Civic Intelligence

Tamarack Foundation

990PF • Fiscal year 2018 • EIN 04-6027800

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
Woodstock Svcs 101 Arch St No 1000Boston, MA 02110

(617) 227-0600

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

61st percentile

4.0%

Faster asset growth than 61% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$787,314

Up $30,211 (+4.0%) from 2017

Net Assets

Up

$787,314

Up $30,211 (+4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin77th percentile

Revenue

Up

$137,862

Up $44,004 (+47%) from 2017

Expenses

Up

$107,646

Up $11,368 (+12%) from 2017

Net Income

Up

$30,216

Up $32,636 (+1349%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $779,398Liabilities 2011: $02011Assets 2012: $774,121Liabilities 2012: $02012Assets 2013: $777,024Liabilities 2013: $0Net Assets 2013: $777,0242013Assets 2014: $788,563Liabilities 2014: $0Net Assets 2014: $788,5632014Assets 2015: $778,521Liabilities 2015: $0Net Assets 2015: $778,5212015Assets 2016: $759,524Liabilities 2016: $0Net Assets 2016: $759,5242016Assets 2017: $757,103Liabilities 2017: $0Net Assets 2017: $757,1032017Assets 2018: $787,314Liabilities 2018: $0Net Assets 2018: $787,3142018Assets 2019: $782,326Liabilities 2019: $0Net Assets 2019: $782,3262019Assets 2020: $785,642Liabilities 2020: $0Net Assets 2020: $785,6422020Assets 2021: $790,782Liabilities 2021: $0Net Assets 2021: $790,7822021Assets 2022: $792,976Liabilities 2022: $0Net Assets 2022: $792,9762022Assets 2023: $802,348Liabilities 2023: $0Net Assets 2023: $802,3482023Assets 2024: $1,200,184Liabilities 2024: $0Net Assets 2024: $1,200,1842024

Highlighted filing

2018

Assets$787,314
Liabilities$0
Net Assets$787,314
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $108,843Expenses 2011: $101,665Net Income 2011: $7,1782011Revenue 2012: $129,350Expenses 2012: $134,627Net Income 2012: -$5,2772012Revenue 2013: $167,686Expenses 2013: $164,784Net Income 2013: $2,9022013Revenue 2014: $220,932Expenses 2014: $209,394Net Income 2014: $11,5382014Revenue 2015: $178,861Expenses 2015: $188,903Net Income 2015: -$10,0422015Revenue 2016: $134,492Expenses 2016: $153,490Net Income 2016: -$18,9982016Revenue 2017: $93,858Expenses 2017: $96,278Net Income 2017: -$2,4202017Revenue 2018: $137,862Expenses 2018: $107,646Net Income 2018: $30,2162018Revenue 2019: $109,204Expenses 2019: $113,514Net Income 2019: -$4,3102019Revenue 2020: $116,383Expenses 2020: $113,067Net Income 2020: $3,3162020Revenue 2021: $115,954Expenses 2021: $110,814Net Income 2021: $5,1402021Revenue 2022: $101,270Expenses 2022: $99,069Net Income 2022: $2,2012022Revenue 2023: $110,233Expenses 2023: $100,861Net Income 2023: $9,3722023Revenue 2024: $558,500Expenses 2024: $160,661Net Income 2024: $397,8392024

Highlighted filing

2018

Revenue$137,862
Expenses$107,646
Net Income$30,216
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H DARLINGTrustee-$0--
HENRY P PHIPPENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tamarack Foundation
EIN
04-6027800
Phone
6172270600
Address
WOODSTOCK SVCS 101 ARCH ST NO 1000, BOSTON, MA 02110

Signing Officer

Name
Henry P Phippen
Title
Trustee
Phone
6172270600
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Woodstock Services Company LLC
Address
101 ARCH STREET SUITE 1000, BOSTON, MA 02110
Preparer
Thomas J Lespasio
Phone
6172270600
Raw XML AppendixShowing 400 of 1,187 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/Amt05000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01667
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03333
DistributionFromCorpusElection/ElectionDesc0TAMARACK FOUNDATION 04-6027800 ATTACHMENT TO FORM 990 PF 2018 IN ACCORDANCE WITH SECTIONS 4942 (H)(2) AND REG.53.4942(A)-3(C)(2) OF THE IRC OF 1986 AS AMENDED, TAMARACK FOUNDATION HEREBY ELECTS TO TREAT CERTAIN CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE FROM CORPUS. IN 2018 THE FOUNDATION RECEIVED $132,979 IN CONTRIBUTIONS OF CASH AND SECURITIES FROM INDIVIDUALS. THE FOUNDATION'S DISTRIBUTABLE AMOUNT FOR 2018 WAS $41,618. THE FOUNDATION MADE QUALIFYING DISTRIBUTIONS IN 2018 IN THE AMOUNT OF $101,299 DISTRIBUTIONS OUT OF CORPUS (TO WHICH THIS ELECTION APPLIES) WITH RESPECT TO 2018 CONTRIBUTIONS RECEIVED TO SATISFY THE REQUIREMENTS OF SECTION 170 (B)(1)(F) AND 4942 (G)(3) WERE $101,299. THE AMOUNT OF QUALIFYING DISTRIBUTIONS APPLIED TO THE 2018 DISTRIBUTABLE AMOUNT TOTALED $0. EXCESS DISTRIBUTION CARRYOVER APPLIED TO THE 2018 DISTRIBUTABLE AMOUNT TOTALED $41,618. EXCESS DISTRIBUTIONS CARRYOVER TO 2019 TOTALED $422,170.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2710342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt191096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15 SHS STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm215 SHS BP PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm320 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm410 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55 SHS MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm744 SHS PORCUPINE LAND ASSOC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm815 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95 SHS O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1015 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115 SHS UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137 SHS BERKSHIRE HATHAWAY INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143 SHS INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1511 SHS CHUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1611 SHS ABBOTT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1710 SHS ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm188 SHS APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1910 SHS DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2010 SHS ECOLAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm215 SHS EMERSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2210 SHS FISERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2312 SHS FORTINET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm248 SHS IDEXX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm258 SHS ILLINOIS TOOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2610 SHS JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2770 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm285 SHS LIGAND PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm297 SHS LINCOLN NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303 SHS MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3122 SHS ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3210 SHS PNC FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm334 SHS PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm347 SHS WALGREENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3530 SHS BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0739915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NORTHWESTERN MUTUAL LIFE INS. POLICY-500M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0879100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0504
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04379
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04883
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04883
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03333
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0100259
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt098800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt098800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0132979
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt030216
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0111756
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04379
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt095837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02390
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0101299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0107646
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0100763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0137862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02499
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04926
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01972-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11972-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31961-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41961-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51951-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91981-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101981-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121997-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt98612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1016039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1211026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt810890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1211026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1213373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0203 SHS ABBVIE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc190 SHS ABBVIE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc214 SHS CISCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3115 SHS COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4230 SHS COCA COLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc539 SHS GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625 SHS HANESBRAND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73 SHS IDEXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc822 SHS INTUITIVE SURGICAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc960 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10110 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc118 SHS MERCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12120 SHS MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310 SHS O'REILLY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1493 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1510 SHS PEPSICO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161 SH BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0100259
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt030216
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0787319
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0757103
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0787314
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt041618
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt041618
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt041618
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043535
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01917
IRS990PF/DistributableAmountGrp/TotalTaxAmt01917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01720
IRS990PF/FMVAssetsEOYAmt0924910
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0757103
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0787314
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0373
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0372
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt042100
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt040511
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0739915
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0739915
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0879100
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0757103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0787314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0924910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0757103
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0787314
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0757103
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0787314
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0883954
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03864
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0880090
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013259
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043535
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0870695
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0883954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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/PersonNm0WILLIAM H DARLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HENRY P PHIPPEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0AGAWAM TRUST MGMT101 ARCH ST STE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1AGAWAM TRUST MGMT 101 ARCH ST STE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0158300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt086073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0143755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0176433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0196854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0153525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.181809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.107887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.175680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.209009

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
$787,314
Liabilities
$0
Net assets
$787,314
Revenue
$137,862
Expenses
$107,646
Net income
$30,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.56$0.16$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.11$0.10$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.10$0.10$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.12$0.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.14$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.09$0.10$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.13$0.15$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.18$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.22$0.21$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.78$0.00$0.78$0.17$0.16$0.00
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.13$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.11$0.10$0.01