Civic Intelligence

Alma B Maxwell Trust Under Will

990PF • Fiscal year 2015 • EIN 63-6174006

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization Profile
C/O Regions Bank PO Box 2450Montgomery, AL 36102

(334) 230-6100

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$12,484

Higher top officer pay than 62% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

60th percentile

2.8%

Faster asset growth than 60% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$890,142

Up $24,316 (+2.8%) from 2014

Net Assets

Up

$890,142

Up $24,316 (+2.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin86th percentile

Revenue

Up

$67,957

Up $21,253 (+46%) from 2014

Expenses

Down

$43,641

Down $1,572 (-3.5%) from 2014

Net Income

Up

$24,316

Up $22,825 (+1531%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$1.0M$500K$0Assets 2011: $835,737Liabilities 2011: $0Net Assets 2011: $835,7372011Assets 2012: $836,962Liabilities 2012: $0Net Assets 2012: $836,9622012Assets 2013: $864,335Liabilities 2013: $0Net Assets 2013: $864,3352013Assets 2014: $865,826Liabilities 2014: $0Net Assets 2014: $865,8262014Assets 2015: $890,142Liabilities 2015: $0Net Assets 2015: $890,1422015Assets 2016: $894,598Liabilities 2016: $19,005Net Assets 2016: $875,5932016Assets 2017: $898,830Liabilities 2017: $0Net Assets 2017: $898,8302017Assets 2018: $870,130Liabilities 2018: $35Net Assets 2018: $870,0952018Assets 2019: $871,054Liabilities 2019: $51Net Assets 2019: $871,0032019Assets 2020: $845,488Liabilities 2020: $37Net Assets 2020: $845,4512020Assets 2021: $855,435Liabilities 2021: $26Net Assets 2021: $855,4092021Assets 2022: $886,070Liabilities 2022: $41Net Assets 2022: $886,0292022Assets 2023: $878,359Liabilities 2023: $49Net Assets 2023: $878,3102023Assets 2024: $900,075Liabilities 2024: $46Net Assets 2024: $900,0292024

Highlighted filing

2015

Assets$890,142
Liabilities$0
Net Assets$890,142
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KExpenses 2011: $43,7512011Expenses 2012: $44,6552012Revenue 2013: $71,659Expenses 2013: $44,286Net Income 2013: $27,3732013Revenue 2014: $46,704Expenses 2014: $45,213Net Income 2014: $1,4912014Revenue 2015: $67,957Expenses 2015: $43,641Net Income 2015: $24,3162015Revenue 2016: $30,382Expenses 2016: $44,931Net Income 2016: -$14,5492016Revenue 2017: $67,228Expenses 2017: $43,991Net Income 2017: $23,2372017Revenue 2018: $30,316Expenses 2018: $59,051Net Income 2018: -$28,7352018Revenue 2019: $52,597Expenses 2019: $51,689Net Income 2019: $9082019Revenue 2020: $22,599Expenses 2020: $48,151Net Income 2020: -$25,5522020Revenue 2021: $63,496Expenses 2021: $53,538Net Income 2021: $9,9582021Revenue 2022: $89,357Expenses 2022: $58,737Net Income 2022: $30,6202022Revenue 2023: $47,481Expenses 2023: $55,200Net Income 2023: -$7,7192023Revenue 2024: $75,016Expenses 2024: $53,297Net Income 2024: $21,7192024

Highlighted filing

2015

Revenue$67,957
Expenses$43,641
Net Income$24,316
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrusteePT$12,484-$12,484
Filing and Contact Details

Filer

Filer Name
Alma B Maxwell Trust Under Will
EIN
63-6174006
Phone
3342306100
Address
C/O REGIONS BANK PO BOX 2450, MONTGOMERY, AL 36102

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3342306100
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda L Sibley CPA
Phone
3348346640
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt03M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AFLAC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALLIANT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN CENTURY GROWTH FUND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMERICAN CENTURY SMALL CAP VALUE INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AMERICAN EXPRESS CREDIT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMERICAN FDS EUROPACIFIC GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ANHEUSER-BUSH INBEV WOR DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9APPLE INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ASTRAZENECA PLC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AT&T CALLABLE DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AT&T INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AUTOMATIC DATA PROCESSING INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BB&T CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18BRANCH BANKING & TRUST CALLABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BRISTOL MYERS SQUIBB CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20CA INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CARDINAL HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22CATERPILLAR INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CHEVRON CORP DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26CISCO SYSTEMS INC CALLABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CITIGROUP INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28COMCAST CORP DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29DEUTSCHE BANK AG LONDON DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30DOMINIONS RES INC VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31DUKE ENERGY CORPORATION DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34FASTENAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35FEDERAL HOME LOAN MORTGAGE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36FEDERAL HOME LOAN MORTGAGE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FEDERAL HOME LOAN MORTGAGE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38FEDERAL HOME LOAN MTG CORP POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39FEDERAL HOME LOAN MTG CORP POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40FEDERAL HOME LOAN MTG CORP POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50FEDERAL NATIONAL MORTGAGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51FIDELITY INVST GRADE BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52FORD MOTOR CREDIT DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53GALLAGHER ARTHUR J & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55GENERAL ELECTRIC CAPITAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56GENERAL MILLS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57GILEAD SCIENCES INC CALLABLE DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58GOLDMAN SACHS GROUP INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60HESS CORPORATION DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61HOLLYFRONTIER CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62ILLINOIS TOOL WORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64INTEL CORP DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65INTERNATIONAL BUSINESS MACHINES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66INVESCO DIVERSIFIED DIV FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67INVESCO INTERNATIONAL GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68INVESCO LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69JOHN DEERE CAPITAL CORP SERIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70JOHN HANCOCK FUNDS III - CORE HIGH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71JP MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72JP MORGAN CHASE & CO DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73JP MORGAN CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74JP MORGAN LARGE CAP GROWTH SL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75JP MORGAN MID CAP VALUE FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76KAR AUCTION SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77KIMBERLY CLARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78KRAFT FOOD INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79KRAFT HEINZ CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81LOCKHEED MARTIN CORP CALLABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82LYONDELLBASELL INDUSTRIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83MARATHON OIL CORP CALLABLE DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84MERK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85MERRILL LYNCH & CO INC SERIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86MFS RESEARCH INTERNAT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87MFS VALUE FUND CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88MOLSON COORS BREWING CO DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89MORGAN STANLEY DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90MORGAN STANLEY SERIES MTN DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91NATIONAL OILWELL VARCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92NATIONWIDE GENEVA MID CAP GROWTH FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94OCCIDENTAL PETE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95ORACLE CORPORATION DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97PEPSICO INC SERIES 1 DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98PETROBRAS INTL FIN CO DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100PFIZER INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101PNC BANK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103PRUDENTIAL FINANCIAL DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104PRUDENTIAL FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107REGAL ENTMT GROUP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108REPUBLIC SVCS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109ROYAL BANK OF CANADA DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110RS SMALL CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113SPECTRA ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114SUNTRUST BKS INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115TALISMAN ENERGY INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117TARGET CORP CALLABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118TCW CORE FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119TEMPLETON GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120TORONTO-DOMINION BANK SERIES MTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121TOYOTA MOTOR CREDIT CORP SERIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122UNITED HEALTH GROUP INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123UNITED STATES TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124UNITED STATES TREASURY DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125UNITED STATES TREASURY DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126UNITED STATES TREASURY DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127UNITED STATES TREASURY DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130VERIZON COMMUNICATIONS DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131VIRTUS EMERGING MARKETS OPPORTUNITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132WACHOVIA CORP DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133WALGREENS BOOTS ALLIANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134WALMART STORES INC DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137WELLS FARGO & COMPANY DTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138XILINX INC
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890,142
Liabilities
$0
Net assets
$890,142
Revenue
$67,957
Expenses
$43,641
Net income
$24,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.75$0.53$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.47$0.55$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$0.89$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.63$0.54$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.23$0.48$0.26
2019Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.53$0.52$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.30$0.59$0.29
2017Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.67$0.44$0.23
2016Detailed filing. Detailed filing data is available for this year.$8.95$0.19$8.76$0.30$0.45$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.68$0.44$0.24
2014Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.47$0.45$0.01
2013Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.72$0.44$0.27
2012Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.45
2011Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.44