Civic Intelligence

Bristol County Savings Charitable Foundation Inc

EIN 04-3332966 • Taunton, MA

35 BroadwayTaunton, MA 02780
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

$10M-$25M nonprofits • Source year 2022

Asset Growth

55th percentile

5.4%

Faster asset growth than 55% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2249%

Faster revenue growth than 99% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$21,497,737

Up $1,102,262 (+5.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$21,497,737

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$7,499,548

Up $7,180,322 (+2249%) from 2023

Expenses

Up

$2,399,080

Up $2,327,080 (+3232%) from 2023

Net Income

Up

$5,100,468

Up $4,853,242 (+1963%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2011: $7,307,634Liabilities 2011: $0Net Assets 2011: $7,307,6342011Assets 2012: $6,988,556Liabilities 2012: $0Net Assets 2012: $6,988,5562012Assets 2013: $7,230,172Liabilities 2013: $0Net Assets 2013: $7,230,1722013Assets 2014: $8,215,249Liabilities 2014: $52,200Net Assets 2014: $8,163,0492014Assets 2015: $9,137,871Liabilities 2015: $166,250Net Assets 2015: $8,971,6212015Assets 2016: $9,894,147Liabilities 2016: $20,000Net Assets 2016: $9,874,1472016Assets 2017: $14,113,046Liabilities 2017: $0Net Assets 2017: $14,113,0462017Assets 2018: $12,711,990Liabilities 2018: $0Net Assets 2018: $12,711,9902018Assets 2019: $14,243,024Liabilities 2019: $0Net Assets 2019: $14,243,0242019Assets 2020: $16,784,937Liabilities 2020: $25,000Net Assets 2020: $16,759,9372020Assets 2021: $24,881,261Liabilities 2021: $9,5002021Assets 2022: $17,799,485Liabilities 2022: $0Net Assets 2022: $17,799,4852022Assets 2023: $20,395,475Liabilities 2023: $12023Assets 2024: $21,497,737Liabilities 2024: $0Net Assets 2024: $21,497,7372024

Highlighted filing

2024

Assets$21,497,737
Liabilities$0
Net Assets$21,497,737
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,049,1392011Expenses 2012: $1,174,1952012Expenses 2013: $1,328,7032013Revenue 2014: $3,036,114Expenses 2014: $1,440,938Net Income 2014: $1,595,1762014Revenue 2015: $4,503,290Expenses 2015: $1,731,475Net Income 2015: $2,771,8152015Revenue 2016: $4,259,363Expenses 2016: $1,696,874Net Income 2016: $2,562,4892016Revenue 2017: $6,594,793Expenses 2017: $1,905,666Net Income 2017: $4,689,1272017Revenue 2018: $1,285,772Expenses 2018: $2,032,449Net Income 2018: -$746,6772018Revenue 2019: $6,426,270Expenses 2019: $2,075,062Net Income 2019: $4,351,2082019Revenue 2020: $5,133,523Expenses 2020: $2,362,469Net Income 2020: $2,771,0542020Revenue 2021: $13,039,492Expenses 2021: $2,518,023Net Income 2021: $10,521,4692021Revenue 2022: -$707,070Expenses 2022: $2,584,936Net Income 2022: -$3,292,0062022Revenue 2023: $319,226Expenses 2023: $72,000Net Income 2023: $247,2262023Revenue 2024: $7,499,548Expenses 2024: $2,399,080Net Income 2024: $5,100,4682024

Highlighted filing

2024

Revenue$7,499,548
Expenses$2,399,080
Net Income$5,100,468
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$21,497,737
Liabilities
$0
Net assets
$21,497,737
Revenue
$7,499,548
Expenses
$2,399,080
Net income
$5,100,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$7.50$2.40$5.10
2023Summary only. Only limited summary data is available for this year.$20.4$0.00$0.32$0.07$0.25
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.71$2.58$3.29
2021Summary only. Only limited summary data is available for this year.$24.9$0.01$13.0$2.52$10.5
2020Detailed filing. Detailed filing data is available for this year.$16.8$0.03$16.8$5.13$2.36$2.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$6.43$2.08$4.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$1.29$2.03$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$6.59$1.91$4.69
2016Detailed filing. Detailed filing data is available for this year.$9.89$0.02$9.87$4.26$1.70$2.56
2015Detailed filing. Detailed filing data is available for this year.$9.14$0.17$8.97$4.50$1.73$2.77
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.05$8.16$3.04$1.44$1.60
2013Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.33
2012Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$1.17
2011Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Sep 14, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E DENNIS KELLY JRChairman-$0--
PATRICK J MURRAY JRPresident-$0--
DENNIS F LEAHYTreasurer-$0--
MICHELE L ROBERTSClerk-$0--
CHARLES W CEDERBERGTrustee-$0--
MAUREEN CODYTrustee-$0--
CHERYL GOUVEIATrustee-$0--
RUSSEL F MARTORANATrustee-$0--
EDWARD P PARISEAU JRTrustee-$0--
JEANNE QUINNTrustee-$0--
LOUIS M RICCIARDITrustee-$0--
FRANK TEIXEIRATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bristol County Savings Charitable
EIN
04-3332966
Phone
5088285420
Address
35 BROADWAY, TAUNTON, MA 02780

Signing Officer

Name
Dennis Leahy
Title
Treasurer
Phone
5088285420
Signed
2023-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Al Cappelloni
Phone
6179129000
Raw XML AppendixShowing 400 of 2,235 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/Amt07140
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03570
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03570
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt03000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-10-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0GENERAL SUPPORT AND GIFT GIVING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0REPORT IS IN PROCESS AND IS FORTHCOMING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0FLOOR 8 - ONE WASHINGTON MALL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd0021083906
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16351542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17381984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18447762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19322061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20332204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21281271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22277567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23334141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24276240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25364968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26256651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27442334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28378294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29328699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30253759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31302910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32222295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33254843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34209037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMTEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BECTON DICKINSON & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVERON CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GALLAGHER ARTHUR J & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MP MATERIALS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NEXTERA ENERGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PESPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PERKINELMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SCHWAB CHARLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ACCENTURE PLC IRELAND SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LINDE PLC SHS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0385984
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0385984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0347644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1531741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2263995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3258369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PROLOGIS INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO S&P 500 EQUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES TR RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR CONSUMER STAPLES SELECT SECTOR FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0347644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1531741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2263995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3258369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0283208
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1010278
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CITC TAX CREDIT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt020000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-707070
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-707070
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07140
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02345482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02345482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0283208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0283208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3292006
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023095915
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1010278
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0177324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0102219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0102219
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02349052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0105884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02584936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0283208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-707070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0105884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0239454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019544042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14560520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1486113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1475362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1486113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1475362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018057929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15035882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1010278
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3292006
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03780270
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021579755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024871761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017799485
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0956158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0956158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0956158
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0958623
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02465
IRS990PF/DistributableAmountGrp/TotalTaxAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0105859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0103394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0103394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0105859
IRS990PF/FMVAssetsEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017423
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09828
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051887
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04387888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04387888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015524562
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011261796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011261796
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt09500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09079351
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01401749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01401749
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024871761
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0208038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0352240
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0352240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024881261
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024881261
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024871761
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0385984
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0385984
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019464423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0242090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019222333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0291966

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