Civic Intelligence

Whitehall Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-5637595

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 08, 2021

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

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

16th percentile

$110,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

18th percentile

-1.6%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$105,282,274

Down $1,682,999 (-1.6%) from 2019

Net Assets

Down

$105,282,274

Down $1,682,999 (-1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin10th percentile

Revenue

Down

$4,848,897

Down $699,889 (-13%) from 2019

Expenses

Down

$6,531,896

Down $594,004 (-8.3%) from 2019

Net Income

Down

-$1,682,999

Down $105,885 (-6.7%) from 2019

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

2020

Assets$105,282,274
Liabilities$0
Net Assets$105,282,274
Open 2020 Filing

Operations Trend

Revenue Growth21st 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

2020

Revenue$4,848,897
Expenses$6,531,896
Net Income-$1,682,999
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 8, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M MOFFETT IIPresidentPT$25,000$85,000$110,000
CATHERINE M THOMASTreasurer/Corp. Secretary/TrusteePT$70,000-$70,000
MR KENNETH S BEALL JR ESQVice President/Trustee-$0--
JAMES R LOWELL IIITrustee-$0--
MR E ANTHONY NEWTONTrustee-$0--
DEBORAH S GIBBONS-NEFFTrustee-$0--
JW RUMBOUGH IIITrustee-$0--
TAYLOR THOMASTrustee-$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 M Moffett Ii
Title
President
Phone
5616554474
Signed
2021-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PL, MELBOURNE, FL 32940-8229
Preparer
Juliana Kreul
Phone
5616971785
Raw XML AppendixShowing 400 of 1,992 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/Amt0106492
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt079869
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt026623
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025685773
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027392125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt051839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11906699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23206196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31322643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt436450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt536515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt629205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt820579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt925984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1023611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1128364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1218185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1337792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1428037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151111731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161498240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171347043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187541601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192690082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201067863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213693677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221137512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233258736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2511966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2742732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2832951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2934829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3048504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3121594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324913495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3324125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3427816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3558052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3656739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3750072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3877369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3943453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4046239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4133722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4252600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4331392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4413898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4587508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4611759236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4728977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4816501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4958860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5032480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5137372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5235522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt531072687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54499016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt553078788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562490835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt574774811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt583993713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5939567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6039316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6123561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62886465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt094462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12093616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22829294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32249977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt564880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt652256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt736230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt838619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt958720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10137921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1149860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1216495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1352792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1432618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15938476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161659258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171629767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187092675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt192806994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201111249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214017206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22974068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233846274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2440326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2557540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2637868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2749873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2832662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2936449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3050025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3124610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323985984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3325896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3469903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3574016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3682719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3746448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3899180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3991432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4039675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41167925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42146960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4324598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4448570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45138411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4614087155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4778405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4840215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49126198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5043898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5166344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5287965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt531210326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54570441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553441010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt562515555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt574857494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt585656822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5975159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6074808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6156493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62994421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANECK VECTORS GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SCHWAB (CHARLES) CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BJS WHOLESALE CLUB HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRUNSWICK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CABLE ONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COLUMBIA SPORTSWEAR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES MSCI BRAZIL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16T ROWE PRICE NEW ASIA-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17T ROWE PR JAPAN FUND-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FIDELITY INTL INDX-INST PRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PARNASSUS CORE EQUITY-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES RUSSELL 1000 VALUE E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HEALTH CARE SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES GLOBAL INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EDGEWOOD GROWTH FUND-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PREOGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LAMB WESTON HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INTERCONTINENTAL EXCHANGE IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WD-40 CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32OAKMARK INTERNATIONAL-INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BROOKFIELD ASSET MANAGE-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ARAMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ALPHABET INC/CA-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ALLISON TRANSMISSION HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BERKSHIRE HATHAWAY INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FIDELITY 500 INDEX FD-AI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES MSCI INDIA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES MSCI CHINA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES MSCI ALL COUNTRY ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES INC MSCI JAPAN NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ISHARES CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INVESCO QQQ TR UNITSER1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HILL-ROM HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NB GREATER CHINA EQUITY-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02726824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18350194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22393035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GOLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02942138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19262354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21968719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01484999
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03356460
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05863
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01575
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04848897
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04848897
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt079869
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt026623
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0106492
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03356460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019937
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt059810
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt079746
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05302986
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05302986
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01484999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01484999
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1682999
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt035212692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05863
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05863
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03356460
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03917968
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt066690
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt066690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt092762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0758734
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0851494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt011381
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt043101
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt054482
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0317
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt042661
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt042977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05600971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0930929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06531896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04848897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04848897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0297985
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0930929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01228910
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt027029
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt027029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031856232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03356460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03356460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035212692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03356460
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1682999
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0105282274
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0106965273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0105282274
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05502170
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05502170
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05502170
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05541350
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt039180
IRS990PF/DistributableAmountGrp/TotalTaxAmt039180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt071893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt039180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt039180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt039180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt071893
IRS990PF/FMVAssetsEOYAmt0114184580
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0110358423
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0108675424
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt029585942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025685773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt027392125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt064031739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt064778020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt071270816
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt012198567
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013470053
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014173211
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt074524
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt074524
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt074524
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-3393150
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-3393150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01074501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01273904
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01273904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0106965273
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0105282274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0114184580
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0106965273
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0105282274
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0106965273
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0105282274
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0112514714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01791889
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0110722825
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01687721
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05541350
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0110826993
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0112514714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt170000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt085000
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/EmployeeBenefitProgramAmt70
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/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE M MOFFETT II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE M THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR KENNETH S BEALL JR ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES R LOWELL III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MR E ANTHONY NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DEBORAH S GIBBONS-NEFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JW RUMBOUGH III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7TAYLOR THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/CORP. SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$105,282,274
Liabilities
$0
Net assets
$105,282,274
Revenue
$4,848,897
Expenses
$6,531,896
Net income
-$1,682,999
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