Civic Intelligence

Edge Endowment Fund C/O Troy Bank & Trust

990PF • Fiscal year 2023 • EIN 63-0834443

Oct 01, 2022 to Sep 30, 2023 • Filed on Oct 12, 2023

Organization Profile
PO Box 967Troy, AL 36081

(334) 566-4000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-49%

Higher net margin than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$24,195

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,389,311

Flat from 2023

Net Assets

$1,389,311

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Flat

$72,698

Flat from 2023

Expenses

Flat

$108,679

Flat from 2023

Net Income

Flat

-$35,981

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,220,246Liabilities 2011: $0Net Assets 2011: $2,220,2462011Assets 2012: $2,159,586Liabilities 2012: $0Net Assets 2012: $2,159,5862012Assets 2013: $2,085,264Liabilities 2013: $12013Assets 2014: $1,994,678Liabilities 2014: $0Net Assets 2014: $1,994,6782014Assets 2015: $1,926,362Liabilities 2015: $0Net Assets 2015: $1,926,3622015Assets 2016: $1,852,399Liabilities 2016: $0Net Assets 2016: $1,852,3992016Assets 2017: $1,788,878Liabilities 2017: $0Net Assets 2017: $1,788,8782017Assets 2019: $1,678,202Liabilities 2019: $0Net Assets 2019: $1,678,2022019Assets 2020: $1,594,823Liabilities 2020: $0Net Assets 2020: $1,594,8232020Assets 2021: $1,492,577Liabilities 2021: $0Net Assets 2021: $1,492,5772021Assets 2022: $1,425,290Liabilities 2022: $0Net Assets 2022: $1,425,2902022Assets 2023: $1,389,311Liabilities 2023: $0Net Assets 2023: $1,389,3112023Assets 2023: $1,389,311Liabilities 2023: $12023Assets 2024: $1,356,495Liabilities 2024: $12024Assets 2025: $1,283,361Liabilities 2025: $0Net Assets 2025: $1,283,3612025

Highlighted filing

2023

Assets$1,389,311
Liabilities$0
Net Assets$1,389,311
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $133,5042011Expenses 2012: $123,4552012Revenue 2013: $55,918Expenses 2013: $130,240Net Income 2013: -$74,3222013Revenue 2014: $76,142Expenses 2014: $166,728Net Income 2014: -$90,5862014Revenue 2015: $72,710Expenses 2015: $141,026Net Income 2015: -$68,3162015Revenue 2016: $67,279Expenses 2016: $141,242Net Income 2016: -$73,9632016Revenue 2017: $74,770Expenses 2017: $138,291Net Income 2017: -$63,5212017Revenue 2019: $71,311Expenses 2019: $132,496Net Income 2019: -$61,1852019Revenue 2020: $45,197Expenses 2020: $128,576Net Income 2020: -$83,3792020Revenue 2021: $32,270Expenses 2021: $134,522Net Income 2021: -$102,2522021Revenue 2022: $66,079Expenses 2022: $133,585Net Income 2022: -$67,5062022Revenue 2023: $72,698Expenses 2023: $108,679Net Income 2023: -$35,9812023Revenue 2023: $72,698Expenses 2023: $108,679Net Income 2023: -$35,9812023Revenue 2024: $61,944Expenses 2024: $94,760Net Income 2024: -$32,8162024Revenue 2025: $50,497Expenses 2025: $123,631Net Income 2025: -$73,1342025

Highlighted filing

2023

Revenue$72,698
Expenses$108,679
Net Income-$35,981
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$24,195-$24,195
Filing and Contact Details

Filer

Filer Name
Edge Endowment Fund
EIN
63-0834443
Phone
3345664000
Address
PO BOX 967, TROY, AL 36081

Signing Officer

Name
Troy Bank Trust
Title
Trustee
Phone
3345664000
Signed
2023-10-12

Preparer

Firm
Gibson & Carden LLC
Address
PO BOX 667, TROY, AL 36081-0667
Preparer
Ross Jinright CPA
Phone
3345662690
Raw XML Appendix327 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/Amt01485
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0965
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0191483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0HENDERSON BANCSHARES, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt218390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt335835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt478546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt549372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt692520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt737459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt877997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt939974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1045000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15105922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16112178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17100349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1899875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19200750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFA EMERGING MKTS SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA EMERGING MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA INTL SMALL PTFL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DFA INTL VALUE PTFL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA REAL ESTATE PT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA U.S. LG CAP HIGH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA INTL SMALL CAP VALUE PTFL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DFA US VECTOR EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DFA US CORE EQUITY 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CAPITAL ONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SBAP 2008-20F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TB&T CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13OTHER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SALLIE MAE BK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PNC BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CONNECTICUT ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JACKSONVILLE AL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18CAPITAL ONE 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19US TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ALABAMA FEDERAL AID HWY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt034600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt340518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6188523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt745008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8246949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9162423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1044213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1498890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1581391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1695187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1775114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1898301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19176406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt033539
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt021117
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018042
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt051581
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt021117
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt072698
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0965
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0520
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01485
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021117
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024195
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt081858
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt081858
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033539
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-35981
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022266
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018042
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018042
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021117
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063311
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0742
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0399
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0108679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt072698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt072698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017434
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SBAP 2008-20F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SBAP 2008-20F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt021117
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-35981
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01389311
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01425290
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01389311
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt095738
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt095738
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt095738
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt096618
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0880
IRS990PF/DistributableAmountGrp/TotalTaxAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0840
IRS990PF/FMVAssetsEOYAmt01934092
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02587442
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02587442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0191483
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01145194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01296591
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01655139
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1162152
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1198131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0274846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt087470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt087470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01425290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01389311
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01934092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01425290
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01389311
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01425290
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01389311
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01961782
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0128504
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01833278
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029427
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096618
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01932355
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01961782
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0TROY BANK & TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01000 US 231 SOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036081
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt099292
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt099292
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01000 US 231 SOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TROY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036081
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TROY BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum03345664000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt081858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INDIGENT CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TROY HOSPITAL BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0EDGE REGIONAL MEDICAL CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036081
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081858
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt095738
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt095738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01294
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01294
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0892
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099292
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03554
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030082
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026528
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0840
TaxesSchedule/TaxesDetail/Amt1301
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0546
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1196
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0294
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1105
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03345664000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDGE ENDOWMENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TROY BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0630834443
ReturnHeader/Filer/PhoneNum03345664000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 967
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036081
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631284979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIBSON & CARDEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0360810667
ReturnHeader/PreparerPersonGrp/PhoneNum03345662690
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS JINRIGHT CPA
ReturnHeader/ReturnTs02023-10-12T16:47:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OWENS
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,389,311
Liabilities
$0
Net assets
$1,389,311
Revenue
$72,698
Expenses
$108,679
Net income
-$35,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.05$0.12$0.07
2024Summary only. Only limited summary data is available for this year.$1.36$0.00$0.06$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.11$0.04
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.07$0.11$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.07$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.03$0.13$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.05$0.13$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.07$0.13$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.17$0.09
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.06$0.13$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.13