Civic Intelligence

Maier Foundation Inc.

990PF • Fiscal year 2025 • EIN 55-6023833

Nov 01, 2024 to Oct 31, 2025

Organization Profile
PO Box 6190Charleston, WV 25362-0190

(304) 343-2201

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$1,914

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2011: $19,191,761Liabilities 2011: $02011Assets 2012: $19,688,152Liabilities 2012: $02012Assets 2013: $20,508,889Liabilities 2013: $02013Assets 2014: $21,305,156Liabilities 2014: $02014Assets 2015: $21,711,495Liabilities 2015: $10,0002015Assets 2019: $25,069,548Liabilities 2019: $02019Assets 2020: $25,784,825Liabilities 2020: $0Net Assets 2020: $25,784,8252020Assets 2021: $28,485,088Liabilities 2021: $0Net Assets 2021: $28,485,0882021Assets 2022: $27,908,273Liabilities 2022: $0Net Assets 2022: $27,908,2732022Assets 2023: $27,804,668Liabilities 2023: $0Net Assets 2023: $27,804,6682023Assets 2024: $30,390,190Liabilities 2024: $0Net Assets 2024: $30,390,1902024

Latest loaded filing

2024

Assets$30,390,190
Liabilities$0
Net Assets$30,390,190
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,385,160Expenses 2011: $1,598,351Net Income 2011: $786,8092011Revenue 2012: $2,059,702Expenses 2012: $1,536,140Net Income 2012: $523,5622012Revenue 2013: $2,501,081Expenses 2013: $1,677,486Net Income 2013: $823,5952013Revenue 2014: $2,793,825Expenses 2014: $1,998,169Net Income 2014: $795,6562014Revenue 2015: $2,612,010Expenses 2015: $2,215,671Net Income 2015: $396,3392015Revenue 2019: $2,485,218Expenses 2019: $2,392,922Net Income 2019: $92,2962019Revenue 2020: $3,206,053Expenses 2020: $2,490,776Net Income 2020: $715,2772020Revenue 2021: $5,191,412Expenses 2021: $2,491,149Net Income 2021: $2,700,2632021Revenue 2022: $2,600,713Expenses 2022: $3,177,528Net Income 2022: -$576,8152022Revenue 2023: $2,964,755Expenses 2023: $3,068,360Net Income 2023: -$103,6052023Revenue 2024: $5,605,345Expenses 2024: $3,019,823Net Income 2024: $2,585,5222024

Latest loaded filing

2024

Revenue$5,605,345
Expenses$3,019,823
Net Income$2,585,522
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 23, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS ELIZABETH A CULWELLDirector-$0$1,914$1,914
DR ELIZABETH MAIER CHERNOWDirector-$0$1,618$1,618
MR EDWARD H MAIER JRDirector-$0$880$880
MS SARA M ROWEVice President & Director-$0$817$817
MR THOMAS W ROWEDirector-$0$784$784
MR BRADLEY M ROWEPresident & DirectorPT$0--
MR J RANDY VALENTINETreasurer & Director-$0--
MR EDWARD H MAIERSecretary & Director-$0--
MS CHELSEA R KINZINGERAsst. SecretaryPT$0--
HONORABLE JOHN T COPENHAVER JRDirector-$0--
DR J GREGORY ROSENCRANCEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLAY CENTER FOR THE ARTS & SCIENCES OF WVBUILDING REVITALIZATIONPUBLIC CHARITYCHARLESTON, WV, US$500,000
Paid GrantMARSHALL UNIVERSITY FOUNDATION INCSCHOLARSHIP ENDOWMENTPUBLIC CHARITYHUNTINGTON, WV, US$500,000
Paid GrantUNIVERSITY OF CHARLESTON INCBUILDING RENOVATION & SCHOLARSHIP ENDOWMENTPUBLIC CHARITYCHARLESTON, WV, US$500,000
Paid GrantWV INDEPENDENT COLLEGES & UNIVERSITIESSCHOLARSHIPSPUBLIC CHARITYCHARLESTON, WV, US$120,000
Paid GrantMARSHALL UNIVERSITY FOUNDATION INCWRITING AWARDS - SPEND & ENDOWMENTPUBLIC CHARITYHUNTINGTON, WV, US$100,000
Paid GrantTHE FOUNDATION FOR THOMAS MEMORIAL AND SAINT FRANCIS HOSPITALS INCASPIRING NURSE PROGRAMPUBLIC CHARITYSOUTH CHARLESTON, WV, US$100,000
Paid GrantWVSOM FOUNDATION INCSCHOLARSHIPSPUBLIC CHARITYLEWISBURG, WV, US$100,000
Paid GrantCLAY CENTER FOR THE ARTS & SCIENCES OF WVOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$70,000
Paid GrantCONCORD UNIVERSITY FOUNDATION INCSCHOLARSHIPSPUBLIC CHARITYATHENS, WV, US$60,000
Paid GrantWEST VIRGINIA WESLEYAN COLLEGEUNDERGRADUATE RESEARCH EXPERIENCEPUBLIC CHARITYBUCKHANNON, WV, US$60,000
Paid GrantWV STATE UNIVERSITY FOUNDATION INCSCHOLARSHIPSPUBLIC CHARITYINSTITUTE, WV, US$50,000
Paid GrantWEST VIRGINIA SYMPHONY ORCHESTRA INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$48,000
Paid GrantWEST VIRGINIA SYMPHONY ORCHESTRA INCCOLLABORATIVE PROGRAMS WITH WV HIGHER EDUCATION INSTITUTIONSPUBLIC CHARITYCHARLESTON, WV, US$45,000
Paid GrantMARSHALL UNIVERSITY FOUNDATION INCSTUDY ABROAD SCHOLARSHIPSPUBLIC CHARITYHUNTINGTON, WV, US$40,000
Paid GrantGLENVILLE STATE UNIVERSITY FOUNDATIONSCHOLARSHIPSPUBLIC CHARITYGLENVILLE, WV, US$30,000
Paid GrantWEST VIRGINIA WESLEYAN COLLEGESTUDY ABROAD SCHOLARSHIPSPUBLIC CHARITYBUCKHANNON, WV, US$20,000
Paid GrantWV SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTSETHICS PROGRAMDIRECT CHARITABLE ACCHARLESTON, WV, US$20,000
Paid GrantCAMC FOUNDATION INCDEAN'S PRIZESPUBLIC CHARITYCHARLESTON, WV, US$15,000
Paid GrantAPPALACHIAN CHILDREN'S CHORUS INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$14,000
Paid GrantCHARLESTON BALLET INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$14,000
Paid GrantCHARLESTON LIGHT OPERA GUILD INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$14,000
Paid GrantCHILDREN'S THEATRE OF CHARLESTON INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$14,000
Paid GrantWV EMULATION ENDOWMENT TRUSTSCHOLARSHIP ENDOWMENTSO III NFICHARLOTTE, NC, US$12,000
Paid GrantFACULTY MERIT FOUNDATION OF WV INCTEACHING AWARDPUBLIC CHARITYCHARLESTON, WV, US$10,000
Paid GrantFESTIVALL CHARLESTON WV INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$10,000
Paid GrantWEST VIRGINIA YOUTH SYMPHONY INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$6,000
Paid GrantCHARLESTON CHAMBER MUSIC SOCIETY INCOPERATING FUNDSPUBLIC CHARITYCHARLESTON, WV, US$5,000
Paid GrantMID-ATLANTIC DANCE INITIATIVE INCOPERATING FUNDSPUBLIC CHARITYSCOTT DEPOT, WV, US$5,000
Filing and Contact Details

Filer

Filer Name
Maier Foundation Inc
EIN
55-6023833
Phone
3043432201
Address
PO BOX 6190, CHARLESTON, WV 25362-0190

Signing Officer

Name
Bradley Rowe
Title
President
Phone
3043432201
Signed
2026-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
707 VIRGINIA STREET EAST SUITE 300, CHARLESTON, WV 25301
Preparer
Kelli Vance
Phone
3043434188
Raw XML AppendixShowing 400 of 918 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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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt219750
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt320453
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt419395
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt5207000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt618954
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt724250
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt82631723
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt938890
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt10160384
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11155000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1245000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt13425000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01333808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12167089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22537387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NTV SCHWAB - OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MSSB - OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TRUIST - OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01784067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12480254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22646912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0494163
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01771681
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0245430
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt01674765
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0254242
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04440281
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04440281
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08865
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01771681
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02482000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02482000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt083462
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt083462
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0494163
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0494163
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01492442
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01940080
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01940080
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019511777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0245430
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0245430
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015895
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015895
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01771681
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04039351
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01674765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0194003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0195353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0254242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0254242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0162263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0162263
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0201757
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0264331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02484335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0666245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03213154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04705596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04705596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0666245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0731154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08072231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11161812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28465069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3154000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt0113016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0725490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1641373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2340301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-40984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4105501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0725490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1641373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2340301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-40984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4105501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08797721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11803185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28805370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3105501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MSSB PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NTV PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TRUIST PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LEASE ACQUISITION COSTS - IRON MOUNTAIN LEASE AMENDMENT 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01771681
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01492442
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031882632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030390190
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031882632
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02697446
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02697446
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02697446
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02753593
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt056147
IRS990PF/DistributableAmountGrp/TotalTaxAmt056147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt058000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt056147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01853
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt056147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt056147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt058000
IRS990PF/FMVAssetsEOYAmt059779698
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07887700
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07887700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0851337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0795958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0806212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017370064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020615754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt031239255
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt06805705
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt09482897
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02830336
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02677192
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt019060000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06565583
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06038284
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06911233
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022502490
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt023994932
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0134893
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0234949
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0234949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030390190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031882632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059779698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030390190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031882632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030390190
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031882632
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02637977
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01520495
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01528049
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt055910520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0315603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036534917
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0838658
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt019060000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02753593
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt055071862
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt055910520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$5.61$3.02$2.59
2023Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$2.96$3.07$0.10
2022Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$2.60$3.18$0.58
2021Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$5.19$2.49$2.70
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$3.21$2.49$0.72
2019Summary only. Only limited summary data is available for this year.$25.1$0.00$2.49$2.39$0.09
2015Summary only. Only limited summary data is available for this year.$21.7$0.01$2.61$2.22$0.40
2014Summary only. Only limited summary data is available for this year.$21.3$0.00$2.79$2.00$0.80
2013Summary only. Only limited summary data is available for this year.$20.5$0.00$2.50$1.68$0.82
2012Summary only. Only limited summary data is available for this year.$19.7$0.00$2.06$1.54$0.52
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$2.39$1.60$0.79