Civic Intelligence

W Miller Richardson Trust

990PF • Fiscal year 2023 • EIN 54-6436722

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2025

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$15,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,460,538

Up $891,475 (+14%) from 2022

Net Assets

Up

$7,460,455

Up $891,416 (+14%) from 2022

Liabilities

Up

$83

Up $59 (+246%) from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin93rd percentile

Revenue

Up

$1,258,967

Up $121,024 (+11%) from 2022

Expenses

Down

$367,551

Down $65,029 (-15%) from 2022

Net Income

Up

$891,416

Up $186,053 (+26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$7,460,538
Liabilities$83
Net Assets$7,460,455
Open 2023 Filing

Operations Trend

Revenue Growth58th 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

2023

Revenue$1,258,967
Expenses$367,551
Net Income$891,416
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ST MULLINSTrustee-$15,000-$15,000
BENJAMIN A STREETTrustee-$15,000-$15,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTOWN OF GRUNDY VIRGINIAAQUISITION OF EQUIPMENT & OTHER NEEDSLOCAL GOVERNMENTGRUNDY, VA, US$160,000
Paid GrantBUCHANAN COUNTY YMCASUPPORT OF OPERATIONSNONPROFITGRUNDY, VA, US$100,000
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
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
636 SHELBY STREET 4TH FLOOR, BRISTOL, TN 37620
Preparer
Antony D Roop CPA
Phone
4237975564
Raw XML AppendixShowing 400 of 565 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3250 SH TRUPOINT BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300 SH HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5350 SH MCDONALDS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6575 SH THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7600 SH FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm869 SH SOLECTRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHARLES SCHWAB - VARIOUS MUTUAL FUNDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117 SH GE HEALTH TECH. CORP.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-54
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-1072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-2532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt208302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2121347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK - 0.333 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SPDR S&P 500 ETF - 50 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA LARGE CAP INTL (DFALX) - 3.76 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) - 103.84 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) - 182.54 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) - 7.35 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) - 38.36 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 1.31 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 14 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 4.62 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 5.70 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 15.49 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 8.66 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DIMENSIONAL WORLD EX-US CORE EQUITY 2 ETF (DFAX) - 18.22 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14EA BRIDGEWAY OMNI SMALL CAP VALUE ETF (BSVO) - 0.82 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX (SFILX) - 171.27 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX (SFILX) - 22.04 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX (SFILX) - 1.70 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX (SFILX) - 33.02 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX (SFILX) - 34.38 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VANGUARD SMALL-CAP (VB) - 42 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VANGUARD SMALL-CAP (VB) - 108 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VANGUARD TOTAL STOCK MARKET (VTI) - 41 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013120
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0891416
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07460455
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06569039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07460455
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0351372
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0351372
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0351372
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0368024
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016652
IRS990PF/DistributableAmountGrp/TotalTaxAmt016652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07752
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024720
IRS990PF/FMVAssetsEOYAmt08610473
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0110131
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt043393
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0110131
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0110131
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04483430
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04483430
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01622202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01645833
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02252158
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0127459
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0856276
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0733676
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0728817
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01282300
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt024
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt083
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt09873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0465333
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0465333
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0465333
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0465333
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02085609
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02977025
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03694580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04500545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04500545
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06569063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07460538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08610473
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt024
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06569063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07460538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06569039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07460455
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07472578
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03978692
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02101455
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0112089
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01392431
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0368024
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07360489
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07472578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ST MULLINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BENJAMIN A STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GRUNDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GRUNDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd024614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd124614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0286079
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0286079
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,460,538
Liabilities
$83
Net assets
$7,460,455
Revenue
$1,258,967
Expenses
$367,551
Net income
$891,416
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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