Liabilities / Assets
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
45th percentile
Higher top officer pay than 45% of similar nonprofits.
Top officer pay equals 6.6% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
3rd percentile
Faster revenue growth than 3% of similar nonprofits.
Assets
Down$2,394,552
Down $187,887 (-7.3%) from 2017
Net Assets
Down$2,394,552
Down $187,887 (-7.3%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue
Down$95,343
Down $256,059 (-73%) from 2017
Expenses
Up$283,230
Up $10,022 (+3.7%) from 2017
Net Income
Down-$187,887
Down $266,081 (-340%) from 2017
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JA Woods | Trustee | - | $6,330 | - | $6,330 |
| JUDY S WOODS | Trustee | - | $6,330 | - | $6,330 |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | LLOYD HARBOR, NY, US | $35,800 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | COLD SPRING HARBOR, NY, US | $25,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | KINGS PARK, NY, US | $20,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | COLD SPRING HARBOR, NY, US | $20,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $15,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $13,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | COLD SPRING HARBOR, NY, US | $12,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | PALM BEACH, FL, US | $12,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | HUNTINGTON, NY, US | $7,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | BRONX, NY, US | $5,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | COLD SPRING HARBOR, NY, US | $3,000 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | OYSTER BAY, NY, US | $2,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | COLD SPRING HARBOR, NY, US | $2,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $2,500 |
| Paid Grant | - | GENERAL PURRPOSE | EXEMPT | Old Westbury, NY, US | $2,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | COLD SPRING HARBOR, NY, US | $1,500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $1,200 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $1,020 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $500 |
| Paid Grant | - | GENERAL PURPOSE | EXEMPT | NEW YORK, NY, US | $500 |
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/AdjustedNetIncomeAmt | 0 | 1125 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 4500 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | ZBS GROUP |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 3375 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | JP MORGAN CHASE 4.625% 50,000 SHARES |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | TD AMERITRADE 2.95% 50,000 SHARES |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | UNITED HEALTH GROUP 3.35% 50,000 SHARES |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 54251 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 49869 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 51585 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 52039 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 49320 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 50248 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 4504 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 25265 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 11302 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 12385 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 20354 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 19274 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 21216 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 49331 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 31205 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 50157 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 63300 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 10316 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 24325 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 21965 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 10278 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 41158 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 20358 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 34455 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 42678 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 45919 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 32917 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 44705 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 36000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 25297 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 25317 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 31859 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 25556 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 25695 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 37428 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 47236 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 36094 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 48988 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 34631 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 33 | 39415 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 34 | 57440 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 35 | 34292 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 36 | 37746 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 37 | 29145 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 38 | 20479 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 39 | 40409 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 40 | 50580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 41 | 55746 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 42 | 36774 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 43 | 50586 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 44 | 51569 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 45 | 34359 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 46 | 23095 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 47 | 39363 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 48 | 13455 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 89715 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 171216 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 88754 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 73170 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 115287 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 97488 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 107118 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 92266 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 43590 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 166860 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 89825 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 75708 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 62487 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 109018 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 39340 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 74580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 109208 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 91812 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 64344 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 90420 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 104220 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 126900 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 43747 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 25102 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 25290 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 47744 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 25420 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 24730 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 61530 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 50154 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 53630 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 47670 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 40415 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 33 | 65404 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 34 | 71879 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 35 | 72900 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 36 | 23590 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 37 | 17462 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 38 | 20220 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 39 | 45130 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 40 | 56169 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 41 | 91504 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 42 | 37301 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 43 | 42232 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 44 | 41203 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 45 | 25237 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 46 | 61786 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 47 | 40067 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 48 | 12482 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 750 SHARES JOHNSON & JOHNSON CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | J.P. MORGAN CHASE & CO 1,600 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 450 SHARES 3M COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 1,000 SHARES PROCTOR & GAMBLE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | PEPSICO 1,150 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 1200 SHARES EXXON MOBIL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 1500 SHARES MICROCHIP TECHNOLOGY INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 900 SHARES NORTHERN TR CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 750 SHARES QUALCOMM INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 3000 SHARES CHARLES SCHWAB CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 2500 SHARES PFIZER |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 1200 SHARES COLGATE PALMOLIVE CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | US BANCORP 1,250 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 700 SHARES ACCENTURE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | CELGENE 500 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 600 SHARES CHEVRON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 1100 SHARES DANAHER CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | PAYCHEX 1,400 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | ROCHE HLDG 2,400 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 1200 SHARES COGNIZANT TECH SOL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 1500 SHARES EAST WEST BANCORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 1200 SHARES NICE SYSTEMS LTD ADR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 550 SHARES PHILIP MORRIS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 1000 SHARES BOA 6.204 SER D PFD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 1000 SHARES CAPITAL ONE 6% PFD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 800 SHARES CERNER CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 1000 SHARES SL GREEN REALTY 6.5% PFD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 1000 SHARES WELLS FARGO CO 5.25% PFD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 1000 SHARES ABOTT LABORATORIES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | DUKE ENERGY CORP 650 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | 550 SHARES WABTEC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 1000 SHARES VERIZON COMMUNICATN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | AMGEN INCORPORATED 225 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | APPLE INC 350 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 34 | CHUBB 550 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 35 | CINTAS 400 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 36 | GILEAD SCIENCES 350 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 37 | STERICYCLE INC 275 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 38 | GILEAD SCIENCES 300 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 39 | LOWES CO 475 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 40 | UNITED TECHNOLOGY 450 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 41 | VISA INC 700 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 42 | WALT DISNEY 375 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 43 | AMERICAN INTL GROUP 800 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 44 | CVS HEALTH CORP 650 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 45 | JOHNSON CONTROLS 752 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 46 | FORTIVE CORPORATION- 850 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 47 | BLACK ROCK INC 75 SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 48 | UNITED TECHNOLOGY CORP 100 SHARES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 26418 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 25935 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 122314 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 3 | 51075 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 4 | 89594 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 5 | 47181 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 6 | 55000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 7 | 140407 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | WEYERHAEUSER 2,300 SHARES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | AMERICAN TOWER CORP 700 SHARES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | 4,100 SHARES JP MORGAN CHASE ALERIAN |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | 4495.599 DOUBLELINE TOTAL RETURN |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 4 | 850 SHARES ISHARES 1-3 TR BOND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 5 | 1800 SHARES VANGUARD FTSE EMERGING |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 6 | OSTERWEIS STRATEGIC 4,981.872 SHARES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 7 | VANGUARD INTERM TERM 15,490.7090 SHARES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 63461 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 69185 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 111315 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 3 | 46934 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 4 | 88290 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 5 | 80298 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 6 | 56196 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 7 | 136735 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 3 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 4 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 5 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 6 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 7 | AT COST |
| IRS990PF/AmendedReturnInd | 0 | X |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt | 0 | 106808 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt | 0 | -11465 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 95343 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 95343 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 1125 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 3375 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 4500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 88257 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt | 0 | 3165 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 9495 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 12660 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 209020 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 209020 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt | 0 | 106808 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 106808 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 106808 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -187887 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 170188 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt | 0 | 12 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt | 0 | 36 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt | 0 | 48 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | -11465 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 51149 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt | 0 | 12356 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 37073 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 49429 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt | 0 | 1893 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 5680 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 7573 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt | 0 | 106808 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 18551 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 209020 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 55659 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 283230 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 106808 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 95343 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 18551 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 55659 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 74210 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2015-07-21 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2010-03-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2015-07-21 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 1985-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2011-10-05 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2011-10-05 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 9131 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 38622 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 20168 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 3788 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 55665 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 54279 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | -2907 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | -7502 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | -9220 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 18108 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | -5665 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | -4279 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | -2907 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | -7502 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | -9220 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 18108 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | -5665 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | -4279 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 6224 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 31120 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 10948 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 21896 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 50000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 50000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 5 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | 500 NEW YORK CMNTY BANCO |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | 2500 NEW YORK CMNTY BANCO |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | 750 GENERAL ELECTRIC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 1500 GENERAL ELECTRIC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 50000 JP MORGAN CHASE & CO 6% 18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | 50000 GE CAPITAL 5.625% |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2018-04-18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2018-04-18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2018-02-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2018-02-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2018-01-15 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2017-09-15 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | -11465 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -187887 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 2394552 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2582439 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 2394552 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 1023 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 1023 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 1023 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 1023 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 36 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 1023 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 1023 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 1023 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 1059 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 4112347 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 2582439 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 2394552 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 265650 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 155705 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 151607 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 1631389 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 1625921 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 3253324 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 557924 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 557924 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 652414 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 127476 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 55002 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 55002 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 2582439 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 2394552 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 4112347 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 2582439 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 2394552 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2582439 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 2394552 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 6330 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 6330 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | JA Woods |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | JUDY S WOODS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | Trustee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | Trustee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 525 PRESTWICK CIRCLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 525 PRESTWICK CIRCLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | PALM BEACH GARDENS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | PALM BEACH GARDENS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | FL |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 33418 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 33418 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt | 0 | 209020 |
| IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt | 0 | 209020 |
| IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt | 0 | 209020 |
| IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt | 0 | 1 |
| IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt | 0 | The foundation's income and contributions received from the Estate of Ann E. Woodward less expenses to maintain the foundation were used for donations to recognized publicly supported charities. Schedule of donations is attached. |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | P O BOX 4287 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | HUNTINGTON |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | NY |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 11743 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.