Civic Intelligence

Whitehall Foundation Inc.

990PF • Fiscal year 2019 • EIN 13-5637595

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 14, 2020

Organization Profile
Post Office Box 3423Palm Beach, FL 33480

(561) 655-4474

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

10th percentile

-28%

Higher net margin than 10% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$132,221

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

18th percentile

-1.5%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-46%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$106,965,273

Down $1,577,114 (-1.5%) from 2018

Net Assets

Down

$106,965,273

Down $1,577,114 (-1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin10th percentile

Revenue

Down

$5,548,786

Down $4,739,909 (-46%) from 2018

Expenses

Down

$7,125,900

Down $5,581 (-0.1%) from 2018

Net Income

Down

-$1,577,114

Down $4,734,328 (-150%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$150M$100M$50M$0-$50MAssets 2011: $81,582,309Liabilities 2011: $2882011Assets 2012: $81,816,410Liabilities 2012: $221Net Assets 2012: $81,816,1892012Assets 2013: $81,141,602Liabilities 2013: $238Net Assets 2013: $81,141,3642013Assets 2014: $94,913,567Liabilities 2014: $104,326Net Assets 2014: $94,809,2412014Assets 2015: $111,649,258Liabilities 2015: $11,694Net Assets 2015: $111,637,5642015Assets 2016: $106,280,163Liabilities 2016: -$30,860Net Assets 2016: $106,311,0232016Assets 2017: $105,439,591Liabilities 2017: $54,418Net Assets 2017: $105,385,1732017Assets 2018: $108,542,387Liabilities 2018: $0Net Assets 2018: $108,542,3872018Assets 2019: $106,965,273Liabilities 2019: $0Net Assets 2019: $106,965,2732019Assets 2020: $105,282,274Liabilities 2020: $0Net Assets 2020: $105,282,2742020Assets 2021: $110,417,823Liabilities 2021: $99,251Net Assets 2021: $110,318,5722021Assets 2022: $111,640,964Liabilities 2022: $0Net Assets 2022: $111,640,9642022Assets 2023: $109,234,918Liabilities 2023: $0Net Assets 2023: $109,234,9182023Assets 2024: $106,300,578Liabilities 2024: $0Net Assets 2024: $106,300,5782024

Highlighted filing

2019

Assets$106,965,273
Liabilities$0
Net Assets$106,965,273
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $3,580,359Expenses 2011: $4,931,295Net Income 2011: -$1,350,9362011Expenses 2012: $5,117,6062012Expenses 2013: $5,562,3852013Revenue 2014: $19,815,370Expenses 2014: $6,147,493Net Income 2014: $13,667,8772014Revenue 2015: $23,172,734Expenses 2015: $6,344,411Net Income 2015: $16,828,3232015Revenue 2016: $553,223Expenses 2016: $5,879,764Net Income 2016: -$5,326,5412016Revenue 2017: $5,529,503Expenses 2017: $6,455,353Net Income 2017: -$925,8502017Revenue 2018: $10,288,695Expenses 2018: $7,131,481Net Income 2018: $3,157,2142018Revenue 2019: $5,548,786Expenses 2019: $7,125,900Net Income 2019: -$1,577,1142019Revenue 2020: $4,848,897Expenses 2020: $6,531,896Net Income 2020: -$1,682,9992020Revenue 2021: $11,040,165Expenses 2021: $5,963,960Net Income 2021: $5,076,2052021Revenue 2022: $8,743,956Expenses 2022: $7,421,564Net Income 2022: $1,322,3922022Revenue 2023: $4,708,772Expenses 2023: $7,114,818Net Income 2023: -$2,406,0462023Revenue 2024: $4,241,226Expenses 2024: $7,175,566Net Income 2024: -$2,934,3402024

Highlighted filing

2019

Revenue$5,548,786
Expenses$7,125,900
Net Income-$1,577,114
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M MOFFETT IIPresident/TreasurerFT$124,721$7,500$132,221
J WRIGHT RUMBOUGHVice President/Trustee-$0--
CATHERINE M THOMASCorporate Secretary/Asst.-$0--
MR KENNETH S BEALL JR ESQTrustee-$0--
JAMES R LOWELL IIITrustee-$0--
MR E ANTHONY NEWTONTrustee-$0--
DEBORAH S GIBBONS-NEFFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Whitehall Foundation Inc
EIN
13-5637595
Phone
5616554474
Address
POST OFFICE BOX 3423, PALM BEACH, FL 33480

Signing Officer

Name
George Moffett
Title
President/treasurer
Phone
5616554474
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1555 PALM BEACH LAKES BLVD SUITE, 700, WEST PALM BEACH, FL 33401
Preparer
Frank Lucas
Phone
5616971785
Raw XML AppendixShowing 400 of 2,055 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/Amt0111366
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt083525
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt027842
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt029585942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt030282438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt065292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1107572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2115366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3216827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4159780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5210914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6225787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7189554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8312568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt999636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10354289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11256363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12207534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13226444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14229832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152621895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16121365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17195006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1811098406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195715699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20156095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21166337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2259351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233104027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243764146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251436113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263337982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27499016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282249109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29182400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30120009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3193314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32151408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33231043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3496039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35147900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36886465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37135783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt385109433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396157529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4088543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41108807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4251536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43140091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44150517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45138735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46946737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt471141371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48229184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4974701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50351817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511064703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523476839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt535254530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt073980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1202419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2117625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3455906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4223460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5447940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6271286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7342207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8469085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9294864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10445956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11322880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12370575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13265972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14380985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152353189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16132765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17166995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812287732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195413720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20181326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21292621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22142061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233394237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt243614539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251542761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263164326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27431311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282399953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29564912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30140199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31105444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32197533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33319769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34193620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35426025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36815372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37237148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384460525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt395680100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40271924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41240731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42230523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43169744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44246797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45195204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461136629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47702104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48332143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4986275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50550740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511355292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523482010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt535462799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLISON TRANSMISSION HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC/CA-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARAMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKSHIRE HATHAWAY INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BOEING CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BROOKFIELD ASSET MANAGE-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DODGE & COX INTL STOCK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FIDELITY 500 INDEX FD-AI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FIDELITY INTERNATIONAL INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HILL-ROM HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INVESCO QQQ TR UNITSER1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES INC MSCI JAPAN NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHARES MSCI ALL COUNTRY ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHARES MSCI CHINA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES MSCI INDIA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MARTIN MARIETTA MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NEUBERGER BER GR CHINA EQ-IS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38OAKMARK FUND-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39OAKMARK INTERNATIONAL-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCHWAB (CHARLES) CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SPDR S&P OIL & GAS EXP & PR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNIVERSAL HEALTH SERVICES-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VANECK VECTORS GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012198567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALTERNATIVE ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt013897277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02702740
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02822538
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt023508
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05548786
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05548786
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt083525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt027842
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0111366
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02822538
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt031180
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt093541
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0124721
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05715131
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05715131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02702740
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02702740
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1577114
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030745041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt023508
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt023508
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02822538
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04501652
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt065554
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt065554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt084575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0847631
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0932204
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02412
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt07237
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt09649
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt023942
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt070883
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0139842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06033752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01047134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07125900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05548786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05548786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0318621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01047134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01410769
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt027433
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt027433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027922503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02822538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02822538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030745041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02822538
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1577114
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0106965273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0108542387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0106965273
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05507304
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05507304
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05507304
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05552321
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045017
IRS990PF/DistributableAmountGrp/TotalTaxAmt045017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt071893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0116910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt045017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt071893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt045017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt045017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0116910
IRS990PF/FMVAssetsEOYAmt0113134978
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0111935537
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0110358423
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt021244905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt029585942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030282438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067182454
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt064031739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt067806238
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018703960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt012198567
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013897277
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt043041
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt074524
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt074524
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-3393150
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-3393150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01368027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01074501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01074501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0108542387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0106965273
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0113134978
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0108542387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0106965273
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0108542387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0106965273
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0112737478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01767890
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0110969588
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01691062
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05552321
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0111046416
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0112737478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0124721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt07500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE M MOFFETT II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1J WRIGHT RUMBOUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHERINE M THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MR KENNETH S BEALL JR ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES R LOWELL III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MR E ANTHONY NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DEBORAH S GIBBONS-NEFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CORPORATE SECRETARY/ASST.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 3423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd533480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd633480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05318568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05363585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05542301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05104359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05061017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05702371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05584862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt045017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0111046416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0118317710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0111950993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0104724604

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,965,273
Liabilities
$0
Net assets
$106,965,273
Revenue
$5,548,786
Expenses
$7,125,900
Net income
-$1,577,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$106$0.00$106$4.24$7.18$2.93
2023Detailed filing. Detailed filing data is available for this year.$109$0.00$109$4.71$7.11$2.41
2022Detailed filing. Detailed filing data is available for this year.$112$0.00$112$8.74$7.42$1.32
2021Detailed filing. Detailed filing data is available for this year.$110$0.10$110$11.0$5.96$5.08
2020Detailed filing. Detailed filing data is available for this year.$105$0.00$105$4.85$6.53$1.68
2019Detailed filing. Detailed filing data is available for this year.$107$0.00$107$5.55$7.13$1.58
2018Detailed filing. Detailed filing data is available for this year.$109$0.00$109$10.3$7.13$3.16
2017Detailed filing. Detailed filing data is available for this year.$105$0.05$105$5.53$6.46$0.93
2016Detailed filing. Detailed filing data is available for this year.$106$0.03$106$0.55$5.88$5.33
2015Detailed filing. Detailed filing data is available for this year.$112$0.01$112$23.2$6.34$16.8
2014Detailed filing. Detailed filing data is available for this year.$94.9$0.10$94.8$19.8$6.15$13.7
2013Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$5.56
2012Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$5.12
2011Summary only. Only limited summary data is available for this year.$81.6$0.00$3.58$4.93$1.35