Civic Intelligence

Jw Johnson Family Charitable Trust

990PF • Fiscal year 2024 • EIN 20-7203295

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

Organization Profile
10813 East Windgate Pass DriveScottsdale, AZ 85255

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

38th percentile

1.0%

Faster asset growth than 38% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

219%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,860,055

Up $74,527 (+1.0%) from 2023

Net Assets

$7,858,105

No earlier filing loaded for comparison.

Liabilities

Down

$1,950

Down $21,272 (-92%) from 2023

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin59th percentile

Revenue

Up

$890,110

Up $610,795 (+219%) from 2023

Expenses

Up

$794,311

Up $219,847 (+38%) from 2023

Net Income

Up

$95,799

Up $390,948 (+132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$10M$5.0M$0Assets 2011: $3,243,394Liabilities 2011: $31,850Net Assets 2011: $3,211,5442011Assets 2012: $4,925,686Liabilities 2012: $42,043Net Assets 2012: $4,883,6432012Assets 2013: $5,211,870Liabilities 2013: $950Net Assets 2013: $5,210,9202013Assets 2014: $6,460,773Liabilities 2014: $51,500Net Assets 2014: $6,409,2732014Assets 2015: $6,339,161Liabilities 2015: $10,500Net Assets 2015: $6,328,6612015Assets 2016: $5,890,849Liabilities 2016: $5,600Net Assets 2016: $5,885,2492016Assets 2017: $5,644,784Liabilities 2017: $5,000Net Assets 2017: $5,639,7842017Assets 2018: $6,719,207Liabilities 2018: $1,650Net Assets 2018: $6,717,5572018Assets 2019: $7,081,227Liabilities 2019: $1,550Net Assets 2019: $7,079,6772019Assets 2020: $7,232,858Liabilities 2020: $10,000Net Assets 2020: $7,222,8582020Assets 2021: $8,348,209Liabilities 2021: $1,900Net Assets 2021: $8,346,3092021Assets 2022: $8,059,205Liabilities 2022: $1,750Net Assets 2022: $8,057,4552022Assets 2023: $7,785,528Liabilities 2023: $23,2222023Assets 2024: $7,860,055Liabilities 2024: $1,950Net Assets 2024: $7,858,1052024

Highlighted filing

2024

Assets$7,860,055
Liabilities$1,950
Net Assets$7,858,105
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,179,9152011Expenses 2012: $197,7462012Revenue 2013: $781,861Expenses 2013: $454,584Net Income 2013: $327,2772013Revenue 2014: $1,696,761Expenses 2014: $498,408Net Income 2014: $1,198,3532014Revenue 2015: $507,234Expenses 2015: $587,846Net Income 2015: -$80,6122015Revenue 2016: $1,832,549Expenses 2016: $2,275,961Net Income 2016: -$443,4122016Revenue 2017: $1,145,992Expenses 2017: $1,391,457Net Income 2017: -$245,4652017Revenue 2018: $2,108,569Expenses 2018: $1,030,796Net Income 2018: $1,077,7732018Revenue 2019: $714,914Expenses 2019: $352,794Net Income 2019: $362,1202019Revenue 2020: $687,411Expenses 2020: $544,230Net Income 2020: $143,1812020Revenue 2021: $1,613,250Expenses 2021: $489,799Net Income 2021: $1,123,4512021Revenue 2022: $1,206,014Expenses 2022: $1,494,868Net Income 2022: -$288,8542022Revenue 2023: $279,315Expenses 2023: $574,464Net Income 2023: -$295,1492023Revenue 2024: $890,110Expenses 2024: $794,311Net Income 2024: $95,7992024

Highlighted filing

2024

Revenue$890,110
Expenses$794,311
Net Income$95,799
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 Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL W JOHNSONTrustee-$0--
ELIZABETH B JOHNSONTrustee-$0--
KATHERINE E JOHNSON POTTERTrustee-$0--
DR GEOFFREY B JOHNSONTrustee-$0--
PETER J JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Quarry Fund
EIN
20-7203295
Phone
3036942190
Address
10813 EAST WINDGATE PASS DRIVE, SCOTTSDALE, AZ 85255

Signing Officer

Name
Joel W Johnson
Title
Trustee
Phone
3036942190
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Sheri Sexton CPA
Phone
3036942190
Raw XML AppendixShowing 400 of 861 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/Amt06000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt230368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt817171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt925648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1119677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1228765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1310338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1523088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1624009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1738491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1818000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1925066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2024668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2233130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2428312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2515637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2636769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2723039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2834516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2922408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3013277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt319958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3222434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3315776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3414382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3534646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3620354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3711436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3915430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4014439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4121917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4216257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4311443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4428837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4523095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt537870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt821381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt934177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1241151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt139979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1425234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1520586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1619057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1732215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1922263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2022484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2132839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2233272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2318168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2432135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2516694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2641572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2721847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2826530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2921291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3012977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3112137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3214103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3318205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3413949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3538686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3626049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3710042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt382314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3918859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4013251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4118534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4215566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4320516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4439268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4522077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BARCLAYS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BAYER A G SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BRITTISH AMERN TOB PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DANONE-SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GLENCORE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GSK PLC SPAN ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12IMPERIAL BRANDS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MURATA MANUFACTURING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16NEWMONT MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17OCCIDENTAL PETROLEUM CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PRUDENTIAL PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19RECKITT BENCKISER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ROCHE HOLDING LTD SPN ADRF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WILLIS TOWERS WATSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ALIBABA GOUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BRISTOL-MEYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DAIKIN INDUSTRIES ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOMINION RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INFINEON TECHNOLOGIES ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LLOYDS TSV GROUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NATIONAL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38OCCIDENTAL PETROLEUM CORP WT EXP 8/3/27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SHINHAN FINANCIAL ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VF CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ZIMMER BIOMET HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1340027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2266042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3157072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4332477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt551906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6260400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7155769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8408581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9456746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10467378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11142858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12358129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13200018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14497842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15259220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16245265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17275018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18343098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19202441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20150009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21299228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22298863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23201465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24120487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMG RIVER ROAD SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CHAMPLAIN SMALL CO FD-ADV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DODGE & COX STOCK FUND #145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HARBOR MID CAP VALUE FUND #023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES CONVERTIBLE BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES MSCI ACWI EX US INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES RUSSELL MIDCAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES TRUST RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11JENSEN PORTFOLIO CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12OAKMARK INTERNATIONAL FUND (HARRIS) #109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PZENA EMERGING MARKETS VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15T ROWE PRICE GROWTH STOCK FUND #40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16T ROWE PRICE MID-CAP GROWTH #64
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17T ROWE PRICE MIDCAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18TWEEDY BROWNE GLOBAL VALUE FUND #1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19US BANCORP DEL COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD INFLATION PROTECTED ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD LG-TERM COR BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD TOTAL BOND MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23SPDR S&P 500 GLOBAL NATURAL RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0136022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1459016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2311697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3240962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42406935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5113224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6376440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7188463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8502249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9746450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10639237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11232917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12369412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13265144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14825787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15366967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16341865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17307440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18336127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19430518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20143990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21288277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22294759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23179484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24117678
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0234654
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0649452
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06004
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0890110
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0890110
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0649452
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0747785
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0747785
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0234654
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0234654
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt095799
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01773541
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06004
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06004
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0649452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0854726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031510
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0874
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0758927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0794311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0890110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0890110
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035384
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt046526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt097794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1606715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2147741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3271839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1316921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt385825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4236456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1316921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt385825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4236456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1923636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2155420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3357664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4236456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG #1274 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG #1274 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG #6510 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG #6510 PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0649452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt095799
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07858105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07762306
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07858105
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0583752
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0583752
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0583752
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0595633
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011881
IRS990PF/DistributableAmountGrp/TotalTaxAmt011881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011835
IRS990PF/FMVAssetsEOYAmt012030277
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt023222
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01950
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0771676
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0396300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0396300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0836076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0965309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01012917
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06177776
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06498446
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010621060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07762306
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07858105
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07785528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07860055
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012030277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt023222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01950
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07785528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07860055
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07762306
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07858105
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012094075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0447090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011646985
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0181411
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0595633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011912664
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012094075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30

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
$7,860,055
Liabilities
$1,950
Net assets
$7,858,105
Revenue
$890,110
Expenses
$794,311
Net income
$95,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.89$0.79$0.10
2023Summary only. Only limited summary data is available for this year.$7.79$0.02$0.28$0.57$0.30
2022Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$1.21$1.49$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$1.61$0.49$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.01$7.22$0.69$0.54$0.14
2019Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.71$0.35$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$2.11$1.03$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.01$5.64$1.15$1.39$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.01$5.89$1.83$2.28$0.44
2015Detailed filing. Detailed filing data is available for this year.$6.34$0.01$6.33$0.51$0.59$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.46$0.05$6.41$1.70$0.50$1.20
2013Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.78$0.45$0.33
2012Detailed filing. Detailed filing data is available for this year.$4.93$0.04$4.88$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.24$0.03$3.21$2.18