Civic Intelligence

W Miller Richardson Trust

990PF • Fiscal year 2018 • EIN 54-6436722

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
Pobox 2100Grundy, VA 24614

(276) 935-2128

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

67th percentile

5.9%

Faster asset growth than 67% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,406,096

Up $301,808 (+5.9%) from 2017

Net Assets

Up

$5,406,096

Up $301,808 (+5.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Up

$583,934

Up $64,409 (+12%) from 2017

Expenses

Down

$282,126

Down $99,193 (-26%) from 2017

Net Income

Up

$301,808

Up $163,602 (+118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,397,244Liabilities 2011: $277,9452011Assets 2012: $4,959,850Liabilities 2012: $63,8002012Assets 2013: $5,124,483Liabilities 2013: $104,770Net Assets 2013: $5,019,7132013Assets 2014: $5,351,303Liabilities 2014: $139,952Net Assets 2014: $5,211,3512014Assets 2015: $5,316,430Liabilities 2015: $176,400Net Assets 2015: $5,140,0302015Assets 2016: $5,180,396Liabilities 2016: $214,314Net Assets 2016: $4,966,0822016Assets 2017: $5,104,288Liabilities 2017: $0Net Assets 2017: $5,104,2882017Assets 2018: $5,406,096Liabilities 2018: $0Net Assets 2018: $5,406,0962018Assets 2019: $5,578,292Liabilities 2019: $0Net Assets 2019: $5,578,2922019Assets 2020: $5,523,296Liabilities 2020: $0Net Assets 2020: $5,523,2962020Assets 2021: $5,863,700Liabilities 2021: $24Net Assets 2021: $5,863,6762021Assets 2022: $6,569,063Liabilities 2022: $24Net Assets 2022: $6,569,0392022Assets 2023: $7,460,538Liabilities 2023: $83Net Assets 2023: $7,460,4552023Assets 2024: $7,755,792Liabilities 2024: $83Net Assets 2024: $7,755,7092024

Highlighted filing

2018

Assets$5,406,096
Liabilities$0
Net Assets$5,406,096
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $452,430Expenses 2011: $211,979Net Income 2011: $240,4512011Revenue 2012: $313,576Expenses 2012: $493,148Net Income 2012: -$179,5722012Revenue 2013: $198,564Expenses 2013: $74,901Net Income 2013: $123,6632013Revenue 2014: $237,053Expenses 2014: $45,415Net Income 2014: $191,6382014Revenue 2015: $63,500Expenses 2015: $134,821Net Income 2015: -$71,3212015Revenue 2016: $99,556Expenses 2016: $460,981Net Income 2016: -$361,4252016Revenue 2017: $519,525Expenses 2017: $381,319Net Income 2017: $138,2062017Revenue 2018: $583,934Expenses 2018: $282,126Net Income 2018: $301,8082018Revenue 2019: $716,545Expenses 2019: $544,349Net Income 2019: $172,1962019Revenue 2020: $133,459Expenses 2020: $88,455Net Income 2020: $45,0042020Revenue 2021: $723,863Expenses 2021: $383,483Net Income 2021: $340,3802021Revenue 2022: $1,137,943Expenses 2022: $432,580Net Income 2022: $705,3632022Revenue 2023: $1,258,967Expenses 2023: $367,551Net Income 2023: $891,4162023Revenue 2024: $791,470Expenses 2024: $496,216Net Income 2024: $295,2542024

Highlighted filing

2018

Revenue$583,934
Expenses$282,126
Net Income$301,808
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ST MULLINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
W Miller Richardson Trust
EIN
54-6436722
Phone
2769352128
Address
POBOX 2100, GRUNDY, VA 24614

Signing Officer

Name
St Mullins
Title
Trustee
Phone
2769352128
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
513 STATE STREET, BRISTOL, VA 24201
Preparer
Antony D Roop CPA
Phone
2766696171
Raw XML AppendixShowing 400 of 449 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GRUNDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd024614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0251781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0256024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0236996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0153500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0214669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0202945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.028070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.093462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05823535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05493532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05468406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02296854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03965430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03940530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0192520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216175
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0192520
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0192520
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0192520
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0POBOX 2100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GRUNDY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd024614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02769352128
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FINANCIAL SUPPORT FOR THE TOWN OF GRUNDY, BUCHANAN COUNTY, AND NONPROFIT ORGANIZATIONS LOCATED IN BUCHANAN COUNTY, VIRGINIA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0192520
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STMULLINSESQ TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02769352128
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 2100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GRUNDY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd024614
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE RESTRICTIONS ON GRANTS AND AWARDS. SEE ATTACHMENT SCHEDULE III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COURTHOUSE RENOVATION PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2AQUISITION OF EQUIPMENT AND OTHER NEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BUCHANAN COUNTY BOARD OF SUPERVISORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1APPALACHIAN SCHOOL OF LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TOWN OF GRUNDY VIRGINIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0LOCAL GOVERNMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PRIVATE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2LOCAL GOVERNMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO DRAWER 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11169 EDGEWATER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21185 PLAZA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GRUNDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GRUNDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GRUNDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd124614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0192520
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03264
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0189256
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0282690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0192520
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0279426
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0189256
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09873
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09873
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROYALTY EXPENSES PER 1099S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROPERTY TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0586
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110028
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2542
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt36176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36176
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0384754
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1106334
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REFUND OF PRIOR YEAR EXCISE TAXES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0384754
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0384754
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1106334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03729
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18423
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt232030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COMMISSIONER OF ACCOUNTS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEES

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,406,096
Liabilities
$0
Net assets
$5,406,096
Revenue
$583,934
Expenses
$282,126
Net income
$301,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.79$0.50$0.30
2023Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.26$0.37$0.89
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$1.14$0.43$0.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.72$0.38$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.13$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.72$0.54$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.58$0.28$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.52$0.38$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.21$4.97$0.10$0.46$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.18$5.14$0.06$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.14$5.21$0.24$0.05$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.12$0.10$5.02$0.20$0.07$0.12
2012Summary only. Only limited summary data is available for this year.$4.96$0.06$0.31$0.49$0.18
2011Summary only. Only limited summary data is available for this year.$5.40$0.28$0.45$0.21$0.24