Civic Intelligence

Wellfleet Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-3170169

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 22, 2020

41 West 72 St Suite 12-fNew York, NY 10023

(201) 849-4544

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

23rd percentile

-16%

Higher net margin than 23% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-15%

Faster asset growth than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

60%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,846,203

Down $322,864 (-15%) from 2019

Net Assets

Down

$1,846,203

Down $322,864 (-15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$70,387

Up $26,264 (+60%) from 2019

Expenses

Up

$81,384

Up $2,137 (+2.7%) from 2019

Net Income

Up

-$10,997

Up $24,127 (+69%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,255,978Liabilities 2012: $02012Assets 2013: $2,248,791Liabilities 2013: $02013Assets 2014: $2,262,724Liabilities 2014: $0Net Assets 2014: $2,262,7242014Assets 2015: $2,255,280Liabilities 2015: $0Net Assets 2015: $2,255,2802015Assets 2016: $2,259,565Liabilities 2016: $0Net Assets 2016: $2,259,5652016Assets 2017: $2,233,781Liabilities 2017: $0Net Assets 2017: $2,233,7812017Assets 2018: $2,204,191Liabilities 2018: $0Net Assets 2018: $2,204,1912018Assets 2019: $2,169,067Liabilities 2019: $0Net Assets 2019: $2,169,0672019Assets 2020: $1,846,203Liabilities 2020: $0Net Assets 2020: $1,846,2032020Assets 2021: $1,816,274Liabilities 2021: $0Net Assets 2021: $1,816,2742021Assets 2022: $1,797,994Liabilities 2022: $0Net Assets 2022: $1,797,9942022Assets 2023: $1,779,829Liabilities 2023: $0Net Assets 2023: $1,779,8292023Assets 2024: $132,868Liabilities 2024: $0Net Assets 2024: $132,8682024Assets 2025: $23,377Liabilities 2025: $0Net Assets 2025: $23,3772025

Highlighted filing

2020

Assets$1,846,203
Liabilities$0
Net Assets$1,846,203

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $56,941Expenses 2012: $66,280Net Income 2012: -$9,3392012Revenue 2013: $71,195Expenses 2013: $78,382Net Income 2013: -$7,1872013Revenue 2014: $71,903Expenses 2014: $57,970Net Income 2014: $13,9332014Revenue 2015: $66,574Expenses 2015: $74,018Net Income 2015: -$7,4442015Revenue 2016: $72,983Expenses 2016: $68,698Net Income 2016: $4,2852016Revenue 2017: $47,085Expenses 2017: $73,368Net Income 2017: -$26,2832017Revenue 2018: $42,843Expenses 2018: $72,433Net Income 2018: -$29,5902018Revenue 2019: $44,123Expenses 2019: $79,247Net Income 2019: -$35,1242019Revenue 2020: $70,387Expenses 2020: $81,384Net Income 2020: -$10,9972020Revenue 2021: $52,359Expenses 2021: $84,788Net Income 2021: -$32,4292021Revenue 2022: $69,983Expenses 2022: $89,239Net Income 2022: -$19,2562022Revenue 2023: $68,796Expenses 2023: $87,717Net Income 2023: -$18,9212023Revenue 2024: $45,213Expenses 2024: $88,751Net Income 2024: -$43,5382024Revenue 2025: $4,668Expenses 2025: $114,159Net Income 2025: -$109,4912025

Highlighted filing

2020

Revenue$70,387
Expenses$81,384
Net Income-$10,997
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 22, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD FEILDirector-$0--
HILA FEILDirector-$0--
STANLEY ROTHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellfleet Foundation Inc
EIN
13-3170169
Phone
2018494544
Address
41 WEST 72 ST SUITE 12-F, NEW YORK, NY 10023

Signing Officer

Name
Gerald Feil
Title
President
Phone
2018494544
Signed
2020-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Srcpa LLC
Address
ONE BRIDGE PLAZA NORTH, FORT LEE, NJ 07024
Preparer
Stanley Roth
Phone
2018494544
Raw XML AppendixShowing 400 of 802 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03885
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm020K RAYTHEON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120K TOYOTA MTR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm225K AUTOMATIC DATA PROCESSING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm325K PFIZER INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm425K PROCTOR & GAMBLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm530K MCDONALDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm64346 DOUBLELINE TOTAL RETURN BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm750K APPLE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm850K BERKSHIRE HATHAWAY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm950K JOHN DEERE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1050K MICROSOFT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1150K WALMART
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1250K HONEYWELL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt120118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt529881
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt647627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt749554
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt848620
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt949775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1049285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1149835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1261779
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt120222
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226709
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt530131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt645456
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt751372
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt851735
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt950786
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1052403
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1153064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1263638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt033145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt427366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt550000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt650000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt734107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt827652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt933663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1031915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1148891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1227540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1332122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1439248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1634658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1757339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1828542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1944684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2083660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2234221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2321227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2415006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2625446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2727583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2825845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2926697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt036226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt548520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt648540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt732310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt853082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt923248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1148057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1220493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1364766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1434759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1677803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1723990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1837428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1955846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2084409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2125424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22103549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt239996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt248925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2620382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2724898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2819812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2927689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0107 LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11211 PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21446 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm318 ADVANSIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4183 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52000 BANK OF NY MELLON PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62000 DIGITAL REALTY PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7231 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8295 HARRIS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9321 CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10188 BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11352 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12430 EMERSON ELEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13484 HONEYWELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14498 VANGUARD INDEX FDS REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1546 GARRETT MOTION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16552 UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17632 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18697 VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19733 ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm207476 PIMCO REAL RETURN CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21767 INVESCO ESCH TRADED S&P GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22866 AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23293 DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24305 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25292 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26226 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27226 PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28301 STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29176 MICROSOFT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt024141
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt08018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0169656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01486 I SHARES TIPS BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1580 SPDR INDEX SHS FDS EURO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0175193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt063316
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05327
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01744
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt070387
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070387
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03885
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt050265
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05327
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt062250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt063316
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt063316
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt063316
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0290067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01744
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05327
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt055592
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt014795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015045
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt065060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt014795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt081384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt070387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt014795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt425398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt740000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt027829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-17671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt027829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-17671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt051005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1040000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150 BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11604 KAYNE ANDERSN MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2141 CHEMOURS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DOW INC - FRX SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GOVT NATL MTG ASS POOL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DOWDUPONT - FRX SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KAYNE ANDERSN - FRX SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7994 FIRST TR EXCH TR FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc878 RESIDEO TECH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950M SHELL OIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101600 PUBLIC STORAGE PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150K GOLDMAN SACHS BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250K WESTPAC BANKING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05327
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-5055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0311867
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02158070
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02169067
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01846203
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0520
IRS990PF/FMVAssetsEOYAmt01965020
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0-311867
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07631
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07631
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0592112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0504621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0518471
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0959244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0988123
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01109246
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0188539
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0192335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0192302
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0311866
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-79724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-90721
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt085360
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0129352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0129352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02169067
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01846203
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01965020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02169067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01846203
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02169067
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01846203
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt024315
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt024141
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt08018
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02228840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0121623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02107217
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033433
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0109770
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02195407
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02228840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERALD FEIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HILA FEIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STANLEY ROTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O S ROTH ONE BRIDGE PLAZA NORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O S ROTH ONE BRIDGE PLAZA NORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE BRIDGE PLAZA NORTH 275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FORT LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FORT LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt0187442
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year1Amt064156
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year2Amt057625
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year3Amt065661
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt050265
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0187849
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt048422
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt038677
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt050485
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt042725
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0159672
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt041159
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt032875
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt042912
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01984-02-24
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/Year2Amt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.11$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.05$0.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.04$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$2.25$0.00$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$0.06$0.07$0.01