Civic Intelligence

F Alan & Jane F Dulaney Charitable Tr Ua 090895

990PF • Fiscal year 2024 • EIN 54-6487683

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 06, 2025

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(804) 273-7445

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

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

Liabilities / Revenue

33rd percentile

0.00x

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

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

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

61st percentile

$53,024

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

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

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

84th percentile

77%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,103,286

Down $72,156 (-1.7%) from 2023

Net Assets

Down

$4,103,286

Down $72,156 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Up

$209,694

Up $91,524 (+77%) from 2023

Expenses

Up

$282,695

Up $2,755 (+1.0%) from 2023

Net Income

Up

-$73,001

Up $88,769 (+55%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,537,455Liabilities 2010: $0Net Assets 2010: $3,537,4552010Assets 2011: $3,687,679Liabilities 2011: $0Net Assets 2011: $3,687,6792011Assets 2012: $3,619,150Liabilities 2012: $0Net Assets 2012: $3,619,1502012Assets 2013: $3,552,063Liabilities 2013: $0Net Assets 2013: $3,552,0632013Assets 2014: $3,810,435Liabilities 2014: $0Net Assets 2014: $3,810,4352014Assets 2015: $3,797,125Liabilities 2015: $0Net Assets 2015: $3,797,1252015Assets 2016: $3,800,070Liabilities 2016: $0Net Assets 2016: $3,800,0702016Assets 2017: $3,840,429Liabilities 2017: $0Net Assets 2017: $3,840,4292017Assets 2018: $3,726,929Liabilities 2018: $0Net Assets 2018: $3,726,9292018Assets 2019: $3,649,155Liabilities 2019: $0Net Assets 2019: $3,649,1552019Assets 2020: $3,682,218Liabilities 2020: $0Net Assets 2020: $3,682,2182020Assets 2021: $4,528,310Liabilities 2021: $0Net Assets 2021: $4,528,3102021Assets 2022: $4,337,358Liabilities 2022: $0Net Assets 2022: $4,337,3582022Assets 2023: $4,175,442Liabilities 2023: $0Net Assets 2023: $4,175,4422023Assets 2024: $4,103,286Liabilities 2024: $0Net Assets 2024: $4,103,2862024

Highlighted filing

2024

Assets$4,103,286
Liabilities$0
Net Assets$4,103,286
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $253,6262010Expenses 2011: $265,9472011Expenses 2012: $274,3712012Revenue 2013: $204,706Expenses 2013: $270,676Net Income 2013: -$65,9702013Revenue 2014: $524,948Expenses 2014: $267,066Net Income 2014: $257,8822014Revenue 2015: $264,463Expenses 2015: $278,055Net Income 2015: -$13,5922015Revenue 2016: $260,814Expenses 2016: $257,659Net Income 2016: $3,1552016Revenue 2017: $294,490Expenses 2017: $253,548Net Income 2017: $40,9422017Revenue 2018: $143,477Expenses 2018: $255,782Net Income 2018: -$112,3052018Revenue 2019: $173,886Expenses 2019: $253,179Net Income 2019: -$79,2932019Revenue 2020: $274,975Expenses 2020: $248,077Net Income 2020: $26,8982020Revenue 2021: $1,346,246Expenses 2021: $245,726Net Income 2021: $1,100,5202021Revenue 2022: $95,768Expenses 2022: $286,556Net Income 2022: -$190,7882022Revenue 2023: $118,170Expenses 2023: $279,940Net Income 2023: -$161,7702023Revenue 2024: $209,694Expenses 2024: $282,695Net Income 2024: -$73,0012024

Highlighted filing

2024

Revenue$209,694
Expenses$282,695
Net Income-$73,001
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$53,024-$53,024
Filing and Contact Details

Filer

Filer Name
Dulaney Fa and Jf Char
EIN
54-6487683
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2025-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4909247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51142339100 CARLISLE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5320825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5422160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55237266101 DARLING INGREDIENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57345370860 FORD MOTOR CO DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5840412C101 HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6146266C105 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63499049104 KNIGHT-SWIFT TRANSN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6458933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6565339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6667103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6774762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7090384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72G0450A105 ARCH CAPITAL GROUP L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74799926100 SANDOZ GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592338C103 VERALTO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7609290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7730231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78512807306 LAM RESEARCH CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0101423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt198174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt313192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4112012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt572500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6388000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0412295107 HARDING LOEVNER INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1921943809 VANGUARD DEVELOPED M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt422822V101 CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5253868103 DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287457 ISHARES BARCLAYS 1-3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt752472T767 BRANDYWINEGLOBAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt838147N269 GOLDMAN SACHS GQG PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0155775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1137227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt315960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4110837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6327380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0115513
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt091251
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02886
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECTION 897 CAPITA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt044
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0209694
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0209694
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt091251
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt053024
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0227035
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0227035
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0115197
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0115513
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-73001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0702753
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02886
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02886
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt091251
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0181850
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01005
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0253547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0282695
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0209378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0209694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt026512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055660
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1100031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2138280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3173069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt550099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt247022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt329515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt614750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt714750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt814750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt914750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1014750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1114750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1214750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1314750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt247022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt329515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-99
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2185302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3202584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7100000
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/PropertyDesc0.2164 EXXON MOBIL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100000. TORONTO DOM BANK MTN 2.650% 6/12/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27029.683 HARDING LOEVNER INTL EQ-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc312789.368 VANGUARD DEVELOPED MKTS INDEX -127

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,103,286
Liabilities
$0
Net assets
$4,103,286
Revenue
$209,694
Expenses
$282,695
Net income
-$73,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.21$0.28$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.12$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.10$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.35$0.25$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.27$0.25$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.17$0.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.14$0.26$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.29$0.25$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.26$0.26$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.26$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.52$0.27$0.26
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.20$0.27$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.27
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.25