Civic Intelligence

Feller Family Charitable Foundation Trust

EIN 02-6113705 • Boston, MA

Pub. 78 Eligible
CO Fpw 201 Washington St FL 11Boston, MA 02108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

106%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,262,262

Down $10,837 (-0.5%) from 2023

Liabilities

Up

$5,000

Up $5,000 from 2023

Net Assets

Down

$2,257,262

Down $15,837 (-0.7%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin23rd percentile

Revenue

Up

$191,313

Up $98,597 (+106%) from 2023

Expenses

Up

$212,161

Up $15,547 (+7.9%) from 2023

Net Income

Up

-$20,848

Up $83,050 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $418,894Liabilities 2011: $02011Assets 2012: $399,234Liabilities 2012: $0Net Assets 2012: $399,2342012Assets 2013: $454,212Liabilities 2013: $0Net Assets 2013: $454,2122013Assets 2014: $505,392Liabilities 2014: $0Net Assets 2014: $505,3922014Assets 2015: $504,590Liabilities 2015: $0Net Assets 2015: $504,5902015Assets 2016: $581,041Liabilities 2016: $0Net Assets 2016: $581,0412016Assets 2017: $578,235Liabilities 2017: $0Net Assets 2017: $578,2352017Assets 2018: $554,050Liabilities 2018: $0Net Assets 2018: $554,0502018Assets 2019: $577,988Liabilities 2019: $0Net Assets 2019: $577,9882019Assets 2020: $556,063Liabilities 2020: $0Net Assets 2020: $556,0632020Assets 2021: $2,485,303Liabilities 2021: $0Net Assets 2021: $2,485,3032021Assets 2022: $2,376,838Liabilities 2022: $0Net Assets 2022: $2,376,8382022Assets 2023: $2,273,099Liabilities 2023: $0Net Assets 2023: $2,273,0992023Assets 2024: $2,262,262Liabilities 2024: $5,000Net Assets 2024: $2,257,2622024

Highlighted filing

2024

Assets$2,262,262
Liabilities$5,000
Net Assets$2,257,262
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $14,030Expenses 2011: $71,533Net Income 2011: -$57,5032011Expenses 2012: $141,1062012Revenue 2013: $73,153Expenses 2013: $57,506Net Income 2013: $15,6472013Revenue 2014: $105,960Expenses 2014: $54,780Net Income 2014: $51,1802014Revenue 2015: $40,577Expenses 2015: $41,205Net Income 2015: -$6282015Revenue 2016: $120,888Expenses 2016: $44,447Net Income 2016: $76,4412016Revenue 2017: $47,598Expenses 2017: $50,362Net Income 2017: -$2,7642017Revenue 2018: $26,018Expenses 2018: $49,896Net Income 2018: -$23,8782018Revenue 2019: $68,996Expenses 2019: $45,744Net Income 2019: $23,2522019Revenue 2020: $48,738Expenses 2020: $70,517Net Income 2020: -$21,7792020Revenue 2021: $2,092,901Expenses 2021: $163,385Net Income 2021: $1,929,5162021Revenue 2022: $83,943Expenses 2022: $193,731Net Income 2022: -$109,7882022Revenue 2023: $92,716Expenses 2023: $196,614Net Income 2023: -$103,8982023Revenue 2024: $191,313Expenses 2024: $212,161Net Income 2024: -$20,8482024

Highlighted filing

2024

Revenue$191,313
Expenses$212,161
Net Income-$20,848
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,262,262
Liabilities
$5,000
Net assets
$2,257,262
Revenue
$191,313
Expenses
$212,161
Net income
-$20,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.26$0.19$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.09$0.20$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.08$0.19$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$2.09$0.16$1.93
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.07$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.03$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.12$0.04$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.11$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.07$0.06$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.14
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.01$0.07$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS W FELLERTrustee-$0--
BARBARA R FELLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Feller Family Charitable
EIN
02-6113705
Phone
6177238200
Address
CO FPW 201 WASHINGTON ST FL 11, BOSTON, MA 02108

Signing Officer

Name
Thomas W Feller
Title
Trustee
Phone
6177238200
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
201 WASHINGTON ST 11TH FLOOR, BOSTON, MA 02108
Preparer
Cheryl L Stelljes
Phone
6177238200
Raw XML AppendixShowing 400 of 807 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2124966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3179802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt553920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt643843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt753506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt950225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1014768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1143920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1350812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1434971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1555218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1660063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17200563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1852498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1916949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2053088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2149822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2350555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2452163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25136505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2742735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2840484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2958793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3067109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3174371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3276384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3339961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3456815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3528490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3652800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3729886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt389689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3958815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4038432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt028143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2219588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt549581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt661561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt780050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt834400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt958589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1021755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1153591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1369135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1452196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1552251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1660129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17288850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18118328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1921669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2058614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2174040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2236860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2374088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2458594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25277768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2626035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2770393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2843670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2962345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3082925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3188854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3272969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33116613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3485632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3551948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3657028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3763400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3843504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3957819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4060405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41273412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMENTUM HOLDINGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN HOMES 4 RENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARAMARK COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AUTOZONE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BJS WHSL CLUB HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CACI INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CDW CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES TRUST CORE MSCI TOTAL INTL STK E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JACOBS ENERGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KKK & CO LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SUNCOR ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VEEVA SYS INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VERTEX PHARMACEUTCLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WATERS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY ADVISOR INTL SMALL CAP CL Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt023054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt051798
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0139515
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0191313
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0191313
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0386183
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0176500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0176500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt051798
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20848
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0681021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0139515
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0404157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030521
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030521
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01486
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0176500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0212161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0436164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0191313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032007
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt518769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt66959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt714563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt873979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt976701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt106315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1214903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt343397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt641216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt723975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8141982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9105595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1020135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt343397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-4417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt641216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt723975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8141982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9105595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1020135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt218933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt356342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt648175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt738538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8215961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9182296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1026450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1112980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1217674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CVS HEALTH CORPORATION COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MCKESSON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AIRBNB INC COM CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALPHABET INC CAP STKCL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CVS HEALTH CORPORATION COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6INTUIT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JACOBS SOLUTIONS INCCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LOWES COMPANIES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NXP SEMICONDUCTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10UNITED RENTALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VERTEX PHARMACEUTICALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VESTIS CORPORATION COM SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0386183
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20848
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05011
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02257262
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02273099
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02257262
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0165947
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0165947
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0165947
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171565
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05618
IRS990PF/DistributableAmountGrp/TotalTaxAmt05618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02800
IRS990PF/FMVAssetsEOYAmt03538311
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02273099
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02257262
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0139106
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0111203
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0111203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02113483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02130549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03404054
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020510
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt020510
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023054
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02273099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02262262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03538311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02273099
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02262262
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02273099
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02257262
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03483554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0147294
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03336260
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052253
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171565
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03431301
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03483554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS W FELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA R FELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt027 MERRYMEETING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt127 MERRYMEETING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MERRIMACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MERRIMACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd003054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd103054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0176500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0176500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN T SADLER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.