Civic Intelligence

Anne Whiteman Richardson Residuary Charitable Tr

990PF • Fiscal year 2017 • EIN 01-6145027

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
5 Milk Street First FloorPortland, ME 04101

(207) 619-8600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

31st percentile

-3.6%

Higher net margin than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$6,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

6.2%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,367,463

Down $3,803 (-0.3%) from 2016

Net Assets

Down

$1,367,463

Down $3,803 (-0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin31st percentile

Revenue

Up

$106,855

Up $6,212 (+6.2%) from 2016

Expenses

Up

$110,693

Up $2,883 (+2.7%) from 2016

Net Income

Up

-$3,838

Up $3,329 (+46%) from 2016

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 2011: $1,439,930Liabilities 2011: $02011Assets 2012: $1,476,070Liabilities 2012: $02012Assets 2013: $1,458,782Liabilities 2013: $02013Assets 2014: $1,441,731Liabilities 2014: $02014Assets 2015: $1,378,433Liabilities 2015: $02015Assets 2016: $1,371,266Liabilities 2016: $0Net Assets 2016: $1,371,2662016Assets 2017: $1,367,463Liabilities 2017: $0Net Assets 2017: $1,367,4632017Assets 2018: $1,401,929Liabilities 2018: $0Net Assets 2018: $1,401,9292018Assets 2019: $1,394,715Liabilities 2019: $0Net Assets 2019: $1,394,7152019Assets 2020: $1,362,596Liabilities 2020: $0Net Assets 2020: $1,362,5962020Assets 2021: $1,404,416Liabilities 2021: $1Net Assets 2021: $1,404,4162021Assets 2022: $1,340,020Liabilities 2022: $1Net Assets 2022: $1,340,0202022Assets 2023: $1,291,998Liabilities 2023: $12023

Highlighted filing

2017

Assets$1,367,463
Liabilities$0
Net Assets$1,367,463
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$200K$100K$0-$100KRevenue 2011: $129,652Expenses 2011: $105,142Net Income 2011: $24,5102011Revenue 2012: $137,021Expenses 2012: $101,655Net Income 2012: $35,3662012Revenue 2013: $85,988Expenses 2013: $103,378Net Income 2013: -$17,3902013Revenue 2014: $88,011Expenses 2014: $105,041Net Income 2014: -$17,0302014Revenue 2015: $45,523Expenses 2015: $108,887Net Income 2015: -$63,3642015Revenue 2016: $100,643Expenses 2016: $107,810Net Income 2016: -$7,1672016Revenue 2017: $106,855Expenses 2017: $110,693Net Income 2017: -$3,8382017Revenue 2018: $153,061Expenses 2018: $118,598Net Income 2018: $34,4632018Revenue 2019: $106,185Expenses 2019: $113,399Net Income 2019: -$7,2142019Revenue 2020: $63,117Expenses 2020: $95,236Net Income 2020: -$32,1192020Revenue 2021: $137,241Expenses 2021: $95,421Net Income 2021: $41,8202021Revenue 2022: $134,347Expenses 2022: $137,676Net Income 2022: -$3,3292022Revenue 2023: $41,128Expenses 2023: $89,150Net Income 2023: -$48,0222023

Highlighted filing

2017

Revenue$106,855
Expenses$110,693
Net Income-$3,838
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER MANIATTYTrustee-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEPISCOPAL DIVINITY SCHOOL EPISCOPAL DIVINITY SCHOOLPAYMENT-CAMBRIDGE, MA, US$27,864
Paid GrantPROTESTANT EPISCOPAL CH OF ST JAMES PROTESTANT EPISCOPAL CH OF ST JAMESPAYMENT-OLD TOWN, ME, US$27,864
Paid GrantYALE UNIVERSITY YALE UNIVERSITYPAYMENT-NEW HAVEN, CT, US$27,864
Filing and Contact Details

Filer

Filer Name
Anne Whiteman Richardson Residuary
EIN
01-6145027
Phone
2076198600
Address
5 MILK STREET FIRST FLOOR, PORTLAND, ME 04101

Signing Officer

Name
Christopher Maniatty
Title
Trustee
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Hawkes & Quirk LLC
Address
66 MAIN ST STE 303, ELLSWORTH, ME 04605-1971
Preparer
David R Hawkes
Phone
2076672581
Raw XML AppendixShowing 400 of 518 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/Amt0710
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0710
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC. 2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CABOT CORP 2.55%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DUKE ENERGY 1.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3EATON CORP 1.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4LAB CORP OF AMER HIDGS 2.0%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5NETAPP INC 3.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6NORTHROP GRUMMAN CORP-3.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7RYDER SYSTEM INC 2.450%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8SARA LEE CORP-4.1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9THERMO FISHER SCIENTIFIC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt220370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt351250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt419812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt551250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt610175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt039983
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt120003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt220367
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt351563
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt420022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt551855
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt610024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt437962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt629325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1017118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1118451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1229587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1318320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1427023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1722993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1818819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1919036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2012273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2122888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2211971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2413132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2522381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2724952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2811996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2920675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3110568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3212002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3310923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3418124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3517180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3629615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3727839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3827092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3914609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt057409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt470028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt516061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt638578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt937529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1010994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1128163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1240852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1322128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1550299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1632578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1741309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1828698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1963727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2012198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2132211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2212594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2330224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2441972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2532483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2645481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2756792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2819665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2944940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3011419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3111301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3212234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3420256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3524876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3637774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3731505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3841184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3938601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHECKPOINT SOFTWARE TECH LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CONAGRA BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FLIR SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FLUOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTERNATIONAL FLAVORS & FRAGRANCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NORTHWEST NATURAL GAS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NOVARTIS AG SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ROCKWELL COLLINS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SCANA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38US BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VENTAS INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WEYERHAEUSER CO REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41XYLEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt095000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD SHORT-TERM BOND INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BARD CR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt093268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt033048
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt061487
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt012079
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0241
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0106855
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0106855
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt045368
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061487
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt083592
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt083592
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt033048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033048
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3838
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0214371
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt012079
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012079
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012079
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061487
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt085551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016862
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03491
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03491
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt045368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt083592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0106614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0106855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt512159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt630075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt819230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt415911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-6379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt84714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1143972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt415911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1143972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt427888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt816873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1163202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0L/T CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LITIGATION SETTLEMENT - BANK OF NY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LITIGATION SETTLEMENT - BARRICK GOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3255 THE SOUTHERN COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4420 SCANA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5355 FLUOR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620,000 DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720,000 LABORATORY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200 DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc930,000 EATON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10175 SCANA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11190 BARD CR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061487
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3838
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt035
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01367463
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01371266
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01367463
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt087395
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087395
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087395
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt089106
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01711
IRS990PF/DistributableAmountGrp/TotalTaxAmt01711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01711
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt01850346
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01371267
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01367463
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0283997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0213321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0213817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0709308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0751036
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01239127
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0114230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt095000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt093268
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0104820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0149195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0149195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01371266
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01367463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01850346
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01371266
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01367463
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01371266
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01367463
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0158911
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0158911
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0154939
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01809258
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0127024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01682234
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027139
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt089106
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01782119
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01809258
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTOPHER MANIATTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0CAMDEN NATIONAL BANK-5 MILK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004101
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt087853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt088709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt084061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01782119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01705196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt083592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.049297
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt083592
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt083592
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt083592
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHRISTOPHER MANIATTY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,367,463
Liabilities
$0
Net assets
$1,367,463
Revenue
$106,855
Expenses
$110,693
Net income
-$3,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$0.04$0.09$0.05
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.34$0.00$1.34$0.13$0.14$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.11$0.11$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.15$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.11$0.11$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.10$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$0.05$0.11$0.06
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.09$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.09$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$0.14$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.13$0.11$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits