Civic Intelligence

Arthur H Korn Charitable Remainder Unitrust

990PF • Fiscal year 2019 • EIN 52-7028694

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 29, 2020

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

72nd percentile

0.20x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

2.80x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$52,300

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 42.2% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,696,179

Down $31,802 (-1.8%) from 2018

Net Assets

Down

$1,349,139

Down $24,174 (-1.8%) from 2018

Liabilities

Down

$347,040

Down $7,628 (-2.2%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin19th percentile

Revenue

Down

$123,988

Down $31,941 (-20%) from 2018

Expenses

Down

$148,163

Down $11,577 (-7.2%) from 2018

Net Income

Down

-$24,175

Down $20,364 (-534%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2019

Assets$1,696,179
Liabilities$347,040
Net Assets$1,349,139
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$123,988
Expenses$148,163
Net Income-$24,175
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON M LAURICHTrusteePT$52,300-$52,300
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
2020-08-29
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 612 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/GainsMinusExcessOrLossesAmt24-404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt271476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2813602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt186857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt196465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt207007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2326587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2438636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt253780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt263788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt273914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2821104
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/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc030 SALESFORCE.COM INC COM USD0.001 CRM 79466L302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.282 WABTEC CORP COM USD0.01 WAB XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23 WABTEC CORP COM USD0.01 WAB XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30.2 ALCON INC ALC H01301128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc440 ALCON INC ALC H01301128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc545 ALIBABA GROUP HOLDING LTD SPON ADSEACH R BABA 01609W102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64 AMAZON.COM INC AMZN XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720 AMERICAN EXPRESS CO COM USD0.20 AXP XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc819 AMERICAN EXPRESS CO COM USD0.20 AXP XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9124 CISCO SYS INC COM CSCO 17275R102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1034 HOME DEPOT INC COM HD XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1159 MERCK & CO INC NEW COM MRK 58933Y105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240 NOVARTIS A G SPONSORED ADR NVS 66987V109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13100 PEPSICO INC PEP XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14146 PFIZER INC PFE XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1587 PROCTER AND GAMBLE CO COM PG XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16114 SIEMENS AG SPON ADR EACH REP 1 ORD SHS SIEGY XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1785 SOFTBANK GROUP CORP UNSP ADR EACH REPR 0 SFTBY 83404D109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18162 TENCENT HLDGS LTD UNSPON ADR TCEHY 88032Q109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19552 UBS GROUP CHF0.10 REGD UBS H42097107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20132 UNILEVER NV EUR0.16(NEW YORK SHARES) UN XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2133 VISA INC COM CL A V 92826C839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2234 WALMART INC COM WMT XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23250 BARCLAYS BK PLC ENHANCED GLOBAL HIGHYIEL FIYY 06746Q249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24402 BARCLAYS BK PLC ETN PLUS FI ENHANCED 0.0 FFEU 06746Q256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2585 INTEL CORP COM USD0.001 INTC XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2673 ORACLE CORP COM ORCL 68389X105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2743 PROCTER AND GAMBLE CO COM PG XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2875 UBS AG LONDON BRH FI ENHANCED LARGE CAP FBGX XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282019-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt055506
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-239
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24175
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01349139
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01373313
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01349139
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt091206
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt091206
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt091206
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091774
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0568
IRS990PF/DistributableAmountGrp/TotalTaxAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt02329583
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02531336
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02531336
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048936
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt039921
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt039921
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0902695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0859561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01330043
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt084758
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0704336
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0489300
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0626479
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0619578
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0293200
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0354668
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0347040
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05817
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt06606
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt06606
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1158023
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1182197
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt061121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt061121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01727981
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01696179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02329583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0354668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0347040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01727981
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01696179
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01373313
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01349139
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0105156
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0109392
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0109392
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt0347041
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01863423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0201712
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01219646
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027951
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0789106
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt091774
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01835472
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02210464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt052300
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/AdjNetVlNoncharitableAssetsAmt097565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt098133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0110360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt086550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt072944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt092065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0104316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01835472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01835485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01838354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01656630

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,696,179
Liabilities
$347,040
Net assets
$1,349,139
Revenue
$123,988
Expenses
$148,163
Net income
-$24,175
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