Civic Intelligence

Elster Foundation Agt

990PF • Fiscal year 2018 • EIN 16-6054742

Jan 01, 2018 to Dec 31, 2018 • Filed on May 23, 2019

Organization Profile
1840 Sharon LaneCharlotte, NC 28211

(980) 328-8162

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-85%

Higher net margin than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$6,240

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

30th percentile

-3.1%

Faster asset growth than 30% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

154%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,314,262

Down $138,557 (-3.1%) from 2017

Net Assets

Down

$4,314,262

Down $138,557 (-3.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Up

$180,523

Up $109,384 (+154%) from 2017

Expenses

Up

$333,927

Up $9,106 (+2.8%) from 2017

Net Income

Up

-$153,404

Up $100,278 (+40%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,826,603Liabilities 2010: $0Net Assets 2010: $5,826,6032010Assets 2011: $5,299,336Liabilities 2011: $0Net Assets 2011: $5,299,3362011Assets 2012: $5,449,960Liabilities 2012: $0Net Assets 2012: $5,449,9602012Assets 2013: $5,870,229Liabilities 2013: $0Net Assets 2013: $5,870,2292013Assets 2014: $5,643,821Liabilities 2014: $0Net Assets 2014: $5,643,8212014Assets 2015: $4,873,674Liabilities 2015: $0Net Assets 2015: $4,873,6742015Assets 2016: $4,723,132Liabilities 2016: $0Net Assets 2016: $4,723,1322016Assets 2017: $4,452,819Liabilities 2017: $0Net Assets 2017: $4,452,8192017Assets 2018: $4,314,262Liabilities 2018: $0Net Assets 2018: $4,314,2622018Assets 2019: $4,181,975Liabilities 2019: $0Net Assets 2019: $4,181,9752019Assets 2020: $4,526,259Liabilities 2020: $0Net Assets 2020: $4,526,2592020Assets 2021: $4,364,554Liabilities 2021: $0Net Assets 2021: $4,364,5542021Assets 2022: $4,149,063Liabilities 2022: $0Net Assets 2022: $4,149,0632022Assets 2023: $4,004,970Liabilities 2023: $0Net Assets 2023: $4,004,9702023Assets 2024: $3,998,278Liabilities 2024: $0Net Assets 2024: $3,998,2782024

Highlighted filing

2018

Assets$4,314,262
Liabilities$0
Net Assets$4,314,262
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $379,9152010Expenses 2011: $386,4642011Expenses 2012: $384,6732012Revenue 2013: $374,813Expenses 2013: $396,091Net Income 2013: -$21,2782013Revenue 2014: $533,928Expenses 2014: $428,010Net Income 2014: $105,9182014Revenue 2015: $293,588Expenses 2015: $398,089Net Income 2015: -$104,5012015Revenue 2016: $219,478Expenses 2016: $360,508Net Income 2016: -$141,0302016Revenue 2017: $71,139Expenses 2017: $324,821Net Income 2017: -$253,6822017Revenue 2018: $180,523Expenses 2018: $333,927Net Income 2018: -$153,4042018Revenue 2019: $87,140Expenses 2019: $220,343Net Income 2019: -$133,2032019Revenue 2020: $562,574Expenses 2020: $216,460Net Income 2020: $346,1142020Revenue 2021: $176,624Expenses 2021: $340,507Net Income 2021: -$163,8832021Revenue 2022: $189,681Expenses 2022: $405,173Net Income 2022: -$215,4922022Revenue 2023: $238,207Expenses 2023: $382,292Net Income 2023: -$144,0852023Revenue 2024: $405,134Expenses 2024: $411,321Net Income 2024: -$6,1872024

Highlighted filing

2018

Revenue$180,523
Expenses$333,927
Net Income-$153,404
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 23, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYDNEY E GOLDSTEINTrustee-$6,240-$6,240
AMY GEROME-ACUFFTrustee-$6,240-$6,240
DOUGLAS R GOLDSTEINTrustee-$6,240-$6,240
ELIZABETH GOLDSTEINTrustee-$6,240-$6,240
NICOLE V ACUFFTrustee-$6,240-$6,240
Filing and Contact Details

Filer

Filer Name
Elster Foundation
EIN
16-6054742
Phone
9803288162
Address
1840 SHARON LANE, CHARLOTTE, NC 28211

Signing Officer

Name
Douglas R Goldstein
Title
Trustee
Phone
9803288162
Signed
2019-05-23

Preparer

Firm
Plush Smith Pa
Address
2 N TAMIAMI TRL STE 506, SARASOTA, FL 34236-5587
Preparer
Carla Plush Smith
Phone
9419537587
Raw XML AppendixShowing 400 of 757 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01945
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0445
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0LONG-TERM COVERED SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0254769
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0278409
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt023640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0APPLE INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AT&T INC. SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BARCLAYS BANK/DELAWARE 02.05000% 7/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BERKSHIRE HATHAWAY, INC. DEL SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CISCO SYS INC SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CVS HEALTH CORP SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6FORD MOTOR CREDIT COMPANY FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7GOLDMAN SACHS GRP INC MTN BE 7.5% 02
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8HOME DEPOT INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9INTERNATIONAL BUSINESS MACHS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10JP MORGAN CHASE BANK NA 0.0% 7/21/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11JP MORGAN CHASE BANK NA 10.5% 4/10/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12MICROSOFT CORP SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13NORTHERN TR CORP SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14OMNICOM GROUP INC SR NT 4.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15PFIZER INC 3.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16WELLS FARGO CO MTN FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt051128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250346
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3101822
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4100003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5102857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6100120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt751092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9103128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1050815
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1149800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1250025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249544
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt399927
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt499289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5100482
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt696864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt752214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt850338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9100718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1050854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1150198
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1248444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2122453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt442981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt673002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt748293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt861415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt930533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1076534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1184098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12154792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1339002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1453896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1549909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1673493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17113577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1847798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1929979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2075964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2175699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2293115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2374994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2471913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2539712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26170598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27100457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2848596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2958125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3068709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31118750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3265702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3343572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3441192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3576516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36100065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3798352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3874211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3967375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0137427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt296904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3124273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4121460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt595965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6174150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt768028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8108756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt966206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1062572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1190461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12144976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1349025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1457962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1554382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1622710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17143470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1863523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1920461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2072922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2183883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22107382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2346053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24114774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2537615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26167720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2791550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2864384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2998036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3049796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3182907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3270714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3350556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3455292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3567636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3696203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3798993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3886017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3956448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CISCO SYS INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CORNING, INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CUMMINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXPEDITORS INTL WASH. INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FASTENAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GENERAL ELECTRIC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HARLEY DAVIDSON INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HOME DEPOT INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INGREDION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTERNATIONAL BUS MACHS. CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JM SMUCKER CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JPMORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KRAFT HEINZ CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MATTEL INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NORTHERN TR CORP. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29OAKMARK INTERNATIONAL FUND INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30OMNICOM GROUP, INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PFIZER, INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PROGRESSIVE CORP. OH COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ROYCE TOTAL RETURN FD CLASS I 427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TE CONNECTIVITY LTD REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TJX COS INC. NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38US BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANGUARD INDEX FDS VGRD SMALL-CAP ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WELLS FARGO & CO. NEW COM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0319311
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0315773
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0168321
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0166504
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt093841
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt049552
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt037130
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0180523
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0180523
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01945
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0130971
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025912
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt031200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0260000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0260000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt093841
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089531
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093841
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-153404
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0304321
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt037130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt037130
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt049552
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt089591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038542
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038542
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0130971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0260445
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0333927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0152573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0180523
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt073927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025912
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-153404
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014847
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04314262
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04452819
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04314262
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0254236
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0254236
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0254236
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0256028
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01792
IRS990PF/DistributableAmountGrp/TotalTaxAmt01792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01792
IRS990PF/FMVAssetsEOYAmt04890285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0920042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0912088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0898970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02870455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02794677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03389173
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04452819
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04314262
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0188743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0119865
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0119865
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04452819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04314262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04890285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04452819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04314262
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04452819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04314262
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0473579
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0487632
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0482277
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05198529
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0154304
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05044225
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt077978
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0256028
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05120551
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05198529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SYDNEY E GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY GEROME-ACUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS R GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NICOLE V ACUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt035 WATERGATE DR UNIT 1504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12660 PEACHTREE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21840 SHARON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3701 BEAUHAVEN LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42754-121 ARIANE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WAXHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0342364501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1303053676
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492117
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0313961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0314857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0282785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0310765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0346798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0374653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0340557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.065287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.065325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05120551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05197530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05093154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05311887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05735250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05625936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0260445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.306569
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0260445
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0260445
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0260445
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS R GOLDSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01840 SHARON LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09803288162
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,314,262
Liabilities
$0
Net assets
$4,314,262
Revenue
$180,523
Expenses
$333,927
Net income
-$153,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.41$0.41$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.24$0.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.19$0.41$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.18$0.34$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.56$0.22$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.09$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.18$0.33$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.07$0.32$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.22$0.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.29$0.40$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.53$0.43$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.37$0.40$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.38