Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
The Apple Lane Foundation Inc XXX-XX-XXXX
990PF • Fiscal year 2017 • EIN 06-1501640
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Up$7,818,349
Up $112,276 (+1.5%) from 2015
Net Assets
$7,818,349
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$387,061
Down $279,666 (-42%) from 2015
Expenses
Down$527,454
Down $103,653 (-16%) from 2015
Net Income
Down-$140,393
Down $176,013 (-494%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Aug 2, 2019
- Return Version
- 2017v2.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHARLES J DE SIEYES | Pres Director | PT | $0 | - | - |
| DAVID C DE SIEYES | VP Director | PT | $0 | - | - |
| J C DAVID HADDEN | Director | PT | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | DEERFIELD ACADEMY (ANN'L FUND) | FOR ORGANIZATION'S EXEMPT | PC | Deerfield, MA, US | $25,000 |
| Paid Grant | NATURE CONSERVANCY CALIFORNIA CHAPTER | FOR ORGANIZATION'S EXEMPT | PC | San Francisco, CA, US | $18,250 |
| Paid Grant | NAPA VALLEY COLLEGE FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Napa, CA, US | $10,500 |
| Paid Grant | EPILEPSY FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $10,000 |
| Paid Grant | MARINE MAMMAL CONSERVANCY | FOR ORGANIZATION'S EXEMPT | PC | Key Largo, FL, US | $10,000 |
| Paid Grant | FALMOUTH EDUCATION FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | FALMOUTH, MA, US | $10,000 |
| Paid Grant | PROJECT FEED | FOR ORGANIZATIONS EXEMPT | PC | Portland, ME, US | $10,000 |
| Paid Grant | THE NATURE CONSERVANCY | FOR ORGANIZATION'S EXEMPT | PC | BRUNSWICK, ME, US | $10,000 |
| Paid Grant | NORTHFIELD MOUNT HERMON SCHOOL | FOR ORGANIZATION'S EXEMPT | PC | Mount Hermon, MA, US | $7,000 |
| Paid Grant | NAPA HUMANE SOCIETY | FOR ORGANIZATION'S EXEMPT | PC | Napa, CA, US | $5,376 |
| Paid Grant | EPILEPSY FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Landover, MD, US | $5,000 |
| Paid Grant | FRIENDS OF NORTHSHORE EDUCATION | FOR ORGANIZATION'S EXEMPT | PC | Beverly, MA, US | $5,000 |
| Paid Grant | LAKE FOREST COLLEGE | FOR ORGANIZATION'S EXEMPT | PC | Lake Forest, IL, US | $5,000 |
| Paid Grant | KENTS HILL SCHOOL | FOR ORGANIZATION'S EXEMPT | PC | Kents Hil, ME, US | $5,000 |
| Paid Grant | PEABODY ESSEX MUSEUM | FOR ORGANIZATION'S EXEMPT | PC | Salem, MA, US | $5,000 |
| Paid Grant | PLANNED PARENTHOOD LEAGUE OF MASSACHUSSETS | FOR ORGANIZATION'S EXEMPT | PC | BOSTOM, MA, US | $5,000 |
| Paid Grant | THAYER SCHOOL OF ENGINEERING | FOR ORGANIZATION'S EXEMPT | PC | Hanover, NH, US | $5,000 |
| Paid Grant | WENHAM HISTORICAL ASSOCIATION & MUSEUM | FOR ORGANIZATION'S EXEMPT | PC | Wenham, MA, US | $5,000 |
| Paid Grant | WINDRUSH FARM THERAPEUTIC EQUITATION | FOR ORGANIZATION'S EXEMPT | PC | North Andover, MA, US | $5,000 |
| Paid Grant | FAMILY PLANNING ASSOCIATION OF MAINE | FOR ORGANIZATION'S EXEMPT | PC | AUGUSTA, ME, US | $5,000 |
| Paid Grant | HOSPICE OF SOUTHERN MAINE | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $5,000 |
| Paid Grant | SALVATION ARMY | FOR ORGANIZATIONS EXEMPT | PC | Portland, ME, US | $5,000 |
| Paid Grant | MAINE STATE MUSIC THEATRE | FOR ORGANIZATION'S EXEMPT | PC | Brunswick, ME, US | $5,000 |
| Paid Grant | VITA VERDE NATURE EDUCATION | FOR ORGANIZATION'S EXEMPT | PC | SAN GEORGIA, CA, US | $5,000 |
| Paid Grant | PROCTOR ACADEMY | FOR ORGANIZATION'S EXEMPT | PC | ANDOVER, NH, US | $5,000 |
| Paid Grant | BRIGHAM AND WOMEN'S HOSPITAL | FOR ORGANIZATION'S EXEMPT | PC | BOSTON, MA, US | $5,000 |
| Paid Grant | Alzheimer Foundation of America | FOR ORGANIZATION'S EXEMPT | PC | NEW YORK, NY, US | $5,000 |
| Paid Grant | JANE GOODALL INSTITUTE | FOR ORGANIZATION'S EXEMPT | PC | Silver Spring, MD, US | $5,000 |
| Paid Grant | PLANNED PARENTHOOD SANTA CRUZ | FOR ORGANIZATION'S EXEMPT | PC | Santa Cruz, CA, US | $5,000 |
| Paid Grant | MOUNT GEORGE ELEMENTARY SCHOOL | FOR ORGANIZATION'S EXEMPT | PC | Napa, CA, US | $4,620 |
| Paid Grant | SECOND HARVEST FOOD BANK | FOR ORGANIZATION'S EXEMPT | PC | Watsonville, CA, US | $4,450 |
| Paid Grant | ANCHOR TO WINDWARD INCORPORATED | FOR ORGANIZATION'S EXEMPT | PC | Marblehead, MA, US | $4,000 |
| Paid Grant | CASE WESTERN RESERVE UNIVERSITY (MED) | FOR ORGANIZATION'S EXEMPT | PC | CLEVELAND, OH, US | $4,000 |
| Paid Grant | DOCTORS WITHOUT BORDERS | FOR ORGANIZATION'S EXEMPT | PC | New York, NY, US | $4,000 |
| Paid Grant | FOOD RUNNERS | FOR ORGANIZATION'S EXEMPT | PC | SAN FRANCISCO, CA, US | $4,000 |
| Paid Grant | TRUSTEES OF RESERVATIONS | FOR ORGANIZATION'S EXEMPT | PC | BEVERLY, MA, US | $4,000 |
| Paid Grant | ACCORD FOOD PANTRY | FOR ORGANIZATION'S EXEMPT | PC | S HAMILTON, MA, US | $4,000 |
| Paid Grant | KAZU | FOR ORGANIZATION'S EXEMPT | PC | Seaside, CA, US | $4,000 |
| Paid Grant | HABITAT FOR HUMANITY SANTA CRUZ | FOR ORGANIZATION'S EXEMPT | PC | SANTA CRUZ, CA, US | $3,750 |
| Paid Grant | ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOC - IL | FOR ORGANIZATION'S EXEMPT | PC | CHICAGO, IL, US | $3,000 |
| Paid Grant | CHILDREN'S HOSPITAL CORPORATION | FOR ORGANIZATION'S EXEMPT | PC | BOSTON, MA, US | $3,000 |
| Paid Grant | ESSEX COUNTY TRAIL ASSOCIATION | FOR ORGANIZATION'S EXEMPT | PC | Ipswich, MA, US | $3,000 |
| Paid Grant | HAMILTON TOWN HALL- HAMILTON FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | HAMILTON, MA, US | $3,000 |
| Paid Grant | HAMILTON - WENDHAM EDUCATION FUND | FOR ORGANIZATION'S EXEMPT | PC | S Hamilton, MA, US | $3,000 |
| Paid Grant | MUSEUM OF FINE ARTS | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $3,000 |
| Paid Grant | HEIFER PROJECT INTERNATIONAL | FOR ORGANIZATION'S EXEMPT | PC | Little Rock, AR, US | $3,000 |
| Paid Grant | SOUTHERN MAINE AGENCY OF AGING | FOR ORGANIZATIONS EXEMPT | PC | PORTLAND, ME, US | $3,000 |
| Paid Grant | THE COMMUNITY HOUSE | FOR ORGANIZATION'S EXEMPT | PC | FOREST HILLS, NY, US | $3,000 |
| Paid Grant | SERVICE DOG PROJECT | FOR ORGANIZATION'S EXEMPT | PC | Ipswich, MA, US | $3,000 |
| Paid Grant | CURE (Citizens United in Research for Ep | FOR ORGANIZATION'S EXEMPT | PC | Chicago, IL, US | $3,000 |
| Paid Grant | MITCHELL INSTITUTE | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $3,000 |
| Paid Grant | NATURAL RESOURCES COUNCIL OF MAINE | FOR ORGANIZATION'S EXEMPT | PC | Augusta, ME, US | $3,000 |
| Paid Grant | HABITAT FOR HUMANITY - EAST BAY | FOR ORGANIZATION'S EXEMPT | PC | PORTLAND, ME, US | $2,500 |
| Paid Grant | UNITED WAY OF GREATER PORTLAND | FOR ORGANIZATIONS EXEMPT | PC | PORTLAND, ME, US | $2,500 |
| Paid Grant | THE GLOUCESTER ADVENTURE | FOR ORGANIZATION'S EXEMPT | PC | GLOUCESTER, MA, US | $2,500 |
| Paid Grant | THOROUGHBRED RETIREMENT FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Saratoga Springs, NY, US | $2,500 |
| Paid Grant | OPPORTUNITY ALLIANCE | FOR ORGANIZATION'S EXEMPT | PC | South Portland, ME, US | $2,500 |
| Paid Grant | COMMUNITY FOUNDATION OF SANTA CRUZ | FOR ORGANIZATION'S EXEMPT | PC | APTOS, CA, US | $2,500 |
| Paid Grant | CAPE ANN HABITAT FOR HUMANITY | FOR ORGANIZATION'S EXEMPT | PC | Americus, GA, US | $2,000 |
| Paid Grant | AMERICAN CANCER SOCIETY INC | FOR ORGANIZATION'S EXEMPT | PC | Topsham, ME, US | $2,000 |
| Paid Grant | BEVERLY BOOTSTRAPS FOOD PANTRY | FOR ORGANIZATION'S EXEMPT | PC | Beverly, MA, US | $2,000 |
| Paid Grant | BOSTON BALLET INC | FOR ORGANIZATION'S EXEMPT | PC | BOSTON, MA, US | $2,000 |
| Paid Grant | BROOKWOOD SCHOOL INC | FOR ORGANIZATION'S EXEMPT | PC | Manchester, MA, US | $2,000 |
| Paid Grant | MASSACHUSSETS AUDUBON SOCIETY | FOR ORGANIZATION'S EXEMPT | PC | Natick, MA, US | $2,000 |
| Paid Grant | MASSACHUSSETS SPECIAL OLYMPICS | FOR ORGANIZATION'S EXEMPT | PC | Marlborough, MA, US | $2,000 |
| Paid Grant | NEW ENGLAND AQUARIUM CORPORATION | FOR ORGANIZATION'S EXEMPT | PC | BOSTON, MA, US | $2,000 |
| Paid Grant | NAMI CAPE ANN | FOR ORGANIZATION'S EXEMPT | PC | Gloucester, MA, US | $2,000 |
| Paid Grant | NORTH SHORE UNITED WAY | FOR ORGANIZATION'S EXEMPT | PC | Beverly, MA, US | $2,000 |
| Paid Grant | THE OPEN DOOR OF HOSPITALITY INC | FOR ORGANIZATION'S EXEMPT | PC | Gloucester, MA, US | $2,000 |
| Paid Grant | PINE STREET INN | FOR ORGANIZATION'S EXEMPT | PC | BOSTON, MA, US | $2,000 |
| Paid Grant | CASE WESTERN RESERVE UNIVERSITY (U-GRAD) | FOR ORGANIZATION'S EXEMPT | PC | Cleveland, OH, US | $2,000 |
| Paid Grant | FAMILY CRISIS CENTER | FOR ORGANIZATION'S EXEMPT | PC | PORTLAND, ME, US | $2,000 |
| Paid Grant | FAMILY ICE CENTER ANNUAL FUND | FOR ORGANIZATION'S EXEMPT | PC | FALMOUTH, ME, US | $2,000 |
| Paid Grant | KONBIT SANTE CAP - HAITIEN HEALTH | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $2,000 |
| Paid Grant | STANFORD UNIVERSITY | FOR ORGANIZATIONS EXEMPT | PC | STANFORD, CA, US | $2,000 |
| Paid Grant | PORTLAND SYMPHONY ORCHESTRA | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $2,000 |
| Paid Grant | PORTLAND PUBLIC LIBRARY | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $2,000 |
| Paid Grant | TROUT UNIT - COLDWATER CONSERVATION FUND | FOR ORGANIZATIONS EXEMPT | PC | Arlington, VA, US | $2,000 |
| Paid Grant | VNA HOME HEALTH CARE | FOR ORGANIZATIONS EXEMPT | PC | PORTLAND, ME, US | $2,000 |
| Paid Grant | TH JACKIE ROBINSON FOUNDATION | FOR ORGANIZATIONS EXEMPT | PC | NEW YORK, NY, US | $2,000 |
| Paid Grant | QUEEN OF THE VALLEY MEDICAL CENTER | FOR ORGANIZATION'S EXEMPT | PC | NAPA, CA, US | $2,000 |
| Paid Grant | Y CAMP IN IPSWICH | FOR ORGANIZATION'S EXEPT | PC | Ipswich, MA, US | $2,000 |
| Paid Grant | AFS MAINE AMERICANS ABROAD FUND | FOR ORGANIZATION'S EXEMPT | PC | New York, NY, US | $2,000 |
| Paid Grant | Goodwill Industries of Northern New Engl | FOR ORGANIZATION'S EXEMPT | PC | PORTLAND, ME, US | $2,000 |
| Paid Grant | JOHNNY MILLER CHAP FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | OREM, UT, US | $2,000 |
| Paid Grant | KATE RISLEY FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Northampton, VA, US | $2,000 |
| Paid Grant | TROUT UNLIMITED STEINBECK COUNTRY | FOR ORGANIZATION'S EXEMPT | PC | Carmel Valley, CA, US | $2,000 |
| Paid Grant | GREY BEARS | FOR ORGANIZATION'S EXEMPT | PC | Santa Cruz, CA, US | $2,000 |
| Paid Grant | MONTEREY BAY AQUARIUM FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Monterey, CA, US | $2,000 |
| Paid Grant | AGAWAM COUNCIL | FOR ORGANIZATION'S EXEMPT | PC | HANOVER, MA, US | $1,500 |
| Paid Grant | FARM & WILDERNESS | FOR ORGANIZATION'S EXEMPT | PC | Road Plymouth, VT, US | $1,500 |
| Paid Grant | OXFAM AMERICA | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,500 |
| Paid Grant | WALNUT AVE WOMEN'S CENTER | FOR ORGANIZATION'S EXEMPT | PC | SANTA CRUZ, CA, US | $1,500 |
| Paid Grant | ACTION INC | FOR ORGANIZATION'S EXEMPT | PC | GLOUCHESTER, MA, US | $1,000 |
| Paid Grant | BOSTON SYMPHONY ORCHESTRA | FOR ORGANIZATION'S EXEMPT | PC | BOSTON, MA, US | $1,000 |
| Paid Grant | DAMON RUNYON CANCER RESEARCH FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | New York, NY, US | $1,000 |
| Paid Grant | CITIZEN'S FOR ADEQUATE HOUSING INC | FOR ORGANIZATION'S EXEMPT | PC | Peabody, MA, US | $1,000 |
| Paid Grant | COMMUNITY SERVINGS INC | FOR ORGANIZATION'S EXEMPT | PC | Jamaica Plain, MA, US | $1,000 |
| Paid Grant | DANA FARBER CANCER INSTITUTE | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,000 |
| Paid Grant | GREEN MOUNTAIN HORSE ASSOCIATION | FOR ORGANIZATION'S EXEMPT | PC | Woodstock, VT, US | $1,000 |
| Paid Grant | FRENCH LIBRARY & CULTURAL CENTER | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,000 |
| Paid Grant | MASSACHUSSETS EYE & EAR INFIRMARY | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,000 |
| Paid Grant | HAMILTON HOUSING AUTHORITY | FOR ORGANIZATION'S EXEMPT | PC | Hamilton, MA, US | $1,000 |
| Paid Grant | NATIONAL CHILDREN'S CANCER SOCIETY | FOR ORGANIZATION'S EXEMPT | PC | ST LOUIS, MO, US | $1,000 |
| Paid Grant | NORTH SHORE ELDER SERVICES INC | FOR ORGANIZATION'S EXEMPT | PC | DANVERS, MA, US | $1,000 |
| Paid Grant | NORTH SHORE COMMUNITY COLLEGE FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Danvers, MA, US | $1,000 |
| Paid Grant | SCHOOL'S OUT | FOR ORGANIZATION'S EXEMPT | PC | SOUTH HAMILTON, MA, US | $1,000 |
| Paid Grant | ROSIE'S PLACE | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,000 |
| Paid Grant | JEANNE GEIGER CRISIS CENTER | FOR ORGANIZATION'S EXEMPT | PC | NEWBURYPORT, MA, US | $1,000 |
| Paid Grant | SYLVIA'S HAVEN INC | FOR ORGANIZATION'S EXEMPT | PC | Revere, MA, US | $1,000 |
| Paid Grant | UNITED STATES EQUESTRIAN FEDERATION | FOR ORGANIZATION'S EXEMPT | PC | Lexington, KY, US | $1,000 |
| Paid Grant | WGBH EDUCATIONAL FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,000 |
| Paid Grant | ASPEN HISTORICAL SOCIETY | FOR ORGANIZATION'S EXEMPT | PC | ASPEN, CO, US | $1,000 |
| Paid Grant | ATLANTIC SALMON FEDERATION CONSERVATION | FOR ORGANIZATION'S EXEMPT | PC | Calais, ME, US | $1,000 |
| Paid Grant | COLORADO COLLEGE ANNUAL FUND | FOR ORGANIZATION'S EXEMPT | PC | Colorado Springs, CO, US | $1,000 |
| Paid Grant | GOOD SHEPARD FOOD BANK | FOR ORGANIZATION'S EXEMPT | PC | Auburn, ME, US | $1,000 |
| Paid Grant | IMMIGRANT LEGAL ADVOCACY | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | HEAL THE BAY | FOR ORGANIZATION'S EXEMPT | PC | SANTA MONICA, CA, US | $1,000 |
| Paid Grant | KIVA | FOR ORGANIZATION'S EXEMPT | PC | San Francisco, CA, US | $1,000 |
| Paid Grant | MAINE COAST HERITAGE TRUST | FOR ORGANIZATION'S EXEMPT | PC | Topsham, ME, US | $1,000 |
| Paid Grant | SNOWMASS-WILDCAT FIREFIGHTERS ASSN | FOR ORGANIZATIONS EXEMPT | PC | Snowmass Village, CO, US | $1,000 |
| Paid Grant | SENIORS INDEPENDENT INC | FOR ORGANIZATIONS EXEMPT | PC | Aspen, CO, US | $1,000 |
| Paid Grant | MAINE FARMLAND TRUST | FOR ORGANIZATION'S EXEMPT | PC | Bucksport, ME, US | $1,000 |
| Paid Grant | MMC (ANNUAL FUND) | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | MERCY HOSPITAL (ANNUAL FUND) | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | PORTLAND COMMUNITY FREE CLINIC | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | PORTLAND MUSEUM OF ART (CONTRIBUTI NG/CATEGORY) | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | PORTLAND STAGE COMPANY | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | SURFRIDER FOUNDATION SANTA CRUZ | FOR ORGANIZATIONS EXEMPT | PC | SANTA CRUZ, CA, US | $1,000 |
| Paid Grant | SOCIETY FOR THE PROTECTION NH FORESTS | FOR ORGANIZATIONS EXEMPT | PC | Concord, NH, US | $1,000 |
| Paid Grant | ST FRANCIS OF ASSISI | FOR ORGANIZATIONS EXEMPT | PC | Tallahassee, FL, US | $1,000 |
| Paid Grant | AMERICAN RED CROSS NATIONAL HEADQUARTERS | ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | NORTHEAST HEALTH FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Beverly, MA, US | $1,000 |
| Paid Grant | NORTHEAST ARC | FOR ORGANIZATION'S EXEMPT | PC | DANVERS, MA, US | $1,000 |
| Paid Grant | MY LIFE MY CHOICE | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $1,000 |
| Paid Grant | VFW | FOR ORGNANIZATION'S EXEMPT | PC | Topeka, KS, US | $1,000 |
| Paid Grant | CHARLES M BELISLE SCHOLARSHIP | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | Bridgewell-Sovner Center | FOR ORGANIZATION'S EXEMPT | PC | DANVERS, MA, US | $1,000 |
| Paid Grant | ESSEX COUNTY GREENBELT | FOR ORGANIZATION'S EXEMPT | PC | Essex, MA, US | $1,000 |
| Paid Grant | ST LAWRENCE ARTS CENTER | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $1,000 |
| Paid Grant | TATE HOUSE MUSEUM | FOR ORGANIZATION'S EXEMPT | PC | PORTLAND, ME, US | $1,000 |
| Paid Grant | SPCA OF SANTA CRUZ | FOR ORGANIZATION'S EXEMPT | PC | SANTA CRUZ, CA, US | $1,000 |
| Paid Grant | LAND TRUST OF SANTA CRUZ | FOR ORGANIZATION'S EXEMPT | PC | Santa Cruz, CA, US | $1,000 |
| Paid Grant | PAJARO VALLEY LOAVES AND FISHES | FOR ORGANIZATION'S EXEMPT | PC | Watsonville, CA, US | $1,000 |
| Paid Grant | NATIONAL OUTDOOR LEADERSHIP SCHOOL | FOR ORGANIZATION'S EXEMPT | PC | Lander, WY, US | $750 |
| Paid Grant | MONTSERRAT COLLEGE OF ART | FOR ORGANIZATION'S EXEMPT | PC | Beverly, MA, US | $500 |
| Paid Grant | SUSAN B ANTHONY PROJECT | FOR ORGANIZATION'S EXEMPT | PC | Torrington, CT, US | $500 |
| Paid Grant | WELLSPRING HOUSE INC | FOR ORGANIZATION'S EXEMPT | PC | Gloucester, MA, US | $500 |
| Paid Grant | UNIVERSITY OF ILLINOIS FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Urbana, IL, US | $500 |
| Paid Grant | CENTER FOR GRIEVING CHILDREN | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $500 |
| Paid Grant | SAFE | FOR ORGANIZATIONS EXEMPT | PC | Freeport, ME, US | $500 |
| Paid Grant | SEEDS OF PEACE | FOR ORGANIZATIONS EXEMPT | PC | NEW YORK, NY, US | $500 |
| Paid Grant | SAN FRANCISCO BAYKEEPER | FOR ORGANIZATIONS EXEMPT | PC | San Francisco, CA, US | $500 |
| Paid Grant | SNOWMASS COMMUNITY FUND | FOR ORGANIZATIONS EXEMPT | PC | Snowmass Village, CO, US | $500 |
| Paid Grant | MAINE COLLEGE OF ART (CAPITAL CAMPAIGN) | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $500 |
| Paid Grant | MAINE AUDUBON SOCIETY | FOR ORGANIZATION'S EXEMPT | PC | Falmouth, ME, US | $500 |
| Paid Grant | MAINE HISTORICAL SOCIETY | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $500 |
| Paid Grant | PENINSULA OPEN SPACE TRUST | FOR ORGANIZATION'S EXEMPT | PC | PALO ALTO, CA, US | $500 |
| Paid Grant | THE SHOE THAT GROWS | FOR ORGANIZATION'S EXEMPT | PC | Nampa, ID, US | $500 |
| Paid Grant | TOYS FOR TOTS | FOR ORGNANIZATION'S EXEMPT | PC | TRIANGLE, VA, US | $500 |
| Paid Grant | ASPEN COMMUNITY CHURCH | FOR ORGANIZATION'S EXEMPT | PC | ASPEN, CO, US | $500 |
| Paid Grant | GULF OF MAINE RESEARCH INSTITUTE | FOR ORGANIZATION'S EXEMPT | PC | PORTLAND, ME, US | $500 |
| Paid Grant | MSPCA | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $500 |
| Paid Grant | MAINE CANCER FOUNDATION THE PINK TULIP PROJECT | FOR ORGANIZATION'S EXEMPT | PC | Falmouth, ME, US | $500 |
| Paid Grant | SURFRIDER FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | San Clemente, CA, US | $500 |
| Paid Grant | RIEKES CENTER FOR HUMAN ENHACEMENT | FOR ORGANIZATION'S EXEMPT | PC | Menlo Park, CA, US | $450 |
| Paid Grant | UMBRELLA CO BIKE ECONOMICS | FOR ORGANIZATIONS EXEMPT | PC | PORTLAND, OR, US | $400 |
| Paid Grant | BIRDSONG NATURE CENTER | FOR ORGANIZATION'S EXEMPT | PC | Thomasville, GA, US | $300 |
| Paid Grant | OCEANSWIDE | FOR ORGANIZATION'S EXEMPT | PC | Newcastle, ME, US | $300 |
| Paid Grant | Horse & Heart Ranch | FOR ORGANIZATION'S EXEMPT | PC | Soquel, CA, US | $300 |
| Paid Grant | NORTH SHORE HEALTH PROJECT | FOR ORGANIZATION'S EXEMPT | PC | Gloucester, MA, US | $250 |
| Paid Grant | BIG BROTHERS BIG SISTERS | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | BOYS AND GIRLS CLUB OF GREATER PORTLAND | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | CURAMERICAS (FORMERLY ANDEAN RURAL /HEALTH) | FOR ORGANIZATION'S EXEMPT | PC | RALEIGH, NC, US | $250 |
| Paid Grant | PSRMAINE | FOR ORGANIZATIONS EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | FRIENDS OF CASCO BAY CAMPAIGN | FOR ORGANIZATION'S EXEMPT | PC | SOUTH PORTLAND, ME, US | $250 |
| Paid Grant | IRIS NETWORK | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | JESSIE B-C FUND | FOR ORGANIZATION'S EXEMPT | PC | Cumberland, ME, US | $250 |
| Paid Grant | JUILLIARD SCHOOL OF MUSIC | FOR ORGANIZATION'S EXEMPT | PC | NEW YORK, NY, US | $250 |
| Paid Grant | LONG ISLAND LIBRARY | FOR ORGANIZATION'S EXEMPT | PC | Long Island, ME, US | $250 |
| Paid Grant | MAINE NARROW GAUGE RAILROAD & MUSEUM | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | THE UCSB FOUNDATION | FOR ORGANIZATIONS EXEMPT | PC | Santa Barbara, CA, US | $250 |
| Paid Grant | TROUT UNLIMITED SEBAGO | FOR ORGANIZATIONS EXEMPT | PC | PORTLAND, ME, US | $250 |
| Paid Grant | Daniel Cardillo Charitable Fund | FOR ORGANIZATION'S EXEMPT | PC | BROOKLYN, NY, US | $250 |
| Paid Grant | LIFT 360 | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | MAINE ACADEMY OF FAMILY PHYSICIANS | FOR ORGANIZATION'S EXEMPT | PC | Hartland, ME, US | $250 |
| Paid Grant | LONG ISLAND COMMUNITY CENTER REVITALIZATION PROJECT | FOR ORGANIZATION'S EXEMPT | PC | LONG ISLAND, ME, US | $250 |
| Paid Grant | PORTLAND ENGLISH AS A SECOND LANGUAGE | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | UNIVERSITY OF NEW ENGLAND GALLERY OF ART | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $250 |
| Paid Grant | APTOS SPORTS FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | APTOS, CA, US | $250 |
| Paid Grant | CHRIST CHURCH PARISH DAY SCHOOL | FOR ORGANIZATION'S EXEMPT | PC | South Hamilton, MA, US | $200 |
| Paid Grant | UNIVERSITY OF CALIFORNIA AT SANTA CRUZ | FOR ORGANIZATION'S EXEMPT | PC | SANTA CRUZ, CA, US | $200 |
| Paid Grant | SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORT | FOR ORGANIZATION'S EXEMPT | PC | SANTA CRUZ, CA, US | $200 |
| Paid Grant | NATIVE ANIMAL RESCUE | FOR ORGANIZATION'S EXEMPT | PC | SANTA CRUZ, CA, US | $200 |
| Paid Grant | Jacob's Heart Children's Cancer Support | FOR ORGANIZATION'S EXEMPT | PC | Watsonville, CA, US | $200 |
| Paid Grant | THE CARROLL CENTER FOR THE BLIND | FOR ORGANIZATION'S EXEMPT | PC | Newton, MA, US | $100 |
| Paid Grant | MEDIC ALERT FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Turlock, CA, US | $100 |
| Paid Grant | MUSEUM OF MODERN ART | FOR ORGANIZATION'S EXEMPT | PC | NEW YORK, NY, US | $100 |
| Paid Grant | MUSCULAR DYSTROPHY ASSOCIATION | FOR ORGANIZATION'S EXEMPT | PC | Tucson, AZ, US | $100 |
| Paid Grant | NEW ENGLAND CONSERVATORY OF MUSIC | FOR ORGANIZATION'S EXEMPT | PC | Boston, MA, US | $100 |
| Paid Grant | NOAH'S WISH | FOR ORGANIZATION'S EXEMPT | PC | El Dorado Hills, CA, US | $100 |
| Paid Grant | SMILE TRAIN INC | FOR ORGANIZATION'S EXEMPT | PC | NEW YORK, NY, US | $100 |
| Paid Grant | OASIS SANCTUARY FOUNDATION | FOR ORGANIZATION'S EXEMPT | EXEMPT | Scottsdale, AZ, US | $100 |
| Paid Grant | GREATER PORTLAND LANDMARKS | FOR ORGANIZATION'S EXEMPT | PC | PORTLAND, ME, US | $100 |
| Paid Grant | HISTORICAL SOCIETY OF FALMOUTH MAINE | FOR ORGANIZATION'S EXEMPT | PC | Falmouth, ME, US | $100 |
| Paid Grant | KIEVE AFFECTION EDUCATION INC | FOR ORGANIZATION'S EXEMPT | PC | Nobleboro, ME, US | $100 |
| Paid Grant | MADD | FOR ORGANIZATION'S EXEMPT | PC | Des Moines, IA, US | $100 |
| Paid Grant | MAINE HUTS AND TRAILS | FOR ORGANIZATION'S EXEMPT | PC | Kingfield, ME, US | $100 |
| Paid Grant | THE STEEL YARD | FOR ORGANIZATIONS EXEMPT | PC | Providence, RI, US | $100 |
| Paid Grant | COMPASS PROJECT | FOR ORGANIZATION'S EXEMPT | PC | BROOKLYN, NY, US | $100 |
| Paid Grant | PISACANO LEADERSHIP FOUNDATION | FOR ORGANIZATION'S EXEMPT | PC | Lexington, KY, US | $100 |
| Paid Grant | PORTLAND ARTS AND CULTURAL ALLIANCE | FOR ORGANIZATION'S EXEMPT | PC | Portland, ME, US | $100 |
Filing and Contact Details
Filer
- Filer Name
- The Apple Lane Foundation Inc Xxx-xx-xxxx
- EIN
- 06-1501640
- Phone
- 2126323000
- Address
- C/O FIDUCIARY TRUST CO INTL - 280 P, NEW YORK, NY 10017
Signing Officer
- Name
- Charles De Sieyes
- Title
- President
- Phone
- 2126323000
- Signed
- 2019-08-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Fiduciary Trust Company Intl
- Address
- 280 PARK AVENUE 7TH FL, NEW YORK, NY 10017
- Preparer
- Richard Pianoforte
- Phone
- 2126324087
Raw XML AppendixShowing 400 of 2,442 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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| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | TAX PREPARATION FEE |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 3300 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | FTCI INV A/C - SEE ATTACHED |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | ANTHEM INC SR NY DTD 8/12/10 4 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | ISHARES INTERMEDIATE CREDIT BO |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | VANGUARD INTERMEDIATE TERM BON |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | FRANKLIN INVS SECS TOTAL RETRU |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 5 | VANGUARD S/T INVEST GR-ADM DTD |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 6 | STANLEY BLACK & DECKER INC EXP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 7 | FRANKLIN LIBERTY SHORT DURATIO |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 100334 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 136029 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 175221 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 290000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 279269 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 5 | 98324 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 203054 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 41473 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 6206 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 6205 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 69136 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 91668 |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 76529 |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 97352 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 162869 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 101257 |
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| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 85230 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 229674 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 61484 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 164262 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 2 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 87416 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 241988 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 120743 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 268257 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 209770 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 28863 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 85703 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 233052 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 132969 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 262152 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 94618 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 124843 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 153759 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 33 | 181265 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 34 | 188738 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 35 | 75746 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 36 | 177438 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 37 | 98513 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 38 | 209682 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 39 | 166729 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 40 | 106239 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 41 | 91855 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 42 | 29727 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 43 | 185886 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 44 | 33306 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 45 | 230290 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | ABBOTT LABORATORIES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | ABBVIE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | ALPHABET INC CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | ALPHABET INC CL C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | AMAZON.COM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | AMERICAN TOWER REIT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | APPLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | BERKSHIRE HATHAWAY INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | BLACKROCK INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | BOEING CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | CELGENE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | CHURCH & DWIGHT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | COSTCO WHOLESLAE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | DIAGEO PLC SPONSORED ADR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | DISCOVER FINANCIAL SERVICES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | DOW CHEMICAL CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | ENTERPRISE PRODUCTS PARTNERS L |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | EXXON MOBIL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | FACEBOOK INC CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | GENERAL ELECTRIC CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | GILEAD SCIENCES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | JP MORGAN CHASE & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | LILLY ELI & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | LOWES COS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | METLIFE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | MICROCHIP TECHNOLOGY INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | MICROSOFT CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | NESTLE S A SPONSORED ADR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | NIKE INC CL B |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | REGENERON PHARMACEUTICALS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | ROCHE HOLDINGS LTD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | ROCKWELL AUTOMATION INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | ROYAL DUTCH PLC ADR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | SCHLUMBERGER LTD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 34 | TARGET CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 35 | TJX COS INC NEW |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 36 | UNITED TECHNOLOGIES CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 37 | VERIZON COMMUNICATIONS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 38 | FRANKLIN SMALL CAP VALUE FD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 39 | OAK RIDGE SMALL CAP GROWTH FUN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 40 | ANALOG DEVICES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 41 | CHUBB LTD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 42 | CISO SYSTEMS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 43 | COMCAST CORP CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 44 | MATTEL INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 45 | MERCK & CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 46 | PFIZER INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 47 | AMERICAN TOWER REIT |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 48 | BLACKROCK INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 49 | BRIGHTHOUSE FINANCIAL INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 50 | DOWDUPONT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 51 | WALT DISNEY CO. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 52 | ARISTISAN SMALL CAP FUND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 802750 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | FRANKLIN K2 ALTERNATIVE STGIES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
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| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 144466 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
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| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd | 0 | 14 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 3300 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 232133 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 235925 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 822077 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 144466 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 324394 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 0 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 6670 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 10356 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 52134 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt | 0 | 0 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 1874 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 26874 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 527454 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 368046 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 387061 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 13656 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 43652 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 82308 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt | 0 | 0 |
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| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2011-03-11 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2011-02-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2015-08-21 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2015-08-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 6 | 2015-02-11 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 7 | 2015-02-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 166534 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 92732 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 22887 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 158000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 39670 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 31 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 6 | 28858 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 7 | 168899 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | -33170 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | -17471 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 47001 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 85472 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 44643 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | -5 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 20288 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | -48594 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 46302 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | -33170 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | -17471 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 47001 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 85472 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 44643 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | -5 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 20288 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 7 | -48594 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 133364 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 75261 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 69888 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 243472 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 84313 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 26 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 49146 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 7 | 120305 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | 2300. TARGET CORP |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | 3000. MATTEL INC. |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | 455. APPLE COMPUTER INC NPV |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 6799.001 OAK RIDGE SMALL CAP GROWTH FUND CL I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 1000. MICROCHIP TECHNOLOGY INC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | .4545 BRIGHTHOUSE FINANCIAL INC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | 250. ROCKWELL INTL CORP NEW |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | 1925. SCHLUMBERGER LTD |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2017-03-02 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2017-04-17 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2017-05-26 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2017-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2017-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2017-08-07 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 6 | 2017-11-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 7 | 2017-12-14 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 144466 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -140393 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 15641 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 7833990 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 7974383 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 7818349 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 551777 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 551777 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 551777 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 558265 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 6488 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 6488 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 10354 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 16842 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 6488 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 10354 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 6488 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 6488 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 16842 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 11754907 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 7974383 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 7818349 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 100171 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 100171 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 983092 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 1079177 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 1081453 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 5669137 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 5730577 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 9633878 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 802750 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 802750 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 833731 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 421080 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 105674 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 105674 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 7974383 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 7818349 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 11754907 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 7974383 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 7818349 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 7974383 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 7818349 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 98324 |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 11335326 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 481879 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 10853447 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 170030 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 558265 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 11165296 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 11335326 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | CHARLES J DE SIEYES |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | DAVID C DE SIEYES |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | J C DAVID HADDEN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | PRES DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | VP DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | C/O FTCI 280 Park Ave |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | C/O FTCI 280 Park Ave |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | C/O FTCI 280 Park Ave |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | NEW YORK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | NEW YORK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | NEW YORK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | NY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 10017 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 10017 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 10017 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt | 0 | 527449 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt | 0 | 530693 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt | 0 | 424963 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt | 0 | 570824 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt | 0 | 405855 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt | 0 | 388771 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt | 0 | 382930 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt | 0 | 0.04724 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt | 0 | 0.045316 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt | 0 | 0.053041 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt | 0 | 0.041242 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt | 0 | 0.046964 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt | 0 | 0.049637 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd | 0 | false |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt | 0 | 3244 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt | 0 | 11165296 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt | 0 | 9377775 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt | 0 | 10761973 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt | 0 | 9840805 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt | 0 | 8278059 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt | 0 | 7714624 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt | 0 | 458802 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt | 0 | 0.2362 |
| IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt | 0 | 458802 |
| IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt | 0 | 458802 |
| IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt | 0 | 458802 |
| IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm | 0 | CHARLES DE SIEYES |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 35 OLD POWERHOUSE ROAD |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | FALMOUTH |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | ME |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 04105 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | CT |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 2126323000 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,818,349
- Liabilities
- $0
- Net assets
- $7,818,349
- Revenue
- $387,061
- Expenses
- $527,454
- Net income
- -$140,393