Civic Intelligence

The West Endowment

990PF • Fiscal year 2024 • EIN 76-0481204

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 18, 2025

Organization Profile
PO Box 491Houston, TX 77001-0491

(713) 961-9699

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

57th percentile

6.5%

Faster asset growth than 57% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

99%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,386,637

Up $635,583 (+6.5%) from 2023

Net Assets

Up

$10,386,637

Up $635,583 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Up

$1,270,341

Up $633,532 (+99%) from 2023

Expenses

Down

$634,758

Down $4,013 (-0.6%) from 2023

Net Income

Up

$635,583

Up $637,545 (+32495%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $19,200,584Liabilities 2011: $3,1712011Assets 2012: $11,893,935Liabilities 2012: $02012Assets 2013: $11,560,174Liabilities 2013: $02013Assets 2014: $11,229,046Liabilities 2014: $02014Assets 2015: $10,778,365Liabilities 2015: $02015Assets 2019: $10,177,141Liabilities 2019: $02019Assets 2020: $10,021,810Liabilities 2020: $0Net Assets 2020: $10,021,8102020Assets 2021: $9,936,537Liabilities 2021: $0Net Assets 2021: $9,936,5372021Assets 2022: $9,753,016Liabilities 2022: $0Net Assets 2022: $9,753,0162022Assets 2023: $9,751,054Liabilities 2023: $0Net Assets 2023: $9,751,0542023Assets 2024: $10,386,637Liabilities 2024: $0Net Assets 2024: $10,386,6372024

Highlighted filing

2024

Assets$10,386,637
Liabilities$0
Net Assets$10,386,637
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $348,284Expenses 2011: $701,450Net Income 2011: -$353,1662011Revenue 2012: $420,852Expenses 2012: $724,330Net Income 2012: -$303,4782012Revenue 2013: $391,446Expenses 2013: $725,207Net Income 2013: -$333,7612013Revenue 2014: $375,818Expenses 2014: $706,946Net Income 2014: -$331,1282014Revenue 2015: $225,782Expenses 2015: $676,463Net Income 2015: -$450,6812015Revenue 2019: $653,686Expenses 2019: $644,914Net Income 2019: $8,7722019Revenue 2020: $495,701Expenses 2020: $651,032Net Income 2020: -$155,3312020Revenue 2021: $579,944Expenses 2021: $665,217Net Income 2021: -$85,2732021Revenue 2022: $514,282Expenses 2022: $697,803Net Income 2022: -$183,5212022Revenue 2023: $636,809Expenses 2023: $638,771Net Income 2023: -$1,9622023Revenue 2024: $1,270,341Expenses 2024: $634,758Net Income 2024: $635,5832024

Highlighted filing

2024

Revenue$1,270,341
Expenses$634,758
Net Income$635,583
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGENE WEST LLOYDVP, Treasurer & Asst Sec/Director-$0--
WILLIAM WEST LLOYDPresident/Director-$0--
RONALD S WEBSTERSecretary/Director-$0--
ROGER A SOAPEVP/Director-$0--
PETER K JAMESONDirector-$0--
KAREN SCOGGINSAsst Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANNUNCIATION ORTHODOX SCHOOLLIGHT THE WAY CAPITAL CAMPAIGNPCHOUSTON, TX, US$100,000
Paid GrantTRINITY SCHOOL OF MIDLAND TEXASLIGHT THE WAY CAPITAL CAMPAIGNPCMIDLAND, TX, US$90,000
Paid GrantBROOKWOOD COMMUNITYPHASE IX TYPE B GROUP HOMESPCBROOKSHIRE, TX, US$85,000
Paid GrantMEMORIAL PARK CONSERVANCY INCPRESERVE AND MAINTAIN THE PARK FOR PUBLIC USE, ENJOYMENT AND EDUCATION.PCHOUSTON, TX, US$50,000
Paid GrantHOUSTON METHODIST HOSPITAL FOUNDATIONHOUSTON METHODIST WILLOWBROOK MEDICAL TRAINING AND EDUCATION FUND.PCHOUSTON, TX, US$45,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETY INCINVEST IN INNOVATIVE RESEARCH AND HELP DELIVER SAFER, MORE EFFECTIVE TREATMENTS.PCHOUSTON, TX, US$45,000
Paid GrantOUTREACH CENTER OF WEST HOUSTONBUILDING FOR THE FUTURE CAMPAIGNPCHOUSTON, TX, US$35,000
Paid GrantST ANDREWS CHURCH AND SCHOOL INCTO ENHANCE THE FACILITIES AND LEARNING ENVIRONMENT FOR THE STUDENT BODY.PCSAN ANTONIO, TX, US$25,000
Paid GrantHOUSTON HOSPICEDIGNIFIED, COMPASSIONATE CARE FOR TERMINALLY ILL PATIENTS AND COMFORT AND GUIDANCE FOR THEIR FAMILIES.PCHOUSTON, TX, US$25,000
Paid GrantCOMMUNITIES IN SCHOOLS OF HOUSTON INCTO PROVIDE DENTAL EDUCATION AND CARE TO TITLE 1 ELEMENTARY STUDENTS.PCHOUSTON, TX, US$15,000
Paid GrantEPILEPSY FOUNDATION OF TEXASIMPROVING THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH, AND CONNECTION.PCHOUSTON, TX, US$15,000
Paid GrantNEURO ASSISTANCE FOUNDATIONPROGRAMS AND SERVICES SUPPORTING MOBILITY AND INDEPENDENCE FOR THOSE WITH SPINAL CORD INJURIES AND DISABILITIES.PCKELLER, TX, US$10,000
Paid GrantCINCO CHARITIES INCTO PROVIDE FREE TEMPORARY HOUSING AND HOSPITALITY TO VISITING HOSPITAL PATIENTS AND THEIR FAMILIES.PCKATY, TX, US$8,000
Filing and Contact Details

Filer

Filer Name
The West Endowment
EIN
76-0481204
Phone
7139619699
Address
PO BOX 491, HOUSTON, TX 77001-0491

Signing Officer

Name
William West Lloyd
Title
President
Phone
7139619699
Signed
2025-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0MAIN FORM
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUPPLEMENT TO PART VI-B, QUESTIONS 1A (3)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TAXPAYER RECEIVES ADMINISTRATIVE SERVICES AND THE USE OFFACILITIES FREE OF CHARGE FROM DOMINION CORPORATION, WHICHIS OWNED IN PART BY CERTAIN FOUNDATION MANAGERS. SUCH SERVICESARE IN THE FORM OF OFFICE SPACE, SUPPLIES AND OFFICEPERSONNEL TO PERFORM ADMINISTRATIVE AND ACCOUNTING DUTIES.THE USE OF THE SERVICE AND FACILITIES IS NOT SELF DEALINGACTIVITY SINCE THE TAXPAYER IS USING THESE ITEMS EXCLUSIVELYFOR TAX EXEMPT PURPOSES AND THEY ARE BEING FURNISHED WITHOUTCHARGE. (IRC SECTION 4941 AND REGULATION 53.4941(D)-3)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHART INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CONSTELLATION BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DIAMONDBACK ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EVERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FTAI AVIATION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20IDEXX LABORATORIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTUITIVE SURGICAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MARRIOTT INTERNATIONAL INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MASTERCARD INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34OGE ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PERMIAN RESOURCES CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STARWOOD PROPERTY TRUST INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TEXAS ROADHOUSE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WASTE CONNECTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt04402826
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt04434158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIVIDENDS RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1M STANLEY CD 5.25% 3/24/25 250K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1250520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0336601
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0685103
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0119533
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0129104
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01270341
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01270341
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03964
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03964
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07928
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0685103
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0548000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0548000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0336601
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0336601
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0635583
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03099928
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0119533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0119533
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0182
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0685103
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01207612
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0129104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0129104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050402
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050402
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08081
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0555243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0634758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01270341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01270341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt086758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02414825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0684010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0684010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03098835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0685103
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0635583
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010386637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09751054
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010386637
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0585166
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0585166
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0585166
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0601952
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016786
IRS990PF/DistributableAmountGrp/TotalTaxAmt016786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018040
IRS990PF/FMVAssetsEOYAmt012510943
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08335924
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09021027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01305855
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02587895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02601993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02089248
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02196290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04014935
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01589
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015091
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0274802
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0251680
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0252153
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0252673
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01845
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01254
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01254
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01415130
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01365610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02226285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0931128
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0931128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09751054
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010386637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012510943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09751054
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010386637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09751054
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010386637
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03874552
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04402826
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04434158
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012222380
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02777811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09175049
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0183336
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0269520
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0601952
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012039044
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012222380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.39
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.08
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,386,637
Liabilities
$0
Net assets
$10,386,637
Revenue
$1,270,341
Expenses
$634,758
Net income
$635,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.27$0.63$0.64
2023Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.64$0.64$0.00
2022Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.51$0.70$0.18
2021Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$0.58$0.67$0.09
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.50$0.65$0.16
2019Summary only. Only limited summary data is available for this year.$10.2$0.00$0.65$0.64$0.01
2015Summary only. Only limited summary data is available for this year.$10.8$0.00$0.23$0.68$0.45
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$0.38$0.71$0.33
2013Summary only. Only limited summary data is available for this year.$11.6$0.00$0.39$0.73$0.33
2012Summary only. Only limited summary data is available for this year.$11.9$0.00$0.42$0.72$0.30
2011Summary only. Only limited summary data is available for this year.$19.2$0.00$0.35$0.70$0.35