Civic Intelligence

Donald and Ruby Branson Foundation

990PF • Fiscal year 2024 • EIN 20-4779170

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

Organization Profile
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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.5%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,636,442

Up $23,699 (+1.5%) from 2023

Net Assets

Up

$1,636,441

Up $23,698 (+1.5%) from 2023

Liabilities

Up

$1

Up $1 from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin71st percentile

Revenue

Up

$114,331

Up $178,653 (+278%) from 2023

Expenses

Down

$90,633

Down $11,157 (-11%) from 2023

Net Income

Up

$23,698

Up $189,810 (+114%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2024

Assets$1,636,442
Liabilities$1
Net Assets$1,636,441
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$114,331
Expenses$90,633
Net Income$23,698
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE BRANSONCEO-$0--
MATT BRANSONTreasurer-$0--
ELIZABETH BRANSONPresident-$0--
JIM JOHNSONVice President-$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
CEO
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Aguirre & Co
Address
418 E LA HABRA BOULEVARD, LA HABRA, CA 90631
Preparer
Eric Aguirre CPA
Phone
9093940355
Raw XML AppendixShowing 400 of 604 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06961
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06961
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0137589
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0139825
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt01281
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Furniture and Fixtures
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt023717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt391996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt459384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt547446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt645455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt748397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt889573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9175145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1023276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1128373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1225797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1328418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1423471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1534599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1649080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1723349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1860000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1950000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2060000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2260000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2450000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY HIGH DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO S&P 500 EQUAL WEIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES GOLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD COMMUNICATION SERVICES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD CONSUMER DISCRETIONARY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD CONSUMER STAPLES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD FTSE DEVELOPED MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD FTSE EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DIMENSIONAL US TARGETED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE HIGH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES MORNINGSTAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PW FT RAFI US ETF DV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SPDR PORTFOLIO DVLPD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD INTERNATNL HGH DIV YLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VGRD FRSE ALL WRLD EX US SML CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WISDOMTREE DYNMC SMALLCAP EQY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SAFRA NTNL BANK 5.15% 24 CD FDIC INS DUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BANKERS' BANK 3.05%24 CD FDIC INS DUE 6/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20WELLS FARGO BANK 5.25% 24 CD FDIC INS DU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SANTANDER BANK N.A. 5% 24 CD FDIC INS DU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22JPMORGAN CHASE & 5.25% 25 CD FDIC INS DU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FRANKLIN INTRN CRE DVD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24INVSC FTSE RAFI US 1500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25INVSC S P INTERNATIONL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ISHARES MSCI EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27JPMORGAN U.S. QUALITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28SPDR PORTFOLIO S&P 600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29VGRD FRSE ALL WRLD EX US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CITIZENS NTNL BA 5.05% 9/26/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31BARCLAYS BANK DEL 4.9% 9/26/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32MORGAN STANLEY B 4.85% 3/27/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33MORGAN STANLEY P 4.75% 7/17/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34UBS BANK USA 4.7% 3/29/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35TOYOTA FIL SAVI 4.65% 7/16/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MORGAN STANLEY P 4.55% 7/14/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SALLIE MAE BANK 4.5% 7/14/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt036729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt395375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt469808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt649514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt749668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt895106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9250684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1024883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1126268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1252799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1327945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1422769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1537622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1649717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1723405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1860385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1950333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2060522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2150490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2261011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2350856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2450988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2551114
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027279
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt059041
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt028011
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0114331
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0114331
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06961
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06961
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059041
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt066100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt066100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027279
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027279
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt023698
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0821527
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028011
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059041
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0103313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02166
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012412
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0772
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt075252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt090633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0114331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0114331
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011018
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024533
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt419143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt533818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt629304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt822293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1095203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1112524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1258466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1360000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt47089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt56680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-6021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt47089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt56680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-6021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt323641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt540498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt623283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1360000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0900.0000 FIDELITY HIGH DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11700.424 ISHARES MORNINGSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25.7817 ISHARES MORNINGSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375.0000 VANGUARD CONSUMER STAPLES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200.0000 VANGUARD COMMUNICATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5783.0000 VANGUARD FTSE DEVELOPED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6560.19 VANGUARD FTSE EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720.9417 VANGUARD FTSE EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8350.4982 VANGUARD INTERNATNL HGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc97.3269 VANGUARD INTERNATNL HGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100,000.0000 US TREASUR NT 0.25%6/24UST NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100.0000 VANGUARD CONSUMER STAPLES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1260000.0000 BANKERS' BANK 3.05XXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1360000.0000 WELLS FARGO BANK 5.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100000.000 JP MORGAN CHASE B 5.25%25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15100000.0000 SANTANDER BANK, NTN 5XXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100000. US TREASUR BIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059041
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt023698
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01636441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01612743
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01636441
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt087877
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087877
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087877
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt089313
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01436
IRS990PF/DistributableAmountGrp/TotalTaxAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt086
IRS990PF/FMVAssetsEOYAmt01819371
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02419
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08903
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08903
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01281
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01281
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01222117
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01278502
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01459195
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01612743
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01636441
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt066990
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0211448
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0211448
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01612743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01636442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01819371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01612743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01636442
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01612743
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01636441
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0321217
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0137589
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0139825
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01813471
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt099161
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01714310
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027202
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt089313
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01786269
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01813471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATT BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JIM JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ED JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secretary
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/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/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/ZIPCd093545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493545

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,636,442
Liabilities
$1
Net assets
$1,636,441
Revenue
$114,331
Expenses
$90,633
Net income
$23,698
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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