Civic Intelligence

J R & D Warfel Foundation

990PF • Fiscal year 2011 • EIN 23-2788089

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 23, 2012

Organization Profile
1110 Enterprise Road17520
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,030,802

Flat from 2011

Net Assets

$1,030,802

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$73,201

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,014,805Liabilities 2010: $0Net Assets 2010: $1,014,8052010Assets 2011: $1,030,802Liabilities 2011: $0Net Assets 2011: $1,030,8022011Assets 2011: $1,030,802Liabilities 2011: $12011Assets 2012: $1,032,511Liabilities 2012: $0Net Assets 2012: $1,032,5112012Assets 2013: $1,163,467Liabilities 2013: $0Net Assets 2013: $1,163,4672013Assets 2014: $1,136,827Liabilities 2014: $0Net Assets 2014: $1,136,8272014Assets 2015: $1,075,428Liabilities 2015: $0Net Assets 2015: $1,075,4282015Assets 2016: $1,116,429Liabilities 2016: $0Net Assets 2016: $1,116,4292016Assets 2017: $1,440,268Liabilities 2017: $0Net Assets 2017: $1,440,2682017Assets 2018: $1,294,652Liabilities 2018: $0Net Assets 2018: $1,294,6522018Assets 2019: $1,213,511Liabilities 2019: $0Net Assets 2019: $1,213,5112019Assets 2020: $1,485,079Liabilities 2020: $0Net Assets 2020: $1,485,0792020Assets 2021: $1,516,424Liabilities 2021: $0Net Assets 2021: $1,516,4242021Assets 2022: $1,828,790Liabilities 2022: $0Net Assets 2022: $1,828,7902022Assets 2023: $1,686,148Liabilities 2023: $0Net Assets 2023: $1,686,1482023Assets 2024: $1,573,014Liabilities 2024: $0Net Assets 2024: $1,573,0142024

Highlighted filing

2011

Assets$1,030,802
Liabilities$0
Net Assets$1,030,802
Open 2011 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $38,3542010Expenses 2011: $73,2012011Revenue 2011: $89,198Expenses 2011: $73,201Net Income 2011: $15,9972011Expenses 2012: $52,6412012Revenue 2013: $215,123Expenses 2013: $84,167Net Income 2013: $130,9562013Revenue 2014: $31,997Expenses 2014: $58,959Net Income 2014: -$26,9622014Revenue 2015: $22,185Expenses 2015: $97,312Net Income 2015: -$75,1272015Revenue 2016: $112,512Expenses 2016: $71,511Net Income 2016: $41,0012016Revenue 2017: $524,286Expenses 2017: $200,447Net Income 2017: $323,8392017Revenue 2018: $66,202Expenses 2018: $211,529Net Income 2018: -$145,3272018Revenue 2019: $12,884Expenses 2019: $94,025Net Income 2019: -$81,1412019Revenue 2020: $415,612Expenses 2020: $151,293Net Income 2020: $264,3192020Revenue 2021: $264,286Expenses 2021: $257,266Net Income 2021: $7,0202021Revenue 2022: $1,170,718Expenses 2022: $438,193Net Income 2022: $732,5252022Revenue 2023: $134,383Expenses 2023: $228,910Net Income 2023: -$94,5272023Revenue 2024: $222,223Expenses 2024: $336,486Net Income 2024: -$114,2632024

Highlighted filing

2011

Revenue-
Expenses$73,201
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J RICHARD WARFELPresident-$0--
DOREEN WARFELSecretary-$0--
DERRICK M WARFELDirector-$0--
LAWRENCE R REICHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL USEPUBLICLANCASTER, PA, US$14,472
Paid Grant-GENERAL USEPUBLICBURBANK, CA, US$13,500
Paid Grant-GENERAL USEPUBLICLANCASTER, PA, US$8,300
Paid Grant-GENERAL USEPUBLICLANCASTER, PA, US$3,000
Paid Grant-GENERAL USEPUBLICLITITZ, PA, US$2,500
Paid Grant-GENERAL USEPUBLICLANCASTER, PA, US$2,500
Paid Grant-GENERAL USEPUBLICORLANDO, FL, US$1,000
Paid Grant-GENERAL USEPUBLICDALLAS, TX, US$1,000
Paid Grant-GENERAL USEPUBLICCOLORADO SPRINGS, CO, US$1,000
Paid Grant-GENERAL USEPUBLICCHICAGO, IL, US$1,000
Paid Grant-GENERAL USEPUBLICWALLINGFORD, PA, US$1,000
Paid Grant-GENERAL USEPUBLICREDLANDS, CA, US$1,000
Paid Grant-GENERAL USEPUBLICKENMORE, WA, US$1,000
Paid Grant-GENERAL USEPUBLICPASADENA, CA, US$1,000
Paid Grant-GENERAL USEPUBLICSANTA ANA, CA, US$1,000
Paid Grant-GENERAL USEPUBLICPRINCETON, NJ, US$1,000
Paid Grant-GENERAL USEPUBLICNEW HAVEN, CT, US$1,000
Paid Grant-GENERAL USEPUBLICBOONE, NC, US$1,000
Paid Grant-GENERAL USEPUBLICTEXAS, TX, US$1,000
Paid Grant-GENERAL USEPUBLICNEW PARIS, IN, US$1,000
Paid Grant-GENERAL USEPUBLICLANCASTER, PA, US$750
Paid Grant-GENERAL USEPUBLICLOS ANGELES, CA, US$500
Filing and Contact Details

Filer

EIN
23-2788089
Raw XML AppendixShowing 400 of 706 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/AccountingFees/Amount01525
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01525
CompensationExplanation/Compensation/PersonName0J RICHARD WARFEL
CompensationExplanation/Compensation/PersonName1DOREEN WARFEL
CompensationExplanation/Compensation/PersonName2DERRICK M WARFEL
CompensationExplanation/Compensation/PersonName3LAWRENCE R REICH
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue048750
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue140337
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue215630
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue313630
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue419054
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV048592
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV126905
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV226013
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV328270
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond050,000 WINN DIXIE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond150,000 SLM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond225,000 KEY BANK NA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond325,000 CAPITAL ONE FINL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond425,000 AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue035021
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue128557
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue245192
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue350670
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue423891
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue520030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue625890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue724980
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue840485
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue920294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1030283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1124917
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1225479
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1317631
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue143838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1523760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1623660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue178520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1829701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1921612
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2027999
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2122410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2220716
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2334229
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2426724
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2523208
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2627544
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2727390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2821168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2918874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3023556
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3127294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3236929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue337960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV033019
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV111740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV229092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV370480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV437828
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV525760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV627120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV751300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV832460
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV917096
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1041532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1117910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1221077
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1374031
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1431800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1516020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1625280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV173220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1830282
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1920940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2022066
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2122725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2226300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2334470
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2429100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2523680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2633248
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2717395
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2819880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2915555
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3020444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3130666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3228005
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV336440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0700 SHS AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1500 SHS CREDIT SUISSE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2700 SHS ELI LILLY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32000 SHS BRISTOL MEYERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4700 SHS HJ HEINZ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51000 SHS HEWLETT PACKARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61500 SHS CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72000 SHS ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81500 SHS PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9400 SHS BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10600 SHS CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111000 SHS GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12700 SHS PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock135000 SHS ALEXCO RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1412623 AMERICAN CAP STRATEGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15812 SHS ATLAS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock165000 SHS FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock173000 SHS BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock182000 SHS DANONE SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19463 SHS WINN DIXIE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock202000 SHS YADKIN VALLEY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21700 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock221200 COMMUNITY HEALTH SYSTEM INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock231700 CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock241500 FEDERATED INS INC PA CL B NOV V
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock255000 FIRST COMMONWLTH FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock261500 HOSPITALITY PPTYS TR SBI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock271200 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28800 INTERNATIONAL PAPER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29800 LILLY ELI & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30700 PETROLEO BRASILEIRO SA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31800 PETROLEO BRASILEIRO SA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32500 POTLATCH CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33400 TOTAL SA SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34600 TOTAL SA SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock351500 WEYERHAEUSER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock364000 YADKIN VALLEY FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37700 AMERICAN CPA STRATEGIEES
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0747
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0521
InvestmentsOtherSchedule2/InvestmentsOther/BookValue06710
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0100,000 LEHMAN BROS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1422 ATLAS ENGERGY LTD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV010255
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount020670
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome058539
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount09749
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0DISTRIBUTION
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0240
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount030659
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome058539
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA089198
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01525
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome033860
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm058539
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps059522
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss059522
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm020670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm020670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss020670
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses015997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0232035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm09749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm09749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss09749
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss058539
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome088958
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm03201
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps011623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss011623
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps0531
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome033860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps073201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss073201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome088958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses089198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps013679
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss013679
IRS990PF/BalanceSheets/CashBOY0230062
IRS990PF/BalanceSheets/CashEOY015532
IRS990PF/BalanceSheets/CashEOYFMV015532
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0137402
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0137401
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0129780
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0546388
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0870412
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0947961
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0953
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0747
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0521
IRS990PF/BalanceSheets/InvestmentsOtherBOY0100000
IRS990PF/BalanceSheets/InvestmentsOtherEOY06710
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV010255
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY01014805
IRS990PF/BalanceSheets/TotalAssetsEOY01030802
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01104049
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01014805
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01030802
IRS990PF/BalanceSheets/TotalNetAssetsBOY01014805
IRS990PF/BalanceSheets/TotalNetAssetsEOY01030802
IRS990PF/BalanceSheets/UnrestrictedBOY01014805
IRS990PF/BalanceSheets/UnrestrictedEOY01030802
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome058539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis220888
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis333824
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41464
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis55329
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis67947
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73838
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02007-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52007-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired111994-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset050000 LEHMAN BROTHERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset150000 LEHMAN BROTHERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2.49 ATLAS PIPELINE HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3812 ATLAS ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4463 WINN DIXIE STORES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5700 AMERICAN CAPITAL LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61623 AMERICAN CAPITAL LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72007 ALEXCO RESOURCES CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82993 ALEXCO RESOURCES CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset92500 FIFTH THIRD BACORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10812 ALTAS ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11FHLMC GR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss116881
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-27090
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss414149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss511553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss617134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss722711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss881
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses116881
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-27090
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses414149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses511553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses617134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses722711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses881
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice337769
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice43111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice56734
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice615613
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice716882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice825081
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice926549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1081
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss03201
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses015997
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01030802
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01014805
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01030802
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted055412
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj055412
IRS990PF/DistributableAmount/DistributableAmountBeforeDed055412
IRS990PF/DistributableAmount/MinimumInvestmentReturn056302
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0890
IRS990PF/DistributableAmount/TotalTax0890
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0349
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0890
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0890
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0890
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0544
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0349
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01104049
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01143195
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0123297
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01019898
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable017148
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn056302
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01126047
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01143195
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition14.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0J RICHARD WARFEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DOREEN WARFEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DERRICK M WARFEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LAWRENCE R REICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101110 ENTERPRISE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111110 ENTERPRISE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1211150 CANBY AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131500 LITITZ PIKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0EAST PETERSBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1EAST PETERSBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NORTHRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3LANCASTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode017520
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode117520
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode291326
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode317601
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct052752
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets051862
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.046057
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034966
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.071363
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025427
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049715
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048812
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01126047
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101096884
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20940942
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301008284
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401173065
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501121642
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0890
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions073201
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1038354
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2067148
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3025638
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4058319
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5054750
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.230283
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions072311
IRS990PF/QualifyingDistributions/ExpensesAndContributions073201
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0890
IRS990PF/QualifyingDistributions/QualifyingDistributions073201
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0PRIMARY SOURCE OF INCOME OTHER THAN CONTRIBUTIONS.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROSS BUEHLER FALK CO LLP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07173932700

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,030,802
Liabilities
$0
Net assets
$1,030,802
Revenue
-
Expenses
$73,201
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.22$0.34$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.13$0.23$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.17$0.44$0.73
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.26$0.26$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.42$0.15$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.01$0.09$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.21$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.52$0.20$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.22$0.08$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.09$0.07$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04