Civic Intelligence

Edwin Gilbert Trust UW

990PF • Fiscal year 2020 • EIN 06-6044834

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1525 Ww T Harris Blvd D1114-044Charlotte, NC 28262

(203) 544-8084

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-61%

Higher net margin than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$600

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.8%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$420,343

Down $12,273 (-2.8%) from 2019

Net Assets

Down

$420,343

Down $12,273 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Down

$19,982

Down $61,456 (-75%) from 2019

Expenses

Up

$32,149

Up $968 (+3.1%) from 2019

Net Income

Down

-$12,167

Down $62,424 (-124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $398,184Liabilities 2011: $02011Assets 2012: $388,154Liabilities 2012: $02012Assets 2013: $385,828Liabilities 2013: $02013Assets 2014: $385,201Liabilities 2014: $02014Assets 2015: $367,550Liabilities 2015: $02015Assets 2017: $376,547Liabilities 2017: $0Net Assets 2017: $376,5472017Assets 2018: $383,229Liabilities 2018: $4Net Assets 2018: $383,2252018Assets 2019: $432,616Liabilities 2019: $0Net Assets 2019: $432,6162019Assets 2020: $420,343Liabilities 2020: $0Net Assets 2020: $420,3432020Assets 2021: $402,724Liabilities 2021: $0Net Assets 2021: $402,7242021Assets 2022: $376,668Liabilities 2022: $1Net Assets 2022: $376,6672022Assets 2023: $432,023Liabilities 2023: $22023Assets 2024: $417,543Liabilities 2024: $3Net Assets 2024: $417,5402024

Highlighted filing

2020

Assets$420,343
Liabilities$0
Net Assets$420,343
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KRevenue 2011: $42,781Expenses 2011: $29,281Net Income 2011: $13,5002011Revenue 2012: $17,445Expenses 2012: $27,392Net Income 2012: -$9,9472012Revenue 2013: $27,413Expenses 2013: $29,518Net Income 2013: -$2,1052013Revenue 2014: $30,099Expenses 2014: $30,691Net Income 2014: -$5922014Revenue 2015: $14,846Expenses 2015: $32,549Net Income 2015: -$17,7032015Revenue 2017: $31,152Expenses 2017: $40,053Net Income 2017: -$8,9012017Revenue 2018: $30,010Expenses 2018: $23,377Net Income 2018: $6,6332018Revenue 2019: $81,438Expenses 2019: $31,181Net Income 2019: $50,2572019Revenue 2020: $19,982Expenses 2020: $32,149Net Income 2020: -$12,1672020Revenue 2021: $42,727Expenses 2021: $59,871Net Income 2021: -$17,1442021Revenue 2022: $19,207Expenses 2022: $45,264Net Income 2022: -$26,0572022Revenue 2023: $90,287Expenses 2023: $34,933Net Income 2023: $55,3542023Revenue 2024: $40,748Expenses 2024: $55,229Net Income 2024: -$14,4812024

Highlighted filing

2020

Revenue$19,982
Expenses$32,149
Net Income-$12,167
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN MECOZZICo-TrusteePT$600-$600
JOSEPH A NAZZAROCo-TrusteePT$600-$600
LEE E JOHNSONCo-TrusteePT$600-$600
Filing and Contact Details

Filer

Filer Name
Edwin Gilbert Trust Uw
EIN
06-6044834
Address
1525 WW T HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
Dan Mecozzi
Title
Co-trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bliss Allred & Company LLC
Address
153 S Main Street, Newtown, CT 06470
Preparer
Matthew Allred
Phone
2037441041
Raw XML AppendixShowing 400 of 470 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0256210105 DODGE & COX INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1693390841 PIMCO HIGH YIELD FUND INSTITUT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm231641Q755 FIDELITY NEW MARKETS INCOME FU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3693391559 PIMCO EMERGNG MARKETS BOND FUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4592905764 METROPOLITAN WEST TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt030473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt112044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt317500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt036356
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt113307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt318830
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt423884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt633622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt719984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1132904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt183065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt273159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4230000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4311000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt462556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt482143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt491992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt503642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt546100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5510000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt517382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt661695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt738232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1143776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1510511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2115569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt262811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt273801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt285051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt293377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt303211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt333590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt382877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt402906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4255793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4312570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt473241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt482143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt491839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt503774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt547764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5511322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm087612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3314172560 FEDERATED STRAT VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491324P102 UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5907818108 UNON PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7464287499 ISHARES RUSSELL MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8464287655 ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10192446102 COGNIZANT TECH SOLUTIONS CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1127830W108 EATON VANCE GLOBAL MACRO ABSO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12464287465 ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1356501R106 MANULIFE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1463872T885 ASG GLOBAL ALTERNATIVES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1564128R608 NEUBERGER BERMAN LONG SHORT FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16693475105 PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17779919109 T ROWE PRICE REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1878463X863 SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19867224107 SUNCOR ENERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20883556102 THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2102079K107 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2309260C703 THE BLACKROCK GLOBAL LONG/SHOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27126650100 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2826875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2958933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3098978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3289151E109 TOTAL SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33911312106 UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37405217100 HAIN CELESTIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38609207105 MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3909247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4012572Q105 CMW GROUP INCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44755111507 RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45848574109 SPIRIT AEROSYSTEMS HODL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4831620M106 FIDELITY NATL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5025243Q205 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Y2573F102 FLEX LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55891160509 TORONTO DOMINION BK ONT COMM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5600143W859 INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5747803M168 JOHN HANCOCK FUND II ABSOLUTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5800888Y847 INVESCO BALANCED-RISK COMMODIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5909857L108 BOOKINGS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60460690100 INTERPUBLIC GROUP COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6209260D107 BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6594106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6692826C839 VISA INC - CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6931421N881 FEDERATED HERMES STRATEGIC VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm708034731410 JAMES ALPHA GLOBAL REAL ESTAT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt014085
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04910
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0659
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL INCOME TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0328
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014085
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05238
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0659
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019982
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt014085
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05572
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt014085
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014085
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014085
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12167
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt098226
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0553
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04572
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05569
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07923
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07758
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt014085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02949
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02949
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt187836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05572
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1398
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12167
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0203
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0420652
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0432616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0420343
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025927
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025927
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025927
IRS990PF/DistributableAmountGrp/IncomeTaxAmt02338
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028375
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0110
IRS990PF/DistributableAmountGrp/TotalTaxAmt02448
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0110
IRS990PF/FMVAssetsEOYAmt0580832
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0432616
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0420343
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0668
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt085017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0110017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0118394
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0328218
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0299422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0462438
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018713
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09942
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0432616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0420343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0580832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0432616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0420343
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0432616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0420343
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0576148
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015142
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0561006
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08642
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028375
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0567506
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0576148
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAN MECOZZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH A NAZZARO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEE E JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt275 GEORGETOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206833
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02949
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02949
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02949
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 351
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GEORGETOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006829
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAN MECOZZI
IRS990PF/StatementsRegardingActyGrp/PhoneNum02035448084
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION SENT UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JIM DRISCOLL III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02037445000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 248
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BETHEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTACT TRUSTEE FOR RESTRICTIONS OR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT TRUSTEE FOR DEADLINES
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$420,343
Liabilities
$0
Net assets
$420,343
Revenue
$19,982
Expenses
$32,149
Net income
-$12,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.41$0.55$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$0.90$0.35$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.19$0.45$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.43$0.60$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.81$0.31$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.30$0.23$0.07
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.77$0.00$3.77$0.31$0.40$0.09
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.15$0.33$0.18
2014Summary only. Only limited summary data is available for this year.$3.85$0.00$0.30$0.31$0.01
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.27$0.30$0.02
2012Summary only. Only limited summary data is available for this year.$3.88$0.00$0.17$0.27$0.10
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$0.43$0.29$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits