Civic Intelligence

The Rockfall Foundation

990PF • Fiscal year 2018 • EIN 06-6000700

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 16, 2019

27 Washington StreetMiddletown, CT 06457

(860) 347-0340

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,564,665

Flat from 2018

Net Assets

Flat

$4,552,165

Flat from 2018

Liabilities

Flat

$12,500

Flat from 2018

Revenue And Expenses

Revenue

Flat

$225,558

Flat from 2018

Expenses

Flat

$290,592

Flat from 2018

Net Income

Flat

-$65,034

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,237,791Liabilities 2011: $11,284Net Assets 2011: $4,226,5072011Assets 2012: $4,048,884Liabilities 2012: $11,8242012Assets 2013: $4,303,708Liabilities 2013: $21,0812013Assets 2014: $4,729,241Liabilities 2014: $18,391Net Assets 2014: $4,710,8502014Assets 2015: $4,559,559Liabilities 2015: $27,652Net Assets 2015: $4,531,9072015Assets 2016: $4,259,280Liabilities 2016: $26,059Net Assets 2016: $4,233,2212016Assets 2017: $4,449,039Liabilities 2017: $26,793Net Assets 2017: $4,422,2462017Assets 2018: $4,564,665Liabilities 2018: $12,500Net Assets 2018: $4,552,1652018Assets 2018: $4,564,665Liabilities 2018: $12,500Net Assets 2018: $4,552,1652018Assets 2019: $4,664,800Liabilities 2019: $12,321Net Assets 2019: $4,652,4792019Assets 2020: $4,607,717Liabilities 2020: $57,044Net Assets 2020: $4,550,6732020Assets 2021: $5,359,802Liabilities 2021: $55,159Net Assets 2021: $5,304,6432021Assets 2022: $4,587,029Liabilities 2022: $24,807Net Assets 2022: $4,562,2222022Assets 2023: $4,711,882Liabilities 2023: $24,013Net Assets 2023: $4,687,8692023Assets 2024: $4,941,128Liabilities 2024: $36,165Net Assets 2024: $4,904,9632024Assets 2025: $5,251,920Liabilities 2025: $20,406Net Assets 2025: $5,231,5142025

Highlighted filing

2018

Assets$4,564,665
Liabilities$12,500
Net Assets$4,552,165

Operations Trend

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

$1.0M$500K$0-$500K-$1.0M-$1.5MExpenses 2011: $275,0682011Revenue 2012: -$788,472Expenses 2012: $276,529Net Income 2012: -$1,065,0012012Revenue 2013: $226,063Expenses 2013: $299,038Net Income 2013: -$72,9752013Revenue 2014: $409,146Expenses 2014: $334,511Net Income 2014: $74,6352014Revenue 2015: $623,042Expenses 2015: $293,614Net Income 2015: $329,4282015Revenue 2016: -$55,249Expenses 2016: $285,802Net Income 2016: -$341,0512016Revenue 2017: $216,169Expenses 2017: $315,460Net Income 2017: -$99,2912017Revenue 2018: $225,558Expenses 2018: $290,592Net Income 2018: -$65,0342018Revenue 2018: $225,558Expenses 2018: $290,592Net Income 2018: -$65,0342018Revenue 2019: $319,242Expenses 2019: $318,261Net Income 2019: $9812019Revenue 2020: $261,983Expenses 2020: $322,580Net Income 2020: -$60,5972020Revenue 2021: $241,884Expenses 2021: $288,256Net Income 2021: -$46,3722021Revenue 2022: $262,687Expenses 2022: $289,424Net Income 2022: -$26,7372022Revenue 2023: $198,735Expenses 2023: $355,600Net Income 2023: -$156,8652023Revenue 2024: $670,828Expenses 2024: $381,336Net Income 2024: $289,4922024Revenue 2025: $492,538Expenses 2025: $470,576Net Income 2025: $21,9622025

Highlighted filing

2018

Revenue$225,558
Expenses$290,592
Net Income-$65,034
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 16, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY P MARINOExec Director ParFT$76,362$4,252$80,614
ROBIN ANDREOLIExec Director ParFT$23,007-$23,007
MARILYN OZOLSPresident-$0--
KATE NOVICKVice Pres-$0--
BRIAN MCCARTHYSecretary-$0--
JO ANN WOICKELMANTreasurer-$0--
ROBERT BLOCKDirector-$0--
PETER PATTONDirector-$0--
DAVID VANCEDirector-$0--
WILLIAM HOLDERDirector-$0--
JENNIFER KLEINDIENSTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rockfall Foundation
EIN
06-6000700
Phone
8603470340
Address
27 WASHINGTON STREET, MIDDLETOWN, CT 06457

Signing Officer

Name
Anthony P Marino
Title
Exec Director Part Year
Phone
8603470340
Signed
2019-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Raw XML AppendixShowing 400 of 672 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/SoldDt82017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035646
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-65034
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0194953
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04552165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04422246
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04552165
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0194884
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0194884
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0194884
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0196689
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01805
IRS990PF/DistributableAmountGrp/TotalTaxAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07505
IRS990PF/FMVAssetsEOYAmt05037051
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt026793
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt012500
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020723
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt036312
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt036312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03910360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04019954
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04019954
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0574567
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01068938
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0498573
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0494371
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0966757
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt08335
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt04780
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07505
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05700
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt05700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03543
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03548
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03548
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt016682
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt019932
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04449039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04564665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05037051
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt026793
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04449039
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04564665
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04422246
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04552165
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04405564
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04532233
IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03965157
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059905
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0196689
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03933770
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03993675
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt940.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt923007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1076362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt104252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN OZOLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATE NOVICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JO ANN WOICKELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT BLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PETER PATTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID VANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7WILLIAM HOLDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JENNIFER KLEINDIENST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9ROBIN ANDREOLI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10ANTHONY P MARINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9EXEC DIR PAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10EXEC DIR PAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9C/O ROCKFALL FDN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10C/O ROCKFALL FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10MIDDLETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd506457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd606457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd706457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd806457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd906457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1006457
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0210465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0211367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0195934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0247411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0171267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0266169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0189233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.064379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.067230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03933770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03775387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03843068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04083665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03959052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04498864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0209928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.267509
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0209928

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.25$0.02$5.23$0.49$0.47$0.02
2024Detailed filing. Detailed filing data is available for this year.$4.94$0.04$4.90$0.67$0.38$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.02$4.69$0.20$0.36$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.02$4.56$0.26$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.06$5.30$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.61$0.06$4.55$0.26$0.32$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.01$4.65$0.32$0.32$0.00
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.01$4.55$0.23$0.29$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.01$4.55$0.23$0.29$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.03$4.42$0.22$0.32$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.26$0.03$4.23$0.06$0.29$0.34
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.03$4.53$0.62$0.29$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.02$4.71$0.41$0.33$0.07
2013Summary only. Only limited summary data is available for this year.$4.30$0.02$0.23$0.30$0.07
2012Summary only. Only limited summary data is available for this year.$4.05$0.01$0.79$0.28$1.07
2011Detailed filing. Detailed filing data is available for this year.$4.24$0.01$4.23$0.28