Civic Intelligence

Kennard Educational Fund Inc C/O Atlantic Union Bank

990PF • Fiscal year 2024 • EIN 54-1157065

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 15, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.0%

Faster asset growth than 62% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

118%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,325,341

Up $86,888 (+7.0%) from 2023

Net Assets

Up

$1,325,341

Up $86,888 (+7.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$106,841

Up $57,908 (+118%) from 2023

Expenses

Up

$20,295

Up $1,670 (+9.0%) from 2023

Net Income

Up

$86,546

Up $56,238 (+186%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$1,325,341
Liabilities$0
Net Assets$1,325,341
Open 2024 Filing

Operations Trend

Revenue Growth89th 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

2024

Revenue$106,841
Expenses$20,295
Net Income$86,546
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th 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
Phone
5402137241
Address
PO BOX 1268, STAUNTON, VA 24402-1268

Signing Officer

Name
Cary Robinson
Title
Chairperson
Phone
5402137241
Signed
2025-01-15
Discuss with paid preparer
Yes

Preparer

Firm
White Withers Masincup & Cannaday Pc
Address
PO BOX 1048, STAUNTON, VA 24402-1048
Preparer
Christopher T Campbell
Phone
5408858123
Raw XML AppendixShowing 400 of 804 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/SoldDt212023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-5
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-4
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-59
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5111
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-34
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt797
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt856
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt979
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10433
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-21
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13258
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14573
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-742
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt162746
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt171451
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt184640
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1933
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-1395
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211093
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23721
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt241396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-1845
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-227
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2732
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt283320
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt303640
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3124373
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3226
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33988
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt344996
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BARCLAYS BK PLC MTN NOTE-DUE 11/4/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BARCLAYS BK PLC MTN NOTE-DUE 3/3/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CARLYE TACTICAL PRIVATE CREDIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CITIGROUP GLOBAL MARKETS 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FEDERAL FARM CR 4.75% DUE 11/21/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5FEDERAL FARM CR 6.4% DUE 8/16/38
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6FEDERAL HOME LN MTG CORP 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7FEDERAL NATL MTG 5.15% DUE 1/27/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8FEDERAL NATL MTG ASSN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9FIDELITY CONSERVATIVE INCOME BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10IBM 3.45%-DUE 2/19/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11INTERNATIONAL BUSINESS MACHS SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12INVESCO 30 CORP INDEXED FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13INVESCO BELTSHS SELF-INDEXED FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14INVESCO BULLETSHARES ETF FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15INVESCO BULLETSHRS 2025 CORP BD EFT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16INVESCO BULLETSHRS 2026 CORP BD EFT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17INVESCO BULLETSHRS 2029 CORP BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18INVESCO BULLETSHRS 2031 CORP BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19INVESCO BULLSHARES 2027 CORP BD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20INVESCO EXCH SELF INDEED BULLTSHRS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21INVESCO EXCH TRD SLF INDX FD TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22ISHARES TR IBONDS 23 TRM TS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23ISHARES TR IBONDS 24 TRM TS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24ISHARES TR IBONDS DEC 2033 TERM TREA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25ISHARES TR IBONDS DEC 2034 TERM TREA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26ISHARES TR IBONDS DEC 2044 TERM TREA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27METLIFE INC SR GLBL NT 3% DUE 3/1/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28MORGAN STANLEY 4%-DUE 7/23/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29NATIONAL RURAL UTILS 3.45% 5/15/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30QUALCOMM INC SR NT 3% DUE 5/20/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31WELLS FARGO 4.3%-DUE 7/22/27
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt115492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt284923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt448632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt530170
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt69733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt79778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt813132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt913228
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt109845
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1119870
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1219797
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1312565
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1413247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt159847
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1610010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1720031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1827075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1925046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2025209
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt115141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt280454
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324989
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt448728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt529695
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt69891
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt79995
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt813656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt913836
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1010097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1120781
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1220679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1313634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1413685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1510281
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt169924
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1719935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1823011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1924858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2025058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1329054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1811670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1930853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2020742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2146837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2515877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt278558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt307658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3126494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3281326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt358140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt385533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt395665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt406171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt429360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4332461
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511454
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475972
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526576
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5424144
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Filings

Displayed year

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

Open filing
Assets
$1,325,341
Liabilities
$0
Net assets
$1,325,341
Revenue
$106,841
Expenses
$20,295
Net income
$86,546
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