Civic Intelligence

Dean M Graham Foundation

EIN 22-3211041 • Cobleskill, NY

C/O Sweeney 5075 State Rt 10Cobleskill, NY 12043-7301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$4,239

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$530,044

Up $33,559 (+6.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$530,044

Up $33,559 (+6.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin87th percentile

Revenue

Up

$76,292

Up $7,766 (+11%) from 2023

Expenses

Up

$42,337

Up $8,328 (+24%) from 2023

Net Income

Down

$33,955

Down $562 (-1.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $242,451Liabilities 2010: $0Net Assets 2010: $242,4512010Assets 2011: $259,758Liabilities 2011: $0Net Assets 2011: $259,7582011Assets 2012: $275,970Liabilities 2012: $0Net Assets 2012: $275,9702012Assets 2013: $298,013Liabilities 2013: $0Net Assets 2013: $298,0132013Assets 2014: $302,753Liabilities 2014: $0Net Assets 2014: $302,7532014Assets 2015: $356,126Liabilities 2015: $81Net Assets 2015: $356,0452015Assets 2016: $385,616Liabilities 2016: $0Net Assets 2016: $385,6162016Assets 2017: $395,828Liabilities 2017: $0Net Assets 2017: $395,8282017Assets 2018: $413,463Liabilities 2018: $0Net Assets 2018: $413,4632018Assets 2019: $425,396Liabilities 2019: $0Net Assets 2019: $425,3962019Assets 2020: $436,475Liabilities 2020: $0Net Assets 2020: $436,4752020Assets 2021: $451,885Liabilities 2021: $0Net Assets 2021: $451,8852021Assets 2022: $472,935Liabilities 2022: $0Net Assets 2022: $472,9352022Assets 2023: $496,485Liabilities 2023: $0Net Assets 2023: $496,4852023Assets 2024: $530,044Liabilities 2024: $0Net Assets 2024: $530,0442024

Highlighted filing

2024

Assets$530,044
Liabilities$0
Net Assets$530,044
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Expenses 2010: $15,0012010Expenses 2011: $20,9692011Expenses 2012: $16,5862012Revenue 2013: $40,547Expenses 2013: $18,504Net Income 2013: $22,0432013Revenue 2014: $29,212Expenses 2014: $24,472Net Income 2014: $4,7402014Revenue 2015: $78,246Expenses 2015: $24,954Net Income 2015: $53,2922015Revenue 2016: $57,590Expenses 2016: $28,019Net Income 2016: $29,5712016Revenue 2017: $39,277Expenses 2017: $29,065Net Income 2017: $10,2122017Revenue 2018: $46,570Expenses 2018: $28,935Net Income 2018: $17,6352018Revenue 2019: $43,208Expenses 2019: $31,275Net Income 2019: $11,9332019Revenue 2020: $42,028Expenses 2020: $30,949Net Income 2020: $11,0792020Revenue 2021: $56,394Expenses 2021: $32,112Net Income 2021: $24,2822021Revenue 2022: $63,012Expenses 2022: $34,675Net Income 2022: $28,3372022Revenue 2023: $68,526Expenses 2023: $34,009Net Income 2023: $34,5172023Revenue 2024: $76,292Expenses 2024: $42,337Net Income 2024: $33,9552024

Highlighted filing

2024

Revenue$76,292
Expenses$42,337
Net Income$33,955
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,044
Liabilities
$0
Net assets
$530,044
Revenue
$76,292
Expenses
$42,337
Net income
$33,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.76$0.42$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.69$0.34$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.63$0.35$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.56$0.32$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.42$0.31$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.43$0.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.47$0.29$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.39$0.29$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.58$0.28$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.78$0.25$0.53
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.29$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.41$0.19$0.22
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.21
2010Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$3,925$314$4,239
GERALDINE F SWEENEYTrustee-$575-$575
Filing and Contact Details

Filer

Filer Name
Dean M Graham Foundation
EIN
22-3211041
Phone
5182347516
Address
C/O SWEENEY 5075 STATE RT 10, COBLESKILL, NY 12043-7301

Signing Officer

Name
Timothy J Sweeney
Title
Trustee
Phone
5182347516
Signed
2025-09-26

Preparer

Firm
Timothy J Sweeney CPA
Address
5075 State Route 10, Cobleskill, NY 12043
Preparer
Timothy Sweeney
Phone
5182347516
Raw XML AppendixShowing 400 of 826 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2750790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2819995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt298780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMER.ELECT.POWER 255 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANNALY CAPITAL 275 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLACKSTONE 130 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BRISTOL MYERS 130 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CLOROX COMP. 75 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CONOCO PHILLIPS 160 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CONSTELLATION 80 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CVS HEALTH 145 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DUKE ENERGY 110 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EMERSON ELECT. 140 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EXELON CORP 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INVESTCO TRUST ETF PFD 2400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JOHNSON CONTROLS 350 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JOHNSON+JOHNSON 110 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP MORGAN 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MEDTRONIC 250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MET LIFE 260 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18NBT 190 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NVENT ELECT 159 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PENTAIR 259 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PEPSICO 90 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PROCTOR GAMBLE 140 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23REALTY INCOME 250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24STAG 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TE CONN.PLC 575 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VANGUARD GROWTH 185 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27VANGUARD VALUE 330 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VERIZON 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WELLS FARGO 125 SHARES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt054982
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt054982
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023101
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032477
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0492
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt013
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECURITIES LITIGATION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0208
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt056291
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056291
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0340
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039880
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03114
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt031250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt031250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt020001
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023101
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt033955
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt057815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032477
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt042337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32002-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52002-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt55753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICITY TRADED WELLS FARGO 1099 10ITEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD GROWTH 15 SHARES WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD VALUE 30 SHARES WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JOHNSON CONTROL 40 SHARES WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TE CONN.32 SHARES WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TE CONN LTD 40 SHARES WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039880
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt033955
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0396
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0530440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0496485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0530044
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036714
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036714
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036714
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037472
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0758
IRS990PF/DistributableAmountGrp/TotalTaxAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-1200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt0787655
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014013
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt056226
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt056226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0377592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0397378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0654989
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0496485
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0530044
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00

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