Civic Intelligence

Donald and Ruby Branson Foundation

990PF • Fiscal year 2022 • EIN 20-4779170

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

PO Box 262Lone Pine, CA 93545

(760) 876-4100

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-98%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-72%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,778,855

Down $52,733 (-2.9%) from 2021

Net Assets

Down

$1,778,855

Down $52,733 (-2.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$53,883

Down $140,595 (-72%) from 2021

Expenses

Up

$106,616

Up $13,648 (+15%) from 2021

Net Income

Down

-$52,733

Down $154,243 (-152%) from 2021

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,856,117Liabilities 2010: $02010Assets 2011: $1,698,882Liabilities 2011: $02011Assets 2012: $1,701,035Liabilities 2012: $02012Assets 2013: $1,688,514Liabilities 2013: $02013Assets 2014: $1,749,620Liabilities 2014: $0Net Assets 2014: $1,749,6202014Assets 2015: $1,853,696Liabilities 2015: $0Net Assets 2015: $1,853,6962015Assets 2016: $1,830,597Liabilities 2016: $0Net Assets 2016: $1,830,5972016Assets 2017: $1,804,900Liabilities 2017: $0Net Assets 2017: $1,804,9002017Assets 2018: $1,804,072Liabilities 2018: $0Net Assets 2018: $1,804,0722018Assets 2019: $1,765,535Liabilities 2019: $0Net Assets 2019: $1,765,5352019Assets 2020: $1,730,078Liabilities 2020: $0Net Assets 2020: $1,730,0782020Assets 2021: $1,831,588Liabilities 2021: $0Net Assets 2021: $1,831,5882021Assets 2022: $1,778,855Liabilities 2022: $0Net Assets 2022: $1,778,8552022Assets 2023: $1,612,743Liabilities 2023: $0Net Assets 2023: $1,612,7432023Assets 2024: $1,636,442Liabilities 2024: $1Net Assets 2024: $1,636,4412024

Highlighted filing

2022

Assets$1,778,855
Liabilities$0
Net Assets$1,778,855

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $23,107Expenses 2010: $87,604Net Income 2010: -$64,4972010Revenue 2011: $65,089Expenses 2011: $120,049Net Income 2011: -$54,9602011Revenue 2012: $70,249Expenses 2012: $68,096Net Income 2012: $2,1532012Revenue 2013: $96,589Expenses 2013: $109,110Net Income 2013: -$12,5212013Revenue 2014: $171,718Expenses 2014: $110,612Net Income 2014: $61,1062014Revenue 2015: $211,519Expenses 2015: $107,443Net Income 2015: $104,0762015Revenue 2016: $94,751Expenses 2016: $117,850Net Income 2016: -$23,0992016Revenue 2017: $76,576Expenses 2017: $102,273Net Income 2017: -$25,6972017Revenue 2018: $106,194Expenses 2018: $107,022Net Income 2018: -$8282018Revenue 2019: $70,684Expenses 2019: $109,221Net Income 2019: -$38,5372019Revenue 2020: $73,229Expenses 2020: $109,660Net Income 2020: -$36,4312020Revenue 2021: $194,478Expenses 2021: $92,968Net Income 2021: $101,5102021Revenue 2022: $53,883Expenses 2022: $106,616Net Income 2022: -$52,7332022Revenue 2023: -$64,322Expenses 2023: $101,790Net Income 2023: -$166,1122023Revenue 2024: $114,331Expenses 2024: $90,633Net Income 2024: $23,6982024

Highlighted filing

2022

Revenue$53,883
Expenses$106,616
Net Income-$52,733
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE BRANSONCEO-$0--
MATT BRANSONVice President-$0--
BEN BRANSONLegal Counsel-$0--
ELIZABETH BRANSONPresident-$0--
JIM JOHNSONTreasurer-$0--
ED JOHNSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Donald and Ruby Branson Foundation
EIN
20-4779170
Phone
7608764100
Address
PO BOX 262, LONE PINE, CA 93545

Signing Officer

Name
Bruce Branson
Title
Chairman/CEO
Phone
7608764100
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
RICHARD H O'HARA & CO CPA'S
Address
503 WEST PALM DRIVE, PLACENTIA, CA 92870-2421
Preparer
Joy Lynn Finch CPA
Phone
7145729787
Raw XML AppendixShowing 400 of 630 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/Amt06665
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06665
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt036859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt425038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt515232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt662268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt713507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt833273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt925078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1027852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1123688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1217533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13121993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1429304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15185925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16134237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1755113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18124348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19164112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20169648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2136820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2260635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2365278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2428817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2524348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2623623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2725620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2840718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2930115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3057380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABERDEEN STANDARD PRCUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETFMG PRIME CYBER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY HIGH DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIRST TRUST CLOUD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INVESCO FTSE RAFI US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INVESCO S&P 500 EQUAL WEIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6INVESCO VARIABLE RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INVESCO WATER RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES GOLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES MSCI EAFE SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD COMMUNICATION SERVICES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD CONSUMER DISCRETIONARY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD CONSUMER STAPLES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD FTSE DEVELOPED MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD FTSE EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DOUBLELINE TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FEDERATED HERMES TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PGIM SHORT TERM CORP BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PIMCO INCM INST CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANGUARD HIGH YIELD CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD TOTAL BOND MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MATTHEWS ASIA DIVIDEND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22NORTHERN SMALL CAP CORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PARNASSUS CORE EQTY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VICTORY MARKET NEUTRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26WASATCH MICRO CAP INSTIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES GLOBAL CLEAN ENERGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28VANGUARD INTERNATIONAL GROWTH ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SCHWAB US TIPS ETP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt035692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt439603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt528250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt655975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt843238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt928240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1024675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1121902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1226820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13113319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1421836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15150595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16115622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1751511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18111422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19144705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20138661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2124323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2264867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2362490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2423649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2521515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2616213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2719850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2823500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2925895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3056148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt047921
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05962
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053883
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053883
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06665
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06665
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05962
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt081208
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt081208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047921
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047921
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-52733
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0169593
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05962
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07338
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0106616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053883
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018009
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05739
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025408
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09200
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt423054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt834763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt420768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-10062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-9973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt97750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt420768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-10062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-9973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt443822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt740000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt824790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES RUSSELL 2000 ETF:IWM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MATTHEWS ASIA DIVIDEND INSTL:MIPIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD FTSE EMERGING MKT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WASATCH MICRO CAP INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES RUSSELL 2000 ETF:IWM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MATTHEWS ASIA DIVIDEND INSTL:MIPIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD FTSE EMERGING MKT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD TOTAL BOND MARKET INDEX ADM: VBTLX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WASATCH MICRO CAP INSTITUTIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05962
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-52733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01778855
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01831588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01778855
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt087244
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087244
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087244
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087913
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0669
IRS990PF/DistributableAmountGrp/TotalTaxAmt0669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0701
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01651216
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07082
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02412
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02412
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01281
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01281
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01779250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01742913
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01615274
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01831588
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01778855
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045256
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033530
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01831588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01778855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01651216
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01831588
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01778855
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01831588
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01778855
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01785038
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt070168
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01714870
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026776
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt087913
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01758262
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01785038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATT BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BEN BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JIM JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ED JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2LEGAL COUNSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONE PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LONE PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LONE PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LONE PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LONE PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5LONE PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd593545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt099217
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt099217
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.06$0.10$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.05$0.11$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.19$0.09$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.07$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.07$0.11$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.11$0.11$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.08$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.21$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.17$0.11$0.06
2013Summary only. Only limited summary data is available for this year.$1.69$0.00$0.10$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.70$0.00$0.07$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$1.70$0.00$0.07$0.12$0.05
2010Summary only. Only limited summary data is available for this year.$1.86$0.00$0.02$0.09$0.06