Civic Intelligence

Samuel P Mandell Foundation

990PF • Fiscal year 2020 • EIN 23-6274709

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
1818 Market Street No 2920Philadelphia, PA 19103

(215) 979-3400

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

14th percentile

-4.3%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,224,583

Down $1,055,958 (-4.3%) from 2019

Net Assets

Down

$23,224,583

Down $1,055,958 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin70th percentile

Revenue

Down

$2,369,309

Down $1,210,223 (-34%) from 2019

Expenses

Down

$1,966,548

Down $629,086 (-24%) from 2019

Net Income

Down

$402,761

Down $581,137 (-59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$30M$20M$10M$0Assets 2019: $24,280,541Liabilities 2019: $0Net Assets 2019: $24,280,5412019Assets 2020: $23,224,583Liabilities 2020: $0Net Assets 2020: $23,224,5832020Assets 2021: $24,936,645Liabilities 2021: $0Net Assets 2021: $24,936,6452021Assets 2022: $21,958,239Liabilities 2022: $0Net Assets 2022: $21,958,2392022Assets 2023: $22,285,391Liabilities 2023: $0Net Assets 2023: $22,285,3912023Assets 2024: $24,618,236Liabilities 2024: $0Net Assets 2024: $24,618,2362024

Highlighted filing

2020

Assets$23,224,583
Liabilities$0
Net Assets$23,224,583
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $3,579,532Expenses 2019: $2,595,634Net Income 2019: $983,8982019Revenue 2020: $2,369,309Expenses 2020: $1,966,548Net Income 2020: $402,7612020Revenue 2021: $2,145,042Expenses 2021: $1,888,399Net Income 2021: $256,6432021Revenue 2022: $971,724Expenses 2022: $1,878,668Net Income 2022: -$906,9442022Revenue 2023: $3,105,592Expenses 2023: $1,818,054Net Income 2023: $1,287,5382023Revenue 2024: $1,078,749Expenses 2024: $1,422,483Net Income 2024: -$343,7342024

Highlighted filing

2020

Revenue$2,369,309
Expenses$1,966,548
Net Income$402,761
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORTON MANDELLTrustee-$0--
GERALD MANDELLTrustee-$0--
JUDITH MANDELLTrustee-$0--
MIRIAM MANDELLTrustee-$0--
ROBIN S GREENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sp Mandell Foundation
EIN
23-6274709
Phone
2159793400
Address
1818 MARKET STREET NO 2920, PHILADELPHIA, PA 19103

Signing Officer

Name
Morton Mandell
Title
Trustee
Phone
2159793400
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Jamie-lyn Marshall
Phone
2156433900
Raw XML AppendixShowing 400 of 582 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/Amt072540
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt021762
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt050778
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STATE OF ISRAEL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt079210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt079210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0547450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1642900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2875940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3244270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4559950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5928830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6756150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7575200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8620300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9716000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10683000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11241614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12611640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13697480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14536450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15818000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16715100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17311892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18673600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19815310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20707580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21988120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0547450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1642900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2875940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3244270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4559950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5928830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6756150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7575200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8620300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9716000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10683000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11241614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12611640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13697480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14536450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15818000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16715100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17311892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18673600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19815310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20707580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21988120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN REALTY TRUST REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARCHER DANIELS MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HOMEBANCSHARES (FORMERLY STONEGATE BANK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19WALT DISNEY CO (HOLDING CO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20WASTE MGMT INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WP CAREY INC REIT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0570469
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0570469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0466300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2783600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3616560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5117740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61061000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7150066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt881656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9584960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10842240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111848000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARK GENOMIC REVOLUTION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BANK OZK AR US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENTERPRISE PRODUCTS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INVESCO SOLAR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LLR EQUITY PARTNERS II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LLR EQUITY PARTNERS III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MAGELLAN MIDSTREAM PARTNERSHIP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MIDFIRST BANK OK US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8QUAKER BIOVENTURES II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SPDR S&P INTL DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD FTSE ALL WORLD EX-US ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD SHORT TERM TREAS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VERSA CAPITAL PARTNERS I PARALLEL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0466300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1100106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2783600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3616560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5117740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61061000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7150066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt881656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9584960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10842240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111848000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0490607
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01753347
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt038
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0125317
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02243992
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0125317
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02369309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021762
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt050778
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt072540
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01753347
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01566550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01566550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0490607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0490607
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0402761
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013625615
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt054745
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01753347
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02031688
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt071250
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt071250
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0142500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0125317
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt081665
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081665
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06498
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt038998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01659887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0212304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01966548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02243992
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02369309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt093337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0212304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0399998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09372451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32497668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01750786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01750786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011123237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STATE OF ISRAEL BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PRIVATELY HELD PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3US STATE TREASURY BILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01753347
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0402761
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01458719
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024683302
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024280541
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023224583
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0970457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0970457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0970457
IRS990PF/DistributableAmountGrp/IncomeTaxAmt051357
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01050054
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028240
IRS990PF/DistributableAmountGrp/TotalTaxAmt079597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051535
IRS990PF/FMVAssetsEOYAmt023224583
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt024280541
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt023224583
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014369
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0264094
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0264094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt073410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt079210
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt079210
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015699183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014266776
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014266776
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05905
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05905
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05234899
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06665146
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06665146
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0157385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01372983
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01372983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024280541
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023224583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023224583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024280541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023224583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024280541
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023224583
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03101295
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0570469
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0570469
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021320902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0680144
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020362930
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0319814
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0277828
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01050054
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021001088
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021320902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt01104 SERVICES CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1UBS FINANCIAL SERVICES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2CLIFTONLARSONALLEN LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3COZEN O'CONNOR LAW FIRM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0142500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt181665
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt272540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt354746
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ADMINISTRATIVE, BOOKKEEPING & OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2PROFESSIONAL FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEGAL FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01818 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11735 MARKET STREET 35TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2610 W GERMANTOWN PIKE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3ONE LIBERTY PLACE 1650 MARKET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0STREET SUITE 2800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PLYMOUTH MEETING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd219462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd319103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MORTON MANDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GERALD MANDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDITH MANDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MIRIAM MANDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBIN S GREEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03779 COVENTRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14625 N BORGATELLO LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22355 NW 53RD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3237 S 18TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49608 KOUPLEA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01659887
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01659887
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01659887
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,224,583
Liabilities
$0
Net assets
$23,224,583
Revenue
$2,369,309
Expenses
$1,966,548
Net income
$402,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$1.08$1.42$0.34
2023Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.11$1.82$1.29
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.97$1.88$0.91
2021Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$2.15$1.89$0.26
2020Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$2.37$1.97$0.40
2019Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.58$2.60$0.98