Civic Intelligence

The Kate Risley Foundation Inc

990PF • Fiscal year 2019 • EIN 21-1826720

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,622,409

Down $26,586 (-1.6%) from 2018

Net Assets

Down

$1,622,409

Down $26,586 (-1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$71,580

Down $80,420 (-53%) from 2018

Expenses

Up

$98,166

Up $1,838 (+1.9%) from 2018

Net Income

Down

-$26,586

Down $82,258 (-148%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,311,698Liabilities 2011: $02011Assets 2012: $1,343,017Liabilities 2012: $0Net Assets 2012: $1,343,0172012Assets 2013: $1,380,819Liabilities 2013: $0Net Assets 2013: $1,380,8192013Assets 2014: $1,435,071Liabilities 2014: $0Net Assets 2014: $1,435,0712014Assets 2015: $1,504,813Liabilities 2015: $0Net Assets 2015: $1,504,8132015Assets 2016: $1,483,620Liabilities 2016: $0Net Assets 2016: $1,483,6202016Assets 2017: $1,593,323Liabilities 2017: $0Net Assets 2017: $1,593,3232017Assets 2018: $1,648,995Liabilities 2018: $0Net Assets 2018: $1,648,9952018Assets 2019: $1,622,409Liabilities 2019: $0Net Assets 2019: $1,622,4092019Assets 2020: $1,761,300Liabilities 2020: $0Net Assets 2020: $1,761,3002020Assets 2021: $1,879,927Liabilities 2021: $0Net Assets 2021: $1,879,9272021Assets 2022: $1,898,355Liabilities 2022: $0Net Assets 2022: $1,898,3552022Assets 2023: $1,867,508Liabilities 2023: $0Net Assets 2023: $1,867,5082023Assets 2024: $1,909,692Liabilities 2024: $0Net Assets 2024: $1,909,6922024

Highlighted filing

2019

Assets$1,622,409
Liabilities$0
Net Assets$1,622,409
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,281Expenses 2011: $78,403Net Income 2011: $14,8782011Expenses 2012: $66,5512012Revenue 2013: $101,028Expenses 2013: $63,226Net Income 2013: $37,8022013Revenue 2014: $117,749Expenses 2014: $63,497Net Income 2014: $54,2522014Revenue 2015: $155,846Expenses 2015: $86,104Net Income 2015: $69,7422015Revenue 2016: $65,033Expenses 2016: $86,226Net Income 2016: -$21,1932016Revenue 2017: $197,971Expenses 2017: $88,268Net Income 2017: $109,7032017Revenue 2018: $152,000Expenses 2018: $96,328Net Income 2018: $55,6722018Revenue 2019: $71,580Expenses 2019: $98,166Net Income 2019: -$26,5862019Revenue 2020: $243,034Expenses 2020: $104,143Net Income 2020: $138,8912020Revenue 2021: $235,057Expenses 2021: $116,430Net Income 2021: $118,6272021Revenue 2022: $149,953Expenses 2022: $131,525Net Income 2022: $18,4282022Revenue 2023: $93,980Expenses 2023: $124,827Net Income 2023: -$30,8472023Revenue 2024: $166,811Expenses 2024: $124,627Net Income 2024: $42,1842024

Highlighted filing

2019

Revenue$71,580
Expenses$98,166
Net Income-$26,586
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica Buell BrugelDirector-$0--
Jesse Fowler AlvaradoDirector-$0--
Dwight HallDirector-$0--
Kelley HubbellDirector-$0--
Megan M PostalDirector-$0--
John Taylor RisleyPres, Dir, Treas-$0--
Matthew Taylor RisleyDir, VP-$0--
Alexandra C Risley SchroederDir, Sec, VP-$0--
Jamie Risley-HallDirector-$0--
Ashley StrigleDirector-$0--
Mary Snyder Wolfe RisleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kate Risley Foundation Inc
EIN
21-1826720
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John T Risley
Title
president
Phone
8008391754
Signed
2020-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 675 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BLACKROCK INC NOTE - 4.250% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1COMCAST CORP - 3.150% - 03/01/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DEERE JOHN CAP CORP - 2.800% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GENERAL ELEC CAP CORP - 4.650%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MORGAN STANLEY - 2.650% - 01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5PFIZER INC NT - 3.400% - 05/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt027544
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt327236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425085
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt526171
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025820
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt126210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225613
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425008
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt526452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt890497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9153945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1675000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1912713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt236476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2510484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2915317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3013720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3116471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35149081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36184581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3713797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3979941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt409929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4310042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4410663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4811261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt498970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5010537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt536301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5412757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt554762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5613456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt575605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5812741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt596225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt609073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt618799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt628179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8110722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9227595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1014663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1412603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1510484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1666039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1717382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1816930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1917975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2014435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2410614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt259800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2620029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2716419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2815068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2920709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3017862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3121881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3223837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3414264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35157592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36184772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3720081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3986986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4044471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4314760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt449990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4517028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt469449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt479237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4814586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt499109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5012419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5115269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5213311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5313740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5418121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5522930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5618617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5711561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5832131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt609345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6212441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPS CLEAN ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT INCOME OPPORTUNITIES FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT MID CAP EQUITY FUND INSTITU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CIBC ATLAS ALL CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CIGNA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DU PONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MANAGERS AMG FDS TSQ MC GRW IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MATTHEWS PACIFIC TIGER FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MFS INSTITUTIONAL INVESTORS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50THE BLACKSTONE GROUP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ZOETIS INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0103068
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0105053
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt031484
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06623
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01779
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CLASS ACTION LAWSUIT PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt036
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039922
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039922
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031324
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078685
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078685
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt031658
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031484
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031484
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-26586
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0336380
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01779
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01779
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06623
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058484
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012721
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt092027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt098166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt064623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt071580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019481
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0621
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0305056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0336380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031324
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26586
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01622409
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01648995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01622409
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098021
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098021
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098021
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt098606
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0585
IRS990PF/DistributableAmountGrp/TotalTaxAmt0585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01413
IRS990PF/FMVAssetsEOYAmt02107078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0181140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0156249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0155168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01312345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01280622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01764387
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01648995
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01622409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt080495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt082470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt082470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01648995
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01622409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02107078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01648995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01622409
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01648995
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01622409
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt075015
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0103068
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0105053
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02002143
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt088523
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01913620
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030032
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt098606
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01972111
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02002143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jessica Buell Brugel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jesse Fowler Alvarado
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Dwight Hall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kelley Hubbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Megan M Postal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5John Taylor Risley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Matthew Taylor Risley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Alexandra C Risley Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Jamie Risley-Hall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Ashley Strigle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Mary Snyder Wolfe Risley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Pres, Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Dir, Sec, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,409
Liabilities
$0
Net assets
$1,622,409
Revenue
$71,580
Expenses
$98,166
Net income
-$26,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.17$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.24$0.12$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.24$0.10$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.20$0.09$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.07$0.09$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.16$0.09$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.12$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.06$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.09$0.08$0.01