Civic Intelligence

Felvis Foundation

990PF • Fiscal year 2020 • EIN 31-1519688

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 06, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-60%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.4%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-19%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,062,331

Down $37,373 (-3.4%) from 2019

Net Assets

Down

$1,062,331

Down $37,373 (-3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$62,243

Down $14,320 (-19%) from 2019

Expenses

Down

$99,616

Down $992 (-1.0%) from 2019

Net Income

Down

-$37,373

Down $13,328 (-55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,185,718Liabilities 2010: $0Net Assets 2010: $1,185,7182010Assets 2011: $1,176,502Liabilities 2011: $0Net Assets 2011: $1,176,5022011Assets 2012: $1,163,862Liabilities 2012: $0Net Assets 2012: $1,163,8622012Assets 2013: $1,149,063Liabilities 2013: $0Net Assets 2013: $1,149,0632013Assets 2014: $1,130,547Liabilities 2014: $0Net Assets 2014: $1,130,5472014Assets 2015: $1,182,469Liabilities 2015: $0Net Assets 2015: $1,182,4692015Assets 2016: $1,087,159Liabilities 2016: $0Net Assets 2016: $1,087,1592016Assets 2017: $1,105,687Liabilities 2017: $0Net Assets 2017: $1,105,6872017Assets 2018: $1,123,749Liabilities 2018: $0Net Assets 2018: $1,123,7492018Assets 2019: $1,099,704Liabilities 2019: $0Net Assets 2019: $1,099,7042019Assets 2020: $1,062,331Liabilities 2020: $0Net Assets 2020: $1,062,3312020Assets 2021: $1,193,827Liabilities 2021: $0Net Assets 2021: $1,193,8272021Assets 2022: $1,121,992Liabilities 2022: $0Net Assets 2022: $1,121,9922022Assets 2023: $1,096,066Liabilities 2023: $0Net Assets 2023: $1,096,0662023Assets 2024: $1,119,631Liabilities 2024: $0Net Assets 2024: $1,119,6312024

Highlighted filing

2020

Assets$1,062,331
Liabilities$0
Net Assets$1,062,331
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $70,7282010Expenses 2011: $74,1992011Expenses 2012: $74,0342012Revenue 2013: $59,464Expenses 2013: $74,263Net Income 2013: -$14,7992013Revenue 2014: $58,316Expenses 2014: $76,832Net Income 2014: -$18,5162014Revenue 2015: $132,010Expenses 2015: $80,088Net Income 2015: $51,9222015Revenue 2016: $47,656Expenses 2016: $142,966Net Income 2016: -$95,3102016Revenue 2017: $76,655Expenses 2017: $58,127Net Income 2017: $18,5282017Revenue 2018: $108,383Expenses 2018: $90,321Net Income 2018: $18,0622018Revenue 2019: $76,563Expenses 2019: $100,608Net Income 2019: -$24,0452019Revenue 2020: $62,243Expenses 2020: $99,616Net Income 2020: -$37,3732020Revenue 2021: $201,041Expenses 2021: $69,545Net Income 2021: $131,4962021Revenue 2022: $30,074Expenses 2022: $101,909Net Income 2022: -$71,8352022Revenue 2023: $16,479Expenses 2023: $42,405Net Income 2023: -$25,9262023Revenue 2024: $78,404Expenses 2024: $54,839Net Income 2024: $23,5652024

Highlighted filing

2020

Revenue$62,243
Expenses$99,616
Net Income-$37,373
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David R GrahamPres-$0--
JoAnne C GrahamVP, Sec-$0--
Robert H GrahamVP-$0--
Filing and Contact Details

Filer

Filer Name
Felvis Foundation
EIN
31-1519688
In Care Of
% David R Graham
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
David R Graham
Title
President
Phone
8008391754
Signed
2021-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 568 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CINTAS CORP - 3.700% - 04/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CITIGROUP INC - 1.875% - 03/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2COMCAST CORP - 3.600% - 03/01/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ELECTRONIC ARTS INC NOTE - 4.8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4INTEL CORP NOTE - 3.300% - 10/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MORGAN STANLEY MTN - 2.750% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6ORACLE CORP - 2.950% - 05/15/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7PRAXAIR INC NT - 2.200% - 08/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8STATE STR CORP - 3.300% - 12/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9STRYKER CORP NOTE - 2.625% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt016120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt115134
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt215750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt327203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt416096
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt510330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt614728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt79164
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt814725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt910049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt017283
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt115448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt216503
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt329740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt415333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt510327
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt616474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt710251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt816644
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt910018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11102310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13109124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1773196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt183221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2988387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt307234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33106393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt373497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt383144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt394194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt404243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt435851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt454393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt463060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt484895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt493666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt505601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt543011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt555781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt575288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt584014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt595784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt604215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt429312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt916321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11171503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1353374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt159282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1777088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt248346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt257515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt267703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2710210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt287379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29111067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt309758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33142672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt346326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3525801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt367016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt376481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt396525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt428988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt436293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt454273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt465341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt476126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt489574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt494760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt507518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt517452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5412274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt556010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt564100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5713343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt585073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt606620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN TOWER REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN WATER WORKS COMPANY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ASTRAZENECA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AT MID CAP EQUITY FUND INSTITU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BARCLAYS ETN PLUS SELECT MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CIBC ATLAS INTERNATIONAL GROWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CIGNA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JOHN HANCOCK FDS III DISCIPLIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MATTHEWS PACIFIC TIGER FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PNC FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ROPER INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50THE BLACKSTONE GROUP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ZOETIS INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0139503
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0149130
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021947
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt039986
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0310
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt062243
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062243
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039986
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt079630
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt079630
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021947
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021947
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-37373
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0259466
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039986
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09888
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010097
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt089518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt099616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt062243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0219480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt039986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt039986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0259466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039986
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-37373
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01062331
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01099704
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01062331
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061050
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061050
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061050
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt061775
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0725
IRS990PF/DistributableAmountGrp/TotalTaxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0730
IRS990PF/FMVAssetsEOYAmt01360638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0136837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0149299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0158021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0665039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0708410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0988368
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01099704
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01062331
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067723
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065119
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065119
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01099704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01062331
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01360638
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01099704
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01062331
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01099704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01062331
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0230105
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0139503
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0149130
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01254322
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051896
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01202426
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018815
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061775
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01235507
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01254322
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
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/PersonNm0David R Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JoAnne C Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robert H Graham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt089518
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt089518
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt089518
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02413 Maconda Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David R Graham
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Robert H Graham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5750

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,062,331
Liabilities
$0
Net assets
$1,062,331
Revenue
$62,243
Expenses
$99,616
Net income
-$37,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07