Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Down$1,914,928
Down $332,916 (-15%) from 2016
Net Assets
Down$1,914,928
Down $332,916 (-15%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Up$410,618
Up $215,049 (+110%) from 2016
Expenses
Up$743,534
Up $340,419 (+84%) from 2016
Net Income
Down-$332,916
Down $125,370 (-60%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Jun 15, 2018
- Return Version
- 2017v2.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HARRY E PEDEN III | Treas/Trustee | PT | $25,000 | - | $25,000 |
| VICTORIA DAVIS MCCULLOUGH | Pres/Trustee | PT | $0 | - | - |
| ERIC A PETERSON | Sec/Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Davis-mccullough Foundation Inc
- EIN
- 20-5589596
- Phone
- 2033299093
- Address
- WIKSTROM 30 BUXTON FARMS RD NO 325, STAMFORD, CT 06905
Signing Officer
- Name
- Harry E Peden Iii
- Title
- Director/treasurer
- Phone
- 2038622470
- Signed
- 2018-06-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wikstrom and Bangs Pc
- Address
- 30 BUXTON FARMS ROAD, STAMFORD, CT 06905
- Preparer
- Nancy S Wikstrom
- Phone
- 2033299093
Raw XML AppendixShowing 400 of 638 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/Amt | 0 | 6163 |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 6163 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 48829 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 52406 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 78380 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 45018 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 42492 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 29505 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 57870 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 68160 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 72088 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 58013 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 53463 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 57560 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 50260 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 68617 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 65317 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 51778 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 114978 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 38315 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 49081 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 62619 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 84574 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 101474 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 35571 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 49897 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 50000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 53640 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 24702 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 124020 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 113505 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 97053 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 94313 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 78764 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 76830 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 105940 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 197175 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 101871 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 118640 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 138164 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 113780 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 116085 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 167460 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 155760 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 98952 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 86555 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 96710 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 56270 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 98580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 130632 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 350841 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 48033 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 176058 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 137049 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 88965 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 112140 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 37 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 1500 SHS HEALTH CARE SELECT SECTOR SPDR FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | 1500 SHS INDUSTRIAL SECTOR SPDR TRUST |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 3300 SHS ISHARES US TELECOM SECTOR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 750 SHS ISHARES TRUST RUSSELL 2000 VALUE IND FD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | 700 SHS ISHARES TRUST GLOBAL HEALTHCARE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 500 SHS ISHARES S&P GLOBAL INFO TECH SECTOR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 1000 SHS ISHARES GLOBAL CONSUMER STAPLES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 1100 SHS ISHARES US COMSUNER SERVICES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 1100 SHS ISHARES S&P GLOBAL 100 INDEX FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 1000 SHS ISHARES S&P 100 INDEX FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 400 SHS MIDCAP SPDR TRUST UNIT SER 1 S&P |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 2000 SHS COMSUMERS STAPLES SECTOR SPDR TR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 750 SHS VANGUARD INDEX FUNDS MID CAP ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 6000 SHS FINANCIAL SECTOR SPDR TR ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 1000 POWERSHARES QQQ TRUST ETF SER 1 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 400 SPDR DJIA TRUST ETF SER 1 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 700 SPDR GOLD TRUST |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 1000 SHS ABBVIE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 1000 SHS MERCK & CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 2000 SHS ISHARES US REGL BANKS ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 5921.658 SHS 13D ACTIVIST FUND CL A FBOID |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 300 SHS AMAZON.COM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 300 SHS ISHARES S&P MID-CAP 400 VALUE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 1800 SHS VANECK VECTORS SEMICONDUCTOR ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 1500 SHS VANECK VECTORS RETAIL ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 1500 SHS VANECK VECTORS PHARMACEUTICAL ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 900 SHS VANECK VECTORS BIOTECH ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 98 RIGHTS SANOFI CONTGNT |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt | 0 | 58357 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 351767 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 244 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 410368 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
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| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 410368 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 6163 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 351767 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 6250 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 25000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 677185 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 677185 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 250 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 58357 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 58357 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -332916 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 979349 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 244 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 244 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 351767 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 354789 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 25 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 30666 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 35186 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 683460 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 55579 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 743534 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 410368 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 410618 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 6275 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 55579 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 66349 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2017-03-23 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2016-09-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2014-11-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2005-09-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2008-08-13 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2008-08-13 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 6 | 2011-04-14 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 7 | 2012-11-28 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 8 | 2008-01-23 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 9 | 2005-09-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 10 | 2006-03-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 11 | 2006-03-29 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 12 | 2006-12-22 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 13 | 2017-01-05 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 14 | 2010-01-15 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 16839 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 27147 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 38498 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 34374 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 29505 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 29505 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 6 | 150812 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 7 | 38834 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 8 | 26731 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 9 | 28284 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 10 | 6495 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 11 | 25985 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 12 | 69710 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 13 | 333 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 14 | 104530 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 168 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | -1216 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | -462 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 30014 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 37435 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | 39273 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 21856 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | 24504 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 36743 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 9 | 47000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 10 | 7312 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 11 | 29242 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 12 | 68358 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 13 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 14 | 101 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 15 | 11439 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 168 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | -1216 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | -462 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 30014 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 37435 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | 39273 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 21856 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 7 | 24504 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 8 | 36743 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 9 | 47000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 10 | 7312 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 11 | 29242 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 12 | 68358 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 13 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 14 | 101 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 15 | 11439 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 17007 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 25931 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 38036 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 64388 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 66940 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 68778 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 172668 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 7 | 63338 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 8 | 63474 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 9 | 75284 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 10 | 13807 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 11 | 55227 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 12 | 138068 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 13 | 333 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 14 | 104631 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 15 | 11439 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 5 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 6 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 7 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 8 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 9 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 10 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 11 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 12 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 13 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 14 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 15 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | 848.655 SHS OPPENHEIMER RISING DIVIDENDS FD Y |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | 834 SHS REAL ESTATE SELECT SECT SPDR ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | 1000 SHS HALYARD HEALTH INC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 600 SHS ISHARES S&P ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 500 SHS ISHARES GLOBAL TECH ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | 500 SHS ISHARES GLOBAL TECH ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | 8616.142 SHS OPPENHEIMER RISING DIVIDENDS FD Y |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | 300 SHS SPDR DOW JONES IND AVE ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | 200 SHS SPDR S&P MIDCAP 400 ETF TR |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 9 | 900 SHS VANECK VECTORS RETAIL ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 10 | 100 SHS VANGUARD TOTAL STK MKT ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 11 | 400 SHS VANGUARD TOTAL STK MKT ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 12 | 1000 SHS VANGUARD TOTAL STK MKT ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 13 | SPDR GOLD SHARES ETF ROC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 14 | 1000 SHS ISHARES 1-3 YR CREDIT BOND ETF |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 15 | CAPITAL GAINS DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2017-12-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2017-03-28 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2017-03-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2017-06-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2017-06-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2017-08-02 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 6 | 2017-12-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 7 | 2017-06-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 8 | 2017-06-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 9 | 2017-06-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 10 | 2017-12-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 11 | 2017-12-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 12 | 2017-12-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 13 | 2017-12-05 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 14 | 2017-12-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 351767 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -332916 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 1914928 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2247844 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 1914928 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 185156 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 185156 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 185156 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 188704 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 3548 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 3548 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 3560 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 3100 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 4008 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 3548 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 3560 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 3548 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 3548 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 7108 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 3630503 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt | 0 | 1084 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt | 0 | 1219 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 1084 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 1084 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 2173179 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 1564607 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 3280182 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 2247844 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 1914928 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 73446 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 349237 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 349237 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 2247844 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 1914928 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 3630503 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 2247844 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 1914928 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2247844 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 1914928 |
| IRS990PF/MethodOfAccountingAccrualInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 3831556 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 194900 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 3636656 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 57473 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 188704 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 3774083 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 3831556 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.50 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 25000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | VICTORIA DAVIS MCCULLOUGH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | HARRY E PEDEN III |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | ERIC A PETERSON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | PRES/TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | TREAS/TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | SEC/TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | WIKSTROM 30 BUXTON FARMS RD STE 325 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | WBAM 500 WEST PUTNAM AVENUE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | UBS 100 FIELD POINT ROAD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | STAMFORD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | GREENWICH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | GREENWICH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 06905 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 06830 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 06830 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt | 0 | 316378 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt | 0 | 319926 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt | 0 | 347128 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt | 0 | 402670 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt | 0 | 182071 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt | 0 | 319760 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt | 0 | 295342 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt | 0 | 0.083829 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt | 0 | 0.097352 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt | 0 | 0.105921 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt | 0 | 0.046271 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt | 0 | 0.086677 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt | 0 | 0.082924 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd | 0 | 0 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt | 0 | 3548 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt | 0 | 3774083 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt | 0 | 3565690 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt | 0 | 3801610 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt | 0 | 3934873 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt | 0 | 3689103 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt | 0 | 3561609 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt | 0 | 683460 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt | 0 | 0.419145 |
| IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt | 0 | 679912 |
| IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt | 0 | 683460 |
| IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt | 0 | 3548 |
| IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt | 0 | 683460 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $1,914,928
- Liabilities
- $0
- Net assets
- $1,914,928
- Revenue
- $410,618
- Expenses
- $743,534
- Net income
- -$332,916