Civic Intelligence

Dedham Institution for Savings Foundationa

990PF • Fiscal year 2018 • EIN 04-3423462

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

Organization Profile
45 School St 5th FloorBoston, MA 02108-3204

(781) 461-0163

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,825,943

Up $47,068 (+1.7%) from 2017

Net Assets

Up

$2,825,943

Up $47,068 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin69th percentile

Revenue

Down

$320,760

Down $1,026,442 (-76%) from 2017

Expenses

Down

$273,692

Down $14,229 (-4.9%) from 2017

Net Income

Down

$47,068

Down $1,012,213 (-96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,946,667Liabilities 2011: $02011Assets 2012: $1,897,226Liabilities 2012: $02012Assets 2013: $1,806,137Liabilities 2013: $02013Assets 2014: $1,952,796Liabilities 2014: $02014Assets 2015: $1,783,960Liabilities 2015: $02015Assets 2017: $2,778,875Liabilities 2017: $0Net Assets 2017: $2,778,8752017Assets 2018: $2,825,943Liabilities 2018: $0Net Assets 2018: $2,825,9432018Assets 2019: $3,470,100Liabilities 2019: $0Net Assets 2019: $3,470,1002019Assets 2020: $3,222,039Liabilities 2020: $0Net Assets 2020: $3,222,0392020Assets 2021: $3,099,618Liabilities 2021: $0Net Assets 2021: $3,099,6182021Assets 2022: $3,113,204Liabilities 2022: $0Net Assets 2022: $3,113,2042022Assets 2023: $2,802,395Liabilities 2023: $0Net Assets 2023: $2,802,3952023Assets 2024: $2,831,374Liabilities 2024: $0Net Assets 2024: $2,831,3742024

Highlighted filing

2018

Assets$2,825,943
Liabilities$0
Net Assets$2,825,943
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $61,351Expenses 2011: $334,285Net Income 2011: -$272,9342011Revenue 2012: $171,072Expenses 2012: $228,094Net Income 2012: -$57,0222012Revenue 2013: $120,034Expenses 2013: $213,797Net Income 2013: -$93,7632013Revenue 2014: $430,612Expenses 2014: $284,805Net Income 2014: $145,8072014Revenue 2015: $97,839Expenses 2015: $266,798Net Income 2015: -$168,9592015Revenue 2017: $1,347,202Expenses 2017: $287,921Net Income 2017: $1,059,2812017Revenue 2018: $320,760Expenses 2018: $273,692Net Income 2018: $47,0682018Revenue 2019: $1,143,982Expenses 2019: $499,825Net Income 2019: $644,1572019Revenue 2020: $163,840Expenses 2020: $411,901Net Income 2020: -$248,0612020Revenue 2021: $336,476Expenses 2021: $458,897Net Income 2021: -$122,4212021Revenue 2022: $331,368Expenses 2022: $317,782Net Income 2022: $13,5862022Revenue 2023: $274,680Expenses 2023: $585,489Net Income 2023: -$310,8092023Revenue 2024: $472,044Expenses 2024: $443,065Net Income 2024: $28,9792024

Highlighted filing

2018

Revenue$320,760
Expenses$273,692
Net Income$47,068
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM G GOTHORPETrustee-$0--
JUANITA ALLEN KINGSLEYTrusteePT$0--
THOMAS J FILBINTrustee-$0--
GERARD R LAVOIETrustee-$0--
PETER G BROWNTrusteePT$0--
ROBERT B HANSONTrusteePT$0--
DEAN P PLAKIASTrusteePT$0--
MARGOT C PYLETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Dedham Institution for Savings Foundation
EIN
04-3423462
Phone
7814610163
Address
45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3204

Signing Officer

Name
Mark Ingalls
Title
Trustee
Phone
7814610163
Signed
2019-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Welch & Forbes LLC
Address
45 SCHOOL STREET, BOSTON, MA 02108-3204
Preparer
Wayne R Kurpiel
Phone
6175231635
Raw XML AppendixShowing 400 of 898 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/Amt03600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BECTON DICKINSON NT 11/8/11 3.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CVS HEALTH CO NT 12/5/13 2.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CAPITAL ONE SR 4/24/14 2.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3EBAY INC NT 7/28/14 2.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FISERV INC NT 5/22/15 2.7%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5KENNAMETAL INC NT 11/7/12 2.65
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6WALGREEN CO SR NT DTD 9/13/12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7TORONTO DOMINION BANK DTD 6/12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8UNITED PARCEL SERVICE DTD 11/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049965
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150063
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt249522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt349564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550067
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650239
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049313
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249302
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt349629
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt448775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt550205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt650410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt531683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt714988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt934176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1068550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1229220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1338703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1419181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1535594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1624083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1795722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1826481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1930128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2026728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2122537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2326438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2431518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2529762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2625460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2726905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2827099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2933720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3019985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3115666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3231415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3329293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3423272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3532107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3631300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3745189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt045560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt378672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt467596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt552416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt662730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt761872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt873675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt927276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1064350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1140596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1244094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1334101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1434744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1539487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1664525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1755040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1871028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1961128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2056558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2181256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2286083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2366288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2473536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2545528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2639978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2728864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2862700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2939776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3063888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3116258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3264512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3313366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3425836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3551325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3630984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3735922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CAPITAL ONE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FIRST TR NORTH AMER ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14IBM COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15IRON MTN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES IBOXX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES 1-3 YEAR CR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KAYNE ANDERSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22METTLER TOLEDO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ROPER TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33TORONTO DOMINION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34UNITED TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VANGUARD INTERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CHUBB LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES S/T CORP BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STANLEY BLACK & DECKER INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt062224
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt059059
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01346
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0197731
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0320360
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0320360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059059
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0243670
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0243670
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt059344
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062224
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt047068
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0311049
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01346
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01346
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0288287
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0-500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0-1347
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0197492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0197731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025610
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0243670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0273692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0317241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0320760
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028954
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030022
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72007-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82007-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92005-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt713789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt813789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt911100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1015299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt619372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt719114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt819322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt619372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt719114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt819322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt733161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt832903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050000. CVS HEALTH CORPORATION NOTE DTD 12/05/2013 2.25% 12/05/2018-201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1400. CAPITAL ONE FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150. ISHARES IBOXX $ INVST GRADE CRP BOND (MK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100. ISHARES IBOXX $ INVST GRADE CRP BOND (MK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150. ISHARES SHORT-TERM CORPORATE BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5300. ISHARES SHORT-TERM CORPORATE BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650000. KENNAMETAL INC SR NT DTD 11/07/2012 2.65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200. PRAXAIR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200. PRAXAIR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9500. STERICYCLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200. VANGUARD INTERMEDIATE-TERM BOND ETF (MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100. VANGUARD INTERMEDIATE-TERM BOND ETF (MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt047068
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02825943
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02778875
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02825943
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0183319
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0183319
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0183319
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0189085
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05766
IRS990PF/DistributableAmountGrp/TotalTaxAmt05766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01740
IRS990PF/FMVAssetsEOYAmt03706919
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02778875
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02825943
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt077921
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0183099
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0183099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0350371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0350158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0347554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01189713
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01097783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01981363
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01079274
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0957902
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0957902
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt081596
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0237001
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0237001
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02778875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02825943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03706919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02778875
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02825943
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02778875
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02825943
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03839289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0264485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02572128
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057589
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01002676
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0189085
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03781700
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03839289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM G GOTHORPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUANITA ALLEN KINGSLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS J FILBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GERARD R LAVOIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PETER G BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT B HANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DEAN P PLAKIAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MARGOT C PYLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015 VALENTINE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1165 HIGHLAND STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt255 ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt320 FAIRFIELD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4TWO CRESTVIEW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt511 LONGLEY ROAD UNIT H2

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,825,943
Liabilities
$0
Net assets
$2,825,943
Revenue
$320,760
Expenses
$273,692
Net income
$47,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.47$0.44$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.27$0.59$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.33$0.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.34$0.46$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.16$0.41$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$1.14$0.50$0.64
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.32$0.27$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$1.35$0.29$1.06
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.10$0.27$0.17
2014Summary only. Only limited summary data is available for this year.$1.95$0.00$0.43$0.28$0.15
2013Summary only. Only limited summary data is available for this year.$1.81$0.00$0.12$0.21$0.09
2012Summary only. Only limited summary data is available for this year.$1.90$0.00$0.17$0.23$0.06
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$0.06$0.33$0.27