Civic Intelligence

Robert & Joan M Dircks Foundation Inc.

990PF • Fiscal year 2018 • EIN 22-3135737

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 04, 2019

Organization Profile
PO Box 559Dunstable, MA 01827

(978) 449-0072

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

24th percentile

$37,175

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$11,303,034

Down $1,401,452 (-11%) from 2017

Net Assets

Down

$11,303,034

Down $1,401,452 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin80th percentile

Revenue

Up

$904,262

Up $119,789 (+15%) from 2017

Expenses

Down

$640,551

Down $96,826 (-13%) from 2017

Net Income

Up

$263,711

Up $216,615 (+460%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $9,551,014Liabilities 2011: $02011Assets 2012: $9,929,976Liabilities 2012: $0Net Assets 2012: $9,929,9762012Assets 2013: $10,947,636Liabilities 2013: $0Net Assets 2013: $10,947,6362013Assets 2014: $10,990,490Liabilities 2014: $0Net Assets 2014: $10,990,4902014Assets 2015: $11,005,542Liabilities 2015: $0Net Assets 2015: $11,005,5422015Assets 2016: $11,341,443Liabilities 2016: $0Net Assets 2016: $11,341,4432016Assets 2017: $12,704,486Liabilities 2017: $0Net Assets 2017: $12,704,4862017Assets 2018: $11,303,034Liabilities 2018: $0Net Assets 2018: $11,303,0342018Assets 2019: $13,166,233Liabilities 2019: $0Net Assets 2019: $13,166,2332019Assets 2020: $14,672,844Liabilities 2020: $0Net Assets 2020: $14,672,8442020Assets 2021: $17,217,968Liabilities 2021: $0Net Assets 2021: $17,217,9682021Assets 2022: $12,688,307Liabilities 2022: $0Net Assets 2022: $12,688,3072022Assets 2023: $13,967,360Liabilities 2023: $0Net Assets 2023: $13,967,3602023Assets 2024: $15,529,095Liabilities 2024: $0Net Assets 2024: $15,529,0952024

Highlighted filing

2018

Assets$11,303,034
Liabilities$0
Net Assets$11,303,034
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $168,702Expenses 2011: $545,850Net Income 2011: -$377,1482011Expenses 2012: $570,5642012Revenue 2013: $729,967Expenses 2013: $590,611Net Income 2013: $139,3562013Revenue 2014: $315,264Expenses 2014: $644,022Net Income 2014: -$328,7582014Revenue 2015: $1,290,235Expenses 2015: $661,693Net Income 2015: $628,5422015Revenue 2016: $709,857Expenses 2016: $680,053Net Income 2016: $29,8042016Revenue 2017: $784,473Expenses 2017: $737,377Net Income 2017: $47,0962017Revenue 2018: $904,262Expenses 2018: $640,551Net Income 2018: $263,7112018Revenue 2019: $585,374Expenses 2019: $722,786Net Income 2019: -$137,4122019Revenue 2020: $810,507Expenses 2020: $782,035Net Income 2020: $28,4722020Revenue 2021: $1,365,245Expenses 2021: $924,064Net Income 2021: $441,1812021Revenue 2022: $279,848Expenses 2022: $889,394Net Income 2022: -$609,5462022Revenue 2023: $321,900Expenses 2023: $868,022Net Income 2023: -$546,1222023Revenue 2024: $326,014Expenses 2024: $959,237Net Income 2024: -$633,2232024

Highlighted filing

2018

Revenue$904,262
Expenses$640,551
Net Income$263,711
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn Van RiperTrusteePT$37,175-$37,175
Robert E DircksTrusteePT$22,000-$22,000
Joan WalshTrusteePT$22,000-$22,000
Thomas C DircksTrustee-$0--
William C DircksTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Joan Dircks Foundation Inc
EIN
22-3135737
Phone
9784490072
Address
PO Box 559, Dunstable, MA 01827

Signing Officer

Name
Thomas C Dircks
Title
Trustee
Signed
2019-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Ray Best CPA
Address
22 Bunker Hill Road, Ipswich, MA 01938
Preparer
Raymond A Best CPA
Phone
9739454794
Raw XML AppendixShowing 400 of 1,163 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt09800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03920
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0iShares IBOXX High Yield ETF (HYG)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Powershares Global Exchange Traded Fd
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2iShares Tips Bond ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt033657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt182132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt033657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt182132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0167288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1448056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2824736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt348709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51018893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6428572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7341411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8229825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt963176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11105711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12575588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13252740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14287087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1576242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1690106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1731259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18105535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1984416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2085691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21146015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2288384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23157009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24181478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25132716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26258661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27562230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28149778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2989632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3054964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3122411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3213515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3471744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3577243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3661479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37164725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3825720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3923046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4099781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4119406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42191732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43125761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4458671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45115815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4659270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4754557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4839155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4940494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50229595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51121327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt531780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5479260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5591527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5639090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5770775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0167288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1448056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2824736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt473695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51018893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6428572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7341411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8229825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt963176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11105711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12575588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13252740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14287087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1576242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1690106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1731259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18105535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1984416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2085691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21146015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2288384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23157009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24181478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25132716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26258661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27562230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28149778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2989632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3054964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3122411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3471744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3577243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3661479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37164725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3825720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3923046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4099781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4119406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42191732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43125761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4458671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45115815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4659270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4754557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4839155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4940494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50229595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51121327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt531780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5479260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5591527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5639090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5770775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0iShares Tr MSCI EAFE Index Fd (EFA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1iShares Russell 2000 Growth Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SPDR S&P 500 ETF Trust Unit Ser 1 (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SPDR SER Tr S&P Oil & Gas Expl & Prodtn
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Sector SPDR Tr Shs Ben Int Energy (XLE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Vanguard Sector Index Fds Utils Vipers
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Vanguard Index Fds Vanguard Growth Viper
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Vanguard Index Fds Vanguard Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Wisdomtree Tr Intl Smallcap Divid Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Vanguard REIT Index Fund (VGSIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Wells Fargo Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11General Electric Co (GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12iShares Inc MSCI Canada Index Fd (EWC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13iShares Tr MSCI Emerging Mkts Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SPDR Series Trust GLB Dow ETF (DGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Apple Inc (APPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Caterpillar Inc (CAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Intel Corp. (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Intl Business Mac (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19iShares Inc MSCI Pacific ex Japan Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20iShares Tr S&P Latin Amer 40 Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21iShares Tr S&P Global Infrastructure Inx
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22iShares Tr MSCI EAFE Value Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Pepsico Inc (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Wisdomtree Tr India Earnings Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25iShares Select Dividend ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26iShares China Large Cap ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Vanguard Specialized Portfolios Div Appr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Vanguard FTSE Developed Market
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Vanguard Whitehall FDS High Dividend
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AT&T (T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Costco Wholesale Corp (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Henry Schein Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Ford Motor Corp (F)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34IShares S&P MSCI GSCI Commodity Indexed
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35IShares S&P MidCap 400 Value ETF (IWO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36IShares TR Intl Developed Real Estate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Pfizer Inc (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Powershares DB Commodity Index (DBC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Powershares ETF Traded Fd (PHO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Select Sector SPDR TR (XLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Vanguard Index Funds Vanguard Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Vanguard Index Funds Vanguard Mid Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Wal-Mart Stores Inc (WMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Verizon Communications (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Wisdomtree Emerging Mkts (DGS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Wisdomtree Emerging Mkts Eqty Inc (DEM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Disney Walt Co (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Sector SPDR TR SHS BEN INT Materials
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Select Sector SPDR TR RL EST SEL SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Crown Castle Intl Corp New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Amn Healthcare Services Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Fidelity National Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53American Tower Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CubeSmart
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Extra Space Storage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Life Storage Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57National Storage Affiliates
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SBA Communications Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Invesco Exchange Traded Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Sector SPDR Tr SHS Ben Int Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Vanguard Group Div App ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Vanguard World Fds Comm Srvc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Invesco DB Commodity Index Track Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64iShares S&P GSCI Commodity
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Invesco Exchange Traded Fund Tr II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Blackrock Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Goldman Sachs Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JPMorgan Chase
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0264324
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0639938
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0904262
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0904262
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05880
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0264324
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0639938
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt032470
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt048705
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt081175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0530512
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0530512
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0264324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0264324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0264324
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0263711
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01186160
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0639938
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0838239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013084
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0264324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0574528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt066023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0640551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0904262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0904262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt044016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt066023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0110039
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02392
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03588
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt072783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt240968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt349718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5163890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6120945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1102599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt423503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5187306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6281530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt033986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1102599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt423503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5187306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6281530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0106769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt360121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt473517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5351196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6402475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02,764 Fidelity National Financial IN FNF Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1792 IShares Russell 2000 Growth ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 IShares TR IBOXX Hi Yield ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3666 Life Storage Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,771 Pfizer Incorporated
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,290 SPDR S&P 500 ETF Trust Unit
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,750 Vanguard Index Fds Vanguard Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0639938
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0263711
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01665163
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012968197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012704486
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011303034
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0599770
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0599770
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0599770
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0616535
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016765
IRS990PF/DistributableAmountGrp/TotalTaxAmt016765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt018065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025265
IRS990PF/FMVAssetsEOYAmt010903034
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054212
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt043031
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt043031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0254023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0115789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0115789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010854133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09079475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09079475
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01542118
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02064739
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01664739
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011303034
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010903034
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011303034
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011303034
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt012704486
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt011303034
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012518469
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0348013
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012170456
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0187777
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0616535
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012330692
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012518469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt022000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt222000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt337175
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert E Dircks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas C Dircks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joan Walsh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Carolyn Van Riper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4William C Dircks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Dunstable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd301827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd401827
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0661172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0669554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0662691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0601376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0591257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0571064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0510393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05045

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,303,034
Liabilities
$0
Net assets
$11,303,034
Revenue
$904,262
Expenses
$640,551
Net income
$263,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.33$0.96$0.63
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.32$0.87$0.55
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.28$0.89$0.61
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.37$0.92$0.44
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.81$0.78$0.03
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.59$0.72$0.14
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.90$0.64$0.26
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.78$0.74$0.05
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.71$0.68$0.03
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.29$0.66$0.63
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.32$0.64$0.33
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.73$0.59$0.14
2012Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.57
2011Summary only. Only limited summary data is available for this year.$9.55$0.00$0.17$0.55$0.38