Civic Intelligence

Gradison Foundation

990PF • Fiscal year 2018 • EIN 31-6032172

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

301 E Fourth Street Rm/Ste 3500Cincinnati, OH 45202

(703) 893-2620

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

5th percentile

-110%

Higher net margin than 5% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

22nd percentile

-6.2%

Faster asset growth than 22% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$945,481

Down $63,006 (-6.2%) from 2017

Net Assets

Down

$945,481

Down $63,006 (-6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$57,474

Down $197,702 (-77%) from 2017

Expenses

Down

$120,480

Down $33,922 (-22%) from 2017

Net Income

Down

-$63,006

Down $163,780 (-163%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,142,739Liabilities 2011: $0Net Assets 2011: $1,142,7392011Assets 2012: $1,108,660Liabilities 2012: $0Net Assets 2012: $1,108,6602012Assets 2013: $1,072,271Liabilities 2013: $0Net Assets 2013: $1,072,2712013Assets 2014: $1,026,301Liabilities 2014: $0Net Assets 2014: $1,026,3012014Assets 2015: $940,634Liabilities 2015: $0Net Assets 2015: $940,6342015Assets 2016: $907,713Liabilities 2016: $0Net Assets 2016: $907,7132016Assets 2017: $1,008,487Liabilities 2017: $0Net Assets 2017: $1,008,4872017Assets 2018: $945,481Liabilities 2018: $0Net Assets 2018: $945,4812018Assets 2019: $872,324Liabilities 2019: $6,277Net Assets 2019: $866,0472019Assets 2020: $804,982Liabilities 2020: $0Net Assets 2020: $804,9822020Assets 2021: $785,770Liabilities 2021: $0Net Assets 2021: $785,7702021Assets 2022: $763,147Liabilities 2022: $0Net Assets 2022: $763,1472022Assets 2023: $751,820Liabilities 2023: $0Net Assets 2023: $751,8202023Assets 2024: $697,716Liabilities 2024: $0Net Assets 2024: $697,7162024

Highlighted filing

2018

Assets$945,481
Liabilities$0
Net Assets$945,481

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $124,9662011Expenses 2012: $128,0072012Revenue 2013: $103,884Expenses 2013: $140,270Net Income 2013: -$36,3862013Revenue 2014: $84,980Expenses 2014: $130,948Net Income 2014: -$45,9682014Revenue 2015: $61,470Expenses 2015: $147,137Net Income 2015: -$85,6672015Revenue 2016: $104,708Expenses 2016: $137,629Net Income 2016: -$32,9212016Revenue 2017: $255,176Expenses 2017: $154,402Net Income 2017: $100,7742017Revenue 2018: $57,474Expenses 2018: $120,480Net Income 2018: -$63,0062018Revenue 2019: $62,019Expenses 2019: $141,453Net Income 2019: -$79,4342019Revenue 2020: $65,599Expenses 2020: $122,941Net Income 2020: -$57,3422020Revenue 2021: $86,811Expenses 2021: $106,023Net Income 2021: -$19,2122021Revenue 2022: $99,095Expenses 2022: $121,718Net Income 2022: -$22,6232022Revenue 2023: $121,345Expenses 2023: $137,922Net Income 2023: -$16,5772023Revenue 2024: $98,091Expenses 2024: $152,195Net Income 2024: -$54,1042024

Highlighted filing

2018

Revenue$57,474
Expenses$120,480
Net Income-$63,006
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIS D GRADISON JRPres. & Trea-$0--
JOAN GRADISON COEVice Pres.-$0--
MARGARET GRADISONV.P. And Sec-$0--
WENDY GRADISONVice Pres.-$0--
ROBIN GRADISONVice Pres.-$0--
BETH LYONVice Pres.-$0--
CARI GRADISONVice Pres.-$0--
Filing and Contact Details

Filer

Filer Name
Gradison Foundation
EIN
31-6032172
Phone
7038932620
Address
301 E FOURTH STREET RM/STE 3500, CINCINNATI, OH 45202

Signing Officer

Name
Willis D Gradison Jr
Title
Pres. & Treas.
Phone
7038932620
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Vorys Sater Seymour and Pease Llp
Address
52 E GAY ST, COLUMBUS, OH 43215
Preparer
Karen Rafferty Osullivan
Phone
6144646400
Raw XML AppendixShowing 400 of 1,142 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1516196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1916471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2011812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2513206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt618312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt916707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1320042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1420111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1522390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1618450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1916865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2015815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2120181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2214532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2313481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2519659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE, 172 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES, 297 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE, INC., 97 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BLACKROCK INC, 30 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHEVRON CORP, 140 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COSTCO WHOLESALE, 94 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WALT DISNEY CO, 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ECOLAB, 132 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EXXON MOBIL CORP, 235 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9INTEL CORP., 356 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JP MORGAN CHASE & CO., 183 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JOHNSON & JOHNSON, 141 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12KEYCORP NEW,1,058 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13LOWES COMPANIES, 217 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MICROSOFT CORPORATION, 198 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NIKE INC., 302 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PEPSICO, 167 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PROCTER & GAMBLE, 226 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STRYKER CORP., 69 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SOUTHERN COMPANY, 384 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20STARBUCKS CORP, 350 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213M COMPANY, 83 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNION PACIFIC, 146 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UNITED PARCEL SERVICE, 149 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24U.S. BANCORP DELAWARE, 295 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UNITED TECHNOLOGIES, 63 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VISA INC., 149 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NIKE INC 190 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AUTOMATIC DATA PROCESSING INC 108 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BLACKROCK INC., 19 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30WALT DISNEY CO 143 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTEL CORP 434 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32KEYCORP NEW 1,200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NIKE INC. CL B, 112 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PEPSICO INC., 151 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PROCTER & GAMBLE COMPANY, 181 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SCHLUMBERGER LTD., 192 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SOUTHERN COMPANY 324 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STARBUCKS CORP., 291 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm393M COMPANY 69 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VISA INC., 92 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC., 81 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt040699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt316068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt539569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt628464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7167059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt939883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1061036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1140094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1244708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1342368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB GLOBAL BOND, 4,904.603 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DEUTSCHE X-TRACKERS, 906 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DODGE & COX, 3,012.009 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FEDERATED ST INCOME, 7,114.893SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIRST TRUST DOW JONES 135 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES TRUST S & P MID CAP 922 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES S&P SMALLCAP 600, 1,291 SHAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7JPMORGAN EMERGING MKTS, 1718.15 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8OPPENHEIMER INTL GROWTH CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES CORE S & P SMALL, 943 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE S & P MID, 922 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD REIT INDEX 182 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD FINANCIALS ETF, 134 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD FTSE DEVELOPED MKTS, 1,063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WESTERN ASSET CORE PLUS, 3,911.261 S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD SHORT TERM INVESTMENT 5,752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16EUROPACIFIC GROWTH CL F2 636.85 SHA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DEUTSCHE X-TRACKERS, 487 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DEUTSCHE X-TRACKERS, 90 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19EUROPACIFIC GROWTH CL F2 209.98 SHAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20BAIRD ULTRA SHORT BOND FD, 3,997.51
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21X TRACKERS MSCI EAFE 1,486 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22EUROPACIFIC GROWTH CL F2 898.368 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt139939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt315749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt538659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt665369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7153107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt939437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1060058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1140015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1241459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1340346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028877
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09906
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt018387
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0304
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS RECEIPTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039087
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt018387
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt057474
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028293
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0104150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0104150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028877
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028877
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63006
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0190149
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02699
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02699
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028293
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044411
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013063
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0107417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0120480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt057474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt057474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3109898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt418933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt318420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt318420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3128318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0108 SHARES AUTOMATIC DATA PROC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1291 SHARES STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2182 SHARES VANGUARD STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONG TERM CAPITAL GAINS-SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SHORT TERM CAPITAL GAINS-SEE ATTACHE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028293
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1157
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-63006
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0945481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01008487
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0945481
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt063002
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt063002
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt063002
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt063890
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0888
IRS990PF/DistributableAmountGrp/TotalTaxAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02500
IRS990PF/FMVAssetsEOYAmt01155333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0254352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0253419
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0440820
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0697086
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0662539
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0684990
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01008487
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0945481
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057049
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029523
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01008487
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0945481
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01155333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01008487
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0945481
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01008487
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0945481
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01297249
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01253103
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019459
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt063890
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01277790
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01297249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIS D GRADISON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN GRADISON COE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGARET GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WENDY GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBIN GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BETH LYON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CARI GRADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES. & TREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.P. AND SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VICE PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01031 SAVILE LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1490 PLEASANT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24717 TAPROOT LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31408 WHITLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41726 N WAYNE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5423 BROOKHURST AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61031 SAVILE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MCLEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BELMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DURHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3VIENNA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NARBERTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6MCLEAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd322182
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd422201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd519072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd622101
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0119700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0120144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0139097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0123634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0130339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0114829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0121236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.093677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.108683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.099308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.095316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.079273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.085803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01277790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01279841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01244954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01367434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01448521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01412957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0107417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.468383
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0107417
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0107417
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0107417
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.10$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.09$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.07$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.87$0.06$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.26$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.14$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12