Civic Intelligence

The Diebold Foundation Inc

990PF • Fiscal year 2014 • EIN 31-1681649

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
102 Painter Hill RoadRoxbury, CT 06783

(860) 354-1964

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

35th percentile

0.1%

Faster asset growth than 35% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$23,351,192

Up $14,592 (+0.1%) from 2013

Net Assets

Up

$23,351,192

Up $14,592 (+0.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin38th percentile

Revenue

Down

$1,780,283

Down $380,084 (-18%) from 2013

Expenses

Up

$1,765,691

Up $132,937 (+8.1%) from 2013

Net Income

Down

$14,592

Down $513,021 (-97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$30M$20M$10M$0Assets 2010: $23,023,717Liabilities 2010: $0Net Assets 2010: $23,023,7172010Assets 2011: $22,640,421Liabilities 2011: $0Net Assets 2011: $22,640,4212011Assets 2012: $22,808,987Liabilities 2012: $0Net Assets 2012: $22,808,9872012Assets 2013: $23,336,600Liabilities 2013: $0Net Assets 2013: $23,336,6002013Assets 2014: $23,351,192Liabilities 2014: $0Net Assets 2014: $23,351,1922014Assets 2015: $23,364,914Liabilities 2015: $0Net Assets 2015: $23,364,9142015Assets 2016: $22,108,735Liabilities 2016: $0Net Assets 2016: $22,108,7352016Assets 2017: $21,351,030Liabilities 2017: $44Net Assets 2017: $21,350,9862017Assets 2018: $20,814,686Liabilities 2018: $0Net Assets 2018: $20,814,6862018Assets 2019: $19,626,810Liabilities 2019: $0Net Assets 2019: $19,626,8102019Assets 2020: $18,682,594Liabilities 2020: $0Net Assets 2020: $18,682,5942020Assets 2021: $15,650,779Liabilities 2021: $0Net Assets 2021: $15,650,7792021Assets 2022: $16,354,188Liabilities 2022: $920,000Net Assets 2022: $15,434,1882022Assets 2023: $14,709,999Liabilities 2023: $0Net Assets 2023: $14,709,9992023Assets 2024: $16,876,881Liabilities 2024: $0Net Assets 2024: $16,876,8812024

Highlighted filing

2014

Assets$23,351,192
Liabilities$0
Net Assets$23,351,192
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,818,6432010Expenses 2011: $6,376,1452011Expenses 2012: $1,505,5442012Revenue 2013: $2,160,367Expenses 2013: $1,632,754Net Income 2013: $527,6132013Revenue 2014: $1,780,283Expenses 2014: $1,765,691Net Income 2014: $14,5922014Revenue 2015: $1,861,463Expenses 2015: $1,514,344Net Income 2015: $347,1192015Revenue 2016: $1,144,689Expenses 2016: $2,153,015Net Income 2016: -$1,008,3262016Revenue 2017: $1,601,650Expenses 2017: $2,359,399Net Income 2017: -$757,7492017Revenue 2018: $1,582,932Expenses 2018: $2,119,232Net Income 2018: -$536,3002018Revenue 2019: $930,988Expenses 2019: $2,118,864Net Income 2019: -$1,187,8762019Revenue 2020: $1,770,620Expenses 2020: $2,714,836Net Income 2020: -$944,2162020Revenue 2021: $11,297,446Expenses 2021: $14,329,261Net Income 2021: -$3,031,8152021Revenue 2022: $1,299,656Expenses 2022: $1,516,247Net Income 2022: -$216,5912022Revenue 2023: $800,983Expenses 2023: $1,525,172Net Income 2023: -$724,1892023Revenue 2024: $3,847,684Expenses 2024: $1,581,652Net Income 2024: $2,266,0322024

Highlighted filing

2014

Revenue$1,780,283
Expenses$1,765,691
Net Income$14,592
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUDLEY DIEBOLDPresident, Treasurer, DirePT$0--
HONORIA DIEBOLDSecretary, Director-$0--
DAPHNE STOUGHTONDirector-$0--
CAITLIN K DIEBOLDDirector-$0--
KEVIN M O'CONNELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Diebold Foundation Inc
EIN
31-1681649
Phone
8603541964
Address
102 PAINTER HILL ROAD, ROXBURY, CT 06783

Signing Officer

Name
Dudley Diebold
Title
Director
Phone
8603541964
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Lenkowski Lonergan & Co Llp
Address
1579 STRAITS TURNPIKE SUITE 2D, MIDDLEBURY, CT 06762-1835
Preparer
Leonard M Romaniello Jr CPA
Phone
2035743100
Raw XML AppendixShowing 400 of 906 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7290589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt835105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt951684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10195241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1723719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-1171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20257473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt321902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4147615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt521277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7290589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt835105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt951684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10195241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1723719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20257473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt070272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt360289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4424327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5187391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt699566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7517321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8244510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9308884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10476090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11280103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15115000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1684677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17653178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20257473
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/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01500 SH DENTSPLY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150000 FHLMC MTN V-A 2% 1/30/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc214018.692 VANGUARD S/T INVESTMENT GRADE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3150 AMAZON COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc420000 CORNING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc54000 DENTSPLY INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610845.987 FEDERATED ULTRA SHORT FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71900 ISHARES TR DASDAQ BIOTECH INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc87223.346 OPPENHEIMER DEVELOPING MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc98272.203 SCOUT INTERNATIONAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc109000 WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1128038.334 FIDELITY FLOATING RATE H/INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12175000 GENERAL ELECTRIC CAP MTN V-A 4% 2/24/32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13250000 HSBC FIN CORP MTN 4.7% 9/15/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100000 MET LIFE GLOBAL 2% 1/10/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15115000 MORGAN STANLEY 2.875% 1/24/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1680000 SAFEWAY INC 3.4 % 12/01/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1717492.711 SCOUT INTL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18250000 TOYOTA MTR MTN -A 3% 1/28/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19175000 MET LIFE INC 2.375% 2/6/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01056463
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt014592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023351192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023336600
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023351192
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01553737
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01553737
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01553737
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01570028
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016291
IRS990PF/DistributableAmountGrp/TotalTaxAmt016291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020170
IRS990PF/FMVAssetsEOYAmt031876719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05006294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04067663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04183549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017255285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017980143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026389802
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt031390
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt032070
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0884
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0680
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0680
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01024137
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01252706
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01252706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt023336600
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023351192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031876719
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt023336600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023351192
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023336600
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023351192
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt023336600
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt023351192
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt049982
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031878732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01220204

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,351,192
Liabilities
$0
Net assets
$23,351,192
Revenue
$1,780,283
Expenses
$1,765,691
Net income
$14,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$3.85$1.58$2.27
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.80$1.53$0.72
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.92$15.4$1.30$1.52$0.22
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$11.3$14.3$3.03
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.77$2.71$0.94
2019Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.93$2.12$1.19
2018Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.58$2.12$0.54
2017Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.60$2.36$0.76
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.14$2.15$1.01
2015Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$1.86$1.51$0.35
2014Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$1.78$1.77$0.01
2013Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$2.16$1.63$0.53
2012Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$1.51
2011Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$6.38
2010Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$1.82