Civic Intelligence

Bathon Family Foundation Inc.

990PF • Fiscal year 2014 • EIN 20-3131050

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

Organization Profile
c/o Daniel Bathon 52 Waltham StreetSuiteLexington, MA 02421

(781) 860-8888

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-1523%

Higher net margin than 2% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$7,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 179.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$254,016

Down $63,540 (-20%) from 2013

Net Assets

Down

$254,016

Down $63,540 (-20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$4,173

Down $7,520 (-64%) from 2013

Expenses

Up

$67,713

Up $37,617 (+125%) from 2013

Net Income

Down

-$63,540

Down $45,137 (-245%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$600K$400K$200K$0Assets 2010: $403,828Liabilities 2010: $0Net Assets 2010: $403,8282010Assets 2011: $352,955Liabilities 2011: $0Net Assets 2011: $352,9552011Assets 2012: $335,959Liabilities 2012: $0Net Assets 2012: $335,9592012Assets 2013: $317,556Liabilities 2013: $0Net Assets 2013: $317,5562013Assets 2014: $254,016Liabilities 2014: $0Net Assets 2014: $254,0162014Assets 2015: $213,372Liabilities 2015: $02015Assets 2016: $186,470Liabilities 2016: $0Net Assets 2016: $186,4702016Assets 2017: $202,660Liabilities 2017: $0Net Assets 2017: $202,6602017Assets 2018: $470,961Liabilities 2018: $0Net Assets 2018: $470,9612018Assets 2019: $315,309Liabilities 2019: $0Net Assets 2019: $315,3092019Assets 2020: $342,013Liabilities 2020: $0Net Assets 2020: $342,0132020Assets 2021: $337,759Liabilities 2021: $0Net Assets 2021: $337,7592021Assets 2022: $318,432Liabilities 2022: $0Net Assets 2022: $318,4322022Assets 2023: $297,705Liabilities 2023: $0Net Assets 2023: $297,7052023Assets 2024: $290,669Liabilities 2024: $7,254Net Assets 2024: $283,4152024

Highlighted filing

2014

Assets$254,016
Liabilities$0
Net Assets$254,016
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KExpenses 2010: $55,7012010Expenses 2011: $63,5932011Expenses 2012: $40,2552012Revenue 2013: $11,693Expenses 2013: $30,096Net Income 2013: -$18,4032013Revenue 2014: $4,173Expenses 2014: $67,713Net Income 2014: -$63,5402014Revenue 2015: $7,092Expenses 2015: $47,736Net Income 2015: -$40,6442015Revenue 2016: $16,910Expenses 2016: $43,812Net Income 2016: -$26,9022016Revenue 2017: $34,219Expenses 2017: $18,029Net Income 2017: $16,1902017Revenue 2018: $287,906Expenses 2018: $19,605Net Income 2018: $268,3012018Revenue 2019: $8,254Expenses 2019: $161,619Net Income 2019: -$153,3652019Revenue 2020: $59,391Expenses 2020: $33,827Net Income 2020: $25,5642020Revenue 2021: $20,241Expenses 2021: $24,495Net Income 2021: -$4,2542021Revenue 2022: $151,023Expenses 2022: $172,280Net Income 2022: -$21,2572022Revenue 2023: $8,898Expenses 2023: $29,792Net Income 2023: -$20,8942023Revenue 2024: $13,745Expenses 2024: $28,035Net Income 2024: -$14,2902024

Highlighted filing

2014

Revenue$4,173
Expenses$67,713
Net Income-$63,540
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BathonVP / Director-$7,500-$7,500
Alexandra BathonVP-$0--
D H BathonVP-$0--
Daniel H BathonPres / Director / Sec-$0--
Grace BathonVP-$0--
Filing and Contact Details

Filer

Filer Name
The Bathon Family Foundation Inc
EIN
20-3131050
In Care Of
% DANIEL BATHON
Phone
7818608888
Address
c/o Daniel Bathon 52 Waltham Street, Suite, Lexington, MA 02421

Signing Officer

Name
daniel h bathon jr
Title
president
Phone
7818608888
Signed
2015-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 631 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/Amt02400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0GENERAL ACCOUNTING/BOOKKEEPING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JPM PFD STOCK - 6.7% - 12/31/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt501535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt542746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt551034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt592609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt281434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt351862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt391007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt411124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt501962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt544241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt551093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt592854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt621425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGL RESOURCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLSTATE CORP SER E PFD STK 6.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CAPITAL ONE FINANCIAL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CENTERPOINT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CINCINNATI FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DIAGEO PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DOMINION RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DOW CHEMICAL PV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DU PONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DUKE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EPR PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EQUITY RESIDENTIAL PPTYS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INTERNATIONAL PAPER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES IBOXX $ HIGH YIELD COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES IBOXX $ INVESTMENT GRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES S&P U.S. PREFERRED STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JP MORGAN CHASE & CO 5.50% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36KRAFT FOODS GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37LEGGETT PLATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LORILLARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MAXIM INTEGRATED PRODS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MERCK & CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NATIONAL GRID TRANSCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NATIONAL RETAIL PROPERTIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PAYCHEX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PEOPLE'S UNITED FINANCIAL, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53REPUBLIC SVCS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TEXAS INSTRUMENTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WASTE MANAGEMENT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WEINGARTEN REALTY INVESTORS SB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WILLIAMS COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt238809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt358537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt428224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HUBER FUNDING LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MIDCOAST COMMUNITY BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VINEBROOK PARTNERS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VINEBROOK PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WINDSPEED VENTURES III GP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt238094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt357296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt417425
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03166
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-4007
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt037
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04749
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0228
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03945
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0228
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047277
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047277
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03166
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03166
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63540
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019218
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4007
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06679
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0614
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0614
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt066122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt067713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-4007
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-63540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0254016
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0317556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0254016
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013790
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013790
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013790
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013857
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067
IRS990PF/DistributableAmountGrp/TotalTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0864
IRS990PF/FMVAssetsEOYAmt0273961
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0211
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt071181
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt086835
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0208019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0158998
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0163285
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0317556
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0254016
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042136
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt023630
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt023630
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0317556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0254016
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0273961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0317556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0254016
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0317556
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0254016
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0281353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034526
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt083474
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04220
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0163353
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0277133
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0281353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt47500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexandra Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1D H Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Daniel H Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Grace Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Julie Bathon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Pres / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VP / Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Daniel Bathon 52 Waltham Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o Daniel Bathon 52 Waltham Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2c/o Daniel Bathon 52 Waltham Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3c/o Daniel Bathon 52 Waltham Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4c/o Daniel Bathon 52 Waltham Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lexington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Lexington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Lexington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Lexington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Lexington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402421
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt031846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt029171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt039836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt060481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt052433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt049907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.114914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.091527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.106199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.142092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.117656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.117095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0277133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0318713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0375108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0425647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0445647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0426210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt066122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.574569
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt066055
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt066122
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt067
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt066122

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,016
Liabilities
$0
Net assets
$254,016
Revenue
$4,173
Expenses
$67,713
Net income
-$63,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.07$2.83$0.14$0.28$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.09$0.30$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.51$1.72$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.20$0.24$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.59$0.34$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.08$1.62$1.53
2018Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$2.88$0.20$2.68
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.34$0.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.17$0.44$0.27
2015Summary only. Only limited summary data is available for this year.$2.13$0.00$0.07$0.48$0.41
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.04$0.68$0.64
2013Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.12$0.30$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.40
2011Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.64
2010Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.56