Liabilities / Assets
21st percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
21st percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$4,709,205
No earlier filing loaded for comparison.
Net Assets
$4,709,205
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$127,289
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WELLS FARGO BANK NA | Co Trustee | FT | $35,027 | - | $35,027 |
| Angus M Russell Esq | Co Trustee | PT | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | TRUSTEES OF THE UNIVERSITY OF PA | GENERAL SUPPORTQ | PUBLIC CHARITY | PHILADELPHIA, PA, US | $77,000 |
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/Amount | 0 | 3797 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | TAX PREPARATION FEE (NON-ALLOC |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 3797 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 0 | 136000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 1 | 375000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 2 | 114000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 3 | 375000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 4 | 375000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 5 | 57000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 6 | 136000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 7 | 57000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 8 | 90000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 9 | 247114 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 10 | 90000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 11 | 119605 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 12 | 245983 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 13 | 249564 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 14 | 54759 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 15 | 452259 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 16 | 214951 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 17 | 311266 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 18 | 200415 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 0 | 141197 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 1 | 399681 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 2 | 125487 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 3 | 385976 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 4 | 395916 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 5 | 65297 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 6 | 139727 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 7 | 64832 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 8 | 99133 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 9 | 229580 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 10 | 104307 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 11 | 129810 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 12 | 238142 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 13 | 280950 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 14 | 64821 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 15 | 556911 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 16 | 297815 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 17 | 217688 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 18 | 200770 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | 4812C0803 JPMORGAN HIGH YIELD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 1 | 693390700 PIMCO TOTAL RTN FD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 2 | 922031869 VANGUARD INFLATION |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 3 | 921937207 VANGUARD ST BD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 4 | 921937868 VANGUARD TOTAL BD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 5 | 94985D582 WELLS FARGO ADVTG |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 6 | 315920702 FIDELITY ADVISOR |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 7 | 693390882 PIMCO FOREIGN BD FD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 8 | 04314H709 ARTISAN MID CAP VALU |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 9 | 256219106 DODGE & COX STOCK FD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 10 | 38142Y401 GOLDMAN SACHS GRWTH |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 11 | 411511843 HARBOR SMALL CAP VAL |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 12 | 779547108 T ROWE PRICE EQUITY |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 13 | 94984B348 WELLS FARGO ADVTG IN |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 14 | 94984B397 WELLS FARGO ADVTG SP |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 15 | 94985D277 WELLS FARGO ADVTG ST |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 16 | 94985D244 WELLS FARGO ADVTG TR |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 17 | 246248306 DELAWARE POOLED TR |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 18 | 52106N889 LAZARD EMERGING MKT |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 0 | 136000 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 228000 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 2 | 136000 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | 26852M105 EII INTERNATIONAL PR |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 1 | 44981V706 ING REAL RE |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 2 | 722005667 PIMCO COMMODITY RTN |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 0 | 159725 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 1 | 271890 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 2 | 154833 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 2 | AT COST |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 106287 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | -36017 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description | 0 | US REFUND |
| IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount | 0 | 904 |
| IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode | 0 | 01 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 71174 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 71174 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 3797 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 3797 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps | 0 | 8757 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm | 0 | 26270 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 35027 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 77000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 77000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 106287 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 106287 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -56115 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 1019714 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps | 0 | 10086 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss | 0 | 10086 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | -36017 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 78638 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss | 0 | 904 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 1379 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 1379 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 99640 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 27649 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 127289 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 106287 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 71174 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 22640 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 27649 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 50289 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl | 0 | 0 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 4782983 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 4709205 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY | 0 | 3900916 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV | 0 | 4138040 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsLandEtcBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsMortgageLoansBOY | 0 | 0 |
| IRS990PF/BalanceSheets/InvestmentsOtherBOY | 0 | 4473926 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOY | 0 | 500000 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 586448 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/OtherAssetsBOY | 0 | 0 |
| IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY | 0 | 0 |
| IRS990PF/BalanceSheets/RetainedEarningsBOY | 0 | 0 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 309057 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 308289 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 308289 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 4782983 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 4709205 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 5032777 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 4782983 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 4709205 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 4782983 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 4709205 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | -36017 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 234518 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 1 | 491570 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 2 | 100965 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 3 | 228678 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2004-09-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 1 | 2002-01-15 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 2 | 2007-12-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 3 | 2004-09-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 0 | 2010-03-08 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 1 | 2010-03-08 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 2 | 2010-03-08 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 3 | 2010-03-08 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | 2011.87 DODGE & COX STK FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 1 | 18545.994 EVERGREEN SELECT EQUITY TR STRATEGIC GROWTH FUND CL I (FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 2 | 4716.981 EVERGREEN SPECIAL VALUES FD CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 3 | 9254.974 ROWE T PRICE EQUITY INCOME FD SH BEN INT |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | -34518 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 1 | 8430 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 2 | -10965 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 3 | -28678 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | -34518 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 1 | 8430 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 2 | -10965 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 3 | -28678 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 200000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 1 | 500000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 2 | 90000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 3 | 200000 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -56115 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 17663 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 4726868 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 4782983 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 4709205 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 231221 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 231221 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 231221 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 232007 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 786 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 786 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 612 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 786 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 786 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 786 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue | 0 | 174 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 612 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 5032777 |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 4710806 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 318369 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 4392437 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 70662 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 232007 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 4640144 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 4710806 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 40 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 1 | 5 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 35027 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | WELLS FARGO BANK NA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | Angus M Russell Esq |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | Co Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 1 | Co Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 1525 WEST WT HARRIS BLVD D114-044 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 1 | 11 Cossingham Rd |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | CHARLOTTE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 1 | Norwich |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | NC |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 1 | VT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 28288 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 1 | 05055 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 75906 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 75120 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.016189 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.036321 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2 | 0 | 0.044625 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | false |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 4640144 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 4048496 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 5072205 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 786 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 99640 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 147045 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 226345 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.080945 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 98854 |
| IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 99640 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 786 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 99640 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1 | 0 | WELLS FARGO BANK NA |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 3367478186 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 1525 WEST WT HARRIS BLVD |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | CHARLOTTE |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | NC |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 282885709 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | PA |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | true |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | true |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 77000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | GENERAL SUPPORTQ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | TRUSTEES OF THE UNIVERSITY OF PA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUBLIC CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | ATTN M HEER TREAS OFFICE 305 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | PHILADELPHIA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | PA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 191046205 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 77000 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 22865 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 76775 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 231221 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYear1 | 0 | 2008 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 99640 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 208356 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 76775 |
| LegalFeesSchedule/LegalFees/Amount | 0 | 10086 |
| LegalFeesSchedule/LegalFees/Category | 0 | LEGAL FEES - INCOME (ALLOCABLE |
| LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps | 0 | 10086 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 0 | 17663 |
| OtherDecreasesSchedule/OtherDecreases/Description | 0 | ADJUST FOR CHANGE OF RECORD KEEPING FROM BOOK TO COST |
| TaxesSchedule/Taxes/Amount | 0 | 1268 |
| TaxesSchedule/Taxes/Amount | 1 | 111 |
| TaxesSchedule/Taxes/Category | 0 | FOREIGN TAXES ON QUALIFIED FOR |
| TaxesSchedule/Taxes/Category | 1 | FOREIGN TAXES ON NONQUALIFIED |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 0 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 1 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 1268 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 1 | 111 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 236674798 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | SCHOFIELD W RICHISON TW |
| ReturnHeader/Filer/NameControl | 0 | SCHO |
| ReturnHeader/Filer/Phone | 0 | 3367478186 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1525 W WT HARRIS BLVD D1114-044 |
| ReturnHeader/Filer/USAddress/City | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 28288 |
| ReturnHeader/Officer/DateSigned | 0 | 2011-05-13 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.