Civic Intelligence

The Jesse and Rose Loeb Foundation Inc

EIN 54-1604839 • Warrenton, VA

P O Box 803Warrenton, VA 20188
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$49,524

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

30th percentile

-1.3%

Faster asset growth than 30% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$8,651,620

Down $113,523 (-1.3%) from 2024

Liabilities

Up

$5,000

Up $5,000 from 2024

Net Assets

Down

$8,646,620

Down $118,523 (-1.4%) from 2024

Operations
Liabilities / Revenue32nd percentileNet Margin13th percentile

Revenue

Down

$455,452

Down $290,642 (-39%) from 2024

Expenses

Up

$573,975

Up $27,193 (+5.0%) from 2024

Net Income

Down

-$118,523

Down $317,835 (-159%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $9,085,711Liabilities 2011: $4,5832011Assets 2012: $9,107,289Liabilities 2012: $02012Assets 2013: $9,186,806Liabilities 2013: $02013Assets 2014: $9,446,364Liabilities 2014: $1Net Assets 2014: $9,446,3642014Assets 2015: $9,208,088Liabilities 2015: $1Net Assets 2015: $9,208,0882015Assets 2016: $9,001,943Liabilities 2016: $0Net Assets 2016: $9,001,9432016Assets 2017: $8,826,633Liabilities 2017: $0Net Assets 2017: $8,826,6332017Assets 2018: $8,818,291Liabilities 2018: $0Net Assets 2018: $8,818,2912018Assets 2019: $8,568,785Liabilities 2019: $1Net Assets 2019: $8,568,7852019Assets 2020: $8,491,078Liabilities 2020: $1Net Assets 2020: $8,491,0782020Assets 2021: $8,713,098Liabilities 2021: $1Net Assets 2021: $8,713,0982021Assets 2022: $8,936,764Liabilities 2022: $1Net Assets 2022: $8,936,7642022Assets 2023: $8,565,831Liabilities 2023: $1Net Assets 2023: $8,565,8312023Assets 2024: $8,765,143Liabilities 2024: $0Net Assets 2024: $8,765,1432024Assets 2025: $8,651,620Liabilities 2025: $5,000Net Assets 2025: $8,646,6202025

Highlighted filing

2025

Assets$8,651,620
Liabilities$5,000
Net Assets$8,646,620
Open 2025 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,302,885Expenses 2011: $549,431Net Income 2011: $753,4542011Revenue 2012: $515,897Expenses 2012: $489,736Net Income 2012: $26,1612012Revenue 2013: $598,383Expenses 2013: $518,866Net Income 2013: $79,5172013Revenue 2014: $721,049Expenses 2014: $461,491Net Income 2014: $259,5582014Revenue 2015: $353,578Expenses 2015: $591,854Net Income 2015: -$238,2762015Revenue 2016: $308,985Expenses 2016: $515,130Net Income 2016: -$206,1452016Revenue 2017: $391,191Expenses 2017: $566,501Net Income 2017: -$175,3102017Revenue 2018: $582,065Expenses 2018: $590,407Net Income 2018: -$8,3422018Revenue 2019: $371,273Expenses 2019: $620,779Net Income 2019: -$249,5062019Revenue 2020: $526,309Expenses 2020: $604,016Net Income 2020: -$77,7072020Revenue 2021: $825,118Expenses 2021: $603,098Net Income 2021: $222,0202021Revenue 2022: $827,793Expenses 2022: $604,127Net Income 2022: $223,6662022Revenue 2023: $233,173Expenses 2023: $604,106Net Income 2023: -$370,9332023Revenue 2024: $746,094Expenses 2024: $546,782Net Income 2024: $199,3122024Revenue 2025: $455,452Expenses 2025: $573,975Net Income 2025: -$118,5232025

Highlighted filing

2025

Revenue$455,452
Expenses$573,975
Net Income-$118,523
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,651,620
Liabilities
$5,000
Net assets
$8,646,620
Revenue
$455,452
Expenses
$573,975
Net income
-$118,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.65$0.01$8.65$0.46$0.57$0.12
2024Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.75$0.55$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.23$0.60$0.37
2022Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.83$0.60$0.22
2021Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.83$0.60$0.22
2020Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.53$0.60$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.37$0.62$0.25
2018Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.58$0.59$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.39$0.57$0.18
2016Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.31$0.52$0.21
2015Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.35$0.59$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$0.72$0.46$0.26
2013Summary only. Only limited summary data is available for this year.$9.19$0.00$0.60$0.52$0.08
2012Summary only. Only limited summary data is available for this year.$9.11$0.00$0.52$0.49$0.03
2011Summary only. Only limited summary data is available for this year.$9.09$0.00$1.30$0.55$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS H KIRKExecutive DirectorPT$49,524-$49,524
RICHARD MONOHANDirector-$2,000-$2,000
DONALD R YOWELLDirector-$1,600-$1,600
G WAYNE EASTHAMDirector-$1,600-$1,600
SARAH YAKELDirector-$1,600-$1,600
JACKIE CORAMDirector-$1,600-$1,600
LISA HICKLINDirector-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
The Jesse and Rose Loeb Foundation Inc
EIN
54-1604839
Phone
5404281960
Address
P O BOX 803, WARRENTON, VA 20188

Signing Officer

Name
Tom Kirk
Title
Executive Director
Phone
5404281960
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
1100 SUNSET LANE SUITE 1310, CULPEPER, VA 22701
Preparer
Chris Pearson CPA
Phone
5408256050
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-4178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2242396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt232324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2412728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0337207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1284805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt298145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt326200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt717161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8161070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt917448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1061106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1112900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1243800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1312200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1411750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt158150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1611181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1711025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt199819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt205977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21133769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22973915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23130074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241197021
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/PropertyDesc0SOLD 30,936.397 SHARES OF DFA INTM GOVT FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SOLD 26,792.567 SHARES OF PGIM SHRT TRM CORP BND-Q
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SOLD 1,183 SHARES OF VANGUARD INT DIV APP INDX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SOLD 2,074.426 SHARES OF DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SOLD 441.315 SHARES OF PGIM SHRT TRM CORP BND-Q
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SOLD 627.138 SHARES OF DOUBLELINE TTL RTRN BND-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SOLD 87 SHARES OF ISHARES 10-20 YEAR TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SOLD 175 SHARES OF ISHARES CORE US AGGREGATE BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SOLD 777 SHARES OF VANGUARD MEGA CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SOLD 33.224 SHARES OF VANGUARD 500 INDEX FUND-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SOLD 83.423 SHARES OF VANGUARD RUSSELL 1000 GR-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SOLD 464.029 SHARES OF LOOMIS SAYLES GROWTH-N2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SOLD 1,315.71 SHARES OF HARTFORD DVDND & GRWTH-F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SOLD 265.506 SHARES OF DFA US SMALL CAP PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SOLD 552.942 SHARES OF GOLDMAN SACHS GQP PRT INTL-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SOLD 484.542 SHARES OF DFA INTERNATIONAL CORE EQUITY 2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SOLD 133 SHARES OF VANGUARD INT DIV APP INDX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SOLD 127 SHARES OF ISHARES RUSSELL MIDCAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SOLD 36 SHARES OF NEBIUS GROUP NV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SOLD 56 SHARES OF INVESCO S&P 500 EQUAL WEIGHT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SOLD 29 SHARES OF VANGUARD MEGA CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SOLD 1,626 SHARES OF ISHARES RUSSELL MIDCAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22SOLD 1,348.222 SHARES OF VANGUARD RUSSELL 1000 GR-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SOLD 727 SHARES OF INVESCO S&P 500 EQUAL WEIGHT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24SOLD 34,151.82 SHARES OF HARTFORD DVDND & GRWTH-F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202025-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212025-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222025-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232025-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242025-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt062737
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-118523
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08646620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08765143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08646620
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0474774
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0474774
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0474774
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0480580
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05806
IRS990PF/DistributableAmountGrp/TotalTaxAmt05806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09920
IRS990PF/FMVAssetsEOYAmt09998252
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01518
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03049
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01518
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01518
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt090000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt090000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015198
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019098
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03761063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04241978
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04363746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04631153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04335924
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05560788
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07962
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt08034
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt072
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt072
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt072
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07727
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09920
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09920
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01050
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01050
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01050
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08675143
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08556620
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0345831
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt042060
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt042060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08765143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08651620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09998252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08765143
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08651620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08765143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08646620
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09757970
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0318815
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09439155
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0146370
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0480580
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09611600
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09757970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt049524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt41600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt51600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt61200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS H KIRK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD R YOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2G WAYNE EASTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD MONOHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SARAH YAKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JACKIE CORAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LISA HICKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 803

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