Civic Intelligence

Thomas F Staley Foundation C/O Diane S Bernard

990PF • Fiscal year 2023 • EIN 13-6071888

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 06, 2024

520 Frutchey Hill RoadEaston, PA 18040

(610) 509-1025

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-78%

Higher net margin than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,718,888

Down $93,637 (-2.5%) from 2022

Net Assets

Down

$3,718,888

Down $93,637 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$119,518

Down $109,899 (-48%) from 2022

Expenses

Down

$213,155

Down $54,238 (-20%) from 2022

Net Income

Down

-$93,637

Down $55,661 (-147%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,181,806Liabilities 2011: $02011Assets 2012: $4,071,106Liabilities 2012: $0Net Assets 2012: $4,071,1062012Assets 2013: $3,811,202Liabilities 2013: $40,442Net Assets 2013: $3,770,7602013Assets 2014: $3,665,336Liabilities 2014: $0Net Assets 2014: $3,665,3362014Assets 2015: $3,491,462Liabilities 2015: $0Net Assets 2015: $3,491,4622015Assets 2016: $3,573,738Liabilities 2016: $0Net Assets 2016: $3,573,7382016Assets 2017: $3,680,971Liabilities 2017: $0Net Assets 2017: $3,680,9712017Assets 2018: $3,577,301Liabilities 2018: $0Net Assets 2018: $3,577,3012018Assets 2019: $3,545,962Liabilities 2019: $0Net Assets 2019: $3,545,9622019Assets 2020: $3,756,693Liabilities 2020: $0Net Assets 2020: $3,756,6932020Assets 2021: $3,850,501Liabilities 2021: $0Net Assets 2021: $3,850,5012021Assets 2022: $3,812,525Liabilities 2022: $0Net Assets 2022: $3,812,5252022Assets 2023: $3,718,888Liabilities 2023: $0Net Assets 2023: $3,718,8882023Assets 2024: $3,943,006Liabilities 2024: $0Net Assets 2024: $3,943,0062024

Highlighted filing

2023

Assets$3,718,888
Liabilities$0
Net Assets$3,718,888

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $194,322Expenses 2011: $547,041Net Income 2011: -$352,7192011Expenses 2012: $452,3062012Revenue 2013: $208,201Expenses 2013: $508,166Net Income 2013: -$299,9652013Revenue 2014: $240,551Expenses 2014: $344,288Net Income 2014: -$103,7372014Revenue 2015: $178,570Expenses 2015: $352,444Net Income 2015: -$173,8742015Revenue 2016: $467,057Expenses 2016: $384,781Net Income 2016: $82,2762016Revenue 2017: $442,845Expenses 2017: $335,612Net Income 2017: $107,2332017Revenue 2018: $129,587Expenses 2018: $233,257Net Income 2018: -$103,6702018Revenue 2019: $155,401Expenses 2019: $186,740Net Income 2019: -$31,3392019Revenue 2020: $404,373Expenses 2020: $193,642Net Income 2020: $210,7312020Revenue 2021: $418,061Expenses 2021: $324,253Net Income 2021: $93,8082021Revenue 2022: $229,417Expenses 2022: $267,393Net Income 2022: -$37,9762022Revenue 2023: $119,518Expenses 2023: $213,155Net Income 2023: -$93,6372023Revenue 2024: $517,617Expenses 2024: $293,499Net Income 2024: $224,1182024

Highlighted filing

2023

Revenue$119,518
Expenses$213,155
Net Income-$93,637
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 6, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN H CANADATrustee-$0--
SALLY H WICHERTTrustee-$0--
STUART STALEYPresident-$0--
DIANE STALEY BERNARDSecretary-$0--
DAVID H BRUCETrustee-$0--
CAROLYN BRUCE LONGTrustee-$0--
JONATHAN EMMETT STALEY ESQTrustee-$0--
SUSAN STALEYJunior Trustee-$0--
JAMES STALEYJunior Trustee-$0--
OWEN STALEYTrustee-$0--
GILLIS BERNARDJunior Trustee-$0--
JOHN LOGAN BERNARDJunior Trustee-$0--
NATHAN BERNARDJunior Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY SERVICES FOR CHILDRENGENERAL CONTRIBUTION501(C)3ALLENTOWN, PA, US$10,000
Paid GrantGLOBAL OUTREACH INTERNATIONALGENERAL CONTRIBUTION501(C)3TUPELO, MS, US$10,000
Paid GrantMAN IN THE MIRRORGENERAL CONTRIBUTION501(C)3CASSELBERRY, FL, US$10,000
Paid GrantONE FAMILY INCGENERAL CONTRIBUTION501(C)3SOUTH BOSTON, MA, US$10,000
Paid GrantSOUTH HERO CONGREGATIONAL CHURCHGENERAL CONTRIBUTION501(C)3SOUTH HERO, VT, US$10,000
Paid GrantBRONX LACROSSEGENERAL CONTRIBUTION501(C)3PURCHASE, NY, US$7,000
Paid GrantHARLEM LACROSSEGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$7,000
Paid GrantCAPITAL AREA FOOD BANKGENERAL CONTRIBUTION501(C)3WASHINGTON, DC, US$6,000
Paid GrantGOOD SHEPHERD FOOD BANK OF MAINEGENERAL CONTRIBUTION501(C)3AUBURN, ME, US$6,000
Paid GrantNATIONAL TRUST FOR LOCAL NEWSGENERAL CONTRIBUTION501(C)3ENGELWOOD, CO, US$6,000
Paid GrantEASTON BOYS AND GIRLS CLUBGENERAL CONTRIBUTION501(C)3EASTON, PA, US$5,500
Paid GrantBURR & BURTON ACADEMYGENERAL CONTRIBUTION501(C)3MANCHESTER, VT, US$5,000
Paid GrantCAMP DUDLEY INCGENERAL CONTRIBUTION501(C)3WESTPORT, NY, US$5,000
Paid GrantCENTER FOR REPRODUCTIVE RIGHTSGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$5,000
Paid GrantEVERYTOWN FOR GUN SAFETY SUPPORT FUNDGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$5,000
Paid GrantMAINE NEEDSGENERAL CONTRIBUTION501(C)3PORTLAND, ME, US$5,000
Paid GrantPREVENT CHILD ABUSE - NEW JERSEYGENERAL CONTRIBUTION501(C)3NEW BRUNSWICK, NJ, US$5,000
Paid GrantRONALD MCDONALD HOUSE CHARITIESGENERAL CONTRIBUTION501(C)3OAK BROOK, IL, US$5,000
Paid GrantTHE ALS ASSOCIATION WESTERN PA CHAPTERGENERAL CONTRIBUTION501(C)3PITTSBURGH, PA, US$5,000
Paid GrantTHE TRUSTEES OF RESERVATIONSGENERAL CONTRIBUTION501(C)3BOSTON, MA, US$5,000
Paid GrantTHOMPSON ISLAND OUTWARD BOUND EDUCATION CENTERGENERAL CONTRIBUTION501(C)3BOSTON, MA, US$5,000
Paid GrantWORLD CENTRAL KITCHENGENERAL CONTRIBUTION501(C)3WASHINGTON, DC, US$5,000
Paid GrantCAMP SUNSHINEGENERAL CONTRIBUTION501(C)3CASCO, ME, US$3,000
Paid GrantGREEN CHIMNEYSGENERAL CONTRIBUTION501(C)3BREWSTER, NY, US$3,000
Paid GrantLAKE GEORGE ASSOCIATIONGENERAL CONTRIBUTION501(C)3LAKE GEORGE, NY, US$3,000
Paid GrantTHE HAMMOND MUSEUMGENERAL CONTRIBUTION501(C)3GLOUCESTER, MA, US$2,500
Paid GrantSTATE THEATRE CENTER FOR THE ARTSGENERAL CONTRIBUTION501(C)3EASTON, PA, US$2,350
Paid GrantCOLBY COLLEGEGENERAL CONTRIBUTION501(C)3WATERVILLE, ME, US$2,000
Paid GrantCOMMUNITY ACTION COMMITTEE OF THE LVGENERAL CONTRIBUTION501(C)3BETHLEHEM, PA, US$2,000
Paid GrantKATONAH PRESBYTERIAN CHURCHGENERAL CONTRIBUTION501(C)3KATONAH, NY, US$2,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$2,000
Paid GrantASTRAEA LESBIAN FOUNDATION FOR JUSTICEGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantBOYS & GIRLS CLUB OF GREENWICHGENERAL CONTRIBUTION501(C)3GREENWICH, CT, US$1,000
Paid GrantCENTER FOR DISASTER PHILANTHROPYGENERAL CONTRIBUTION501(C)3WASHINGTON, DC, US$1,000
Paid GrantCHARITY WATERGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantEQUAL JUSTICE INITIATIVEGENERAL CONTRIBUTION501(C)3MONTGOMERY, AL, US$1,000
Paid GrantHAGGAI INSTITUTEGENERAL CONTRIBUTION501(C)3ATLANTA, GA, US$1,000
Paid GrantLEAGUE OF AMERICAN WHEELMENGENERAL CONTRIBUTION501(C)3WASHINGTON, DC, US$1,000
Paid GrantMAINE PUBLIC BROADCASTING CORPORATIONGENERAL CONTRIBUTION501(C)3BANGOR, ME, US$1,000
Paid GrantMID-MAINE HOMELESS SHELTERGENERAL CONTRIBUTION501(C)3WATERVILLE, MA, US$1,000
Paid GrantMORAVIAN ACADEMYGENERAL CONTRIBUTION501(C)3BETHLEHEM, PA, US$1,000
Paid GrantNATIONAL AUDUBON SOCIETYGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantNATIONAL INSTITUTE FOR REPRODUCTIVE HEALTHGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantOPEN SPACE INSTITUTEGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantRAYMOND WATERWAYS PROTECTIVE ASSOCIATIONGENERAL CONTRIBUTION501(C)3RAYMOND, ME, US$1,000
Paid GrantROYAL RIVER COMMUNITY PLAYERSGENERAL CONTRIBUTION501(C)3YARMOUTH, ME, US$1,000
Paid GrantROYAL RIVER CONSERVATION TRUSTGENERAL CONTRIBUTION501(C)3YARMOUTH, ME, US$1,000
Paid GrantSONGBIRD SINGSGENERAL CONTRIBUTION501(C)3BERNARDSTON, MA, US$1,000
Paid GrantTHE HUNGER PROJECTGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantWILDLIFE CONSERVATION SOCIETYGENERAL CONTRIBUTION501(C)3NEW YORK, NY, US$1,000
Paid GrantHAWTHORNE COMMUNITY ASSOCIATIONGENERAL CONTRIBUTION501(C)3SOUTH CASCO, ME, US$650
Paid GrantRAYMOND VILLAGE LIBRARYGENERAL CONTRIBUTION501(C)3RAYMOND, ME, US$500
Paid GrantWDIYGENERAL CONTRIBUTION501(C)3BETHLEHEM, PA, US$500
Filing and Contact Details

Filer

Filer Name
Thomas F Staley Foundation
EIN
13-6071888
Phone
6105091025
Address
520 FRUTCHEY HILL ROAD, EASTON, PA 18040

Signing Officer

Name
Thomas F Staley
Title
Secretary
Phone
6105091025
Signed
2024-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1525 VALLEY CENTER PARKWAY STE 300, BETHLEHEM, PA 18017-2285
Preparer
Jane M Spradlin CPA
Phone
6104335501
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt096394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0146411
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-28714
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt01821
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0117697
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01821
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0119518
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03488
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0185000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0185000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0144681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0146411
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-93637
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0651407
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-28714
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0127967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01821
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01821
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013094
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01773
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0191834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0213155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0146502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0119518
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018535
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0680121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-66736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt138022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-66736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0613385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-28714
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-93637
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03718888
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03812525
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03718888
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0303686
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0303686
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0303686
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0305465
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01779
IRS990PF/DistributableAmountGrp/TotalTaxAmt01779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02800
IRS990PF/FMVAssetsEOYAmt06788854
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06307
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09622
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0572427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01046327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01002631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03013768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02375666
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05480398
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02724
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02724
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03812525
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03718888
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012458
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012774
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012774
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0202169
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0120976
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0129906
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0153523
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0153523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03812525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03718888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06788854
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03812525
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03718888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03812525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03718888
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06202340
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt091602
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06110738
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093035
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0305465
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06109305
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06202340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
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/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN H CANADA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SALLY H WICHERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STUART STALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DIANE STALEY BERNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID H BRUCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CAROLYN BRUCE LONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JONATHAN EMMETT STALEY ESQ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JAMES STALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9OWEN STALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10GILLIS BERNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JOHN LOGAN BERNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12NATHAN BERNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8JUNIOR TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10JUNIOR TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11JUNIOR TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12JUNIOR TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1545 S PROSPECT STREET 24
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217 MCLAUGHLIN DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41228 KING STREET UNIT 9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5393 SOUTH MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6194 OAKWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt717 MCLAUGHLIN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt817 MCLAUGHLIN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt918 BEECHWOOD TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10520 FRUTCHEY HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11520 FRUTCHEY HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12520 FRUTCHEY HILL RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOYNTON BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MAHOPAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3EASTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5COHASSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6YARMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7MAHOPAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8MAHOPAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9WEST ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10EASTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11EASTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm12EASTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8NY

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.52$0.29$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.12$0.21$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.23$0.27$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.42$0.32$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.40$0.19$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.16$0.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.13$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.44$0.34$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.47$0.38$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.18$0.35$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.24$0.34$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.81$0.04$3.77$0.21$0.51$0.30
2012Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.45
2011Summary only. Only limited summary data is available for this year.$4.18$0.00$0.19$0.55$0.35