Civic Intelligence

New Ipswich Library

990PF • Fiscal year 2020 • EIN 02-0262059

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 03, 2020

PO Box 320New Ipswich, NH 03071

(603) 878-4644

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

9th percentile

-82%

Higher net margin than 9% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

3.2%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$875,214

Up $5,997 (+0.7%) from 2019

Net Assets

Up

$874,544

Up $5,329 (+0.6%) from 2019

Liabilities

Up

$670

Up $668 (+33400%) from 2019

Revenue

Up

$42,502

Up $1,337 (+3.2%) from 2019

Expenses

Up

$77,535

Up $19,009 (+32%) from 2019

Net Income

Down

-$35,033

Down $17,672 (-102%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $591,641Liabilities 2011: $02011Assets 2012: $591,305Liabilities 2012: $02012Assets 2013: $666,686Liabilities 2013: $5872013Assets 2014: $707,360Liabilities 2014: $662Net Assets 2014: $706,6982014Assets 2015: $733,963Liabilities 2015: $542Net Assets 2015: $733,4212015Assets 2016: $749,061Liabilities 2016: $542Net Assets 2016: $748,5192016Assets 2017: $805,365Liabilities 2017: $767Net Assets 2017: $804,5982017Assets 2018: $853,125Liabilities 2018: $482Net Assets 2018: $852,6432018Assets 2019: $869,217Liabilities 2019: $2Net Assets 2019: $869,2152019Assets 2020: $875,214Liabilities 2020: $670Net Assets 2020: $874,5442020Assets 2021: $975,544Liabilities 2021: $1,573Net Assets 2021: $973,9712021Assets 2022: $824,069Liabilities 2022: $0Net Assets 2022: $824,0692022Assets 2023: $828,623Liabilities 2023: $1,623Net Assets 2023: $827,0002023Assets 2024: $882,978Liabilities 2024: $1,704Net Assets 2024: $881,2742024

Highlighted filing

2020

Assets$875,214
Liabilities$670
Net Assets$874,544

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $51,028Expenses 2011: $37,581Net Income 2011: $13,4472011Revenue 2012: $53,719Expenses 2012: $38,536Net Income 2012: $15,1832012Revenue 2013: $57,545Expenses 2013: $45,890Net Income 2013: $11,6552013Revenue 2014: $31,325Expenses 2014: $44,679Net Income 2014: -$13,3542014Revenue 2015: $57,492Expenses 2015: $44,981Net Income 2015: $12,5112015Revenue 2016: $42,280Expenses 2016: $38,785Net Income 2016: $3,4952016Revenue 2017: $41,101Expenses 2017: $40,865Net Income 2017: $2362017Revenue 2018: $40,084Expenses 2018: $42,895Net Income 2018: -$2,8112018Revenue 2019: $41,165Expenses 2019: $58,526Net Income 2019: -$17,3612019Revenue 2020: $42,502Expenses 2020: $77,535Net Income 2020: -$35,0332020Revenue 2021: $45,140Expenses 2021: $74,314Net Income 2021: -$29,1742021Revenue 2022: $44,452Expenses 2022: $80,561Net Income 2022: -$36,1092022Revenue 2023: $56,432Expenses 2023: $64,583Net Income 2023: -$8,1512023Revenue 2024: $66,968Expenses 2024: $100,239Net Income 2024: -$33,2712024

Highlighted filing

2020

Revenue$42,502
Expenses$77,535
Net Income-$35,033
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie PhillipsTrustee Chairperson-$0--
Earl SomeroTrustee-$0--
Lisa Derby OdenTrustee-$0--
Jacquelyn OConnorSecretary-$0--
Joel PeltokangasTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
New Ipswich Library
EIN
02-0262059
Address
PO Box 320, New Ipswich, NH 03071

Signing Officer

Name
Joel Peltokangas
Title
Treasurer
Phone
6038784644
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Romeril Tax & Accounting LLC
Address
712 Turnpike Road PO Box 349, New Ipswich, NH 03071
Preparer
Carol Romeril
Phone
6038785388
Raw XML AppendixShowing 400 of 718 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/Amt01685
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep & Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01685
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02012-12-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12014-07-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22014-07-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32015-04-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42017-08-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52018-09-24
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0M
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1M
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2M
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3M
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4M
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5M
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt03211
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1612
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2178
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3333
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4319
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt55104
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt319
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt461
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5485
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45
DepreciationSchedule/DepreciationPropertyGrp/LifeRt515
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03211
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1612
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2178
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3314
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4166
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5255
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Air Cconditioners
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2TV set
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Chairs
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Air Conditioner Window unit
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Carpet
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3116073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt623826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt724210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1034014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1312659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1720529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19118592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2055095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2162178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22117670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2524356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26110274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2716322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2830841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3116073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt623826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1034014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1411476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt169778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19118592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2055095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2162178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22117670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2524356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26110274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2716322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2830841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Invesco Oppenheimer Global Opp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Baron DiscoveryFund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Western Asset Adj Rate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Loomis Sayles
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4New World Fund Class F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Baron Emerging Markets Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SPDR Consumer Staples Select
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SPDR Utilities Select
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Federated High Yield
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Catalyst Millburn Hedge
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PIMCO Invt Grade
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11IShares TR S&P MC 400VL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12IShares TR S&P MC 400GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Amazon Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MFS New Discovery Value Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Netflix
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Blackrock Mid Cap Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Vanguard Tax Managed Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JP Morgan Core Plus
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MSIFT Short Duration
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21First Trust NASDAQ Rising Div
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22IShares TR MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Ishares Tr Min Vol USA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SPDR Series Trust S&P Div
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Putnam Divrsified Inc Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26T Rowe Price Blue Chip Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BNY Mellon Global Real Return
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Calamos Market Neutral Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt043503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Raymond James Sweep
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt043503
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01685
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01685
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0347
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt040750
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0565
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022438
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-35033
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0463869
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015121
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0347
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06009
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt028433
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt034834
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt034834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08998
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08998
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0347
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt061873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt077535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt042502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt061873
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt077535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt712804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt814870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1212677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1636214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1735093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1898020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1960630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2048940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2146606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1613052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt171114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-1120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-1882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2017387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt614514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt916678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1215015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1649266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1736207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1896900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1958748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2066327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2147133
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc062022 Cohen & Steers Preferred
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1265274 Loomis Sayles
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc236431 Oppenheimer Intl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310888 Putnam Diversified
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc413754 TRowe Price Blue Chip
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc524836 Touchstone Dynamic
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6107748 Cohen & Steers Preferred
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7256 IShares Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8106 IShares TR US
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc984 IShares TR US
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10104 IShares TR MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1170132 MFS New Discovery
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12326344 Oppenheimer Intl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13130408 Oppenheimer Global Opportun
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14576477 PIMCO Investment
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1525 SPDDR S&P Dividend
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16866 Schwab US Mid Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172396557 Touchstone Dynamic
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181223 Vanguard Short Term Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19686 Vanguard Intermediate Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20255 Vanguard Index Funds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21549 Vanguard Real Estate ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0347
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-35033
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt040362
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0874544
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0869215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0874544
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt041284
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt041284
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt041284
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt041586
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0302
IRS990PF/DistributableAmountGrp/TotalTaxAmt0302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0302
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0870758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0819549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0805760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0805760
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05301
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09757
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05020
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04456
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0869215
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0874544
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015688
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043503
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt043503
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0869217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0875214
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0870758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0670
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0869217
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0875214
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0869215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0874544
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0844390
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021887
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0822503
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012666
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt041586
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0831724
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0844390
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.83$0.02$8.81$0.67$1.00$0.33
2023Detailed filing. Detailed filing data is available for this year.$8.29$0.02$8.27$0.56$0.65$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.44$0.81$0.36
2021Detailed filing. Detailed filing data is available for this year.$9.76$0.02$9.74$0.45$0.74$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.75$0.01$8.75$0.43$0.78$0.35
2019Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.41$0.59$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.40$0.43$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.01$8.05$0.41$0.41$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.01$7.49$0.42$0.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.34$0.01$7.33$0.57$0.45$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.07$0.31$0.45$0.13
2013Summary only. Only limited summary data is available for this year.$6.67$0.01$0.58$0.46$0.12
2012Summary only. Only limited summary data is available for this year.$5.91$0.00$0.54$0.39$0.15
2011Summary only. Only limited summary data is available for this year.$5.92$0.00$0.51$0.38$0.13