Civic Intelligence

Helen E Stihel Tuw 3455000584

990PF • Fiscal year 2020 • EIN 59-7165116

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

Organization Profile
Regions Bank Trust Dept P O Box 1Birmingham, AL 35202

(205) 820-3141

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

58th percentile

9.7%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$21,479

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

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

Asset Growth

41st percentile

0.9%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,300,863

Up $11,056 (+0.9%) from 2019

Net Assets

Up

$1,300,863

Up $11,056 (+0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin58th percentile

Revenue

Up

$116,834

Up $19,560 (+20%) from 2019

Expenses

Up

$105,556

Up $4,555 (+4.5%) from 2019

Net Income

Up

$11,278

Up $15,005 (+403%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,358,617Liabilities 2010: $0Net Assets 2010: $1,358,6172010Assets 2011: $1,335,437Liabilities 2011: $0Net Assets 2011: $1,335,4372011Assets 2012: $1,280,123Liabilities 2012: $02012Assets 2013: $1,267,473Liabilities 2013: $02013Assets 2014: $1,277,783Liabilities 2014: $02014Assets 2015: $1,266,545Liabilities 2015: $02015Assets 2016: $1,316,823Liabilities 2016: $0Net Assets 2016: $1,316,8232016Assets 2017: $1,273,953Liabilities 2017: $0Net Assets 2017: $1,273,9532017Assets 2018: $1,290,668Liabilities 2018: $0Net Assets 2018: $1,290,6682018Assets 2019: $1,289,807Liabilities 2019: $0Net Assets 2019: $1,289,8072019Assets 2020: $1,300,863Liabilities 2020: $0Net Assets 2020: $1,300,8632020Assets 2021: $1,328,764Liabilities 2021: $0Net Assets 2021: $1,328,7642021Assets 2022: $1,251,795Liabilities 2022: $0Net Assets 2022: $1,251,7952022Assets 2023: $1,255,571Liabilities 2023: $0Net Assets 2023: $1,255,5712023Assets 2024: $1,221,286Liabilities 2024: $0Net Assets 2024: $1,221,2862024

Highlighted filing

2020

Assets$1,300,863
Liabilities$0
Net Assets$1,300,863
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KExpenses 2010: $76,1902010Expenses 2011: $82,8542011Revenue 2012: $30,555Expenses 2012: $86,141Net Income 2012: -$55,5862012Revenue 2013: $72,697Expenses 2013: $85,458Net Income 2013: -$12,7612013Revenue 2014: $108,257Expenses 2014: $95,231Net Income 2014: $13,0262014Revenue 2015: $92,325Expenses 2015: $100,895Net Income 2015: -$8,5702015Revenue 2016: $148,050Expenses 2016: $97,136Net Income 2016: $50,9142016Revenue 2017: $55,289Expenses 2017: $96,753Net Income 2017: -$41,4642017Revenue 2018: $120,460Expenses 2018: $100,023Net Income 2018: $20,4372018Revenue 2019: $97,274Expenses 2019: $101,001Net Income 2019: -$3,7272019Revenue 2020: $116,834Expenses 2020: $105,556Net Income 2020: $11,2782020Revenue 2021: $138,554Expenses 2021: $110,497Net Income 2021: $28,0572021Revenue 2022: $81,305Expenses 2022: $158,599Net Income 2022: -$77,2942022Revenue 2023: $104,026Expenses 2023: $100,121Net Income 2023: $3,9052023Revenue 2024: $74,808Expenses 2024: $109,042Net Income 2024: -$34,2342024

Highlighted filing

2020

Revenue$116,834
Expenses$105,556
Net Income$11,278
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$21,479-$21,479
Filing and Contact Details

Filer

Filer Name
Helen E Stihel Tuw
EIN
59-7165116
Phone
2058203141
Address
REGIONS BANK TRUST DEPT P O BOX 1, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 8,778 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4494988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45867914BM4 SUNTRUST BANKS INC 2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6246625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6465339F101 NEXTERA ENERGY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67172967KB6 CITIGROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7438141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7546625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7761744YAH1 MORGAN STANLEY 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78744320102 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79808513AW5 THE CHARLES SCHWAB C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt823138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8331402C4H2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8431408HSS5 FN 852029 6% 01 JAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt853140J76U4 FN BM3582 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8631413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8731415P3Z9 FN 985616 5.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8831416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt890258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9130231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt923128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943138ENSV2 FNMA POOL # AL5931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt953140J5SM2 FN BM1423 2.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9631414DZQ2 FNMA POOL 963451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9702079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9914040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100256677105 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101258620509 DOUBLELINE EMG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10226078JAB6 DOWDUPONT INC 4.205%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105532457108 ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10659022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10760871RAD2 MOLSON COORS BREWING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10878012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11031419CAG8 FN AE1806 3.5% 01 OC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11131419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11300206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11402665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11509062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116931142ED1 WALMART INC 3.55% 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1173128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1183135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1193138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1213138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12231410LJM5 FN 890468 3.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12306416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12409247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12531677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126437076102 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127445658107 JB HUNT TRANSPORT SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128461202103 INTUIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13072375Q405 PIONEER MID-CAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13291913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13461761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13679466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13789233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1383128MMTP8 FG G18557 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14000914AAB8 AIR LEASE CORP 3.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1413140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14331418CZJ6 FN MA3444 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144912828Y79 US TREASURY N/B 2.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145035240AR1 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14630231GBE1 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14731335BXK7 FG G61582 4% 01 AUG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148464287739 ISHARES U.S. REAL ES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14992939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15098978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1523138WCC76 FNMA AS2793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15329476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154459200KA8 IBM CORP 3.5% 15 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15512572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156254687106 WALT DISNEY CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573140J6GR2 FN BM2007 4% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15874440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15989832Q109 TRUIST FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16006051GHT9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623140EXDX8 FN BC2817 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164404280CC1 HSBC HOLDINGS PLC 3.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166808513BF1 CHARLES SCHWAB CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167842587DE4 SOUTHERN CO 3.70% 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168922908629 VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169172967MT5 CITIGROUP INC .776%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170548661DR5 LOWE'S COS INC 3.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171044820694 ASHMORE EM MKTS SHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172084664CR0 BERKSHIRE HATHAWAY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173037833DZ0 APPLE INC 2.4% 20 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174606822BV5 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17546432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176912828ZG8 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17792343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1783132A9UK1 FR ZS8686 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17940434LAC9 HP INC 3.4% 17 JUN 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18092826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181822582CD2 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18275513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1843132CWKV5 FR SB0308 2.5% 01 JA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185064159TF3 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18620030NDH1 COMCAST CORP 3.75% 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18714040HCE3 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18830231GBG6 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18930303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19191282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192742718109 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193742718FH7 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194922908751 VANGUARD SMALL-CAP E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19692532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19703027XBD1 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19809247XAR2 BLACKROCK INC 1.9% 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1993140QETD4 FN CA6847 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200871829BJ5 SYSCO CORPORATION 3.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt079614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt323088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1435096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1624540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt195489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2037262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt241151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2616995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt302509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316067

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,300,863
Liabilities
$0
Net assets
$1,300,863
Revenue
$116,834
Expenses
$105,556
Net income
$11,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.12$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.15$0.10$0.05
2015Summary only. Only limited summary data is available for this year.$1.27$0.00$0.09$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.11$0.10$0.01
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$0.07$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$0.03$0.09$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.08