Civic Intelligence

Meriden Foundation

990PF • Fiscal year 2016 • EIN 06-6037849

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

123 Bank StreetWaterbury, CT 06702

(860) 692-1751

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

837%

Higher net margin than 100% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$194,509

Higher top officer pay than 62% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

13th percentile

-6.8%

Faster asset growth than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$21,835,444

Down $1,589,973 (-6.8%) from 2015

Net Assets

Down

$21,835,444

Down $1,589,973 (-6.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

-$189,861

Down $1,019,402 (-123%) from 2015

Expenses

Down

$1,400,112

Down $103,737 (-6.9%) from 2015

Net Income

Down

-$1,589,973

Down $915,665 (-136%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $12,281,254Liabilities 2010: $9,681Net Assets 2010: $12,271,5732010Assets 2011: $12,119,663Liabilities 2011: $0Net Assets 2011: $12,119,6632011Assets 2012: $12,493,825Liabilities 2012: $10,240Net Assets 2012: $12,483,5852012Assets 2013: $22,826,306Liabilities 2013: $101,070Net Assets 2013: $22,725,2362013Assets 2014: $24,099,725Liabilities 2014: $0Net Assets 2014: $24,099,7252014Assets 2015: $23,425,417Liabilities 2015: $0Net Assets 2015: $23,425,4172015Assets 2016: $21,835,444Liabilities 2016: $0Net Assets 2016: $21,835,4442016Assets 2017: $21,716,702Liabilities 2017: $0Net Assets 2017: $21,716,7022017Assets 2018: $21,293,904Liabilities 2018: $0Net Assets 2018: $21,293,9042018Assets 2019: $20,857,000Liabilities 2019: $0Net Assets 2019: $20,857,0002019Assets 2020: $20,253,058Liabilities 2020: $0Net Assets 2020: $20,253,0582020Assets 2021: $21,664,954Liabilities 2021: $27,131Net Assets 2021: $21,637,8232021Assets 2022: $21,042,678Liabilities 2022: $0Net Assets 2022: $21,042,6782022Assets 2023: $20,434,241Liabilities 2023: $0Net Assets 2023: $20,434,2412023Assets 2024: $19,927,159Liabilities 2024: $0Net Assets 2024: $19,927,1592024

Highlighted filing

2016

Assets$21,835,444
Liabilities$0
Net Assets$21,835,444

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,299,0382010Expenses 2011: $1,369,8752011Expenses 2012: $1,434,1242012Revenue 2013: $12,122,349Expenses 2013: $1,880,698Net Income 2013: $10,241,6512013Revenue 2014: $3,081,326Expenses 2014: $1,675,556Net Income 2014: $1,405,7702014Revenue 2015: $829,541Expenses 2015: $1,503,849Net Income 2015: -$674,3082015Revenue 2016: -$189,861Expenses 2016: $1,400,112Net Income 2016: -$1,589,9732016Revenue 2017: $1,384,334Expenses 2017: $1,503,076Net Income 2017: -$118,7422017Revenue 2018: $883,975Expenses 2018: $1,306,773Net Income 2018: -$422,7982018Revenue 2019: $895,225Expenses 2019: $1,332,129Net Income 2019: -$436,9042019Revenue 2020: $845,302Expenses 2020: $1,449,244Net Income 2020: -$603,9422020Revenue 2021: $2,856,440Expenses 2021: $1,471,675Net Income 2021: $1,384,7652021Revenue 2022: $720,202Expenses 2022: $1,315,347Net Income 2022: -$595,1452022Revenue 2023: $768,884Expenses 2023: $1,377,321Net Income 2023: -$608,4372023Revenue 2024: $1,014,091Expenses 2024: $1,521,173Net Income 2024: -$507,0822024

Highlighted filing

2016

Revenue-$189,861
Expenses$1,400,112
Net Income-$1,589,973
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEBSTER BANK NATrusteePT$194,509-$194,509
DANTE BARTOLOMEODistribution Committee-$0--
BRUCE BURCHSTEDDistribution Committee-$0--
DAVID LOHMANDistribution Committee-$0--
COLIN MAHONChair, Distribution Commit-$0--
FRANK RIDLEYDistribution Committee-$0--
JASON TEALDistribution Committee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMIDSTATE MEDICAL CENTERGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$43,000
Paid GrantUNITED WAY OF MDN & WLFDGENERALPUBLIC CHARITYMERIDEN, CT, US$30,000
Paid GrantMERIDEN PUBLIC LIBRARYGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$28,000
Paid GrantBOYS & GIRLS CLUB OF MERIDENGENERALPUBLIC CHARITYMERIDEN, CT, US$25,000
Paid GrantGIRLS INCGENERALPUBLIC CHARITYMERIDEN, CT, US$25,000
Paid GrantMIDSTATE MEDICAL CENTERGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$25,000
Paid GrantOUR LADY OF MT CARMEL CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$25,000
Paid GrantTRINITY COLLEGEGENERAL USEPUBLIC CHARITYHARTFORD, CT, US$25,000
Paid GrantYALE LAW SCHOOL ANNUAL FUNDGENERAL USEPUBLIC CHARITYNEW HAVEN, CT, US$25,000
Paid GrantIMMANUEL LUTHERAN CHURCHGENERAL USEPUBLIC CHARITYBRISTOL, CT, US$24,000
Paid GrantFIRST BAPTIST CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$23,000
Paid GrantBEAT THE STREET COMMUNITY CENTERGENERALPUBLIC CHARITYMERIDEN, CT, US$20,000
Paid GrantMERIDEN BOYS & GIRLS CLUBGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$15,000
Paid GrantMERIDEN SOUP KITCHENGENERALPUBLIC CHARITYMERIDEN, CT, US$15,000
Paid GrantMERIDEN YMCAGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$15,000
Paid GrantSALVATION ARMYGENERALPUBLIC CHARITYMERIDEN, CT, US$15,000
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL USEPUBLIC CHARITYNEW YORK, NY, US$12,500
Paid GrantAMERICAN LUNG ASSOCIATION OF CTGENERAL USEPUBLIC CHARITYEAST HARTFORD, CT, US$12,500
Paid GrantAMERICAN RED CROSSGENERAL USEPUBLIC CHARITYWALLINGFORD, CT, US$12,500
Paid GrantCITY OF MERIDEN YOUTH SERVICESGENERALPUBLIC CHARITYMERIDEN, CT, US$12,500
Paid GrantCONN CHILDRENS MEDICAL CENTERGENERAL USEPUBLIC CHARITYHARTFORD, CT, US$12,500
Paid GrantEASTER SEAL REHABILITATIONGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$12,500
Paid GrantGAYLORD HOSPITALGENERAL USEPUBLIC CHARITYWALLINGFORD, CT, US$12,500
Paid GrantMERIDEN BOYS & GIRLS CLUBGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$12,500
Paid GrantMERIDEN GIRLS CLUBGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$12,500
Paid GrantSALVATION ARMYGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$12,500
Paid GrantUNITED WAY OF MDN & WLFDGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$12,500
Paid GrantBOSTON BURNS HOSPITALGENERAL USEPUBLIC CHARITYBOSTON, MA, US$12,000
Paid GrantSHRINERS HOSPITAL FOR CHILDRENGENERAL USEPUBLIC CHARITYBOSTON, MA, US$12,000
Paid GrantCHANGE THE PLAYGENERALPUBLIC CHARITYMERIDEN, CT, US$10,000
Paid GrantGUS ROBOTICS TEAMGENERALPUBLIC CHARITYMERIDEN, CT, US$10,000
Paid GrantMERIDEN YMCAGENERALPUBLIC CHARITYMERIDEN, CT, US$10,000
Paid GrantMERIDEN-WALLINGFORD CHRYSALISGENERALPUBLIC CHARITYMERIDEN, CT, US$10,000
Paid GrantSUMMER CAMPERSHIP FUNDGENERALPUBLIC CHARITYMERIDEN, CT, US$10,000
Paid GrantAMERICAN CANCER SOCIETYGENERAL USEPUBLIC CHARITYOKLAHOMA CITY, OK, US$9,375
Paid GrantMIDSTATE CHAMBER OF COMMERCEGENERALPUBLIC CHARITYMERIDEN, CT, US$8,500
Paid GrantNEW OPPORTUNITIES INCGENERALPUBLIC CHARITYMERIDEN, CT, US$8,000
Paid GrantASH DISBURSEMENTSGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$7,615
Paid GrantCONSTRUCTION WORKFORCE INITIATIVERENOVATE LINCOLN & COLONY LOCATIONSPUBLIC CHARITYMERIDEN, CT, US$7,500
Paid GrantPLANNED PARENTHOOD OF SOUTHERN NEW ENGLANDGENERALPUBLIC CHARITYNEW HAVEN, CT, US$7,500
Paid GrantMIDDLESEX COMM COLLEGE FOUNDATIONGENERALPUBLIC CHARITYMIDDLETOWN, CT, US$7,357
Paid GrantARC OF MERIDEN WALLINGFORDGENERALPUBLIC CHARITYHAMDEN, CT, US$7,215
Paid GrantFIRST UNITED METHODIST CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$6,400
Paid GrantMERIDEN YMCAGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$6,400
Paid GrantMIDSTATE MEDICAL CENTERGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$6,400
Paid GrantAMERICAN UNIVERSITY ON BEHALF OF BLAIN MICHAELASCHOLARSHIPN/AWASHINGTON, DC, US$6,200
Paid GrantBENTLEY UNIVERSITY ON BEHALF OF SWEIGARD ALYSSASCHOLARSHIPN/AWALTHAM, MA, US$6,200
Paid GrantCENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF WELCH KYLESCHOLARSHIPN/ANEW BRITAIN, CT, US$6,200
Paid GrantCHAMPLAIN COLLEGE ON BEHALF OF HAGERTY JUSTINSCHOLARSHIPN/ABURLINGTON, VT, US$6,200
Paid GrantCOLLEGE OF THE HOLY CROSS ON BEHALF OF WRONSKI JACOBSCHOLARSHIPN/AWORCESTER, MA, US$6,200
Paid GrantEMERSON COLLEGE ON BEHALF OF CUSACHS CATHLEENSCHOLARSHIPN/ABOSTON, MA, US$6,200
Paid GrantNORTHEASTERN UNIVERSITY ON BEHALF OF BISCHOFF CHRISTOPHERSCHOLARSHIPN/ABOSTON, MA, US$6,200
Paid GrantSUNY COLLEGE OF ENVIRONMENTAL SCIENCE ON BEHALF OF KEENE EMILYSCHOLARSHIPN/ASYRACUSE, NY, US$6,200
Paid GrantTEMPLE UNIVERSITY ON BEHALF OF FLYNN EMILYSCHOLARSHIPN/APHILADELPHIA, PA, US$6,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF KEVORKIAN JACQUELINSCHOLARSHIPN/ASTORRS, CT, US$6,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF LEAVERTON RACHELSCHOLARSHIPN/ASTORRS, CT, US$6,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF TOM KALIANASCHOLARSHIPN/ASTORRS, CT, US$6,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF VIRGULTO ARIELSCHOLARSHIPN/ASTORRS, CT, US$6,200
Paid GrantUNIVERSITY OF NEW HAVEN ON BEHALF OF FONTANEZ FRANCESCASCHOLARSHIPN/AWEST HAVEN, CT, US$6,200
Paid GrantUNIVERSITY OF NOTRE DAME ON BEHALF OF HALL REBEKAHSCHOLARSHIPN/ANOTRE DAME, IN, US$6,200
Paid GrantWESTERN NEW ENGLAND UNIVERSITY ON BEHALF OF CRANE NATHANIELSCHOLARSHIPN/ASPRINGFIELD, MA, US$6,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF WHITE MELODYSCHOLARSHIPN/ASTORRS, CT, US$6,000
Paid GrantFIRST BAPTIST CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$5,200
Paid GrantMERIDEN HUMANE SOCIETYGENERAL USEPUBLIC CHARITYWALLINGFORD, CT, US$5,200
Paid GrantMERIDEN PUBLIC LIBRARYGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$5,200
Paid GrantMISCGENERAL USEPUBLIC CHARITYHARTFORD, CT, US$5,200
Paid GrantNEW BRITAIN PUBLIC LIBRARYGENERAL USEPUBLIC CHARITYNEW BRITAIN, CT, US$5,200
Paid GrantSCSU FOUNDATIONGENERAL USEPUBLIC CHARITYNEW HAVEN, CT, US$5,200
Paid GrantBENTLEY UNIVERSITY ON BEHALF OF CLANCY AIDANSCHOLARSHIPN/AWALTHAM, MA, US$5,000
Paid GrantBENTLEY UNIVERSITY ON BEHALF OF DONLON KELLYSCHOLARSHIPN/AWALTHAM, MA, US$5,000
Paid GrantBENTLEY UNIVERSITY ON BEHALF OF FAHEY CAMERONSCHOLARSHIPN/AWALTHAM, MA, US$5,000
Paid GrantBOSTON UNIVERSITY ON BEHALF OF IVESTER TYLERSCHOLARSHIPN/ABOSTON, MA, US$5,000
Paid GrantCORNELL UNIVERSITY ON BEHALF OF WROBEL MAXWELLSCHOLARSHIPN/AITHACA, NY, US$5,000
Paid GrantEMORY UNIVERSITY ON BEHALF OF AGAFON ADAMSCHOLARSHIPN/AATLANTA, GA, US$5,000
Paid GrantENDICOTT COLLEGE ON BEHALF OF LAURENZA LEAHSCHOLARSHIPN/ABEVERLY, MA, US$5,000
Paid GrantFAIRFIELD UNIVERSITY ON BEHALF OF DIDONENICO VINCENZASCHOLARSHIPN/AFAIRFIELD, CT, US$5,000
Paid GrantPROVIDENCE COLLEGE ON BEHALF OF MUDRY GEOFFREYSCHOLARSHIPN/APROVIDENCE, RI, US$5,000
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF HAYES LOGANSCHOLARSHIPN/AHAMDEN, CT, US$5,000
Paid GrantSALVE REGINA UNIVERSITY ON BEHALF OF FARNSWORTH SAMANTHASCHOLARSHIPN/ANEWPORT, RI, US$5,000
Paid GrantSMITH COLLEGE ON BEHALF OF ROGERS EMMELYSCHOLARSHIPN/ANORTHAMPTON, MA, US$5,000
Paid GrantSPITZFADEN CRYSTASCHOLARSHIPN/AWORCESTER, MA, US$5,000
Paid GrantSPRINGFIELD COLLEGE ON BEHALF OF JIMENEZ KASEYSCHOLARSHIPN/ASPRINGFIELD, MA, US$5,000
Paid GrantSTANFORD UNIVERSITY ON BEHALF OF VERDIN RICHARDSCHOLARSHIPN/ASTANFORD, CA, US$5,000
Paid GrantSTETSON UNIVERSITY ON BEHALF OF PETROWSKI PAULSCHOLARSHIPN/ADELAND, FL, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF AGUILERA STEPHANIESCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF BALOGH MARGARETSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF BETUN JOCELYNESCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF FORMANSKI BRENDANSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF LOPEZ ANGELIQUESCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF LUDEMANN JOSEPH KSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF MICHONSKI MICHAELSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF MORDARSKI MATTHEWSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF ROSENZWEIG JOCELYNSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF VARGAS LEANNASCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF WOJTKOWSKI BRETTSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF WOLTHER RACHELSCHOLARSHIPN/ASTORRS, CT, US$5,000
Paid GrantUNIVERSITY OF DELAWARE ON BEHALF OF BURGOS ILIANASCHOLARSHIPN/ANEWARK, DE, US$5,000
Paid GrantUNIVERSITY OF NEW HAVEN ON BEHALF OF GOLEBIEWSKI CACKARYSCHOLARSHIPN/AWEST HAVEN, CT, US$5,000
Paid GrantUNIVERSITY OF NEW HAVEN ON BEHALF OF STRATTON EMILYSCHOLARSHIPN/AWEST HAVEN, CT, US$5,000
Paid GrantUNIVERSITY OF RHODE ISLAND ON BEHALF OF DIMELLA TRINASCHOLARSHIPN/AKINGSTON, RI, US$5,000
Paid GrantUNIVERSITY OF ST JOSEPH ON BEHALF OF CARNOT DOMONIQUESCHOLARSHIPN/AWEST HARTFORD, CT, US$5,000
Paid GrantVILLANOVA UNIVERSITY ON BEHALF OF MALONEY RILEYSCHOLARSHIPN/AVILLANOVA, PA, US$5,000
Paid GrantYOGA4CHANGEGENERALPUBLIC CHARITYMERIDEN, CT, US$5,000
Paid GrantBENTLEY UNIVERSITY ON BEHALF OF NIEMIEC EMILYSCHOLARSHIPN/AWALTHAM, MA, US$4,500
Paid GrantCENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF MARRUFO JENNIFERSCHOLARSHIPN/ANEW BRITAIN, CT, US$4,500
Paid GrantCENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF MASSICOTTE LINDSEYSCHOLARSHIPN/ANEW BRITAIN, CT, US$4,500
Paid GrantEMORY UNIVERSITY ON BEHALF OF VERDIN JACQUELINESCHOLARSHIPN/AATLANTA, GA, US$4,500
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF ALICEA BRIANASCHOLARSHIPN/AHAMDEN, CT, US$4,500
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF PYTEL LINDSAYSCHOLARSHIPN/AHAMDEN, CT, US$4,500
Paid GrantSOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF RONDEAU DESIREESCHOLARSHIPN/ANEW HAVEN, CT, US$4,500
Paid GrantUNION COLLEGE ON BEHALF OF NELSON JASONSCHOLARSHIPN/ASCHENECTADY, NY, US$4,500
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF BARNETT MICHAELSCHOLARSHIPN/ASTORRS, CT, US$4,500
Paid GrantUNIVERSITY OF NEW HAVEN ON BEHALF OF SCOTT KALEIGHSCHOLARSHIPN/AWEST HAVEN, CT, US$4,500
Paid GrantWESTERN NEW ENGLAND UNIVERSITY ON BEHALF OF DEMONTE THOMASSCHOLARSHIPN/ASPRINGFIELD, MA, US$4,500
Paid GrantFAIRFIELD UNIVERSITY ON BEHALF OF KUBECK JESSICASCHOLARSHIPN/AFAIRFIELD, CT, US$3,700
Paid GrantFORDHAM UNIVERSITY ON BEHALF OF ELANAYA ABDELILLAHSCHOLARSHIPN/ABRONX, NY, US$3,700
Paid GrantPACE UNIVERSITY ON BEHALF OF GULINO MICHAELSCHOLARSHIPN/ANEW YORK, NY, US$3,700
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF STROM BRANDONSCHOLARSHIPN/ASTORRS, CT, US$3,700
Paid GrantCOLAITION ON HOUSING AND HOMELESSNESSGENERALPUBLIC CHARITYMIDDLETOWN, CT, US$3,000
Paid GrantMASONIC CHARITY FOUNDATIONGENERALPUBLIC CHARITYMERIDEN, CT, US$3,000
Paid GrantMERIDEN JEWISH WELFARE FUNDGENERALPUBLIC CHARITYWALLINGFORD, CT, US$3,000
Paid GrantMERIDEN YMCAGENERALPUBLIC CHARITYMERIDEN, CT, US$3,000
Paid GrantSOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF VAZQUEZ JENNIFERSCHOLARSHIPN/ANEW HAVEN, CT, US$3,000
Paid GrantMIDSTATE MEDICAL CENTERGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,600
Paid GrantOUR LADY OF MT CARMEL CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,600
Paid GrantST JOSEPH RC CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,600
Paid GrantCHURCH OF THE HOLY ANGELSGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,500
Paid GrantSPECIAL OLYMPICS CONNECTICUTGENERALPUBLIC CHARITYHAMDEN, CT, US$2,500
Paid GrantST LAURENTGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,500
Paid GrantST MARY'S CHURCH CORPGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,500
Paid GrantST ROSE ROMAN CATHOLIC CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,500
Paid GrantST STANISLAUS CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$2,500
Paid GrantCORNELL UNIVERSITY ON BEHALF OF WROBEL MAXWELLSCHOLARSHIPN/AITHACA, NY, US$2,000
Paid GrantCOUNCIL OF NEIGHBORHOODSGENERALPUBLIC CHARITYMERIDEN, CT, US$2,000
Paid GrantEMERSON COLLEGE ON BEHALF OF ROLSTONE JAMESSCHOLARSHIPN/ABOSTON, MA, US$2,000
Paid GrantMARIST COLLEGE ON BEHALF OF PREECE JILLIANSCHOLARSHIPN/APOUGHKEEPSIE, NY, US$2,000
Paid GrantMERIDEN FARMERS MARKETGENERALPUBLIC CHARITYMERIDEN, CT, US$2,000
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF ARCE KATHERINESCHOLARSHIPN/AHAMDEN, CT, US$2,000
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF GREENIER ASHLEYSCHOLARSHIPN/AHAMDEN, CT, US$2,000
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF MCCLURE BAILEYSCHOLARSHIPN/AHAMDEN, CT, US$2,000
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF RICH MEGANSCHOLARSHIPN/AHAMDEN, CT, US$2,000
Paid GrantUNIVERSITY OF HARTFORD ON BEHALF OF KARABEINIKOFF B FSCHOLARSHIPN/AHARTFORD, CT, US$2,000
Paid GrantWESTERN CONNECTICUT STATE UNIV ON BEHALF OF SCHMIDT AUSTINSCHOLARSHIPN/ADANBURY, CT, US$2,000
Paid GrantANIMAL FRIENDS OF CONNECTICUTGENERAL USEPUBLIC CHARITYWEST HARTFORD, CT, US$1,600
Paid GrantANIMAL PROTECTION INSTITUREGENERAL USEPUBLIC CHARITYSACRAMENTO, CA, US$1,600
Paid GrantASSOCIATED HUMANE SOCIETIESGENERAL USEPUBLIC CHARITYNEWARK, NJ, US$1,600
Paid GrantBEST FRIENDS ANIMAL SANCUTARYGENERAL USEPUBLIC CHARITYKANAB, UT, US$1,600
Paid GrantDEDICATED AND EVERLASTING LOVE TO ANIMALSGENERAL USEPUBLIC CHARITYGLENDALE, CA, US$1,600
Paid GrantFARM SANCUTARYGENERAL USEPUBLIC CHARITYWAKINS GLEN, NY, US$1,600
Paid GrantGORILLA FOUNDATIONGENERAL USEPUBLIC CHARITYWOODSIDE, CA, US$1,600
Paid GrantHUMANE FARMING ASSOCGENERAL USEPUBLIC CHARITYSAN RAFAEL, CA, US$1,600
Paid GrantINTERNATIONAL FUND FOR ANIMAL WELFAREGENERAL USEPUBLIC CHARITYHYANNIS, MA, US$1,600
Paid GrantMASSACHUSETTS SOCIETY FOR PCAGENERAL USEPUBLIC CHARITYBOSTON, MA, US$1,600
Paid GrantPETAGENERAL USEPUBLIC CHARITYNORFOLK, VA, US$1,600
Paid GrantTHE OCEAN CONSERVANCYGENERAL USEPUBLIC CHARITYWASHINGTON, DC, US$1,600
Paid GrantWILD BURRO RESCUEGENERAL USEPUBLIC CHARITYOLANCHA, CA, US$1,600
Paid GrantWORLD SOCIETY FOR THE PROTECTION OF ANIMALSGENERAL USEPUBLIC CHARITYFRAMINGHAM, MA, US$1,600
Paid GrantSALVE REGINA UNIVERSITY ON BEHALF OF GUEST MEGANSCHOLARSHIPN/ANEWPORT, RI, US$1,500
Paid GrantALBERTUS MAGNUS COLLEGE ON BEHALF OF MACK ALEXISSCHOLARSHIPN/ANEW HAVEN, CT, US$1,200
Paid GrantAMERICAN INTERNATIONAL COLLEGE ON BEHALF OF BEDARD JILLIANSCHOLARSHIPN/ASPRINGFIELD, MA, US$1,200
Paid GrantCENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF AQUINO ALEIDASCHOLARSHIPN/ANEW BRITAIN, CT, US$1,200
Paid GrantCENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF PETROWSKI CAROLYNSCHOLARSHIPN/ANEW BRITAIN, CT, US$1,200
Paid GrantCENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF SANTIAGO JAZMINESCHOLARSHIPN/ANEW BRITAIN, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid GrantKEENE STATE UNIVERSITY ON BEHALF OF LAURENZA BRITTANYSCHOLARSHIPN/AKEENE, NH, US$1,200
Paid GrantLASELL COLLEGE ON BEHALF OF GAJ JESSICASCHOLARSHIPN/ANEWTON, MA, US$1,200
Paid GrantLASELL COLLEGE ON BEHALF OF VALENTIN BRANDONSCHOLARSHIPN/ANEWTON, MA, US$1,200
Paid GrantMIDDLESEX COMMUNITY COLLEGE ON BEHALF OF KELLY KRISTENSCHOLARSHIPN/AMIDDLETOWN, CT, US$1,200
Paid GrantPORTLAND STATE UNIVERSITY ON BEHALF OF MARSZAL OLIVIASCHOLARSHIPN/APORTLAND, OR, US$1,200
Paid GrantQUINNIPIAC UNIVERSITY ON BEHALF OF KHAN RYIAHSCHOLARSHIPN/AHAMDEN, CT, US$1,200
Paid GrantRHODE ISLAND COLLEGE ON BEHALF OF JIMENEZ KAITLYNSCHOLARSHIPN/APROVIDENCE, RI, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid GrantSOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF FERGUSON BIANCASCHOLARSHIPN/ANEW HAVEN, CT, US$1,200
Paid GrantSOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF GAFFEY COLLEENSCHOLARSHIPN/ANEW HAVEN, CT, US$1,200
Paid GrantUMASS AMHERST ON BEHALF OF MASSE BRIDGETTESCHOLARSHIPN/AAMHERST, MA, US$1,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF AFTEB MASHAALSCHOLARSHIPN/ASTORRS, CT, US$1,200
Paid GrantUNIVERSITY OF CONNECTICUT ON BEHALF OF COVALESKI JEFFREYSCHOLARSHIPN/ASTORRS, CT, US$1,200
Paid GrantUNIVERSITY OF HARTFORD ON BEHALF OF GARRIDO BELINDASCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,200
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,000
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$1,000
Paid GrantMERIDEN PUBLIC LIBRARYGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$1,000
Paid GrantST JOSEPH CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$943
Paid GrantAMERICAN CANCER SOCIETYGENERAL USEPUBLIC CHARITYOKLAHOMA CITY, OK, US$940
Paid GrantAMERICAN LUNG ASSOCIATION OF CTGENERAL USEPUBLIC CHARITYEAST HARTFORD, CT, US$940
Paid GrantBRD OF WORLD MISSION OF EVANG COVENANT CHURCHGENERAL USEPUBLIC CHARITYCHICAGO, IL, US$940
Paid GrantCOVENANT HOMEGENERAL USEPUBLIC CHARITYCROMWELL, CT, US$940
Paid GrantFIRST CONGREGATIONAL CHURCHGENERAL USEPUBLIC CHARITYMERIDEN, CT, US$940
Paid GrantNATIONAL FEDERATION OF THE BLIND CTGENERAL USEPUBLIC CHARITYEAST HARTFORD, CT, US$940
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$600
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$600
Paid Grant-SCHOLARSHIPN/AHARTFORD, CT, US$600
Filing and Contact Details

Filer

Filer Name
Meriden Foundation
EIN
06-6037849
Phone
8606921751
Address
123 BANK STREET, WATERBURY, CT 06702

Signing Officer

Name
Webster Bank Na
Title
By Paul Mcafee VP
Phone
8606921751
Signed
2017-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Kircaldie Randall & Mcnab LLC
Address
605 WASHINGTON AVENUE, NORTH HAVEN, CT 06473-1187
Preparer
Brian S Borgerson CPA
Phone
2032394478
Raw XML AppendixShowing 400 of 20,216 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KIRCALDIE, RANDALL & MCNAB LLC - TAXES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED BECAUSE FOUNDATION DOES NOT SOLICIT FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ISHARES CORE AGGREGATE BOND ETF, 6,994.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ISHARES IBOXX HIGH YIELD CORP BD, 11,728.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ISHARES IBOXX INVESTMENT GRADE CORP BD FD ETF, 4,586.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ISHARES INTERMEDIATE CREDIT ETF, 6,825.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ISHARES JP MORGAN EM BOND ETF, 9,631.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ISHARES US PREFERRED STOCK ETF, 11,223.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PIMCO 0-5 YEAR HIGH YIELD CORP, 2,417.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7VANGUARD TOTAL BOND MARKET ETF, 20,117.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8SPDR BARCLAYS CONVERTIBLE SECURITIES ETF, 9,755.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9VANGUARD SHORT-TERM BOND FD, 2,797.000 UNITS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0767438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11039569
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AQR MANAGED FUTURES STRAT FD, 20.861 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ASG MANAGED FUTURES STRAT FD, 19.256 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CALAMOS MARKET NEUTRAL INCOME FD, 26,013.268 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GATEWAY FD, 11,097.090 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD REIT ETF, 7,588.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CONSUMER STAPLES SELECT SECTOR SPDR, 10.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES CURRENCY HEDGED MSCI EAFE ETF, 32,029.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES MSCI EAFE ETF, 18,019.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES MSCI EMERGING MKTS ETF, 20,266.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES MSCI ALL COUNTRY EX-JAPAN ETF, 7,718.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES MSCI BRAZIL CAPPED ETF, 30.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES MSCI USA MINIMUM VOLITALITY, 24,330.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES MSCI MINIMUM VOL EMERGING MKTS ETF, 8,512.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES MSCI MINIMUM VOL EAFE ETF, 11,663.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES RUSSELL 1000 VALUE ETF, 7,389.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15POWERSHARES FTSE RAFI US 1000, 7,236.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TECHNOLOGY SELECT SECTOR SPDR, 9,662.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INDUSTRIAL SELECT SPDR IDX FD, 7,679.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VANGUARD DIVIDEND APPRECIATION ETF, 8,014.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VANGUARD S&P 500 EFT, 19,814.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VANGUARD SMALL CAP ETF, 7,464.000 UNITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WISDONTREE JAPAN HEDGED EQUITY, 2,551.000 UNITS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01145
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582013-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712014-12-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052016-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1192016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1202016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1212016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1222016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1232016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1242015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1252015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1262015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1272015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1282016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1292015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1302015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1312016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1322016-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1332016-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1342016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1352016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1362015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1372015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1382015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1392015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1402015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1412015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1422015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1432016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1442016-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1452016-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1462015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1472015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1482015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1492016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1502015-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1512015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1522015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1532015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1542014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1552014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1562015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1572015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1582015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1592014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1602014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1612014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1622014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1632014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1642014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1652014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1662014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1672015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1682014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1692014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1702014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1712014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1722014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1732014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1742014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1752014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1762015-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1772014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1782014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1792014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1802014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1812014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1822014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1832014-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1842014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1852014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1862014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1872014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1882014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1892014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1902014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1912014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1922014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1932014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1942014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1952014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1962014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1972014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1982014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1992016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2002014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2012016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2022016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2032016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2042016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2052016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2062016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2072016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2082015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2092015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2102016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2112016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2122015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2132015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2142015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2152015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2162015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2172015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2182015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2192016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2202016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2212016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2222015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2232015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2242015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2252015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2262016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2272016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2282016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2292016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2302016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2312015-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2322015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2332015-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2342015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2352015-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2362015-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2372015-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2382016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2392015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2402015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2412016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt2422016-03-11

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.00$19.9$1.01$1.52$0.51
2023Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.77$1.38$0.61
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$0.72$1.32$0.60
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.03$21.6$2.86$1.47$1.38
2020Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.85$1.45$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$0.90$1.33$0.44
2018Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$0.88$1.31$0.42
2017Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.38$1.50$0.12
2016Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.19$1.40$1.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$0.83$1.50$0.67
2014Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$3.08$1.68$1.41
2013Detailed filing. Detailed filing data is available for this year.$22.8$0.10$22.7$12.1$1.88$10.2
2012Detailed filing. Detailed filing data is available for this year.$12.5$0.01$12.5$1.43
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.37
2010Detailed filing. Detailed filing data is available for this year.$12.3$0.01$12.3$1.30