Civic Intelligence

The Carmen Danella Foundation Sharon Danella

990PF • Fiscal year 2015 • EIN 25-1858500

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 27, 2016

Organization Profile
1105 Green Lane RoadMalvern, PA 19355-8626

(215) 564-8400

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-322%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-28%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,001,710

Down $296,039 (-13%) from 2014

Net Assets

Down

$2,001,710

Down $296,039 (-13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin2nd percentile

Revenue

Down

$91,933

Down $35,662 (-28%) from 2014

Expenses

Up

$387,972

Up $32,863 (+9.3%) from 2014

Net Income

Down

-$296,039

Down $68,525 (-30%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,052,522Liabilities 2011: $0Net Assets 2011: $3,052,5222011Assets 2012: $2,723,152Liabilities 2012: $0Net Assets 2012: $2,723,1522012Assets 2013: $2,525,263Liabilities 2013: $0Net Assets 2013: $2,525,2632013Assets 2014: $2,297,749Liabilities 2014: $0Net Assets 2014: $2,297,7492014Assets 2015: $2,001,710Liabilities 2015: $0Net Assets 2015: $2,001,7102015Assets 2016: $4,335,507Liabilities 2016: $0Net Assets 2016: $4,335,5072016Assets 2017: $3,487,395Liabilities 2017: $1,496,087Net Assets 2017: $1,991,3082017Assets 2018: $3,499,151Liabilities 2018: $1,282,960Net Assets 2018: $2,216,1912018Assets 2019: $2,544,161Liabilities 2019: $0Net Assets 2019: $2,544,1612019Assets 2020: $2,409,206Liabilities 2020: $0Net Assets 2020: $2,409,2062020Assets 2021: $2,223,328Liabilities 2021: $0Net Assets 2021: $2,223,3282021Assets 2022: $1,655,745Liabilities 2022: $0Net Assets 2022: $1,655,7452022Assets 2023: $1,637,335Liabilities 2023: $0Net Assets 2023: $1,637,3352023Assets 2024: $1,552,695Liabilities 2024: $0Net Assets 2024: $1,552,6952024Assets 2025: $1,361,101Liabilities 2025: $0Net Assets 2025: $1,621,1012025

Highlighted filing

2015

Assets$2,001,710
Liabilities$0
Net Assets$2,001,710
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $127,5982011Expenses 2012: $360,6582012Revenue 2013: $94,392Expenses 2013: $292,281Net Income 2013: -$197,8892013Revenue 2014: $127,595Expenses 2014: $355,109Net Income 2014: -$227,5142014Revenue 2015: $91,933Expenses 2015: $387,972Net Income 2015: -$296,0392015Revenue 2016: $3,657,071Expenses 2016: $981,828Net Income 2016: $2,675,2432016Revenue 2017: $636,886Expenses 2017: $2,981,085Net Income 2017: -$2,344,1992017Revenue 2018: $372,185Expenses 2018: $147,302Net Income 2018: $224,8832018Revenue 2019: $475,644Expenses 2019: $147,674Net Income 2019: $327,9702019Revenue 2020: $222,926Expenses 2020: $438,178Net Income 2020: -$215,2522020Revenue 2021: $58,531Expenses 2021: $244,409Net Income 2021: -$185,8782021Revenue 2022: -$69,497Expenses 2022: $498,086Net Income 2022: -$567,5832022Revenue 2023: $149,876Expenses 2023: $168,286Net Income 2023: -$18,4102023Revenue 2024: $251,561Expenses 2024: $336,201Net Income 2024: -$84,6402024Revenue 2025: $179,746Expenses 2025: $111,340Net Income 2025: $68,4062025

Highlighted filing

2015

Revenue$91,933
Expenses$387,972
Net Income-$296,039
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 27, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON DANELLATrustee-$0--
RICHARD HEVNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Carmen Danella Foundation
EIN
25-1858500
Phone
2155648400
Address
1105 GREEN LANE ROAD, MALVERN, PA 19355-8626

Signing Officer

Name
Richard Hevner
Title
Trustee
Phone
2155648400
Signed
2016-02-27

Preparer

Firm
Cypress Tax Advisors LLC
Address
3477 SE WILLOUGHBY BLVD STE 101, STUART, FL 34994-5061
Preparer
David C Smith CPA
Phone
7727816455
Raw XML Appendix384 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/Amt03500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO ADVISORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11777102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11937828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RAJANT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1WELLS FARGO ADVISORS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028992
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt051837
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt08375
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02729
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt083558
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt08375
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt091933
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt060212
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0364983
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0364983
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028992
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028992
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-296039
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0397067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02729
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02729
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt060212
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt068944
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017832
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01657
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0364983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0387972
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt091933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92005-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102005-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt441487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt662913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt718630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt830870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt970598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1049306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1121219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt68527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt76370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-12039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt94452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt68527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-12039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt94452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt439008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt671440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt725000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt958559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1053758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0425.693 BLACKROCK FDS II INTL OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1145.91 DAVIS NY VENTURE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2194.38 DAVIS NY VENTURE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3147.938 GABELLI EQUITY INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41179.916 BLACKROCK FD II INTL OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5279.842 DAVIS NY VENTURE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62414.343 GABELLI EQUITY INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71000 ING GROEP NV 7.375%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 ATLAS PIPELINE PTRS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91771.295 BLACKROCK FD II INTL OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101442.006 DAVIS NY VENTURE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111000 MORGAN STANLEY 6.6% TR PFD CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.6 TARGA RESOURCES PTRS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt060212
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-20
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-296039
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02001710
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02297749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02001710
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0116568
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0116568
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0116568
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0117257
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0689
IRS990PF/DistributableAmountGrp/TotalTaxAmt0689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0689
IRS990PF/FMVAssetsEOYAmt02162436
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03927836
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03927836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0129857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01731298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01877102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02037828
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1630087
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1926126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0436594
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0124608
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0124608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02297749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02001710
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02162436
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02297749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02001710
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02297749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02001710
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02380855
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0280601
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02100254
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035713
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0117257
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02345142
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02380855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHARON DANELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD HEVNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11105 GREEN LANE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WORCESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MALVERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119355
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0174880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0175569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0330871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0262846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0333129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0102415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0178494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.074571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.129646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.092075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.034616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02345142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02552109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02854688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05816106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02958568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03013001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0364983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.372855
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0364294
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0364983
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0689
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0364983
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD HEVNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01105 GREEN LANE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MALVERN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019355
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155648400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0316983
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELMWOOD PARK ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORRISTOWN FIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST FRANCIS OF ASSISI SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TEMPLE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01661 HARDING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1235 E AIRY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24821 GREENE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31801 N BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORRISTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORRISTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319122
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0364983
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0116568
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0205354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0121424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028618
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028618
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0618339
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0248415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0205354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0121424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043146
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0364983
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0248415
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0646957
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0398542
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017832
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017832
TaxesSchedule/TaxesDetail/Amt01044
TaxesSchedule/TaxesDetail/Amt1613
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01044
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1613
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HEVNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155648400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARMEN DANELLA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SHARON DANELLA C/O R HEVNER
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0251858500
ReturnHeader/Filer/PhoneNum02155648400
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 GREEN LANE ROAD
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193558626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263459972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CYPRESS TAX ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03477 SE WILLOUGHBY BLVD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0349945061
ReturnHeader/PreparerPersonGrp/PhoneNum07727816455
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C SMITH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-10T15:23:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,001,710
Liabilities
$0
Net assets
$2,001,710
Revenue
$91,933
Expenses
$387,972
Net income
-$296,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.62$0.18$0.11$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.25$0.34$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.15$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.07$0.50$0.57
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.06$0.24$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.22$0.44$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.48$0.15$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.50$1.28$2.22$0.37$0.15$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.49$1.50$1.99$0.64$2.98$2.34
2016Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$3.66$0.98$2.68
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.39$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.36$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.09$0.29$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.36
2011Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.13