabilities 2011: $396,436Net Assets 2011: $1,527,6582011Assets 2012: $1,899,065Liabilities 2012: $390,090Net Assets 2012: $1,508,9752012Assets 2013: $1,844,933Liabilities 2013: $383,436Net Assets 2013: $1,461,4972013Assets 2014: $1,787,611Liabilities 2014: $376,460Net Assets 2014: $1,411,1512014Assets 2015: $1,711,796Liabilities 2015: $369,144Net Assets 2015: $1,342,6522015Assets 2016: $1,667,157Liabilities 2016: $369,119Net Assets 2016: $1,298,0382016Assets 2017: $1,739,214Liabilities 2017: $362,090Net Assets 2017: $1,377,1242017Assets 2018: $1,727,981Liabilities 2018: $354,668Net Assets 2018: $1,373,3132018Assets 2019: $1,696,179Liabilities 2019: $347,040Net Assets 2019: $1,349,1392019Assets 2020: $1,686,186Liabilities 2020: $339,802Net Assets 2020: $1,346,3842020Assets 2021: $1,704,610Liabilities 2021: $330,932Net Assets 2021: $1,373,6782021Assets 2022: $1,651,058Liabilities 2022: $322,430Net Assets 2022: $1,328,6282022Assets 2023: $1,482,268Liabilities 2023: $313,562Net Assets 2023: $1,168,7062023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,727,981
Liabilities$354,668
Net Assets$1,373,313
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $175,8842011Expenses 2012: $138,7502012Revenue 2013: $86,151Expenses 2013: $133,629Net Income 2013: -$47,4782013Revenue 2014: $109,702Expenses 2014: $160,048Net Income 2014: -$50,3462014Revenue 2015: $99,957Expenses 2015: $168,456Net Income 2015: -$68,4992015Revenue 2016: $99,652Expenses 2016: $144,266Net Income 2016: -$44,6142016Revenue 2017: $216,951Expenses 2017: $137,865Net Income 2017: $79,0862017Revenue 2018: $155,929Expenses 2018: $159,740Net Income 2018: -$3,8112018Revenue 2019: $123,988Expenses 2019: $148,163Net Income 2019: -$24,1752019Revenue 2020: $168,369Expenses 2020: $171,124Net Income 2020: -$2,7552020Revenue 2021: $227,023Expenses 2021: $199,729Net Income 2021: $27,2942021Revenue 2022: $184,156Expenses 2022: $229,206Net Income 2022: -$45,0502022Revenue 2023: $98,662Expenses 2023: $258,584Net Income 2023: -$159,9222023Revenue 2024: $1,159,360Expenses 2024: $2,328,066Net Income 2024: -$1,168,7062024

Highlighted filing

2018

Revenue$155,929
Expenses$159,740
Net Income-$3,811
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON M LAURICHTrusteePT$59,000-$59,000
Filing and Contact Details

Filer

Filer Name
Arthur H Korn Charitable Remainder
EIN
52-7028694
Phone
3014645356
Address
794 EASTERN POINT ROAD, ANNAPOLIS, MD 21401

Signing Officer

Name
Sharon M Laurich
Title
Trustee
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Reid & Associates CPA LLC
Address
6917 Annapolis Road, Landover Hills, MD 20784
Preparer
Patrick H Reid CPA
Phone
3014595500
Raw XML AppendixShowing 400 of 603 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt911708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1416570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1814569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt196320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2116663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2238855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2367539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2413450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt255292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2617927
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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAYER AB SPON, BAYRY XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17.000 ALPHABET INC CPA STKCL A GOOGL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29.000 AMAZON.COM INC AMZN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31.00 AMAZON.COM INC AMZN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc489.00 AMERICAN EXPRESS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc547.000 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6688.000 BAYER AG SPON BYRY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc776.000 BERKSHIRE HATHAWAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8189.000 CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9156.000 CITIGROUP INC COM NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10388 DAIMLER AG UNSP ADR EACH REP 1 ORD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11112.00 DISNEY WALT CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1247 EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135 JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145501.000 LLOYDS BANKING GROUPPLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1584.000 LVMH MOET HENNESSY VUITTON SE ADR EACH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1625 NOVO-NORDISK A S ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1779.00 PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18518.000 ROCHE HOLDING LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1953 SAP SE SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2029 VISA INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21784.000 VODAFONE GROUP SPON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22318.00 BARCLAYS BK PLC BARLAYS ETN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23426.000 BARCLAYS BK PLC BARLAYS ETN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24102.000 JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2551.000 MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2666.00 UBS AG LONDON BRH FI ENHANCED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt085752
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3811
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01373313
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01377124
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01373313
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt090953
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt090953
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt090953
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091774
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0821
IRS990PF/DistributableAmountGrp/TotalTaxAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt02098119
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02531336
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02531336
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt043861
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048936
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0901885
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0902695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01109249
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt080116
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0706595
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0489300
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0633380
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0626479
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0300700
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0362024
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0354668
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05816
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05817
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt05881
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1154212
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1158023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053196
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01739214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01727981
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02098119
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0362090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0354668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01739214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01727981
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01377124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01373313
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0101076
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0105156
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0105156
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt0354668
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01863437
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0195562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01226662
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027952
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0795881
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt091774
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01835485
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02218105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt059000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHARON M LAURICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0794 EASTERN POINT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANNAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021401
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt092365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt093186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt086550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt072944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt092065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0104316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01835485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01838354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01656630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01672133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01753841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01769264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0111181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251611
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0110360
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0111181
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0821
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0111181
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,727,981
Liabilities
$354,668
Net assets
$1,373,313
Revenue
$155,929
Expenses
$159,740
Net income
-$3,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.16$2.33$1.17
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.31$1.17$0.10$0.26$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.32$1.33$0.18$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.33$1.37$0.23$0.20$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.34$1.35$0.17$0.17$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.35$1.35$0.12$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.35$1.37$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.36$1.38$0.22$0.14$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.37$1.30$0.10$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.37$1.34$0.10$0.17$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.38$1.41$0.11$0.16$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.38$1.46$0.09$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.90$0.39$1.51$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.92$0.40$1.53$0.18