Civic Intelligence

Jeannine Y Francis Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 55-0760949

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

Organization Profile
PO Box 2846Huntington, WV 25728-2846

(304) 523-6491

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-4.0%

Faster asset growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-49%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,080,635

Down $127,882 (-4.0%) from 2018

Net Assets

Down

$3,080,535

Down $127,982 (-4.0%) from 2018

Liabilities

Up

$100

Up $100 from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin9th percentile

Revenue

Down

$200,689

Down $194,298 (-49%) from 2018

Expenses

Down

$324,269

Down $13,225 (-3.9%) from 2018

Net Income

Down

-$123,580

Down $181,073 (-315%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $951,026Liabilities 2011: $902011Assets 2012: $903,991Liabilities 2012: $0Net Assets 2012: $903,9912012Assets 2013: $971,128Liabilities 2013: $90Net Assets 2013: $971,0382013Assets 2014: $924,655Liabilities 2014: $90Net Assets 2014: $924,5652014Assets 2015: $878,651Liabilities 2015: $90Net Assets 2015: $878,5612015Assets 2016: $3,129,688Liabilities 2016: $0Net Assets 2016: $3,129,6882016Assets 2017: $3,151,376Liabilities 2017: $0Net Assets 2017: $3,151,3762017Assets 2018: $3,208,517Liabilities 2018: $0Net Assets 2018: $3,208,5172018Assets 2019: $3,080,635Liabilities 2019: $100Net Assets 2019: $3,080,5352019Assets 2020: $2,961,606Liabilities 2020: $0Net Assets 2020: $2,961,6062020Assets 2021: $2,827,112Liabilities 2021: $0Net Assets 2021: $2,827,1122021Assets 2022: $2,700,566Liabilities 2022: $360Net Assets 2022: $2,700,2062022Assets 2023: $2,558,824Liabilities 2023: $0Net Assets 2023: $2,558,8242023Assets 2024: $2,498,509Liabilities 2024: $0Net Assets 2024: $2,498,5092024

Highlighted filing

2019

Assets$3,080,635
Liabilities$100
Net Assets$3,080,535
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2011: $61,546Expenses 2011: $104,397Net Income 2011: -$42,8512011Expenses 2012: $69,8112012Revenue 2013: $45,899Expenses 2013: $93,540Net Income 2013: -$47,6412013Revenue 2014: $51,553Expenses 2014: $108,521Net Income 2014: -$56,9682014Revenue 2015: $48,205Expenses 2015: $90,081Net Income 2015: -$41,8762015Revenue 2016: $91,597Expenses 2016: $254,237Net Income 2016: -$162,6402016Revenue 2017: $295,933Expenses 2017: $270,905Net Income 2017: $25,0282017Revenue 2018: $394,987Expenses 2018: $337,494Net Income 2018: $57,4932018Revenue 2019: $200,689Expenses 2019: $324,269Net Income 2019: -$123,5802019Revenue 2020: $195,113Expenses 2020: $312,288Net Income 2020: -$117,1752020Revenue 2021: $205,755Expenses 2021: $337,657Net Income 2021: -$131,9022021Revenue 2022: $193,923Expenses 2022: $318,142Net Income 2022: -$124,2192022Revenue 2023: $178,909Expenses 2023: $317,479Net Income 2023: -$138,5702023Revenue 2024: $276,432Expenses 2024: $335,917Net Income 2024: -$59,4852024

Highlighted filing

2019

Revenue$200,689
Expenses$324,269
Net Income-$123,580
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY D BALDWINTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Jeannine Y Francis Charitable
EIN
55-0760949
Phone
3045236491
Address
PO BOX 2846, HUNTINGTON, WV 25728-2846

Signing Officer

Name
Gary D Baldwin Trustee
Title
Trustee
Phone
3045236491
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Hess Stewart & Campbell Pllc
Address
PO BOX 1060, HUNTINGTON, WV 25713-1060
Preparer
Eliott R Wilson
Phone
3045236464
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0536
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02144
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02680
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt030800
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt038500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0508
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01754
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03367
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0208178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0112492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0324269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0200689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0200689
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0112492
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0135019
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02006
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt08025
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82001-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt130031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt261263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt382002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt621567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt718839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt914618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt319165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt525249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt69146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-1547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt319165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-4867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt525249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt69146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-2199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt256395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3101167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt538835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt630713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt724509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111431
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/PropertyDesc0250 SH - AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1950 SH - AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,795 SH - AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33,000 SH - FIRST TR VALU LN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4283 SH - KRAFT HEINZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5225 SH - NORFOLK SOUTHERN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6862 SH - PFIZER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7427 SH - VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 SH - AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9500 SH - KRAFT HEINZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100 SH - VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt065476
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-123580
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04402
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03084937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03208517
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03080535
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0186412
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0186412
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0186412
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0188176
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01764
IRS990PF/DistributableAmountGrp/TotalTaxAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt04196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05960
IRS990PF/FMVAssetsEOYAmt04773716
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03208517
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03080535
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0185903
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0188282
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0188282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01448015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01246103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02740843
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt045900
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0851482
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0656125
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0805582

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,080,635
Liabilities
$100
Net assets
$3,080,535
Revenue
$200,689
Expenses
$324,269
Net income
-$123,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.28$0.34$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.18$0.32$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.19$0.32$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.21$0.34$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.20$0.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.20$0.32$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.39$0.34$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.30$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.09$0.25$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.06$0.10$0.04