Civic Intelligence

The Joanna Foundation

990PF • Fiscal year 2010 • EIN 57-0314444

Jan 01, 2010 to Dec 31, 2010 • Filed on Jul 06, 2011

PO Box 30829482-0308
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

95th percentile

$36,983

Higher top officer pay than 95% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,284,618

No earlier filing loaded for comparison.

Net Assets

$3,284,551

No earlier filing loaded for comparison.

Liabilities

$67

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$205,699

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,284,618Liabilities 2010: $67Net Assets 2010: $3,284,5512010Assets 2011: $3,404,067Liabilities 2011: $1,372Net Assets 2011: $3,402,6952011Assets 2012: $3,306,902Liabilities 2012: $3,6552012Assets 2013: $3,334,651Liabilities 2013: $386Net Assets 2013: $3,334,2652013Assets 2014: $3,448,905Liabilities 2014: $3,174Net Assets 2014: $3,445,7312014Assets 2015: $3,466,127Liabilities 2015: $5,972Net Assets 2015: $3,460,1552015Assets 2016: $3,360,254Liabilities 2016: $4,847Net Assets 2016: $3,355,4072016Assets 2017: $3,490,628Liabilities 2017: $0Net Assets 2017: $3,490,6282017Assets 2018: $3,551,699Liabilities 2018: $1,505Net Assets 2018: $3,550,1942018Assets 2019: $3,486,753Liabilities 2019: $0Net Assets 2019: $3,486,7532019Assets 2020: $3,322,229Liabilities 2020: $0Net Assets 2020: $3,322,2292020Assets 2021: $3,560,014Liabilities 2021: $10,252Net Assets 2021: $3,549,7622021Assets 2022: $3,408,967Liabilities 2022: $1,395Net Assets 2022: $3,407,5722022Assets 2023: $3,520,352Liabilities 2023: $4,686Net Assets 2023: $3,515,6662023Assets 2024: $3,525,321Liabilities 2024: $2,194Net Assets 2024: $3,523,1272024

Highlighted filing

2010

Assets$3,284,618
Liabilities$67
Net Assets$3,284,551

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $205,6992010Expenses 2011: $212,0162011Revenue 2012: $117,193Expenses 2012: $216,641Net Income 2012: -$99,4482012Revenue 2013: $267,428Expenses 2013: $236,410Net Income 2013: $31,0182013Revenue 2014: $358,717Expenses 2014: $247,251Net Income 2014: $111,4662014Revenue 2015: $236,411Expenses 2015: $221,987Net Income 2015: $14,4242015Revenue 2016: $123,378Expenses 2016: $228,126Net Income 2016: -$104,7482016Revenue 2017: $362,009Expenses 2017: $226,788Net Income 2017: $135,2212017Revenue 2018: $347,842Expenses 2018: $288,276Net Income 2018: $59,5662018Revenue 2019: $171,932Expenses 2019: $235,373Net Income 2019: -$63,4412019Revenue 2020: $76,410Expenses 2020: $240,934Net Income 2020: -$164,5242020Revenue 2021: $545,273Expenses 2021: $317,740Net Income 2021: $227,5332021Revenue 2022: $139,420Expenses 2022: $281,610Net Income 2022: -$142,1902022Revenue 2023: $364,956Expenses 2023: $256,862Net Income 2023: $108,0942023Revenue 2024: $298,954Expenses 2024: $291,493Net Income 2024: $7,4612024

Highlighted filing

2010

Revenue-
Expenses$205,699
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jul 6, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET P SCHACHTEVice PresidentPT$36,983-$36,983
WALTER C REGNERYPresident-$0--
CHARLES E MENEFEE JRSec./Treasure-$0--
EUGENIE F REGNERYTrustee-$0--
PATRICIA L REGNERYTrustee-$0--
YONGE R JONESTrustee-$0--
MARY BETH GREENSLADETrustee-$0--
EUGENIE J PARKERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTH CAROLINA COASTAL CONSERVATION LEAGUEGENERAL SUPPORT-CHARLESTON, SC, US$10,000
Paid GrantAVIAN CONSERVATION CENTERGENERAL SUPPORT-AWENDAW, SC, US$5,000
Paid GrantFIELDS TO FAMILIESGENERAL SUPPORT-MT PLEASANT, SC, US$5,000
Paid GrantNEWBERRY OPERA HOUSEGENERAL SUPPORT-NEWBERRY, SC, US$4,000
Paid GrantAMERICAN COLLEGE OF THE BUILDING ARTSGENERAL SUPPORT-CHARLESTON, SC, US$4,000
Paid GrantWINGS FOR KIDSGENERAL SUPPORT-NORTH CHARLESTON, SC, US$4,000
Paid GrantLOWCOUNTRY OPEN LAND TRUSTGENERAL SUPPORT-CHARLESTON, SC, US$4,000
Paid GrantEDISTO ISLAND OPEN LAND TRUSTGENERAL SUPPORT-EDISTO ISLAND, SC, US$4,000
Paid GrantCRISIS MINISTRIESGENERAL SUPPORT-CHARLESTON, SC, US$4,000
Paid GrantTHE CHARLESTON MUSEUMGENERAL SUPPORT-CHARLESTON, SC, US$3,000
Paid GrantFORT SUMTER-FORT MOULTRIE HISTORICAL TRUSTGENERAL SUPPORT-CHARLESTON, SC, US$3,000
Paid GrantJOANNA WOODSON ELEMENTARY SCHOOLGENERAL SUPPORT-JOANNA, SC, US$3,000
Paid GrantPALMETTO CONSERVATION FUNDGENERAL SUPPORT-COLUMBIA, SC, US$3,000
Paid GrantCAROLINA YOUTH DEVELOPMENT CENTERGENERAL SUPPORT-NORTH CHARLESTON, SC, US$3,000
Paid GrantTEACHERS SUPPLY CLOSETGENERAL SUPPORT-CHARLESTON, SC, US$3,000
Paid GrantSOUTH CAROLINA ENVIRONMENTAL LAW PROJECTGENERAL SUPPORT-GEORGETOWN, SC, US$3,000
Paid GrantLOWCOUNTRY LOCAL FIRSTGENERAL SUPPORT-NORTH CHARLESTON, SC, US$3,000
Paid GrantCENTER FOR HEIRS PROPERTY PRESERVATIONGENERAL SUPPORT-CHARLESTON, SC, US$3,000
Paid GrantEAST COOPER HABITAT FOR HUMANITYGENERAL SUPPORT-MT PLEASANT, SC, US$3,000
Paid GrantCHARLESTON ACADEMY OF MUSICGENERAL SUPPORT-CHARLESTON, SC, US$2,500
Paid GrantCHARLESTON LIBRARY SOCIETYGENERAL SUPPORT-CHARLESTON, SC, US$2,500
Paid GrantLOWCOUNTRY FOOD BANKGENERAL SUPPORT-CHARLESTON, SC, US$2,500
Paid GrantSOUTHERN ENVIRONMENTAL LAW CENTERGENERAL SUPPORT-CHARLESTON, SC, US$2,500
Paid GrantST LUKE LUTHERAN CHURCH FOR THE ARKGENERAL SUPPORT-SUMMERVILLE, SC, US$2,500
Paid GrantOPERATION HOMEGENERAL SUPPORT-MT PLEASANT, SC, US$2,500
Paid GrantREIN AND SHINEGENERAL SUPPORT-AWENDAW, SC, US$2,500
Paid GrantSEEWALL CHILDGENERAL SUPPORT-BEAUFORT, SC, US$2,500
Paid GrantPALMETTO PROJECT FBO YO ART PROJECTGENERAL SUPPORT-MT PLEASANT, SC, US$2,000
Paid GrantJAMES ISLAND COMMUNITY EDUCATIONGENERAL SUPPORT-CHARLESTON, SC, US$2,000
Paid GrantLEARNING THROUGH LOGGERHEADSGENERAL SUPPORT-EDISTO ISLAND, SC, US$2,000
Paid GrantCHARLESTON AREA CHILDREN'S GARDEN PROJECTGENERAL SUPPORT-JAMES ISLAND, SC, US$2,000
Paid GrantST JAMES SOUTH SANTEE SENIOR AND COMMUNITY CENTERGENERAL SUPPORT-MCCLELLANVILLE, SC, US$2,000
Paid GrantTRIDENT LITERACY ASSOCIATIONGENERAL SUPPORT-NORTH CHARLESTON, SC, US$2,000
Paid GrantMCCLELLANVILLE ARTS COUNCILGENERAL SUPPORT-MCCLELLANVILLE, SC, US$2,000
Paid GrantCHARLESTON LEADERSHIP FOUNDATION - BE A MENTORGENERAL SUPPORT-CHARLESTON, SC, US$2,000
Paid GrantCOASTAL COMMUNITY FOUNDATION FOR CHARLESTON VOLUNTEERS FOR LITERACYGENERAL SUPPORT-CHARLESTON, SC, US$2,000
Paid GrantEAST COOPER COMMUNITY OUTREACHGENERAL SUPPORT-MT PLEASANT, SC, US$2,000
Paid GrantBOYS AND GIRLS OF THE TRIDENT AREAGENERAL SUPPORT-CHARLESTON, SC, US$1,500
Paid GrantSIMPLY DEVINE GARDENGENERAL SUPPORT-CHARLESTON, SC, US$1,500
Paid GrantCITY OF CHARLESTON CULTURAL AFFAIRS OFFICEGENERAL SUPPORT - PICCOLO SPOLETO-CHARLESTON, SC, US$1,000
Paid GrantCONCERNED CITIZENS OF SOL LEGAREGENERAL SUPPORT-CHARLESTON, SC, US$1,000
Paid GrantFOOTLIGHT PLAYERSGENERAL SUPPORT-CHARLESTON, SC, US$1,000
Paid GrantSC MARITIME FOUNDATIONGENERAL SUPPORT-CHARLESTON, SC, US$1,000
Paid GrantHARRY HAMPTON WILDLIFE FUNDGENERAL SUPPORT-COLUMBIA, SC, US$1,000
Paid GrantCAMP GOOD TIMESGENERAL SUPPORT-LADSON, SC, US$1,000
Paid GrantCAR SEATS FOR KELLYGENERAL SUPPORT-GOOSE CREEK, SC, US$1,000
Paid GrantEAST COOPER MEALS ON WHEELSGENERAL SUPPORT-MT PLEASANT, SC, US$1,000
Paid GrantHALOSGENERAL SUPPORT-NORTH CHARLESTON, SC, US$1,000
Paid GrantAMERICAN RED CROSS - CAROLINA LOWCOUNTRY CHAPTERGENERAL SUPPORT-NORTH CHARLESTON, SC, US$1,000
Paid GrantCALEB'S DRAGON FLY DREAMSGENERAL SUPPORT-MYRTLE BEACH, SC, US$1,000
Paid GrantNEWBERRY OPERA HOUSEGENERAL SUPPORT-NEWBERRY, SC, US$1,000
Paid GrantTHE NATURE CONSERVANCYGENERAL SUPPORT-COLUMBIA, SC, US$1,000
Paid GrantFREE MEDICAL CLINIC OF NEWBERRYGENERAL SUPPORT-NEWBERRY, SC, US$1,000
Paid GrantLOWCOUNTRY ALLIANCE FOR MODEL COMMUNITIESGENERAL SUPPORT-CHARLESTON, SC, US$1,000
Paid GrantYMCA OF GREATER CHARLESTONGENERAL SUPPORT-CHARLESTON, SC, US$1,000
Paid GrantART FORMS AND THEATER CONCEPTSGENERAL SUPPORT-CHARLESTON, SC, US$1,000
Paid GrantCHRIST CENTRAL MINISTRIESGENERAL SUPPORT-WAGENER, SC, US$1,000
Paid GrantSEXUAL TRAUMA AND COUNSELING CENTERGENERAL SUPPORT-GREENWOOD, SC, US$1,000
Filing and Contact Details

Filer

EIN
57-0314444
Raw XML AppendixShowing 400 of 1,112 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
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue02960547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03474489
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCKS AND MUTUAL FUNDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282001-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292001-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302008-07-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312008-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322009-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332001-07-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342001-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352003-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92010-11-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102010-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122010-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132010-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142010-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152010-04-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162010-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172010-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182010-06-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192010-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202010-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212010-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222010-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232010-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242010-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252010-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262010-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272010-06-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282010-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292010-03-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302010-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312010-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322010-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332010-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342010-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352010-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AMGEN INC (520 SHARES)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1ANALOG DEVICES INC (965 SHARES)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2AVALONBAY COMMNTYS INC (150 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3BAXTER INTL INC. (200 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4BAXTER INTL INC. (150 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5BAXTER INTL INC. (460 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6ITAU SA ADR REP 500 PFD (1,85 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7INTL BUSINESS MACHS CORP (175 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8MASTERCARD INC CLASS A (110 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9NEXTERA ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10NORTHERN TRUST CORP (415 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11TIME WARNERS CABLE INC (570 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12ANADARKO PETROLEUM CORP (510 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13CARNIVAL CORP (795 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CORNING INC (400 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15TRANSOCEAN LTD SWITZERLAND (250 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16CHEVRON CORP (250 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17CORNING INC (1,250 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18EXCELON CORP (374 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19FRESENIUS MEDICAL CARE AG & CO. KGAA SPONS ADR (530 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20GILEAD SCIENCES INC. (775 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21GOOGLE INC. CLASS A (50 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22MONSATO CO (330 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23OCCIDENTAL PRETROLEUM CORP (550 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24PAYCHEX INC. (750 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25QUEST DIAGNOSTICS INC (500 SHARES)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26WTS RAYTHEON COMPANY (219 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27STAPLES INC (1,170 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28TECO ENERGY INC (750 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29TECO ENERGY INC (1,000 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30THERMO FISHER SCIENTIFIC INC (500 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31THERMO FISHER SCIENTIFIC INC (200 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32VERIZON COMMUNICATIONS (920 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33EUROPACIFIC GROWTH FUND (238.095 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34EUROPACIFIC GROWTH FUND (293.396 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35GROWTH FUND OF AMERICA (718.391 SHRS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36CAPITAL GAINS DIVIDENDS
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.52$0.30$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.36$0.26$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.14$0.28$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.01$3.55$0.55$0.32$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.08$0.24$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.17$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.35$0.29$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.36$0.23$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.12$0.23$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.01$3.46$0.24$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.36$0.25$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.27$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$3.31$0.00$0.12$0.22$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.21
2010Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.21