Civic Intelligence

Kennard Educational Fund Inc C/O Atlantic Union Bank

990PF • Fiscal year 2020 • EIN 54-1157065

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 02, 2021

Organization Profile
PO Box 1268Staunton, VA 24402-1268

(540) 213-7241

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,152,876

Up $5,010 (+0.4%) from 2019

Net Assets

Up

$1,152,876

Up $5,010 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin74th percentile

Revenue

Down

$23,848

Down $22,232 (-48%) from 2019

Expenses

Down

$18,380

Down $2 (-0.0%) from 2019

Net Income

Down

$5,468

Down $22,230 (-80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $847,939Liabilities 2011: $02011Assets 2012: $867,676Liabilities 2012: $02012Assets 2013: $902,527Liabilities 2013: $02013Assets 2014: $951,197Liabilities 2014: $02014Assets 2015: $1,002,376Liabilities 2015: $02015Assets 2016: $1,021,228Liabilities 2016: $0Net Assets 2016: $1,021,2282016Assets 2017: $1,065,507Liabilities 2017: $0Net Assets 2017: $1,065,5072017Assets 2018: $1,120,465Liabilities 2018: $0Net Assets 2018: $1,120,4652018Assets 2019: $1,147,866Liabilities 2019: $0Net Assets 2019: $1,147,8662019Assets 2020: $1,152,876Liabilities 2020: $0Net Assets 2020: $1,152,8762020Assets 2021: $1,173,079Liabilities 2021: $0Net Assets 2021: $1,173,0792021Assets 2022: $1,208,349Liabilities 2022: $0Net Assets 2022: $1,208,3492022Assets 2023: $1,238,453Liabilities 2023: $0Net Assets 2023: $1,238,4532023Assets 2024: $1,325,341Liabilities 2024: $0Net Assets 2024: $1,325,3412024Assets 2025: $1,430,880Liabilities 2025: $0Net Assets 2025: $1,430,8802025

Highlighted filing

2020

Assets$1,152,876
Liabilities$0
Net Assets$1,152,876
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0Revenue 2011: $72,748Expenses 2011: $23,344Net Income 2011: $49,4042011Revenue 2012: $36,335Expenses 2012: $16,387Net Income 2012: $19,9482012Revenue 2013: $52,571Expenses 2013: $17,418Net Income 2013: $35,1532013Revenue 2014: $66,974Expenses 2014: $18,012Net Income 2014: $48,9622014Revenue 2015: $69,430Expenses 2015: $17,812Net Income 2015: $51,6182015Revenue 2016: $37,332Expenses 2016: $18,236Net Income 2016: $19,0962016Revenue 2017: $60,929Expenses 2017: $16,473Net Income 2017: $44,4562017Revenue 2018: $74,196Expenses 2018: $19,066Net Income 2018: $55,1302018Revenue 2019: $46,080Expenses 2019: $18,382Net Income 2019: $27,6982019Revenue 2020: $23,848Expenses 2020: $18,380Net Income 2020: $5,4682020Revenue 2021: $40,467Expenses 2021: $19,973Net Income 2021: $20,4942021Revenue 2022: $53,921Expenses 2022: $19,667Net Income 2022: $34,2542022Revenue 2023: $48,933Expenses 2023: $18,625Net Income 2023: $30,3082023Revenue 2024: $106,841Expenses 2024: $20,295Net Income 2024: $86,5462024Revenue 2025: $128,275Expenses 2025: $21,373Net Income 2025: $106,9022025

Highlighted filing

2020

Revenue$23,848
Expenses$18,380
Net Income$5,468
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 2, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARY ROBINSONChairperson-$0--
LINNEA SPRADLINSecretary-$0--
ANDREW LILLYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kennard Educational Fund Inc
EIN
54-1157065
Address
PO BOX 1268, STAUNTON, VA 24402-1268

Signing Officer

Name
Cary Robinson
Title
Chairperson
Phone
5402137241
Signed
2021-02-02
Discuss with paid preparer
Yes

Preparer

Firm
White Withers Masincup & Cannaday Pc
Address
PO BOX 1048, STAUNTON, VA 24402-1048
Preparer
John W Withers
Phone
5408858123
Raw XML AppendixShowing 400 of 768 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-3593
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20428
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-24
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-1706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt248
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26752
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27686
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-13
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-1159
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC SR NT 2.5%-DUE 5/14/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK OF AMERICA 5.0%-DUE 12/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF AMERICA SR GLBL-DUE 11/21/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BARCLAYS BK PLC MTN NOTE-DUE 11/4/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BARCLAYS BK PLC MTN NOTE-DUE 3/3/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BERKSHIRE HATH FIN CRP 4.25%-1/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6BRANDYWINE ALTER CREDIT FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7GE CAP CORP. 5.5%-DUE1/8/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8GE ELECTRIC CAP CORP 4.625%-
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9GOLDMAN SACHS GRP INC SR NT 5.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10GOLDMAN SACHS MANAGED FUTURES STRAT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11IBM 3.45%-DUE 2/19/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12IBM 7.65%-DUE 10/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13ISHARES 20+ TREAS BOND ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14JP MORGAN CHASE & CO 4.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15LINCOLN NATL CORP 4.2% DUE 3/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16METLIFE INC SR GLBL NT 3% DUE 3/1/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17MORGAN STANLEY 4%-DUE 7/23/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18MORGAN STANLEY BK 2.8% DUE 6/8/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19NATIONAL RURAL UTILS COOP 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20NATIONAL RURAL UTILS COOP 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21QUALCOMM INC SR NT 3% DUE 5/20/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22VANGUARD INTERM-TERM CORP BD INDEX F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23WELLS FARGO 4.3%-DUE 7/22/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24SPDR BLOOMBERG BARCLAYS 1-3 MO TBILL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120673
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt216096
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt430587
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt536282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt615021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt715189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt810083
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt920143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1030014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1115184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1240085
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1325452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1421896
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt122744
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt218546
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt434072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt536199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt615396
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt715857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt811070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt922605
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1030912
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1115725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1241686
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1328644
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1421873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1339423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1611058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt175725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2518435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2644590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2747171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3310036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt355665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3911454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt404631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4110248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt436640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt466576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4910578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt529647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1220813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1337178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt156470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1613355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2524214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2654454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2769302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt289531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3010349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3119074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3311951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3521243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt366492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt377826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt386677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3913306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt405099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4120594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt437439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt458308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt467794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt474999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt486030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4912255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC IRELANDSHS CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR PRODS & CHEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BP PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CORNING INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DFA EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DFA INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DIAGO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISNEY WALT CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DOMINION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DUKE ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXXON MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FIDELITY SELECT BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GOLDMAN SACHS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HOME DEPOT INC COM

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,152,876
Liabilities
$0
Net assets
$1,152,876
Revenue
$23,848
Expenses
$18,380
Net income
$5,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.13$0.02$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.11$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.02$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.02$0.02
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.07$0.02$0.05
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.07$0.02$0.05
2013Summary only. Only limited summary data is available for this year.$0.90$0.00$0.05$0.02$0.04
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.04$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.07$0.02$0.05
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