Civic Intelligence

Robert and Cora Peeples Foundation

990PF • Fiscal year 2020 • EIN 58-2433751

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile
P O Box 23024Columbus, GA 31902-3024

(706) 644-3129

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-156%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$33,810

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 50.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-9.4%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,519,366

Down $108,429 (-4.1%) from 2019

Net Assets

$2,519,366

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$67,320

Down $7,023 (-9.4%) from 2019

Expenses

Up

$172,129

Up $5,031 (+3.0%) from 2019

Net Income

Down

-$104,809

Down $12,054 (-13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $375,632Liabilities 2011: $02011Assets 2012: $366,633Liabilities 2012: $02012Assets 2013: $355,721Liabilities 2013: $02013Assets 2014: $388,168Liabilities 2014: $02014Assets 2015: $377,229Liabilities 2015: $02015Assets 2016: $365,821Liabilities 2016: $0Net Assets 2016: $365,8212016Assets 2019: $2,627,795Liabilities 2019: $02019Assets 2020: $2,519,366Liabilities 2020: $0Net Assets 2020: $2,519,3662020Assets 2021: $2,465,213Liabilities 2021: $0Net Assets 2021: $2,465,2132021Assets 2022: $2,362,892Liabilities 2022: $0Net Assets 2022: $2,362,8922022Assets 2023: $2,305,640Liabilities 2023: $0Net Assets 2023: $2,305,6402023Assets 2024: $2,412,130Liabilities 2024: $0Net Assets 2024: $2,412,1302024

Highlighted filing

2020

Assets$2,519,366
Liabilities$0
Net Assets$2,519,366
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $10,322Expenses 2011: $23,303Net Income 2011: -$12,9812011Revenue 2012: $14,819Expenses 2012: $23,818Net Income 2012: -$8,9992012Revenue 2013: $12,532Expenses 2013: $23,443Net Income 2013: -$10,9112013Revenue 2014: $56,146Expenses 2014: $23,685Net Income 2014: $32,4612014Revenue 2015: $13,974Expenses 2015: $24,903Net Income 2015: -$10,9292015Revenue 2016: $13,251Expenses 2016: $24,593Net Income 2016: -$11,3422016Revenue 2019: $74,343Expenses 2019: $167,098Net Income 2019: -$92,7552019Revenue 2020: $67,320Expenses 2020: $172,129Net Income 2020: -$104,8092020Revenue 2021: $124,257Expenses 2021: $179,779Net Income 2021: -$55,5222021Revenue 2022: $97,885Expenses 2022: $201,441Net Income 2022: -$103,5562022Revenue 2023: $81,254Expenses 2023: $137,006Net Income 2023: -$55,7522023Revenue 2024: $252,970Expenses 2024: $146,767Net Income 2024: $106,2032024

Highlighted filing

2020

Revenue$67,320
Expenses$172,129
Net Income-$104,809
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Synovus Trust CompanyTrusteeFT$33,810-$33,810
Filing and Contact Details

Filer

Filer Name
Peeples Foundation 49g069013
EIN
58-2433751
Phone
7066443129
Address
P O BOX 23024, COLUMBUS, GA 31902-3024

Signing Officer

Name
Michael W Graydon
Title
Sr Vice Preside
Phone
7066443129
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
201 N FRANKLIN ST SUITE 2400, TAMPA, FL 33602
Preparer
Chelsey Heintzelman
Phone
8132254800
Raw XML AppendixShowing 400 of 695 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/Amt0600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DISNEY WALT CO NEW MEDIUM TERM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1DODGE & COX INCOME FUND #147
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FEDERATED INSTITUTIONAL HIGH Y
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3FEDERATED TOTAL RETURN BD FD I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4U S BANCORP MTNS BK ENT FR 2.3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VANGUARD SHORT TERM INVESTMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6WELLS FARGO & CO NEW PFD DIVID
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7NESTLE HIDGES INC GTD SNR USD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ANHEUSER BUSCH INBEV FIN INC S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9INTERNATIONAL BUSINESS MACHS S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PEPSICO INC SR NT 2.25% DTD 07
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11TOTAL CAPITAL SR GIBI BD 2.125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12TOYOTA MOTOR CREDIT CORP FR 2.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13BARINGS ACTIVE SHORT DURATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14FEDERATED INSTITUTIONAL HIGH Y
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15FEDERATED TOTAL RETURN BOND FU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16JPMORGAN CHASE BK NA COLUMBUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17FEDERATED HERMES INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18FEDERATED HERMES TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19ISHARES TRUST ISHARES PREFERRE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1171772
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6110000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt788931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8170309
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9150526
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt040070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1181790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt251766
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt451163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt551180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6109657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt789106
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8179760
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9152500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt716269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt916607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1016790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1349500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1722153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1810525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1910806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2021098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2117349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2212831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2414538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2714669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2846578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2952582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3065162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3172962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3249591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3318329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3412366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3512567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3717563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt386964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3913856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4012198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4110083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt427682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4313182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4416114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4521967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4818320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4915546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5013577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5127176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5211419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5319246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5417549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55104111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5610855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt579158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5820403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt599972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6112534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6270569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6311639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64107600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6548547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6652000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt679509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6830000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt695605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7053104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt717100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt021625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt558384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt916392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1216781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1349718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1421103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1511316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1823264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1912457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2017243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2219121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2312052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2417705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt267969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2716192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2849500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2968207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3071100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31127804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3262739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3323508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3414164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3514831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3618572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3719524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3920041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4031139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4113156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4210350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4317055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4416565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4527889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4613658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt479027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4818950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4922734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5017100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5140311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5212744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5316340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt547979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55129341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5617393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5712493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5839083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5910855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6114153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62128537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6331882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64106884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6551361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6673423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6733943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6837895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt695875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7090640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBOTT LABORATORIES COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WESTWOOD INCOME OPPORTUNITY FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALIBABA GROUP HLDG LTD SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALTRIA GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN EXPRESS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AUTOMATIC DATA PROCESSING COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BAXTER INTERNATIONAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CAPITAL ONE FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLUMBIA SMALL CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DANAHER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DARDEN RESTAURANTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISNEY WALT CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DOWDUPONT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DUKE ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EDWARDS LIFESCIENCES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EMERSON ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ENBRIDGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AMERICAN EUROPACIFIC GROWTH FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FIDELITY 500 INDEX FUND - PREM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIRST CTZNS BANCSHARES INC N C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JPMORGAN MID CAP VALUE FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GENERAL ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GENUINE PARTS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GILEAD SCIENCES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GOLDMAN SACHS INTERNATIONAL EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HARRIS CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HARTFORD FINL SVCS GROUP INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HENRY JACK & ASSOC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HEWLETT PACKARD ENTERPRISE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HOST HOTELS & RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43T ROWE PRICE INSTITUTIONAL LAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INTERNATIONAL BUSINESS MACHS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES RUSSELL MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES RUSSELL 1000 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES RUSSELL 1000 GROWTH ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES U.S. PREFERRED STOCK E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53J P MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JANUS HENDERSON ENTERPRISE FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KIMBERLY CLARK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LOCKHEED MARTIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MONDELEZ INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PACWEST BANCORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68RAYONIER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCANA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SUNTRUST BKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TJX COS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TEXAS INSTRUMENTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TOTAL SYS SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TRAVELERS COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITED PARCEL SERVICES CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WASTE MANAGEMENT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WELLS FARGO & CO NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ALPHABET INC CAP STK CI A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80CME GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85AMERICAN FUNDS EUROPACIFIC GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88AMAZON.COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89BRISTOL MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90BRISTOL MYERS SQUIBB CO CONTNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91DOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92DUPONT DE NEMOURS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93FIDELITY 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94GLOBAL PMTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95GOLDMAN SACHS INTERNATIONAL EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ISHARES TRUST ISHARES PREFERRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97JPMORGAN MID CAP VALUE FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98JANUS HENDERSON ENTERPRISE FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VANGUARD DIVIDEND APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103T ROWE PRICE LARGE-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104STRYKER CORP COM
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069679
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-3578
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt067320
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt067320
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08452
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt025357
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0136900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0136900
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069679
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-104809
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0198180
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3578
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042903
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0819
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0145352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026776
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035229
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-8124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt814528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt914528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1014528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1114528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1214528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1314528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1414528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1514528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1614528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1714528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-8124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,519,366
Liabilities
$0
Net assets
$2,519,366
Revenue
$67,320
Expenses
$172,129
Net income
-$104,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.25$0.15$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.10$0.20$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.12$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.17$0.10
2019Summary only. Only limited summary data is available for this year.$2.63$0.00$0.07$0.17$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.01$0.02$0.01
2015Summary only. Only limited summary data is available for this year.$0.38$0.00$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.06$0.02$0.03
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.01$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.01$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.01$0.02$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits