Civic Intelligence

Augusta Schultz Grubbs Charitable Trust

990PF • Fiscal year 2021 • EIN 54-1902317

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
P O Drawer 635Clifton Forge, VA 24422-0635

(540) 862-4293

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

18%

Higher net margin than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$7,218

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

1.5%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

4.0%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,106,140

Up $15,830 (+1.5%) from 2020

Net Assets

Up

$1,106,140

Up $15,830 (+1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin56th percentile

Revenue

Up

$89,392

Up $3,449 (+4.0%) from 2020

Expenses

Up

$73,562

Up $2,311 (+3.2%) from 2020

Net Income

Up

$15,830

Up $1,138 (+7.7%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,093,354Liabilities 2012: $02012Assets 2013: $1,070,220Liabilities 2013: $6802013Assets 2014: $1,051,897Liabilities 2014: $02014Assets 2015: $1,106,193Liabilities 2015: $02015Assets 2016: $1,134,461Liabilities 2016: $02016Assets 2018: $1,194,626Liabilities 2018: $0Net Assets 2018: $1,194,6262018Assets 2019: $1,119,354Liabilities 2019: $0Net Assets 2019: $1,119,3542019Assets 2020: $1,090,310Liabilities 2020: $0Net Assets 2020: $1,090,3102020Assets 2021: $1,106,140Liabilities 2021: $0Net Assets 2021: $1,106,1402021Assets 2022: $1,098,381Liabilities 2022: $0Net Assets 2022: $1,098,3812022Assets 2023: $1,065,064Liabilities 2023: $0Net Assets 2023: $1,065,0642023Assets 2024: $1,042,843Liabilities 2024: $0Net Assets 2024: $1,042,8432024

Highlighted filing

2021

Assets$1,106,140
Liabilities$0
Net Assets$1,106,140
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$100K$0-$100KRevenue 2012: $37,953Expenses 2012: $65,571Net Income 2012: -$27,6182012Revenue 2013: $39,148Expenses 2013: $62,962Net Income 2013: -$23,8142013Revenue 2014: $40,918Expenses 2014: $58,561Net Income 2014: -$17,6432014Revenue 2015: $130,297Expenses 2015: $76,001Net Income 2015: $54,2962015Revenue 2016: $109,018Expenses 2016: $80,750Net Income 2016: $28,2682016Revenue 2018: $191,999Expenses 2018: $83,228Net Income 2018: $108,7712018Revenue 2019: $13,685Expenses 2019: $88,957Net Income 2019: -$75,2722019Revenue 2020: $85,943Expenses 2020: $71,251Net Income 2020: $14,6922020Revenue 2021: $89,392Expenses 2021: $73,562Net Income 2021: $15,8302021Revenue 2022: $64,282Expenses 2022: $72,041Net Income 2022: -$7,7592022Revenue 2023: $34,877Expenses 2023: $68,194Net Income 2023: -$33,3172023Revenue 2024: $68,819Expenses 2024: $91,040Net Income 2024: -$22,2212024

Highlighted filing

2021

Revenue$89,392
Expenses$73,562
Net Income$15,830
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEADE SNYDERTrusteePT$7,218-$7,218
JIM SNYDERTrusteePT$7,217-$7,217
Filing and Contact Details

Filer

Filer Name
Augusta Schultz Grubbs Charitable Trust
EIN
54-1902317
Phone
5408624293
Address
P O DRAWER 635, CLIFTON FORGE, VA 24422-0635

Signing Officer

Name
James D Snyder
Title
Trustee
Phone
5408624293
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
1909 FINANCIAL DRIVE, HARRISONBURG, VA 22801
Preparer
Jeff Smith
Phone
5404346736
Raw XML AppendixShowing 400 of 708 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04225
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02112
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DISNEY WALT CO NEW 3%26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FLUOR CORP 4.25%28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2THE PROCTER & GA 2.85%27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3WELLS FARGO BK N 3.55%25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt072953
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt173745
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt266565
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt336141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt079307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt178375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt274551
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt337342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt519808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt720417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt821531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt915800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1021749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1116025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1321342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1423527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1518640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1723424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1832410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1924501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2023188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2136418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2236695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2325412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2428458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2526203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2626363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2728423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2817494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2917039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3032038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt031667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt531075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt741270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt837020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt937795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1051876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1152234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1250448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1439859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1540895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1638748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1766724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1849844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1942283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2061008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2143404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2244359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2331765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2447058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2522363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2623416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2717636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2814029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2921717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3034004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ASTRAZENICA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ESTEE LAUDER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MEDPACE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18UNITED RENTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19WILLIAMS SONOMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SNAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SOLAREDGE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TOLL BROTHERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TRIMBLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DPSR S&P BANK ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt031136
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt058256
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt089392
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089392
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02112
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02113
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04225
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt058256
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012991
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01444
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031136
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015830
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0433710
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt058256
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt072680
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013155
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt056850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt073562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt089392
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt428097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt532894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt821330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt948509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1017055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1119013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1225013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1314807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1428528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1519855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt88547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1015186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1313969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1015186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1313969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt218849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt317336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt531826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt725377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt829877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt955450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1032241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1124820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1233270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1328776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1432804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1519419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161104
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/PropertyDesc0RIO TONTO PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNITEDHEALTH GRP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VEEVA SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3M/I HOMES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MASTERCARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NETFLIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VERIZON COMMUNICATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DOMINION ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GENERAL MILLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9INTERNATIONAL PAPER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LULULEMON ATHLETICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11QORVO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12RIO RINTO PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TERADYNE INCORPORATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14THER PROCTER & GA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VERIZON COMMUNICATN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt058256
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt015830
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01106140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01090310
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01106140
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070525
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070525
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070525
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071535
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01010
IRS990PF/DistributableAmountGrp/TotalTaxAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0395
IRS990PF/FMVAssetsEOYAmt01567489
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01090310
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01106140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0326441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0249404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0269575
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0682059
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0736362
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01172392
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt032736
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt081810
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt092786
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt092786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01090310
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01106140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01567489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01090310
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01106140
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01090310
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01106140
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01452478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058299
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01394179
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021787
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071535
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01430691
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01452478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MEADE SNYDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JIM SNYDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O DRAWER 635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O DRAWER 635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLIFTON FORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CLIFTON FORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd024422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd124422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt056850
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt056850
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,106,140
Liabilities
$0
Net assets
$1,106,140
Revenue
$89,392
Expenses
$73,562
Net income
$15,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.07$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.03$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.01$0.09$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.19$0.08$0.11
2016Summary only. Only limited summary data is available for this year.$1.13$0.00$0.11$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.11$0.00$0.13$0.08$0.05
2014Summary only. Only limited summary data is available for this year.$1.05$0.00$0.04$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$0.04$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.04$0.07$0.03