Civic Intelligence

The Joseph & Katherine Castucci Found

EIN 20-4809927 • West Covina, CA

Refreshing map…

2144 Kings Crest DriveWest Covina, CA 91791
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,975

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.3%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

87th percentile

103%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,813,674

Down $36,219 (-2.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Up

$165,873

Up $31,645 (+24%) from 2022

Expenses

Up

$198,748

Up $54,625 (+38%) from 2022

Net Income

Down

-$32,875

Down $22,980 (-232%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,819,573Liabilities 2011: $0Net Assets 2011: $1,819,5732011Assets 2012: $1,826,305Liabilities 2012: $0Net Assets 2012: $1,826,3052012Assets 2013: $1,785,284Liabilities 2013: $0Net Assets 2013: $1,785,2842013Assets 2014: $1,819,529Liabilities 2014: $0Net Assets 2014: $1,819,5292014Assets 2015: $1,777,033Liabilities 2015: $0Net Assets 2015: $1,777,0332015Assets 2016: $1,830,172Liabilities 2016: $0Net Assets 2016: $1,830,1722016Assets 2017: $1,872,087Liabilities 2017: $0Net Assets 2017: $1,872,0872017Assets 2018: $1,878,529Liabilities 2018: $0Net Assets 2018: $1,878,5292018Assets 2019: $1,721,398Liabilities 2019: $0Net Assets 2019: $1,721,3982019Assets 2020: $1,723,223Liabilities 2020: $0Net Assets 2020: $1,723,2232020Assets 2021: $1,861,792Liabilities 2021: $12021Assets 2022: $1,849,893Liabilities 2022: $0Net Assets 2022: $1,849,8932022Assets 2023: $1,813,674Liabilities 2023: $12023

Highlighted filing

2023

Assets$1,813,674
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $63,3012011Expenses 2012: $121,2602012Revenue 2013: $102,766Expenses 2013: $143,787Net Income 2013: -$41,0212013Revenue 2014: $147,642Expenses 2014: $113,397Net Income 2014: $34,2452014Revenue 2015: $73,557Expenses 2015: $116,053Net Income 2015: -$42,4962015Revenue 2016: $113,708Expenses 2016: $60,569Net Income 2016: $53,1392016Revenue 2017: $163,833Expenses 2017: $121,918Net Income 2017: $41,9152017Revenue 2018: $157,112Expenses 2018: $150,670Net Income 2018: $6,4422018Revenue 2019: $88,407Expenses 2019: $232,072Net Income 2019: -$143,6652019Revenue 2020: $98,361Expenses 2020: $92,074Net Income 2020: $6,2872020Revenue 2021: $264,642Expenses 2021: $109,828Net Income 2021: $154,8142021Revenue 2022: $134,228Expenses 2022: $144,123Net Income 2022: -$9,8952022Revenue 2023: $165,873Expenses 2023: $198,748Net Income 2023: -$32,8752023

Highlighted filing

2023

Revenue$165,873
Expenses$198,748
Net Income-$32,875
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,813,674
Liabilities
$1
Net assets
-
Revenue
$165,873
Expenses
$198,748
Net income
-$32,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.81$0.00$0.17$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13$0.14$0.01
2021Summary only. Only limited summary data is available for this year.$1.86$0.00$0.26$0.11$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.09$0.23$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.16$0.15$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.16$0.12$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.15$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.14$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.06
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE TOUHEYTrusteePT$16,975-$16,975
STEPHEN HERFERTTrusteePT$16,975-$16,975
Filing and Contact Details

Filer

Filer Name
The Joseph & Katherine Castucci
EIN
20-4809927
Phone
6269174995
Address
2144 KINGS CREST DRIVE, WEST COVINA, CA 91791

Signing Officer

Name
Steve Herfert
Title
Trustee
Phone
6269174995
Signed
2023-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Raw XML AppendixShowing 400 of 773 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/Amt06300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03150
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0WEST COVINA SENIOR CITIZENS ASSN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0GRANTEE SPENT 100% OF FUNDS FOR CHARITABLE PURPOSES AS REQUI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt07000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02021-03-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0GENERAL CONTRIBUTION FOR ACTIVITIES, SPORTS, PICNIC, AND SPECIAL EVENTS FOR THE COMMUNITY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt02501 E CORTEZ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0WEST COVINA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd091791
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF AMERICA CORP FXD TO 092024 VAR THRAFTR 6.2500% - 23000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CITIGROUP INC FXD TO 012023 VAR THRAFTR 5.9500% - 25000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS CAPITAL II FXD TO 062012 VAR THRAFTR 4.0000% - 40000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JPMORGAN CHASE & CO FXD TO 022024 VAR THRAFTR 6.7500% - 25000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4LINCOLN NATIONAL CORP FXD TO 042017 VAR THRAFTR 2.2583% - 25000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5NATIONWIDE FINANCIAL SERVICES - 25000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PRUDENTIAL FINANCIAL INC FXD TO 062023 VAR THRAFTR 5.6250% - 25000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7TRUIST FINL CORP FXD TO 122027 VAR THRAFTR 5.1250%- 50000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8WELLS FARGO & CO FXD TO 062024 VAR THRAFTR 5.9000% - 20000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt024805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt232933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt326214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425242
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt524486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt625425
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt755758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt822485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt022708
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125487
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt230558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt416834
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt624643
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt741220
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt818067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt536928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt726519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt945663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1316902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1422680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1533794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1750697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2019396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2120608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2315100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2721169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt390951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt535432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt622257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt761504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt826924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt955026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1022825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1216820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1317611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1459772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1571946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1640921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17108396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1851240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt191105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2027753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2116574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2216800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt239892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2453018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2627009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2717376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADVANSIX INC (ASIX) - 40.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES (ABT) - 175.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON COM INC (AMZN)-200.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC (AAPL) - 700.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACKROCK HEALTH SCIENCS TR II (BMEZ) - 1000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKROCK INC (BLK)-50.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKSTONE GROUP INC CL A (BX) - 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BROADCOM INC (AVGO) - 110.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORP (CVX) - 150.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COHEN & STEERS REIT & PFD &INM (RNP) - 2700.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP NEW (COST) - 50.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FIFTH 3RD BANCORP OHIO (FITB)-750.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GENERAL MTRS CO (GM) - 500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTL BUSINESS MACHINES CORP (IBM)V - 125.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LOWES COMPANIES INC (LOW) - 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MICROSOFT CORP (MSFT) - 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16NORTHROP GRUMMAN CP(HLDG CO) (NOC) - 75.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PEPSICO INC NC (PEP) - 600.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PFIZER INC (PFE) - 1,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PJT PARTNERS INC COM CL A (PJT) - 15.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20RAYTHEON TECHNOLOGIES CORP (RTX) - 275.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SALESFORCE.COM,INC. (CRM) - 125.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22T-MOBILE US INC COM (TMUS) - 120.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UBER TECHNOLOGIES INC (UBER) - 400.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24UNITEDHEALTH GP INC (UNH) - 100.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VIATRIS INC (VTRS) - 124.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VISA INC CL A (V) - 130,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WALT DISNEY CO HLDG CO (DIS) - 200.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0125098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt147536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt262966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt313278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt430642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt536970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt647966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt782392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt874044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt985580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1046532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1159992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1255325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1341847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1441937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1541141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1636873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1741214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HARTFORD BALANCED INC C (HBLCX) - 9234.300 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JPMORGAN INCOME BUILDER C (JNBCX) - 4812.926 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LORD ABBETT HIGH YIELD A (LHYAX) - 8362.814 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LORD ABBETT SHT DURATION INC A (LALDX) - 2983.789 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MSIF GLOBAL INFRASTRUCTURE A (MTIPX) - 2668.145 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MSIF GROWTH A (MSEGX) - 659.345 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MSIFT GLOBAL STRATEGIST A (MBAAX) - 2956.222 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7UNIT FIRST TRUST CAPITAL STRENGTH 60 - 9849.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8UNIT FIRST TRUST CAPITAL STRENGTH BUY-WRITE 60 - 7984.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9UNIT FIRST TRUST HOMEBUILDERS RECOVERY SELECT 27 - 7947.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10UNIT FIRST TRUST STONEBRIDGE PREFERRED INCOME 35 - 5268.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11UNIT GUGGENHEIM CORPORATE HIGH YIELD & INCOME CEFS 43 5763.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12UNIT INVESCO DIVIDEND INCOME & VALUE 2021-2 - 5219.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13UNIT INVESCO DIVIDEND SUSTAINABILITY CDA 2022-3 4304.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14UNIT INVESCO S&P POWERPICKS 2022-3 - 4005.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15UNIT INVESCO SELECT 10 INDUSTRIAL 2022-1 4124.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16UNIT INVESCO SELECT 10 INDUSTRIAL 2022-5 3730.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17UNIT MORGAN STANLEY GLOBAL BEST BUSINESS MODELS 2 - 4122.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0126880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt515139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt782846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt861838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt966091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1037319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1158643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1343773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1440790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1538439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1639046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1736741
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt061268
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt069081
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03879
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0134228
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0134228
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt069081
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033950
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt097800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt097800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061268
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9895
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0599645
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03879
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03879
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt069081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0131016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0135044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0144123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0134228
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt037244
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt046323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0530564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt052217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt052217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0582781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS -MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt069081
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9895
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02004
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01851897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01861792
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01849893
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0108866
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0108866
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0108866
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0110687
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01821
IRS990PF/DistributableAmountGrp/TotalTaxAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03480
IRS990PF/FMVAssetsEOYAmt02062877
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0264347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0261863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0229390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0639125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0600264
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0930104
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01861792
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01849893
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0935586
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0971333
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0886950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022734
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01861792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01849893
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02062877
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01861792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01849893
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01861792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01849893
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02247456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039214
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02208242
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0110687
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02213744
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02247456
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt116975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MIKE TOUHEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN HERFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0242 W DEXTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12144 KINGS CREST DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST COVINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WEST COVINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091723
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0135044
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0135044
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
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
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN HERFERT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02144 KINGS CREST DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST COVINA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091790
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06269174995
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.