Civic Intelligence

Donnell B & Elizabeth D Stewart Education Foundation

990PF • Fiscal year 2020 • EIN 87-6179880

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 29, 2021

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

3rd percentile

-266%

Higher net margin than 3% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

28th percentile

$106,210

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

25th percentile

-0.8%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-68%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$38,825,408

Down $309,282 (-0.8%) from 2019

Net Assets

Down

$38,825,408

Down $309,282 (-0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Down

$649,446

Down $1,392,735 (-68%) from 2019

Expenses

Down

$2,378,251

Down $121,330 (-4.9%) from 2019

Net Income

Down

-$1,728,805

Down $1,271,405 (-278%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$60M$40M$20M$0Assets 2011: $41,867,598Liabilities 2011: $02011Assets 2012: $41,629,883Liabilities 2012: $02012Assets 2013: $40,607,184Liabilities 2013: $02013Assets 2014: $39,942,876Liabilities 2014: $02014Assets 2015: $38,343,474Liabilities 2015: $02015Assets 2019: $39,134,690Liabilities 2019: $0Net Assets 2019: $39,134,6902019Assets 2020: $38,825,408Liabilities 2020: $0Net Assets 2020: $38,825,4082020Assets 2021: $44,863,873Liabilities 2021: $0Net Assets 2021: $44,863,8732021Assets 2022: $45,205,276Liabilities 2022: $0Net Assets 2022: $45,205,2762022Assets 2023: $45,104,950Liabilities 2023: $0Net Assets 2023: $45,104,9502023Assets 2024: $45,282,394Liabilities 2024: $0Net Assets 2024: $45,282,3942024

Highlighted filing

2020

Assets$38,825,408
Liabilities$0
Net Assets$38,825,408
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,625,576Expenses 2011: $2,699,218Net Income 2011: -$1,073,6422011Revenue 2012: $1,650,749Expenses 2012: $2,233,466Net Income 2012: -$582,7172012Revenue 2013: $1,769,773Expenses 2013: $2,787,305Net Income 2013: -$1,017,5322013Revenue 2014: $1,737,442Expenses 2014: $2,408,129Net Income 2014: -$670,6872014Revenue 2015: $2,029,959Expenses 2015: $3,629,053Net Income 2015: -$1,599,0942015Revenue 2019: $2,042,181Expenses 2019: $2,499,581Net Income 2019: -$457,4002019Revenue 2020: $649,446Expenses 2020: $2,378,251Net Income 2020: -$1,728,8052020Revenue 2021: $8,025,918Expenses 2021: $3,266,158Net Income 2021: $4,759,7602021Revenue 2022: $2,160,487Expenses 2022: $2,880,547Net Income 2022: -$720,0602022Revenue 2023: $1,452,209Expenses 2023: $2,897,034Net Income 2023: -$1,444,8252023Revenue 2024: $1,782,067Expenses 2024: $3,230,623Net Income 2024: -$1,448,5562024

Highlighted filing

2020

Revenue$649,446
Expenses$2,378,251
Net Income-$1,728,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$106,210-$106,210
RICHARD STROMBERGDirector-$39,600-$39,600
JACK LAMPROSChair-$38,800-$38,800
DEAN W HURSTCo-Vice Chari-$34,800-$34,800
JAMIE SHENEFELTDirector-$34,800-$34,800
KRISTEN HURST-HYDEDirector-$34,800-$34,800
KARIN HURST OLSENDirector-$28,800-$28,800
JACLYN LAMPROSE HUNTDirector-$28,800-$28,800
SEAN STROMBERGDirector-$28,800-$28,800
Filing and Contact Details

Filer

Filer Name
Stewart Education Foundation
EIN
87-6179880
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1138141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1337045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1489832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1717275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18526057104 LENNAR CORPORATION C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1992343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2140434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22693475105 PNC FINANCIAL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2446625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2516119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26780259206 ROYAL DUTCH SHELL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2730303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31548661107 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3370450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35910047109 UNITED AIRLINES HOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36620076307 MOTOROLA SOLUTIONS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4058933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200206R102 AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4830231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5114448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5234959J108 FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5379466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5500724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6287165B103 SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6468902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7168389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7322160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7431428X106 FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7726614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7802079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7920825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8042824C109 HEWLETT PACKARD ENTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt099883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1108916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt264875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3871443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41744521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61742911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7205285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8113325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt026441C204 DUKE ENERGY HOLDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt298978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39128283C2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4912828X88 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59128282P4 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt630303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8235851102 DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1087165B103 SYNCHRONY FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11166764100 CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287168 ISHARES SELECT DIVID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1479466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1574340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17949746101 WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1829476L107 EQUITY RESIDENTIAL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19459200101 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2078462F103 SPDR S & P 500 ETF T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21458140100 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22617446448 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2368389X105 ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt259128284L1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2722160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2830231G102 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2992343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30902973304 US BANCORP DEL NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31912828XG0 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32608190104 MOHAWK INDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3358933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3440434L105 HP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35912828ND8 US TREASURY NOTE 3.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3634959J108 FORTIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37910047109 UNITED CONTINENTAL H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3837045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3900206R102 AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4217275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43254687106 WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45717081103 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46191216100 COCA COLA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4846625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49912828MP2 US TREASURY NOTE 3.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5042824C109 HEWLETT PACKARD ENTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51912828PC8 US TREASURY NOTE 2.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52298706110 AMER FNDS EUROPAC GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55674599105 OCCIDENTAL PETE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5731428X106 FEDEX CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59G1151C101 ACCENTURE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60G0177J108 ALLERGAN PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61084670702 BERSHIRE HATHAWAY IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62912828M56 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63912828PX2 US TREASURY NOTE 3.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64V7780T103 ROYAL CARRIBEAN CRUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65032654105 ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67244199105 DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68912828B66 US TREASURY NOTE 2.7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6938141G104 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70438516106 HONEYWELL INTERNATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72912828V98 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73780259206 ROYAL DUTCH SHELL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74912828RC6 US TREASURY NOTE 2.1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75912828VS6 US TREASURY NOTE 2.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76912828WE6 US TREASURY NOTE 2.7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7700724F101 ADOBE SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78053015103 AUTOMATIC DATA PROCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79369604103 GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80548661107 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83580135101 MCDONALDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84742718109 PROCTER & GAMBLE CO

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,825,408
Liabilities
$0
Net assets
$38,825,408
Revenue
$649,446
Expenses
$2,378,251
Net income
-$1,728,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$1.78$3.23$1.45
2023Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$1.45$2.90$1.44
2022Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$2.16$2.88$0.72
2021Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$8.03$3.27$4.76
2020Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$0.65$2.38$1.73
2019Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$2.04$2.50$0.46
2015Summary only. Only limited summary data is available for this year.$38.3$0.00$2.03$3.63$1.60
2014Summary only. Only limited summary data is available for this year.$39.9$0.00$1.74$2.41$0.67
2013Summary only. Only limited summary data is available for this year.$40.6$0.00$1.77$2.79$1.02
2012Summary only. Only limited summary data is available for this year.$41.6$0.00$1.65$2.23$0.58
2011Summary only. Only limited summary data is available for this year.$41.9$0.00$1.63$2.70$1.07