Civic Intelligence

Jec Foundation

990PF • Fiscal year 2024 • EIN 95-4693429

Jun 01, 2023 to May 31, 2024 • Filed on Oct 14, 2024

Organization Profile
2029 Century Park East Suite 4000Los Angeles, CA 90067

(310) 557-8100

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

88%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,359,259

Up $414,091 (+8.4%) from 2023

Net Assets

Up

$5,359,259

Up $414,091 (+8.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin81st percentile

Revenue

Up

$1,094,133

Up $512,297 (+88%) from 2023

Expenses

Up

$681,298

Up $74,329 (+12%) from 2023

Net Income

Up

$412,835

Up $437,968 (+1743%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,531,809Liabilities 2012: $02012Assets 2013: $3,468,165Liabilities 2013: $02013Assets 2014: $3,688,176Liabilities 2014: $02014Assets 2015: $4,418,440Liabilities 2015: $02015Assets 2016: $5,157,378Liabilities 2016: $02016Assets 2020: $5,854,446Liabilities 2020: $02020Assets 2021: $5,802,742Liabilities 2021: $0Net Assets 2021: $5,802,7422021Assets 2022: $4,960,301Liabilities 2022: $0Net Assets 2022: $4,960,3012022Assets 2023: $4,945,168Liabilities 2023: $0Net Assets 2023: $4,945,1682023Assets 2024: $5,359,259Liabilities 2024: $0Net Assets 2024: $5,359,2592024Assets 2025: $5,487,684Liabilities 2025: $0Net Assets 2025: $5,487,6842025

Highlighted filing

2024

Assets$5,359,259
Liabilities$0
Net Assets$5,359,259
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $219,409Expenses 2012: $297,421Net Income 2012: -$78,0122012Revenue 2013: $259,590Expenses 2013: $325,544Net Income 2013: -$65,9542013Revenue 2014: $558,045Expenses 2014: $342,280Net Income 2014: $215,7652014Revenue 2015: $761,086Expenses 2015: $34,190Net Income 2015: $726,8962015Revenue 2016: $1,191,018Expenses 2016: $373,556Net Income 2016: $817,4622016Revenue 2020: $613,162Expenses 2020: $481,431Net Income 2020: $131,7312020Revenue 2021: $427,779Expenses 2021: $478,332Net Income 2021: -$50,5532021Revenue 2022: $142,212Expenses 2022: $984,653Net Income 2022: -$842,4412022Revenue 2023: $581,836Expenses 2023: $606,969Net Income 2023: -$25,1332023Revenue 2024: $1,094,133Expenses 2024: $681,298Net Income 2024: $412,8352024Revenue 2025: $812,493Expenses 2025: $684,182Net Income 2025: $128,3112025

Highlighted filing

2024

Revenue$1,094,133
Expenses$681,298
Net Income$412,835
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally C AdamsDirector President-$0--
Michael C AdamsDirector VP-$0--
Julie A BradnerDirector CFO Secy-$0--
Shari LeinwandDirector Asst. Secy-$0--
Filing and Contact Details

Filer

Filer Name
JEC Foundation
EIN
95-4693429
In Care Of
% Sally C Adams
Address
2029 CENTURY PARK EAST SUITE 4000, Los Angeles, CA 90067

Signing Officer

Name
Shari Leinwand
Title
Assistant Secretary
Signed
2024-10-14
Raw XML AppendixShowing 400 of 1,220 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Louie Hopkins tax accounting and clerical services
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Ross Stores $100,000; 3.375% 9/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Laboratory Corp. $50,000; 3.6%; Fur 02/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Mondelez International; $50,000; 1.5% Due 5/04/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3McDonalds Corp; $50,000; 3.375%; Due 5/26/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4E.I. Du Pont; $50,000; 1.75%; Due 7/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5University of Chicago; $50,000; 5.06%; Due 10/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Hubbell Inc; $55,000; 3.5%; 02/215/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7U.S. Bancorp.; $100,000; 1.45%; Due 5/12/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Citigroup Inc. $200,000; Due 7/24/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Bank of America; $100,000; Variable; Due 3/11/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10Trust Bank; $100,000; 5.05%; Due 5/03/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Ryder System, Inc.; $100,000; 3.35%; Due 8/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt098553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt148737
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt248282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt350340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt448033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt552303
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650697
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt793075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8189327
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt990429
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1199665
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt099298
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149272
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt248184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt349026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt447991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt548876
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt651821
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt796251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8189189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt993548
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1197143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt023948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt597230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt663257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt749028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt834219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1058630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1128206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12108528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1385460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1420683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1543700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1646309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1744936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1859996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1928473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2074551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2133538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2250834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2352426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2524813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2791604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2842305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2974762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3162822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3262775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3365558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3439986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3527427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3682818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3719472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3878025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3946245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4043905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4170663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4267762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4326385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4432723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4547170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4680856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4772565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48145192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4957697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5082925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5195870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5242125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5390987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54154134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55300000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56105096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57224129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5858355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5952857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0132847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1403100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2197603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3156492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4122590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5655500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6211728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7546750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8178590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt982880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10627400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11142088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1282180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1384312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1450552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15162300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1665072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17116480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18123068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19161978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2078873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21260670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22190672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23171548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2497075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25234409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26146000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2786562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28161337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29122247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30155334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31913286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3267900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33103130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34311144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3544640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36157475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3786450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3877382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39197448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4075467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41123903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4272198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43170545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4462930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45242496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46209538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47125037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48309606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49236736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50135083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51131824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5260084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5397716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54115950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55267517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56103450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57173708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58227836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5963360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Abbott Labs 1,300 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Abbie Inc. 2,500 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Accenture PLC 700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Aglient Technologies Inc. 1,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Albermarle Corp. 1,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Alphabet Inc. Class A 3,800 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Amazon.com Inc. 1,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Apple Inc 3,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Arista Networks Inc. 600 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Berkshire Hathaway Ind. Del Class A; 200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Berkshre Hathaway Inc Class A; 100 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Boeing Co.; 800 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Bristol-Myers Squibb Co. 2,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Carmazx Inc; 1,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Carrier Global Corp; 800 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Chevron Corp.; 1,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Colgate Palmolive Co.; 700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ConocoPhillips; 1,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Corteva Inc.; 2,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Costco Wholesale Corp. 200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DuPont De Nemours Inc.; 960 shares commom stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Edwards Lifesciences Corp; 3,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Emerson Electric Co 1,700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Fastenal Co.; 2,600 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Hewlett Packard Co.; 5,500 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Home Depot Inc.; 700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HO Inc.; 4,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Intl Flavors & Fragrances; 900 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Johnson & Johnson; 1,100 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Johnson Controls International; 1,700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30McDonalds Corp.; 600 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Microsoft Corp.; 2,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Nintendo Co.Ltd.; 5,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Novartis AG; 1,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Novo Nordisk ADR; 2,300 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Otis Worldwide Corp.; 450 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Paypal Hldgs Inc; 2,500 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Pepsico Inc.; 500 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Pfizer; 2,700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Proctor & Gamble Co. 1,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40RTX Corporation.; 700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Schlumberger Ltd.; 2,700 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Starbucks Corp.; 900 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Stryker Corp. 500 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44The Coca Cola Co. 1,000 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Tractor Supply Company 850 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Union Pacific Corp.; 900 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47United Parcel Service CL B; 900 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48United Health Group Inc.; 628 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Wal Mart Stores Inc.; 1,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50The Walt Disney Co.; 1,300 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Wells Fargo & Co.; 2,200 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm523M Co. 600 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Invesco Oppenheimer Developing Mkts FD CL 2,475 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Matthews Pacific Tiger Fund 6,141.439 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Dodge & Cox income Fund 21,608.774 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Pimco Short-Term Bond Fund 10,720.17 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Doubleline Total return Bond Fund 20,269.271 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58McKesson Corporation; 400 shares common stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Dodge and Cox International Stock Fund 1,200.69 shares
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0279730
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0278663
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt076933
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0278663
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0230932
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0862531
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0670
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01094133
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01094133
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0862531
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0635000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0635000
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0230932
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0230932
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0412835
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01176693
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0670
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0670
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0862531
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01049926
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030628
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0637091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0681298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01094133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01094133
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02091
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt046298
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51998-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61998-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121998-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0102038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13616

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,359,259
Liabilities
$0
Net assets
$5,359,259
Revenue
$1,094,133
Expenses
$681,298
Net income
$412,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.81$0.68$0.13
2024Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$1.09$0.68$0.41
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.58$0.61$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.14$0.98$0.84
2021Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.43$0.48$0.05
2020Summary only. Only limited summary data is available for this year.$5.85$0.00$0.61$0.48$0.13
2016Summary only. Only limited summary data is available for this year.$5.16$0.00$1.19$0.37$0.82
2015Summary only. Only limited summary data is available for this year.$4.42$0.00$0.76$0.03$0.73
2014Summary only. Only limited summary data is available for this year.$3.69$0.00$0.56$0.34$0.22
2013Summary only. Only limited summary data is available for this year.$3.47$0.00$0.26$0.33$0.07
2012Summary only. Only limited summary data is available for this year.$3.53$0.00$0.22$0.30$0.08