Civic Intelligence

John Stauffer Charitable Trust

990PF • Fiscal year 2019 • EIN 23-7434707

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

301 N Lake Ave Suite 1000Pasadena, CA 91101

(626) 793-9400

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$164,934

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

34th percentile

0.7%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$37,424,570

Up $263,370 (+0.7%) from 2018

Net Assets

Up

$37,424,566

Up $263,368 (+0.7%) from 2018

Liabilities

Up

$4

Up $2 (+100%) from 2018

Revenue

Down

$3,243,514

Down $752,596 (-19%) from 2018

Expenses

Down

$2,984,715

Down $44,853 (-1.5%) from 2018

Net Income

Down

$258,799

Down $707,743 (-73%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2016: $35,686,203Liabilities 2016: $0Net Assets 2016: $35,686,2032016Assets 2017: $36,190,244Liabilities 2017: $0Net Assets 2017: $36,190,2442017Assets 2018: $37,161,200Liabilities 2018: $2Net Assets 2018: $37,161,1982018Assets 2019: $37,424,570Liabilities 2019: $4Net Assets 2019: $37,424,5662019Assets 2020: $34,787,801Liabilities 2020: $0Net Assets 2020: $34,787,8012020Assets 2021: $39,817,778Liabilities 2021: $0Net Assets 2021: $39,817,7782021Assets 2022: $37,603,499Liabilities 2022: $0Net Assets 2022: $37,603,4992022Assets 2023: $36,110,497Liabilities 2023: $0Net Assets 2023: $36,110,4972023Assets 2024: $34,094,477Liabilities 2024: $0Net Assets 2024: $34,094,4772024

Highlighted filing

2019

Assets$37,424,570
Liabilities$4
Net Assets$37,424,566

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2016: $2,973,998Expenses 2016: $2,798,841Net Income 2016: $175,1572016Revenue 2017: $3,716,988Expenses 2017: $3,207,437Net Income 2017: $509,5512017Revenue 2018: $3,996,110Expenses 2018: $3,029,568Net Income 2018: $966,5422018Revenue 2019: $3,243,514Expenses 2019: $2,984,715Net Income 2019: $258,7992019Revenue 2020: $396,711Expenses 2020: $3,019,223Net Income 2020: -$2,622,5122020Revenue 2021: $8,946,774Expenses 2021: $3,897,193Net Income 2021: $5,049,5812021Revenue 2022: $1,373,346Expenses 2022: $3,596,817Net Income 2022: -$2,223,4712022Revenue 2023: $2,561,348Expenses 2023: $4,126,043Net Income 2023: -$1,564,6952023Revenue 2024: $1,616,089Expenses 2024: $3,684,919Net Income 2024: -$2,068,8302024

Highlighted filing

2019

Revenue$3,243,514
Expenses$2,984,715
Net Income$258,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL R WHALENTrusteePT$164,934-$164,934
JOHN F BRADLEYTrusteePT$164,934-$164,934
TIMOTHY J GOSNEYTrusteePT$164,933-$164,933
Filing and Contact Details

Filer

Filer Name
John Stauffer Charitable Trust
EIN
23-7434707
Phone
6267939400
Address
301 N LAKE AVE SUITE 1000, PASADENA, CA 91101

Signing Officer

Name
Timothy J Gosney
Title
Trustee
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Hkg Llp
Address
100 W WALNUT ST FL 7, PASADENA, CA 91124
Preparer
Curtis Natham
Phone
6265850666
Raw XML AppendixShowing 400 of 677 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt020800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HKG, LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt020800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0YUM BRANDS 3.875% DUE 11/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMGEN INC 3.875% DUE 11/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ENERGIZER HOLDING 4.7% DUE 05/19/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3WACHOVIA CAP FLT 1976 NOTES DUE PERP MTY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF AMERICA NOTES VAR 33 DUE 7/11/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5DR PEPPER SNAPPLE G 2% DUE 01/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6INGERSOLL RAND 2.625% DUE 05/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7HYATT HOTELS 3.37% DUE 07/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8NETFLIX INC. 5.375% DUE 02/01/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9DISH DBS 5.125% DUE 5/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10NCR CORP. 5.0% DUE 7/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11PEIDMONT OP. 4.45% DUE 12/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12BECTON DICKINSON 3.125% DUE 11/18/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13INGRAM MICRO 5 5% DUE 8/10/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14NCR CORP. 6.375% DUE 12/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15SPRINT CORP 6% DUE 11/15/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16ALLY FINANCIAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17AMERISOURCE BERGEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18GENERAL ELECTRIC CAP FIT. PERP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19AMC NETWORKS 5.0% DUE 4/1/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20DELL EMC 3.375% DUE 6/1/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21DR PEPPER SNAPPLE G 4.057% DUE 5/25/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22EBAY INC 3.25% DUE 10/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23L BRANDS INC 5.625% DUE 2/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24LEIDOS HOLDINGS 4.45% DUE 12/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25QVC INC 5.125% DUE 7/22/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0249108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1249505
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2504022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3480706
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4500017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5499906
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6499994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7484656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8504633
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9500002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10435093
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11514517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12501033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13498243
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14524280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15503696
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt161028029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17501867
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18503679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt191033681
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt201002341
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt211056034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt221007571
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt231020506
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24508368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25521318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0252500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1257880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2511250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3503750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4408328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5499978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6500653
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7513676
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8515000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9503125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10437330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11531011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12509526
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13516250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14511875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15523750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt161101250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17512061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18580160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt191021250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt201017500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt211054082
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt221007552
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt231052500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24505922
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25526537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0236333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1355246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2265649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3311648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4409584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5345762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6129861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7236759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8222904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91266353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10685147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11301186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12153328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13330519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14245658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15275822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16268624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17351407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18446388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19564920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20718680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211680370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22274668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23516785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24588415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251806860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26661268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27489441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281119382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291045762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30897743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31507829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32734557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33672197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0868600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12814275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21021090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3888355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42365500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5950720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62936500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71469600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8988050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93395900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10964080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11866080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12868200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13585140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14473450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151317030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161301670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17767385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181056600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19523350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201221200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212300880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22739136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23821000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24830060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251989120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt261055040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27804900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28984480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291016600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30951200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31551600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32780200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33748800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC. (GOOGLE, INC.)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5WAL-MART STORES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91/100 BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NESTLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12NOVO-NORDISK A-S ADR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COLGATE-PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WALT DISNEY CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LINDT & SPRUENGLI AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGUARD HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AMAZON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FACEBOOK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES CORE MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FACTSET RESEARCH SYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ANHEUSER BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ENBRIDGE INC 6.375% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EXPEDITORS INTL WASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33UNITED TECHNOLOGIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01541096
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01702418
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01541096
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01702418
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03243514
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01702418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0395841
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt098960
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0494801
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02198640
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02198640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01541096
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01541096
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0258799
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013346033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05580
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05580
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01702418
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02879735
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt078999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0149613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0149613
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt036207
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02620936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0363779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02984715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03243514
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03243514
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0422296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0363779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0786075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01161649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19051041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21429613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt063755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1402507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21236156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt063755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1402507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21236156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01225404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19453548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22665769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - SHORT TERM COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB - SHORT TERM NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01702418
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0258799
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04569
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037424566
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037161198
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037424566
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02750295
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02750295
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02750295
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02807890
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt057595
IRS990PF/DistributableAmountGrp/TotalTaxAmt057595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt077790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt057595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt057595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt057595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt077790
IRS990PF/FMVAssetsEOYAmt059765667
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt037161198
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt037424566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt016155197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015632805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015874696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt020224785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019117055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041215791
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt07487
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt06147
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt06617
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0773729
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02668561
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02668561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037161200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt037424570
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059765667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037161200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037424570
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037161198
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037424566
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt057012994
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01616359
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt055396633
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0855195
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02807890
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt056157799
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt057012994
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0EVERETT HARRIS & CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0149613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt026522 LA ALAMEDA SUITE 270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MISSION VIEJO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd092691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0164934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1164934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2164933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL R WHALEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F BRADLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY J GOSNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0531 S MARENGO AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1180 SOUTH LAKE AVE SUITE 440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2301 N LAKE AVENUE SUITE 1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291101
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02701696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02730493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02562029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02702984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02378208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02256185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02332110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt028797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt056157799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt053868758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt051990677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt049214605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt049511651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt049511806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02620936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240545
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02620936
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02620936
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02620936
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings