Civic Intelligence

Balso Foundation C/O Frank Loehmann Jr

990PF • Fiscal year 2016 • EIN 23-7159876

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
433 South Main Street Suite 200West Hartford, CT 06110

(860) 561-1245

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-122%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.1%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$256,862

Down $10,843 (-4.1%) from 2015

Net Assets

Down

$256,862

Down $10,843 (-4.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$8,885

Down $8,733 (-50%) from 2015

Expenses

Up

$19,728

Up $56 (+0.3%) from 2015

Net Income

Down

-$10,843

Down $8,789 (-428%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2010: $312,202Liabilities 2010: $0Net Assets 2010: $312,2022010Assets 2012: $281,195Liabilities 2012: $0Net Assets 2012: $281,1952012Assets 2013: $274,830Liabilities 2013: $0Net Assets 2013: $274,8302013Assets 2014: $269,759Liabilities 2014: $0Net Assets 2014: $269,7592014Assets 2015: $267,705Liabilities 2015: $0Net Assets 2015: $267,7052015Assets 2016: $256,862Liabilities 2016: $0Net Assets 2016: $256,8622016Assets 2017: $255,280Liabilities 2017: $0Net Assets 2017: $255,2802017Assets 2018: $242,223Liabilities 2018: $0Net Assets 2018: $242,2232018Assets 2019: $231,945Liabilities 2019: $0Net Assets 2019: $231,9452019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$256,862
Liabilities$0
Net Assets$256,862
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $19,2582010Expenses 2012: $18,3332012Revenue 2013: $12,152Expenses 2013: $18,517Net Income 2013: -$6,3652013Revenue 2014: $13,570Expenses 2014: $18,641Net Income 2014: -$5,0712014Revenue 2015: $17,618Expenses 2015: $19,672Net Income 2015: -$2,0542015Revenue 2016: $8,885Expenses 2016: $19,728Net Income 2016: -$10,8432016Revenue 2017: $18,119Expenses 2017: $19,701Net Income 2017: -$1,5822017Revenue 2018: $6,982Expenses 2018: $20,039Net Income 2018: -$13,0572018Revenue 2019: $9,354Expenses 2019: $20,132Net Income 2019: -$10,7782019Revenue 2020: $182,375Expenses 2020: $414,320Net Income 2020: -$231,9452020

Highlighted filing

2016

Revenue$8,885
Expenses$19,728
Net Income-$10,843
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL W HERLIHYCo-Trustee-$0--
ANN BUTLERCo-Trustee-$0--
FRANK M LOEHMANN JRManaging Co-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Balso Foundation
EIN
23-7159876
Phone
8605611245
Address
433 SOUTH MAIN STREET SUITE 200, WEST HARTFORD, CT 06110

Signing Officer

Name
Frank M Loehmann Jr
Title
Managing Co-trustee
Phone
8605611245
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Harper & Whitfield Pc
Address
314 FARMINGTON AVENUE, FARMINGTON, CT 06032
Preparer
David M Oleasz CPA
Phone
8606779188
Raw XML AppendixShowing 400 of 638 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/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JP MORGAN 2.00%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015387
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt015057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt226725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2710517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1413323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt159969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1711521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt188629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt267847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt281956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt304608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt358798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt375859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIDELITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES ETF 1-3 YR CR BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES TRUST EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LIBERTY PROPERTY TRUST REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MANULIFE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NEW YORK COMMUNITY BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TORONTO DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UGI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VALSPAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VF CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WISCONSIN ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ADVANSIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES IBOXX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt020000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BMW 2.10% 9/19/19 - CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GE CAPITAL BANK 1.82% 9/19/18 - CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DISCOVER BANK 1.25% 8/24/20- CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010025
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1141
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08885
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08885
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010025
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010025
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10843
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt045455
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1141
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01695
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0117
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt017600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08885
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt530840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt530000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61212
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/PropertyDesc00.6 SHS ADVANSIX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc145 SHS ISHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc260 SHS RAYMOND JAMES FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330 SHS VANGUARD MATERIALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150 SHS WILLIAMS COMPANIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc530,000 BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620 SHS GENERAL MILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1141
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10843
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0256862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0267705
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0256862
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016433
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016433
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016433
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016597
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0164
IRS990PF/DistributableAmountGrp/TotalTaxAmt0164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0164
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0337332
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09833
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04169
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt046227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0171645
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0172306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0253439
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt065000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt064667
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0267705
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0256862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0267705
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0256862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0337332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0267705
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0256862
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0267705
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0256862
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0336989
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010157
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0326832
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05055
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016597
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0331934
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0336989
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0MICHAEL W HERLIHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN BUTLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FRANK M LOEHMANN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2MANAGING CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0433 SOUTH MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1433 SOUTH MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2433 SOUTH MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WEST HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017600
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017600
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017600
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/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
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FRANK M LOEHMANN JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0433 SOUTH MAIN ST SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST HARTFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08605611245
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE BALSO FOUNDATION PROVIDES SCHOLARSHIP GRANTS TO ELIGBILE STUDENTS. FOR 2016, 15 SCHOLARSHIPS OF $1,000 AND 2 SCHOLARSHIPS OF $500 WERE AWARDED.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORM PROVIDED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GUIDANCE DEPARTMENT CHESHIRE HIGH S
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02032502511
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHESHIRE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GEOGRAPHICAL AREA IS LIMITED TO CHESHIRE AND ADJACENT TOWNS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0LAST WEEK OF MARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,862
Liabilities
$0
Net assets
$256,862
Revenue
$8,885
Expenses
$19,728
Net income
-$10,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.82$4.14$2.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.09$0.20$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.07$0.20$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.18$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.09$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.18$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.14$0.19$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.12$0.19$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.19