Civic Intelligence

Henry P Kendall Foundation

EIN 04-6029103 • Marion, MA

View Organization Page

PO Box 70Marion, MA 02738
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.02x

Higher debt load relative to revenue than 21% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$540,979

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

$50M-$100M nonprofits • Source year 2022

Asset Growth

50th percentile

5.4%

Faster asset growth than 50% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

89%

Faster revenue growth than 90% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$96,901,010

Up $4,928,342 (+5.4%) from 2023

Liabilities

Up

$90,421

Up $48,351 (+115%) from 2023

Net Assets

Up

$96,810,589

Up $4,879,991 (+5.3%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Up

$3,840,514

Up $1,808,726 (+89%) from 2023

Expenses

Down

$5,771,350

Down $93,648 (-1.6%) from 2023

Net Income

Up

-$1,930,836

Up $1,902,374 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150M$100M$50M$0Assets 2010: $79,102,919Liabilities 2010: $131Net Assets 2010: $79,102,7882010Assets 2011: $75,184,159Liabilities 2011: $5,026Net Assets 2011: $75,179,1332011Assets 2012: $79,815,633Liabilities 2012: $33,6572012Assets 2013: $86,092,855Liabilities 2013: $558,015Net Assets 2013: $85,534,8402013Assets 2014: $96,820,803Liabilities 2014: $1,459Net Assets 2014: $96,819,3442014Assets 2015: $85,690,815Liabilities 2015: $32,671Net Assets 2015: $85,658,1442015Assets 2016: $87,313,885Liabilities 2016: $31,305Net Assets 2016: $87,282,5802016Assets 2017: $96,497,310Liabilities 2017: $30,588Net Assets 2017: $96,466,7222017Assets 2018: $84,829,524Liabilities 2018: $31,277Net Assets 2018: $84,798,2472018Assets 2019: $94,326,986Liabilities 2019: $30,567Net Assets 2019: $94,296,4192019Assets 2020: $99,878,743Liabilities 2020: $30,868Net Assets 2020: $99,847,8752020Assets 2021: $107,859,767Liabilities 2021: $30,712Net Assets 2021: $107,829,0552021Assets 2022: $85,868,743Liabilities 2022: $68,784Net Assets 2022: $85,799,9592022Assets 2023: $91,972,668Liabilities 2023: $42,070Net Assets 2023: $91,930,5982023Assets 2024: $96,901,010Liabilities 2024: $90,421Net Assets 2024: $96,810,5892024

Highlighted filing

2024

Assets$96,901,010
Liabilities$90,421
Net Assets$96,810,589
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $1,195,0862010Expenses 2011: $3,050,9992011Revenue 2012: $1,364,707Expenses 2012: $4,699,279Net Income 2012: -$3,334,5722012Revenue 2013: $5,095,509Expenses 2013: $4,423,106Net Income 2013: $672,4032013Revenue 2014: $20,798,712Expenses 2014: $4,830,781Net Income 2014: $15,967,9312014Revenue 2015: -$1,742,703Expenses 2015: $4,877,626Net Income 2015: -$6,620,3292015Revenue 2016: $1,447,873Expenses 2016: $4,800,671Net Income 2016: -$3,352,7982016Revenue 2017: $4,500,510Expenses 2017: $4,695,266Net Income 2017: -$194,7562017Revenue 2018: $5,378,296Expenses 2018: $5,611,882Net Income 2018: -$233,5862018Revenue 2019: $3,439,837Expenses 2019: $5,852,620Net Income 2019: -$2,412,7832019Revenue 2020: $1,803,297Expenses 2020: $4,555,179Net Income 2020: -$2,751,8822020Revenue 2021: $6,744,904Expenses 2021: $5,358,232Net Income 2021: $1,386,6722021Revenue 2022: $16,619,397Expenses 2022: $6,361,333Net Income 2022: $10,258,0642022Revenue 2023: $2,031,788Expenses 2023: $5,864,998Net Income 2023: -$3,833,2102023Revenue 2024: $3,840,514Expenses 2024: $5,771,350Net Income 2024: -$1,930,8362024

Highlighted filing

2024

Revenue$3,840,514
Expenses$5,771,350
Net Income-$1,930,836
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$96,901,010
Liabilities
$90,421
Net assets
$96,810,589
Revenue
$3,840,514
Expenses
$5,771,350
Net income
-$1,930,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$96.9$0.09$96.8$3.84$5.77$1.93
2023Detailed filing. Detailed filing data is available for this year.$92.0$0.04$91.9$2.03$5.86$3.83
2022Detailed filing. Detailed filing data is available for this year.$85.9$0.07$85.8$16.6$6.36$10.3
2021Detailed filing. Detailed filing data is available for this year.$108$0.03$108$6.74$5.36$1.39
2020Detailed filing. Detailed filing data is available for this year.$99.9$0.03$99.8$1.80$4.56$2.75
2019Detailed filing. Detailed filing data is available for this year.$94.3$0.03$94.3$3.44$5.85$2.41
2018Detailed filing. Detailed filing data is available for this year.$84.8$0.03$84.8$5.38$5.61$0.23
2017Detailed filing. Detailed filing data is available for this year.$96.5$0.03$96.5$4.50$4.70$0.19
2016Detailed filing. Detailed filing data is available for this year.$87.3$0.03$87.3$1.45$4.80$3.35
2015Detailed filing. Detailed filing data is available for this year.$85.7$0.03$85.7$1.74$4.88$6.62
2014Detailed filing. Detailed filing data is available for this year.$96.8$0.00$96.8$20.8$4.83$16.0
2013Detailed filing. Detailed filing data is available for this year.$86.1$0.56$85.5$5.10$4.42$0.67
2012Summary only. Only limited summary data is available for this year.$79.8$0.03$1.36$4.70$3.33
2011Detailed filing. Detailed filing data is available for this year.$75.2$0.01$75.2$3.05
2010Detailed filing. Detailed filing data is available for this year.$79.1$0.00$79.1$1.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW W KENDALLTrustee/Executive DirectorFT$536,749$53,779$590,528
JOHN P KENDALLTrustee-$0--
PHOEBE S WINDERTrustee-$0--
KENNETH F MEYERSTrustee-$0--
TORE C NELSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Henry P Kendall Foundation
EIN
04-6029103
Phone
6179512555
Address
PO BOX 70, MARION, MA 02738

Signing Officer

Name
Andrew W Kendall
Title
Trustee
Phone
6179512555
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Darmody Merlino & Co Llp
Address
211 CONGRESS STREET, BOSTON, MA 02110
Preparer
David J Gordon
Phone
6174267300
Raw XML AppendixShowing 400 of 1,345 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261077514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-43005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-11464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5212134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt721399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-2592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1186976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1322622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1816176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-148214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-41052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt239338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt261077514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt586976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt722622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1016176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11139760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211620924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13407204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14902318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1534294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161077514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CRESCENT DIRECT LENDING - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1IR&M CORE BOND FUND II - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2IR&M CORE BOND FUND II - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3IR&M SHORT FUND - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4IR&M SHORT FUND - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HEITMAN AMERICA REAL ESTATE - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6THOMABRAVO - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GLENDOWER SOF IV - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8INDUSTRY VENTURES X - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9INDUSTRY VENTURES X - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CVI CREDIT VALUE FUND - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DALFEN LAST MILE INDUSTRIAL FUND - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12INDUSTRY VENTURES IX - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13INDUSTRY VENTURES IX - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14IPI FUND III-A - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15IPI FUND III-A - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16TRIVE CAPITAL IV - K-1 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17TRIVE CAPITAL IV - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GLENDOWER SOF V - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19ENTERPRISE - K-1 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PUBLICLY TRADED SECURITIES - NORTHERN TRUST - HOUSE ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PUBLICLY TRADED SECURITIES - NORTHERN TRUST - HOUSE ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22PUBLICLY TRADED SECURITIES - NORTHERN TRUST - RANGER SMA ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23PUBLICLY TRADED SECURITIES - NORTHERN TRUST - RANGER SMA ACCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CRESCENT DIRECT LENDING REDEMPTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25DISPOSAL OF COMPUTER EQUIPMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01216813
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1930836
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02999
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06813826
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt096813588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt091930598
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt096810589
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04709777
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04709777
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04709777
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04740959
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031182
IRS990PF/DistributableAmountGrp/TotalTaxAmt031182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0177590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0208772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0177590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0208772
IRS990PF/FMVAssetsEOYAmt096901010
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt042070
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt090421
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0210399
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0176291
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0210399
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0210399
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0493405
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0317867
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0317867
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt089511272
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt094948598
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt094948598
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt071650
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt072088
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0731
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0438
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0438
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt091930598
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt096810589
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt023165
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09925
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09925
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01654025
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01289301
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01289301
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt099360
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0107953
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt099360
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt099360
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05826
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt025122
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt025122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt091972668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt096901010
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt096901010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt042070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt090421
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt091972668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt096901010
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt091930598
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt096810589
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt096263119
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0516170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt095521000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01443947
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0225949
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04740959
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt094819172
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt096263119

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