Civic Intelligence

Gibson - Duncan Educational Trust

990PF • Fiscal year 2024 • EIN 71-6072688

Jun 01, 2023 to May 31, 2024 • Filed on May 19, 2025

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

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

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$17,972

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

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

Asset Growth

37th percentile

-0.1%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

80th percentile

55%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,158,873

Down $1,089 (-0.1%) from 2023

Net Assets

Down

$1,158,873

Down $1,089 (-0.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Up

$43,609

Up $15,543 (+55%) from 2023

Expenses

Up

$64,340

Up $24,824 (+63%) from 2023

Net Income

Down

-$20,731

Down $9,281 (-81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $847,998Liabilities 2012: $0Net Assets 2012: $847,9982012Assets 2013: $883,721Liabilities 2013: $0Net Assets 2013: $883,7212013Assets 2014: $876,305Liabilities 2014: $0Net Assets 2014: $876,3052014Assets 2015: $1,046,089Liabilities 2015: $0Net Assets 2015: $1,046,0892015Assets 2016: $1,012,395Liabilities 2016: $0Net Assets 2016: $1,012,3952016Assets 2017: $1,030,530Liabilities 2017: $0Net Assets 2017: $1,030,5302017Assets 2020: $1,076,969Liabilities 2020: $02020Assets 2021: $1,124,451Liabilities 2021: $1Net Assets 2021: $1,124,4512021Assets 2022: $1,160,685Liabilities 2022: $1Net Assets 2022: $1,160,6852022Assets 2023: $1,159,962Liabilities 2023: $1Net Assets 2023: $1,159,9622023Assets 2024: $1,158,873Liabilities 2024: $0Net Assets 2024: $1,158,8732024Assets 2025: $1,150,948Liabilities 2025: $0Net Assets 2025: $1,150,9482025

Highlighted filing

2024

Assets$1,158,873
Liabilities$0
Net Assets$1,158,873
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $30,249Expenses 2012: $33,187Net Income 2012: -$2,9382012Revenue 2013: $69,981Expenses 2013: $34,258Net Income 2013: $35,7232013Revenue 2014: $28,172Expenses 2014: $35,588Net Income 2014: -$7,4162014Revenue 2015: $207,643Expenses 2015: $37,859Net Income 2015: $169,7842015Revenue 2016: $3,834Expenses 2016: $37,528Net Income 2016: -$33,6942016Revenue 2017: $50,274Expenses 2017: $32,139Net Income 2017: $18,1352017Revenue 2020: $29,201Expenses 2020: $18,837Net Income 2020: $10,3642020Revenue 2021: $24,916Expenses 2021: $19,397Net Income 2021: $5,5192021Revenue 2022: $25,259Expenses 2022: $73,710Net Income 2022: -$48,4512022Revenue 2023: $28,066Expenses 2023: $39,516Net Income 2023: -$11,4502023Revenue 2024: $43,609Expenses 2024: $64,340Net Income 2024: -$20,7312024Revenue 2025: $72,720Expenses 2025: $80,355Net Income 2025: -$7,6352025

Highlighted filing

2024

Revenue$43,609
Expenses$64,340
Net Income-$20,731
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
May 19, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$17,972-$17,972
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ARKANSAS AT LITTLE ROCKGENERAL OPERATINGPCLITTLE ROCK, AR, US$44,110
Filing and Contact Details

Filer

Filer Name
Gibson-duncan Educational Trust
EIN
71-6072688
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683138WPJG0 FNMA POOL # AT2062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt693138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt703138X0Y36 F N M A POOL AU1629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt713138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7231402RFV6 FNMA POOL 735580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt743140J57D5 FN BM1791 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt753140J76U4 FN BM3582 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt763140Q75P8 FN CA0853 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt773140QELR1 FN CA6635 2.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt783140QNUS9 FN CB3292 2.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt793140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt803140X4H25 FN FM1148 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt813140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt823140X6BM2 FN FM2743 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt833140XAPT3 FN FM6733 2.5% 01 FE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt843140XHGT8 FN FS2009 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8531410LJM5 FN 890468 3.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8631412NH82 FN 930055 6% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8731416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8831418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9031418WPM6 FN AD8527 4.5% 01 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9131419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9231419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9331620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9431620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96362014193 GMO TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98368736104 GENERAC HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101373334KV2 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10338141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104404280CC1 HSBC HLDGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10643300A203 HILTON WORLDWIDE HLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11145167R104 IDEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113459200JG7 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114459200KA8 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115461202103 INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11646120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117464287200 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118464287507 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119464287804 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120464288240 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12146625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12246625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12346637K265 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12548121L114 JPMORGAN TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12649271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127501044DE8 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12852472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132573874104 MARVELL TECHNOLOGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13357636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13457667L107 MATCH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13658933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13759022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13859156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14160871RAD2 MOLSON COORS BEVERAG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14361761JVL0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14465339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14567066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148742718FH7 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149743315103 PROGRESSIVE CORP OH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15178016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15278409V104 S&P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153808513BF1 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15481762P102 SERVICENOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155822582CD2 SHELL INTL FIN B V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159871829BJ5 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162882508104 TEXAS INSTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16489236THW8 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16589236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166893641100 TRANSDIGM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16789788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16890353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16990470L360 ABSOLUTE CONVERT ARB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170907818108 UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17591282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17691282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17791282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17891282CJW2 US TREASURY N/B 4% 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17991324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180921937603 VANGUARD BD INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182922475108 VEEVA SYSTEMS INC-CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18392338C103 VERALTO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18492343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18592343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18794106L109 WASTE MGMT INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18898138H101 WORKDAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18998389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19098978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191G3223R108 EVEREST RE GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195N6596X109 NXP SEMICONDUCTORS N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196PYBOOKVAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33558

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,158,873
Liabilities
$0
Net assets
$1,158,873
Revenue
$43,609
Expenses
$64,340
Net income
-$20,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.02$0.01
2020Summary only. Only limited summary data is available for this year.$1.08$0.00$0.03$0.02$0.01
2017Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.05$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.00$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.21$0.04$0.17
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.03$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.07$0.03$0.04
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.03$0.03$0.00