Civic Intelligence

Jacobus-Iacobucci Foundation

990PF • Fiscal year 2021 • EIN 23-2878087

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 30, 2022

2260 Santiago RoadSanta Barbara, CA 93103

(717) 606-9664

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-13%

Higher net margin than 16% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$14,400

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

22nd percentile

-1.6%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

150%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,207,889

Down $20,187 (-1.6%) from 2020

Net Assets

Down

$1,207,889

Down $20,187 (-1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$65,862

Up $39,530 (+150%) from 2020

Expenses

Up

$74,596

Up $4,251 (+6.0%) from 2020

Net Income

Up

-$8,734

Up $35,279 (+80%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,388,553Liabilities 2011: $02011Assets 2012: $1,342,159Liabilities 2012: $02012Assets 2013: $1,380,765Liabilities 2013: $3,362Net Assets 2013: $1,377,4032013Assets 2014: $1,306,981Liabilities 2014: $02014Assets 2015: $1,255,129Liabilities 2015: $02015Assets 2016: $1,238,802Liabilities 2016: $0Net Assets 2016: $1,238,8022016Assets 2017: $1,275,131Liabilities 2017: $0Net Assets 2017: $1,275,1312017Assets 2018: $1,303,760Liabilities 2018: $0Net Assets 2018: $1,303,7602018Assets 2019: $1,281,265Liabilities 2019: $0Net Assets 2019: $1,281,2652019Assets 2020: $1,228,076Liabilities 2020: $0Net Assets 2020: $1,228,0762020Assets 2021: $1,207,889Liabilities 2021: $0Net Assets 2021: $1,207,8892021Assets 2022: $1,152,898Liabilities 2022: $0Net Assets 2022: $1,152,8982022Assets 2023: $1,110,217Liabilities 2023: $0Net Assets 2023: $1,110,2172023Assets 2024: $1,097,932Liabilities 2024: $0Net Assets 2024: $1,097,9322024

Highlighted filing

2021

Assets$1,207,889
Liabilities$0
Net Assets$1,207,889

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $60,234Expenses 2011: $71,321Net Income 2011: -$11,0872011Revenue 2012: $40,097Expenses 2012: $72,534Net Income 2012: -$32,4372012Revenue 2013: $45,662Expenses 2013: $73,078Net Income 2013: -$27,4162013Revenue 2014: $65,627Expenses 2014: $74,216Net Income 2014: -$8,5892014Revenue 2015: $43,075Expenses 2015: $77,674Net Income 2015: -$34,5992015Revenue 2016: $75,410Expenses 2016: $87,523Net Income 2016: -$12,1132016Revenue 2017: $112,734Expenses 2017: $76,040Net Income 2017: $36,6942017Revenue 2018: $86,003Expenses 2018: $73,827Net Income 2018: $12,1762018Revenue 2019: $47,789Expenses 2019: $71,167Net Income 2019: -$23,3782019Revenue 2020: $26,332Expenses 2020: $70,345Net Income 2020: -$44,0132020Revenue 2021: $65,862Expenses 2021: $74,596Net Income 2021: -$8,7342021Revenue 2022: $48,779Expenses 2022: $80,039Net Income 2022: -$31,2602022Revenue 2023: $35,015Expenses 2023: $77,694Net Income 2023: -$42,6792023Revenue 2024: $67,591Expenses 2024: $77,268Net Income 2024: -$9,6772024

Highlighted filing

2021

Revenue$65,862
Expenses$74,596
Net Income-$8,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 30, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP O IACOBUCCIPresidentPT$14,400-$14,400
PETER ROSSDirector-$1,000-$1,000
MARC ALDODirector-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST BONAVENTURE UNIVERSITYEDUCATIONAL-ST BONAVENTURE, NY, US$25,200
Paid GrantMEMORIAL SLOAN - CANCER CENTERCHARITABLE-NEW YORK, NY, US$12,600
Paid GrantFATHER VIRGIL CORDANO CENTERCHARITABLE-SANTA BARBARA, CA, US$2,100
Paid GrantSLO CLASSICAL ACADEMYCHARITABLE-SAN LUIS OBISPO, CA, US$2,100
Filing and Contact Details

Filer

Filer Name
Jacobus Iacobucci Foundation
EIN
23-2878087
Phone
7176069664
Address
2260 SANTIAGO ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name
Phillip O Iacobucci
Title
President
Phone
7176069664
Signed
2022-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Kerr & Company Pc
Address
2 EVES DR STE 112, MARLTON, NJ 08053
Preparer
Wayne P Kerrcpa
Phone
2157721200
Raw XML AppendixShowing 400 of 497 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/Amt03000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KERR & COMPANY PC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0PIMCO CORPORATE & INCOME OPPTY FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALLEGHANY CORP DEL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2PEOPLES UTD FINL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JP MORGAN CHASE FINL CO LLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DISCOVER BK GREENWOOD DEL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5INGERSOLL-RAND GLOBAL HOLDING CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MORGAN STANLEY BK N A CD 1.7 C/D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7XCEL ENERGY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8SMUCKER J M CO SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt014333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125235
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325079
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt424925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt016540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225484
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325776
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt713642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1140749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1247990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13120221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1431795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1532075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1823970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1917050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2210700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2617204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3117963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt496216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt517494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt660113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt743428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt857872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt971028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1010287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1159794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1253736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13214646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1459800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1549539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1619361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1824730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1933343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2015474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2215835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt235213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2615588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2916818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3120740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD SECTOR INDEX FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8NOVARTIS AG AMERICAN DEPOSITAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD SPECIALIZED FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALPHABET INC CLASS C CAPITAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD INTL DIVIDEND APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16VANGUARD INTL DIVIDEND YIELD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PNC FINANCIAL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES CORE S&P MID CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MEDTRONIC PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DELTA AIR LINES INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VISA INC CL A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KYNDRYL HOLDINGS INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38META PLATFORMS INC CLASS A COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ORGANON & CO COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANGUARD INDX FUNDS - HIGH DIVIDENDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt059699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPDR GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt085480
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt031155
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt034707
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt065862
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt065862
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034707
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031155
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031155
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8734
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0257757
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034707
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033266
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011996
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011996
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011996
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt074596
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt065862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt349775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt713182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1125150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1211949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1325012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt716441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1216951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1325000
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALTRIA GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BERKSHIRE HATHAWAY INC DEL CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DELTA AIR LINES INC DEL COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DISCOVER BK GREENWOOD DEL C/D FDIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ENBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ENBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GENERAL DYNAMICS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GENERAL MILLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8INGERSOLL-RAND GLOBAL HOLDING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PNC FINANCIAL SVCS GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PPL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SMUCKER J M CO SR GLBL NT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UNILEVER PLC SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13XCEL ENERGY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt034707
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01915
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8734
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011453
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01219342
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01228076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01207889
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt081159
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt081159
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt081159
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt081621
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0462
IRS990PF/DistributableAmountGrp/TotalTaxAmt0462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0303
IRS990PF/FMVAssetsEOYAmt01728178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0290515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0114713
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0118332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0652890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0597740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01088629
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt059699
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt059699
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt085480
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01228076
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01207889
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0224972
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0435737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0435737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01228076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01207889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01728178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01228076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01207889
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01228076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01207889
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01657280
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0349151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01308129
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024859
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt081621
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01632421
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01657280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILLIP O IACOBUCCI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER ROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARC ALDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02260 SANTIAGO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11033 GRANDVIEW BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22260 SANTIAGO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LANCASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293103
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt074596
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt074596
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PHILLIP IACOBUCCI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02260 SANTIAGO ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07176069664
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.04$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.04$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$0.06$0.07$0.01