Civic Intelligence

Robert and Cora Peeples Foundation

990PF • Fiscal year 2024 • EIN 58-2433751

Jan 01, 2024 to Dec 31, 2024 • Filed on May 05, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

42%

Higher net margin than 84% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$38,631

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

211%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,412,130

Up $106,490 (+4.6%) from 2023

Net Assets

Up

$2,412,130

Up $106,490 (+4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin84th percentile

Revenue

Up

$252,970

Up $171,716 (+211%) from 2023

Expenses

Up

$146,767

Up $9,761 (+7.1%) from 2023

Net Income

Up

$106,203

Up $161,955 (+290%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2024

Assets$2,412,130
Liabilities$0
Net Assets$2,412,130
Open 2024 Filing

Operations Trend

Revenue Growth93rd 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

2024

Revenue$252,970
Expenses$146,767
Net Income$106,203
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Synovus Trust CompanyTrusteeFT$38,631-$38,631
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
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TEXAS INSTRUMENTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TRAVELERS COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNITED PARCEL SERVICES CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WASTE MANAGEMENT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ALPHABET INC CAP STK CI A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CME GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55AMERICAN FUNDS EUROPACIFIC GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMAZON.COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BRISTOL MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BRISTOL MYERS SQUIBB CO CONTNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIDELITY 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GLOBAL PMTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GOLDMAN SACHS INTERNATIONAL EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JPMORGAN MID CAP VALUE FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JANUS HENDERSON ENTERPRISE FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD DIVIDEND APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70T ROWE PRICE LARGE-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STRYKER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72CARDINAL HEALTH INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73EBAY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74META PLATFORM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76BLACKSTONE GROUP INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77CUMMINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78JPMORGAN EXCHANGE TRADED F EQU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NUCOR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm813M CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VERALTO CORP COM SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83US BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SUNCOR ENERGY INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SHELL PLC SPON ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86RTX CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87INTERNATIONAL BUSINESS MACHS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88T ROWE PRICE LARGE-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89AMERICAN INTL GROUP INC COM NE
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt092222
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0160748
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09658
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028973
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt038631
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0106000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0106000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092222
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092222
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0106203
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0278926
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0160748
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0222408
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/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0989
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0115658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030562
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0146767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0252970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0252970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09658
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040767
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1911352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt209390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2514622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt263855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt295736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-1586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1314277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt185889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-1346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20256

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,412,130
Liabilities
$0
Net assets
$2,412,130
Revenue
$252,970
Expenses
$146,767
Net income
$106,203
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