Civic Intelligence

Douglas E Stewart and Virginia E Stewart Charitable Foundation

990PF • Fiscal year 2025 • EIN 65-6389167

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 30, 2026

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(407) 237-5724

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$71,125

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,087,791

Up $200,446 (+6.9%) from 2024

Net Assets

Up

$3,087,791

Up $200,446 (+6.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$362,893

Up $117,081 (+48%) from 2024

Expenses

Down

$162,054

Down $14,010 (-8.0%) from 2024

Net Income

Up

$200,839

Up $131,091 (+188%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,940,299Liabilities 2011: $02011Assets 2012: $2,844,360Liabilities 2012: $02012Assets 2013: $2,789,604Liabilities 2013: $02013Assets 2014: $2,855,963Liabilities 2014: $02014Assets 2015: $2,704,895Liabilities 2015: $02015Assets 2018: $2,566,924Liabilities 2018: $0Net Assets 2018: $2,566,9242018Assets 2019: $2,533,603Liabilities 2019: $0Net Assets 2019: $2,533,6032019Assets 2020: $2,416,612Liabilities 2020: $0Net Assets 2020: $2,416,6122020Assets 2021: $2,783,982Liabilities 2021: $0Net Assets 2021: $2,783,9822021Assets 2022: $2,701,713Liabilities 2022: $0Net Assets 2022: $2,701,7132022Assets 2023: $2,817,948Liabilities 2023: $0Net Assets 2023: $2,817,9482023Assets 2024: $2,887,345Liabilities 2024: $0Net Assets 2024: $2,887,3452024Assets 2025: $3,087,791Liabilities 2025: $0Net Assets 2025: $3,087,7912025

Highlighted filing

2025

Assets$3,087,791
Liabilities$0
Net Assets$3,087,791
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $178,372Expenses 2011: $284,960Net Income 2011: -$106,5882011Revenue 2012: $152,222Expenses 2012: $247,670Net Income 2012: -$95,4482012Revenue 2013: $224,406Expenses 2013: $278,477Net Income 2013: -$54,0712013Revenue 2014: $365,096Expenses 2014: $298,572Net Income 2014: $66,5242014Revenue 2015: $153,137Expenses 2015: $304,180Net Income 2015: -$151,0432015Revenue 2018: $207,358Expenses 2018: $305,439Net Income 2018: -$98,0812018Revenue 2019: $282,677Expenses 2019: $315,397Net Income 2019: -$32,7202019Revenue 2020: $97,497Expenses 2020: $214,720Net Income 2020: -$117,2232020Revenue 2021: $587,937Expenses 2021: $219,995Net Income 2021: $367,9422021Revenue 2022: $145,137Expenses 2022: $226,157Net Income 2022: -$81,0202022Revenue 2023: $311,995Expenses 2023: $230,508Net Income 2023: $81,4872023Revenue 2024: $245,812Expenses 2024: $176,064Net Income 2024: $69,7482024Revenue 2025: $362,893Expenses 2025: $162,054Net Income 2025: $200,8392025

Highlighted filing

2025

Revenue$362,893
Expenses$162,054
Net Income$200,839
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 30, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKCo-Trustee-$71,125-$71,125
DOUGLAS M STEWARTCo-Trustee-$0--
MARCELLA STEWARTCo-Trustee-$0--
CALVIN STEWARTCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFLORIDA ATLANTIC UNIVERSITY FDN INCGENERAL OPERATING-BOCA RATON, FL, US$35,000
Paid GrantGEORGETOWN UNIVERSITYGENERAL OPERATING-WASHINGTON, DC, US$25,000
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIAGENERAL OPERATING-LOS ANGELES, CA, US$25,000
Filing and Contact Details

Filer

Filer Name
Stewart De & Ve Fdn Co-ta
EIN
65-6389167
Phone
4072375724
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4072375724
Signed
2026-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35G8994E103 TRANE TECHNOLOGIES P
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37025537101 AMERICAN ELEC PWR IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4126441C204 DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4274762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4389151E109 TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45969457100 WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47084423102 WR BERKLEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4940412C101 HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5175513E101 RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5392532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54G0250X107 AMCOR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55G0450A105 ARCH CAPITAL GROUP L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57N53745100 LYONDELLBASELL INDUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58064058100 BANK OF NEW YORK MEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5909857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6229364G103 ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6349177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6450212V100 LPL FINANCIAL HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66608190104 MOHAWK INDUSTRIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6764110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6867066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70704326107 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7180105N105 SANOFI SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7287612G101 TARGA RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7388160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74928881101 VONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7598389B100 XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7603073E105 CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77040413205 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78063671101 BANK OF MONTREAL QUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7907831C103 BELLRING BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8009290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81125896100 CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8221874C102 CORE & MAIN INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8325243Q205 DIAGEO PLC SPONSORED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85277432100 EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87459200101 INTL BUSINESS MACHIN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90743315103 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9175886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9292939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9302209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94046353108 ASTRAZENECA PLC SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9512572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9614040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9717275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9822788C105 CROWDSTRIKE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9930034W106 EVERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100337932107 FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10137733W204 GSK PLC SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102512807306 LAM RESEARCH CORPORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103688239201 OSHKOSH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10481762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105876030107 TAPESTRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10790138F102 TWILIO INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108904767803 UNILEVER PLC SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10991912E105 VALE S.A. SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11092537N108 VERTIV HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112F92124100 TOTALENERGIES SE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1314472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt270510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt369654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt461818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt562633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt612822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt883596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9139256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10125690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1183521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0756109104 REALTY INCOME CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1277902235 EATON VANCE ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt304314H857 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt446653M849 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt587283A102 T. ROWE PRICE QM US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6233203843 DFA US SMALL CAP POR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt738147N269 GOLDMAN SACHS GQG PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt900771X419 GQG PARTNERS EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1029444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11015271109 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1274340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1314064D451 FULLERTHALER BEHAVIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14233203371 DFA INTERNATIONAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15921943858 VANGUARD FTSE DEVELO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16922908629 VANGUARD INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1298302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt265161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt383023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt484084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt612259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt881625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9148462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10125690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1182713
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt088572
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0362893
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0274321
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035562
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt035563
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt071125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt088373
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088572
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0200839
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01220852
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0274321
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0325524
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,087,791
Liabilities
$0
Net assets
$3,087,791
Revenue
$362,893
Expenses
$162,054
Net income
$200,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.36$0.16$0.20
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.25$0.18$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.31$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.15$0.23$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.59$0.22$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.10$0.21$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.28$0.32$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.21$0.31$0.10
2015Summary only. Only limited summary data is available for this year.$2.70$0.00$0.15$0.30$0.15
2014Summary only. Only limited summary data is available for this year.$2.86$0.00$0.37$0.30$0.07
2013Summary only. Only limited summary data is available for this year.$2.79$0.00$0.22$0.28$0.05
2012Summary only. Only limited summary data is available for this year.$2.84$0.00$0.15$0.25$0.10
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$0.18$0.28$0.11