Liabilities / Assets
25th 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
25th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
25th 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
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 47.0% of source-year revenue.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Assets
Down$1,378,509
Down $144,266 (-9.5%) from 2015
Net Assets
$1,378,509
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2015
Revenue
Down$44,500
Down $65,765 (-60%) from 2015
Expenses
Up$185,287
Up $28,510 (+18%) from 2015
Net Income
Down-$140,787
Down $94,275 (-203%) from 2015
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BANK OF AMERICA N A | Trustee | - | $20,921 | - | $20,921 |
| SUSAN GIBSON METZGER | Co-Trustee | PT | $9,495 | - | $9,495 |
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/Amt | 0 | 1250 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | TAX PREPARATION FEE - BOA |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 500 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 750 |
| GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc | 0 | PART VIII LIST OF OFFICERS AND DIRECTORS |
| GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt | 0 | FEDERAL FOOTNOTE |
| GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt | 0 | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 69921 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 8490 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 9023 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 5768 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 8387 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 8665 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 8078 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 11342 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 14492 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 14333 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 5803 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 15239 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 6091 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 11106 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 19830 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 12716 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 7341 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 11113 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 15753 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 208346 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 44165 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 41130 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 111683 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 38553 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 48319 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 48271 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 112153 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 58560 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 57568 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 24308 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 68063 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 33310 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 35125 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 33 | 76826 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 34 | 38667 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 35 | 7625 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 36 | 7671 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 37 | 10 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 77197 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 5616 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 10685 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 8395 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 26857 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 26576 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 28174 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 24017 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 23542 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 32936 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 21483 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 25922 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 18259 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 23945 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 40556 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 26177 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 14641 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 40537 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 21352 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 214891 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 53488 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 62003 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 167840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 57311 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 48416 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 40253 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 138238 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 72237 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 52018 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 19044 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 55388 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 33598 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 31592 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 33 | 74564 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 34 | 23364 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 35 | 19296 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 36 | 19811 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 37 | 21 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 464287234 ISHARES MSCI EMERGIN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | 637071101 NATIONAL OILWELL VAR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 674599105 OCCIDENTAL PETE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 806857108 SCHLUMBERGER LTD COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | 913017109 UNITED TECHNOLOGIES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 254687106 DISNEY WALT CO COM D |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 872540109 TJX COS INC NEW COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 22160K105 COSTCO WHSL CORP NEW |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 713448108 PEPSICO INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 718172109 PHILIP MORRIS INTL I |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 375558103 GILEAD SCIENCES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 478160104 JOHNSON & JOHNSON CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 58155Q103 MCKESSON CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 38141G104 GOLDMAN SACHS GROUP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 46625H100 J P MORGAN CHASE & C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 949746101 WELLS FARGO & CO NEW |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | G1151C101 ACCENTURE PLC CL A C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 037833100 APPLE INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 92343V104 VERIZON COMMUNICATIO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 19765P810 COLUMBIA SMALL CAP C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 19765N468 COLUMBIA TOTAL RETUR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 197199813 COLUMBIA ACORN INTER |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 464287507 ISHARES CORE S&P MID |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 464287614 ISHARES RUSSELL 1000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 464287655 ISHARES RUSSELL 2000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 921943858 VANGUARD FTSE DEVELO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 922042858 VANGUARD FTSE EMERGI |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 922908553 VANGUARD REIT ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 466001864 IVY ASSET STRATEGY F |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | 19765N245 COLUMBIA DIVIDEND IN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | 693390841 PIMCO HIGH YIELD FD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 714199106 PERMANENT PORTFOLIO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | 72200Q182 PIMCO ALL ASSET ALL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | 302993993 MID CAP VALUE CTF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 34 | 323991307 MID CAP GROWTH CTF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 35 | 99Z466197 INTERNATIONAL FOCUSE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 36 | 73935S105 POWERSHARES DB COMMO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 37 | 02079K107 ALPHABET INC CL C CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 38 | 02079K305 ALPHABET INC CL A CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 39 | 13057Q206 CALIFORNIA RESOURCES |
| InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt | 0 | 50430 |
| InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt | 0 | 67102 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt | 0 | 45082 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | -658 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 0 | EXCISE TAX REFUND |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 0 | 76 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 0 | 1 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 44500 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 44500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 1250 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 12166 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 18249 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 30416 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 134728 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 134728 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 43339 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 45082 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -140787 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 81652 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | -658 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 6453 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 250 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 228 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 298 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 60 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 76 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 16820 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 16820 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 899 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 1775 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 147644 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 36946 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 185287 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 43399 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 44500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 12916 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 36946 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 50559 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt | 0 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2012-08-22 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2012-08-22 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2009-04-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2000-05-23 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2000-04-13 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2001-01-12 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 6 | 2003-01-23 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 7 | 2009-05-21 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 8 | 2009-04-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 9 | 2013-09-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 3 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 2 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 2931 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 10000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 5000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 5000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 6 | 15343 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 7 | 10000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 8 | 34031 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 1 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | -556 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | -1880 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | -940 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | -670 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | 2403 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 2769 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | -10248 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 4065 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 1 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | -556 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | -1880 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | -940 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | -670 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | 2403 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 2769 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 7 | -10248 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 3 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 3 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 2375 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 8120 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 4060 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 4330 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 17746 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 7 | 12769 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 8 | 23783 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | .042 CALIFORNIA RESOURCES CORP COM |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | .23 CALIFORNIA RESOURCES CORP NEW COM |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | .17 CALIFORNIA RESOURCES CORP NEW COM |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 217.264 COLUMBIA DISCIPLINED SMALL CORE FUND CL Z |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 742.942 COLUMBIA DISCIPLINED SMALL CORE FUND CL Z |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | 371.471 COLUMBIA DISCIPLINED SMALL CORE FUND CL Z |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | 396.197 COLUMBIA DISCIPLINED SMALL CORE FUND CL Z |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | 1623.582 COLUMBIA DISCIPLINED SMALL CORE FUND CL Z |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | 1168.224 COLUMBIA DISCIPLINED SMALL CORE FUND CL Z |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 9 | 1128.739 IVY ASSET STRATEGY FUND CL I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 10 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2016-04-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2016-06-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2016-06-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2016-02-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2016-02-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2016-02-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 6 | 2016-02-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 7 | 2016-02-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 8 | 2016-02-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 9 | 2016-02-25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | -658 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -140787 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 4854 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 1375 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 1383363 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 1522775 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 1378509 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 86702 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 86702 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 86702 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 86767 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 65 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 65 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 68 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 876 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 65 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 811 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 743 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 65 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 65 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 876 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 1753796 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 1522775 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 1378509 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 1406648 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 1323844 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 1680240 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt | 0 | 2219 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 65680 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 4235 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 4235 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 1522775 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 1378509 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 1753796 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 1522775 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 1378509 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 1522775 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 1378509 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 50447 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt | 0 | 50430 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt | 0 | 67102 |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 1761769 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 43138 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 1718631 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 26427 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 86767 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 1735342 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 1761769 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 05 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 20921 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 9495 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | BANK OF AMERICA N A |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | SUSAN GIBSON METZGER |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | CO-TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 1 EAST AVE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 18 PINECREST |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | ROCHESTER |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | WARWICK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 14638 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 10990 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt | 0 | 121972 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt | 0 | 122037 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt | 0 | 135128 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt | 0 | 135087 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt | 0 | 142699 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt | 0 | 131099 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt | 0 | 131132 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt | 0 | 0.070287 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt | 0 | 0.071393 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt | 0 | 0.067979 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt | 0 | 0.073622 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt | 0 | 0.069486 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt | 0 | 0.068954 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd | 0 | false |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt | 0 | 65 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt | 0 | 1735342 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt | 0 | 1892743 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt | 0 | 1987191 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt | 0 | 1938277 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt | 0 | 1886695 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt | 0 | 1901742 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt | 0 | 147644 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt | 0 | 0.351434 |
| IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt | 0 | 147579 |
| IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt | 0 | 147644 |
| IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt | 0 | 65 |
| IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt | 0 | 147644 |
| IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 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/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 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/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | PO BOX 1802 |
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Displayed year
2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.