Civic Intelligence

Harry E and Olive Barth Charitable Trust

990PF • Fiscal year 2021 • EIN 55-6179918

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 22, 2022

Organization Profile
1 Bank PlazaWheeling, WV 26003

(304) 234-9400

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

86th percentile

56%

Higher net margin than 86% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$43,426

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

55th percentile

9.9%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

149%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,811,783

Up $612,091 (+9.9%) from 2020

Net Assets

$6,811,783

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin86th percentile

Revenue

Up

$1,084,178

Up $649,265 (+149%) from 2020

Expenses

Up

$472,087

Up $24,178 (+5.4%) from 2020

Net Income

Up

$612,091

Up $625,087 (+4810%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $6,079,119Liabilities 2015: $0Net Assets 2015: $6,079,1192015Assets 2016: $5,879,006Liabilities 2016: $0Net Assets 2016: $5,879,0062016Assets 2017: $6,058,899Liabilities 2017: $0Net Assets 2017: $6,058,8992017Assets 2018: $6,160,389Liabilities 2018: $0Net Assets 2018: $6,160,3892018Assets 2019: $6,212,688Liabilities 2019: $0Net Assets 2019: $6,212,6882019Assets 2020: $6,199,692Liabilities 2020: $12020Assets 2021: $6,811,783Liabilities 2021: $0Net Assets 2021: $6,811,7832021Assets 2022: $6,667,027Liabilities 2022: $12022Assets 2023: $6,676,021Liabilities 2023: $12023

Highlighted filing

2021

Assets$6,811,783
Liabilities$0
Net Assets$6,811,783
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $7,451,079Expenses 2015: $111,867Net Income 2015: $7,339,2122015Revenue 2016: $261,750Expenses 2016: $461,863Net Income 2016: -$200,1132016Revenue 2017: $562,905Expenses 2017: $391,040Net Income 2017: $171,8652017Revenue 2018: $566,362Expenses 2018: $479,881Net Income 2018: $86,4812018Revenue 2019: $469,872Expenses 2019: $417,573Net Income 2019: $52,2992019Revenue 2020: $434,913Expenses 2020: $447,909Net Income 2020: -$12,9962020Revenue 2021: $1,084,178Expenses 2021: $472,087Net Income 2021: $612,0912021Revenue 2022: $366,358Expenses 2022: $511,114Net Income 2022: -$144,7562022Revenue 2023: $413,027Expenses 2023: $409,377Net Income 2023: $3,6502023

Highlighted filing

2021

Revenue$1,084,178
Expenses$472,087
Net Income$612,091
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 22, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Record Keeper-$43,426-$43,426
-Trustee-$40,324-$40,324
Filing and Contact Details

Filer

Filer Name
Harry E and Olive Barth Charitable Trust
EIN
55-6179918
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Anthony J Habbit
Title
Senior VP
Phone
3042349400
Signed
2022-08-22
Raw XML AppendixShowing 400 of 2,508 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0675
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0338
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF AMERICA 5.875% 01/05/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FHLMC FG G18527 3% 10/01/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FNMA POOL 963579 5% 06/01/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3MICROSOFT CORP 2.375% 05/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt018271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1690
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt018492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt251063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt237328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt747500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt840482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt952666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1144448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1415161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1550222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1626738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1734531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1851677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1921297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2043099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2129363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2231526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2347490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2419129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2556731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2627052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2743268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2836908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2948597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3023253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3147256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3236534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3339240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3437279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3535665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3631677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3755562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3823832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3949566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4040929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4146220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4248588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4340204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4436547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4530536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4658826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4749034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt040292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3117019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt528399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt645732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt757935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt874758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt958283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1055335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1158246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1298542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1345223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1441522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1574489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1667925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1745786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1879087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1934794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20133082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2146178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2274741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23120640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2453402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2566079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26100030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2779338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2852808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2986758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3035883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3169864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3240603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3359967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3451868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3570648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3656491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3759353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3826738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3966673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4034695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4149387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4244954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4397542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4433671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4541738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4670683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4762001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MASTERCARD INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ALIBABA GROUP HOLDING LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DIGITAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40KKR & CO INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FMC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KANSAS CITY SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BRISTOL-MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55COMCAST CORP CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NIKE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1559284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt252942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3383317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4171179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51077979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6198246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt780981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8423507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt954660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1026320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11322898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14824311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1541924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1645820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1738014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABERDEEN EMERGING MKTS FD INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO INT'L GROWTH FD - I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERATED HERMES TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3I SHARES MSCI ACWX INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WESMARK LARGE COMPANY FUND #5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WESMARK BALANCED FUND #559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WESMARK GOVERNMENT BOND FUND #
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WESMARK SMALL COMPANY FUND #39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FEDERATED HERMES SHORT TERM IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PRIMECAP ODYSSEY AGGRESSIVE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD EQUITY INCOME FD ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11I SHARES CORE US AGGREGATE BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12I SHARES S&P MIDCAP 400 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13I SHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WESMARK TACTICAL OPPORTUNITY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SISTERSVILLE COUNTRY CLUB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SISTERSVILLE COUNTRY CLUB PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD INTM-TERM INV GRADE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VICTORY SYCAMORE ESTABLISHED V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19INVESCO EQV INTERNATIONAL EQUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ARTISAN MID CAP FUND - INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1579471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt274838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3705833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4237960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51083688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6406938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7114845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8439664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9115497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1055835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11393022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14814332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1550245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1643045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1734217
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0173964
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0909497
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0717
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01084178
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01084178
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0909497
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt041875
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt041875
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt083750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0380451
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0380451
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0173964
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0173964
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0612091
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02324088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0717
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0717
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0909497
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01041486
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0479
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0422664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0472087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01084178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01084178
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042692
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt091636
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752012-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912008-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922014-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992020-03-20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,811,783
Liabilities
$0
Net assets
$6,811,783
Revenue
$1,084,178
Expenses
$472,087
Net income
$612,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.68$0.00$0.41$0.41$0.00
2022Summary only. Only limited summary data is available for this year.$6.67$0.00$0.37$0.51$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$1.08$0.47$0.61
2020Summary only. Only limited summary data is available for this year.$6.20$0.00$0.43$0.45$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.47$0.42$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.57$0.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.56$0.39$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$0.26$0.46$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$7.45$0.11$7.34
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00