Civic Intelligence

The Ruth and Robert L Newman Foundation

990PF • Fiscal year 2014 • EIN 13-2961121

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 22, 2015

Organization Profile
155 Ocean Lane Dr 904Key Biscayne, FL 33149

(305) 365-9454

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

3.5%

Faster asset growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

173%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$267,713

Up $9,024 (+3.5%) from 2013

Net Assets

Up

$267,713

Up $9,024 (+3.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Up

$38,234

Up $24,231 (+173%) from 2013

Expenses

Down

$29,210

Down $2,594 (-8.2%) from 2013

Net Income

Up

$9,024

Up $26,825 (+151%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2010: $300,325Liabilities 2010: $183Net Assets 2010: $300,1422010Assets 2011: $291,643Liabilities 2011: $10,000Net Assets 2011: $281,6432011Assets 2012: $276,490Liabilities 2012: $0Net Assets 2012: $276,4902012Assets 2013: $258,689Liabilities 2013: $0Net Assets 2013: $258,6892013Assets 2014: $267,713Liabilities 2014: $0Net Assets 2014: $267,7132014Assets 2015: $273,574Liabilities 2015: $0Net Assets 2015: $273,5742015Assets 2016: $266,875Liabilities 2016: $0Net Assets 2016: $266,8752016Assets 2017: $268,087Liabilities 2017: $0Net Assets 2017: $268,0872017Assets 2018: $272,655Liabilities 2018: $19Net Assets 2018: $262,6362018Assets 2020: $257,711Liabilities 2020: $0Net Assets 2020: $257,7112020Assets 2021: $288,806Liabilities 2021: $0Net Assets 2021: $288,8062021Assets 2022: $357,926Liabilities 2022: $0Net Assets 2022: $357,9262022Assets 2023: $513,121Liabilities 2023: $0Net Assets 2023: $513,1212023Assets 2024: $569,769Liabilities 2024: $0Net Assets 2024: $569,7692024

Highlighted filing

2014

Assets$267,713
Liabilities$0
Net Assets$267,713
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $29,8092010Expenses 2011: $28,6802011Expenses 2012: $28,1922012Revenue 2013: $14,003Expenses 2013: $31,804Net Income 2013: -$17,8012013Revenue 2014: $38,234Expenses 2014: $29,210Net Income 2014: $9,0242014Revenue 2015: $26,252Expenses 2015: $17,391Net Income 2015: $8,8612015Revenue 2016: $13,965Expenses 2016: $23,164Net Income 2016: -$9,1992016Revenue 2017: $12,004Expenses 2017: $10,792Net Income 2017: $1,2122017Revenue 2018: $7,514Expenses 2018: $12,965Net Income 2018: -$5,4512018Revenue 2020: $17,838Expenses 2020: $4,247Net Income 2020: $13,5912020Revenue 2021: $20,051Expenses 2021: $7,649Net Income 2021: $12,4022021Revenue 2022: $314,969Expenses 2022: $13,344Net Income 2022: $301,6252022Revenue 2023: $61,093Expenses 2023: $27,605Net Income 2023: $33,4882023Revenue 2024: $21,174Expenses 2024: $37,668Net Income 2024: -$16,4942024

Highlighted filing

2014

Revenue$38,234
Expenses$29,210
Net Income$9,024
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L NEWMANTrusteePT$0--
RUTH A GJESSINGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ruth & Robert L Newman Foundation
EIN
13-2961121
Phone
3053659454
Address
155 OCEAN LANE DR 904, KEY BISCAYNE, FL 33149

Signing Officer

Name
Ruth a Gjessing-new
Title
Trustee
Signed
2015-06-22

Preparer

Firm
Stanley Glick CPA LLC
Address
10 BAY STREET, WESTPORT, CT 06880-4326
Preparer
Stanley Glick
Phone
2032221600
Raw XML AppendixShowing 400 of 501 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SHORT TERM SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LONG TERM SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt011638
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt139987
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt011650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt169093
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0112 VANGUARD SHORT-TERM GOV BOND ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12024.59 FRANKLIN INVS SECS TOTAL RETURN FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2185 VANGUARD SHORT TERM CORPORATE BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt06828
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt214811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06817
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt120367
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt214732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt383063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt402370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt442384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt463876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4794012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt188483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt192116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt248939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt261288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt292653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt302632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt333717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt347727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt387590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt396129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt402224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt411950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt453999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4750182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0100 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm230 CYTEC INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm350 SYNGENTA AG SPOMSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm450 UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm530 ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6100 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm715 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm820 BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm930 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1015 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1150 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1250 MEAD JOHNSON NUITRITION COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1325 ESTEE LAUDER COS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1425 CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1520 EXPRESS SCRIPTS HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1615 MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1790 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1890 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1950 NOVO NORDISK AS SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20100 US BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2135 BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2235 SIGNATURE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2350 DISCOVER FINANCIAL SERVICES(USD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2425 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2520 J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2615 PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2715 ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2830 FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm295 GOOGLE INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm305 GOOGLE INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3150 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3225 FLEETCOR TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3350 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3470 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3535 TRIMBLE NAVIGATION LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36100 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3715 AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38125 AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39148 PUBLIC SERVICE ENTERPRISES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40207.85 FGT FRANKLIN INTERNATIONAL GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41107.97 FRANKLIN INTL SMALL COS GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42129 ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4361.22 OPPENHEIMER DEVELOPING MKTS GDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44104.42 TEMPLETON INSTL FDS INC FOREIGN EQTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4571.56 FRANKLIN SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46111.49 OAK RIDGE SMALL CAP GROWTH FUND CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm476272.722 VAN ECK INTL INVESTORS GOLD A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt09102
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt029118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09102
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt029118
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt038220
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06711
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt029118
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021782
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021782
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09102
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09102
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09102
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09024
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt080743
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029118
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035639
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt038234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt038234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt139987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt129106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029118
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt029118
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09024
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0267713
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0258689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0267713
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014164
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014164
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014164
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014520
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/DistributableAmountGrp/TotalTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0356
IRS990PF/FMVAssetsEOYAmt0272769
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05430
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01275
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt041928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt041916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0214114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0214299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0219367
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0675
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0150
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt075
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0258689
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0267713
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07636
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0258689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0267713
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0272769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0258689
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0267713
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0258689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0267713
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0294827
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0274935
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04422
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014520
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0290405
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0294827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT L NEWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUTH A GJESSING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0155 OCEAN LANE DRIVE 904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1155 OCEAN LANE DRIVE 904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KEY BISCAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KEY BISCAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133149
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt014520
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt065003
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt014607
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt017019
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt018857
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt012342
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt055252
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt012416
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt014466
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt016028
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt026656
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0108908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt029717
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt026112
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt026423
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt026656
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0108908
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt029717
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt026112
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt026423
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt09680
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt043335
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt09738
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt011346
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt012571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.067087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.093160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.063709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.073459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0290405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0282782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0326986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0355028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0410118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0357927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.335433
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026656
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0356
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026656
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT L NEWMAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0155 OCEAN LANE DR 904
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KEY BISCAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033149
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03053659454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANDARD REQUEST LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RUTH A GJESSING-NEWMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03523659454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0155 OCEAN LN DR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KEY BISCAYNE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033149
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE WILLIAM GEORGE AGCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0380 FREEVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FREEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013068
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014164
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014164
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012492
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012492
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026656
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012492
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012492
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE WILLIAM GEORGE AGENCY
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1ALS THERAPY DEVELOPMENT INSTITUTE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2NORWALK COMMUNITY COLLEGE FOUNDATIO
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3AMERICAN DIABETES ASSOCIATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4AARP FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5NEW YORK PRESBYTERIAN FUND INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0380 FREEVILLE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1300 TECHNOLOGY SQUARE SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2188 RICHARDS AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,713
Liabilities
$0
Net assets
$267,713
Revenue
$38,234
Expenses
$29,210
Net income
$9,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.21$0.38$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.61$0.28$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$3.15$0.13$3.02
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.20$0.08$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.18$0.04$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.63$0.08$0.13$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.12$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.14$0.23$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.26$0.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.38$0.29$0.09
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.59$0.00$2.59$0.14$0.32$0.18
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.92$0.10$2.82$0.29
2010Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.30