Civic Intelligence

John & Sanne Duffy Foundation Inc.

990PF • Fiscal year 2019 • EIN 22-2598324

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 10, 2020

Organization Profile
2420 E Camino LA ZorrelaTucson, AZ 85718

(520) 299-1825

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

4th percentile

-143%

Higher net margin than 4% 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

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,225,440

Down $160,517 (-4.7%) from 2018

Net Assets

Down

$3,225,440

Down $160,517 (-4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$112,006

Down $375,786 (-77%) from 2018

Expenses

Up

$272,523

Up $28,235 (+12%) from 2018

Net Income

Down

-$160,517

Down $404,021 (-166%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,087,474Liabilities 2011: $02011Assets 2012: $3,330,468Liabilities 2012: $0Net Assets 2012: $3,330,4682012Assets 2013: $3,413,910Liabilities 2013: $0Net Assets 2013: $3,413,9102013Assets 2014: $3,269,494Liabilities 2014: $0Net Assets 2014: $3,269,4942014Assets 2015: $3,280,711Liabilities 2015: $0Net Assets 2015: $3,280,7112015Assets 2016: $3,163,859Liabilities 2016: $0Net Assets 2016: $3,163,8592016Assets 2017: $3,142,453Liabilities 2017: $0Net Assets 2017: $3,142,4532017Assets 2018: $3,385,957Liabilities 2018: $0Net Assets 2018: $3,385,9572018Assets 2019: $3,225,440Liabilities 2019: $0Net Assets 2019: $3,225,4402019Assets 2020: $3,468,564Liabilities 2020: $0Net Assets 2020: $3,468,5642020Assets 2021: $3,600,614Liabilities 2021: $0Net Assets 2021: $3,600,6142021Assets 2022: $3,563,652Liabilities 2022: $0Net Assets 2022: $3,563,6522022Assets 2023: $3,312,831Liabilities 2023: $0Net Assets 2023: $3,312,8312023Assets 2024: $4,179,266Liabilities 2024: $0Net Assets 2024: $4,179,2662024

Highlighted filing

2019

Assets$3,225,440
Liabilities$0
Net Assets$3,225,440
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $128,145Expenses 2011: $179,729Net Income 2011: -$51,5842011Expenses 2012: $168,2922012Expenses 2013: $111,4882013Revenue 2014: $209,185Expenses 2014: $342,903Net Income 2014: -$133,7182014Revenue 2015: $114,801Expenses 2015: $139,678Net Income 2015: -$24,8772015Revenue 2016: $114,586Expenses 2016: $231,438Net Income 2016: -$116,8522016Revenue 2017: $210,682Expenses 2017: $232,088Net Income 2017: -$21,4062017Revenue 2018: $487,792Expenses 2018: $244,288Net Income 2018: $243,5042018Revenue 2019: $112,006Expenses 2019: $272,523Net Income 2019: -$160,5172019Revenue 2020: $538,519Expenses 2020: $295,395Net Income 2020: $243,1242020Revenue 2021: $521,290Expenses 2021: $389,240Net Income 2021: $132,0502021Revenue 2022: $343,250Expenses 2022: $380,212Net Income 2022: -$36,9622022Revenue 2023: $149,716Expenses 2023: $400,537Net Income 2023: -$250,8212023Revenue 2024: $1,273,609Expenses 2024: $407,174Net Income 2024: $866,4352024

Highlighted filing

2019

Revenue$112,006
Expenses$272,523
Net Income-$160,517
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 10, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN DUFFYPresident/Treasurer-$0--
ANNE DUFFYVice Pres/Secretary-$0--
PETER R KELLOGGVice President-$0--
Filing and Contact Details

Filer

Filer Name
John & Anne Duffy Foundation Inc
EIN
22-2598324
In Care Of
% JOHN DUFFY
Phone
5202991825
Address
2420 E CAMINO LA ZORRELA, TUCSON, AZ 85718

Signing Officer

Name
John Duffy
Title
President/treasurer
Phone
5202991825
Signed
2020-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Jad Consulting LLC
Address
61 BROADWAY-SUITE 512, NEW YORK, NY 10006
Preparer
Joseph De Maio CPA
Phone
2125093525
Raw XML AppendixShowing 400 of 426 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/Amt09600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0JAD CONSULTING, LLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04800
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NOT APPLICABLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm025,000 SHS MICROSOFT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm125,000 SHS THE HOME DEPOT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm225,000 SHS MERCK & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm325,000 SHS MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt024554
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124626
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt224807
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025341
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225757
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0861135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1649856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01654250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11248554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE SCHEDULE 8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SEE SCHEDULE 9
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt024884
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt024997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0384249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1316188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2341928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3306793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt017,709 SHS FIRST EAGLE OVERSEA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19,755 SHS INVESCO DEVLG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt228,458 SHS PIMCO INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37,000 SHS ROBO GLOBAL ROBOTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0445384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1360839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2340647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3288260
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069032
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038948
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04026
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0112006
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0112006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038948
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0229500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0229500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069032
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069032
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-160517
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0793495
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt038948
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt081454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025752
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0234731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0272523
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0112006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0112006
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05231
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030552
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt376911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt463428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt530153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt619069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt89420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9102846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-7195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-76637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1068275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1119354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt425026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-7195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-76637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1068275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4101937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt556233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt638143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt722401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8323363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10171121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LITIGATION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE SCHEDULE 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE SCHEDULE 2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE SCHEDULE 3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE SCHEDULE 3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEE SCHEDULE 4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEE SCHEDULE 5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SEE SCHEDULE 6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEE SCHEDULE 6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SEE SCHEDULE 7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SEE SCHEDULE 7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038948
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-160517
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03225440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03385957
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03225440
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0223332
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0223332
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0223332
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0224147
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0815
IRS990PF/DistributableAmountGrp/TotalTaxAmt0815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04600
IRS990PF/FMVAssetsEOYAmt04706184
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04564747
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04564747
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01950
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04683
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt098962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt098962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0101808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01422232
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01510991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02902804
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01713027
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01349158
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01435130
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1178790
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1339307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124830
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0236762
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0236762
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03385957
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03225440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04706184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03385957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03225440
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03385957
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03225440
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt024956
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt024884
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024997
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04551207
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0133929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03958749
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068268
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0458529
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0224147
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04482939
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04551207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN DUFFY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNE DUFFY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER R KELLOGG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02420 E CAMINO LA ZORRELA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12420 E CAMINO LA ZORRELA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt239 STEWART ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHORT HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0211787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0212602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0203546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0194495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0196476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0101211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0301723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.024619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04482939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04537233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04242791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03939847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04111074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04248014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0234731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236217
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0233916
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0234731
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0815
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0234731
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02420 E CAMINO LA ZORRELA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TUCSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085718
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN DUFFY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05202991825
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN DUFFY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0229500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE PURPOSE OF THE CONTRIBUTIONS IS TO AID EACH DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O JAD CONSULTING LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt061 BROADWAY SUITE 512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0229500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014570
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0220161
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0223332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0234731
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0208762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0220161
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NJ REP FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt262
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025752
TaxesSchedule/TaxesDetail/Amt02573
TaxesSchedule/TaxesDetail/Amt14600
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES 9/30/18
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES 9/30/19
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DUFFY

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
$3,225,440
Liabilities
$0
Net assets
$3,225,440
Revenue
$112,006
Expenses
$272,523
Net income
-$160,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.27$0.41$0.87
2023Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.15$0.40$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.34$0.38$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.52$0.39$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.54$0.30$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.11$0.27$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.49$0.24$0.24
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.21$0.23$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.11$0.23$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.11$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.21$0.34$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.17
2011Summary only. Only limited summary data is available for this year.$3.09$0.00$0.13$0.18$0.05