Civic Intelligence

Herbold Foundation

990PF • Fiscal year 2021 • EIN 32-0046141

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 30, 2022

Organization Profile
2402 E Esplanade Lane 903Phoenix, AZ 85016

(425) 890-8552

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

88th percentile

62%

Higher net margin than 88% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$95,364

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

187%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,851,801

Up $977,946 (+12%) from 2020

Net Assets

Up

$8,851,801

Up $977,946 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin88th percentile

Revenue

Up

$1,591,664

Up $1,037,496 (+187%) from 2020

Expenses

Up

$612,396

Up $33,346 (+5.8%) from 2020

Net Income

Up

$979,268

Up $1,004,150 (+4036%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2010: $6,031,025Liabilities 2010: $0Net Assets 2010: $6,031,0252010Assets 2011: $6,246,491Liabilities 2011: $0Net Assets 2011: $6,246,4912011Assets 2012: $6,342,212Liabilities 2012: $0Net Assets 2012: $6,342,2122012Assets 2013: $6,856,096Liabilities 2013: $0Net Assets 2013: $6,856,0962013Assets 2014: $7,047,408Liabilities 2014: $0Net Assets 2014: $7,047,4082014Assets 2015: $7,189,023Liabilities 2015: $0Net Assets 2015: $7,189,0232015Assets 2016: $7,256,658Liabilities 2016: $0Net Assets 2016: $7,256,6582016Assets 2017: $7,632,466Liabilities 2017: $0Net Assets 2017: $7,632,4662017Assets 2018: $8,135,760Liabilities 2018: $0Net Assets 2018: $8,135,7602018Assets 2019: $7,893,353Liabilities 2019: $0Net Assets 2019: $7,893,3532019Assets 2020: $7,873,855Liabilities 2020: $0Net Assets 2020: $7,873,8552020Assets 2021: $8,851,801Liabilities 2021: $0Net Assets 2021: $8,851,8012021Assets 2022: $8,790,584Liabilities 2022: $0Net Assets 2022: $8,790,5842022Assets 2023: $8,589,375Liabilities 2023: $0Net Assets 2023: $8,589,3752023Assets 2024: $9,016,328Liabilities 2024: $0Net Assets 2024: $9,016,3282024

Highlighted filing

2021

Assets$8,851,801
Liabilities$0
Net Assets$8,851,801
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $306,3832010Expenses 2011: $299,8652011Expenses 2012: $320,9032012Revenue 2013: $521,371Expenses 2013: $324,906Net Income 2013: $196,4652013Revenue 2014: $572,653Expenses 2014: $374,570Net Income 2014: $198,0832014Revenue 2015: $582,402Expenses 2015: $432,596Net Income 2015: $149,8062015Revenue 2016: $510,899Expenses 2016: $437,142Net Income 2016: $73,7572016Revenue 2017: $830,535Expenses 2017: $448,606Net Income 2017: $381,9292017Revenue 2018: $1,025,309Expenses 2018: $521,553Net Income 2018: $503,7562018Revenue 2019: $448,262Expenses 2019: $560,195Net Income 2019: -$111,9332019Revenue 2020: $554,168Expenses 2020: $579,050Net Income 2020: -$24,8822020Revenue 2021: $1,591,664Expenses 2021: $612,396Net Income 2021: $979,2682021Revenue 2022: $696,897Expenses 2022: $754,053Net Income 2022: -$57,1562022Revenue 2023: $482,746Expenses 2023: $683,778Net Income 2023: -$201,0322023Revenue 2024: $1,115,765Expenses 2024: $685,706Net Income 2024: $430,0592024

Highlighted filing

2021

Revenue$1,591,664
Expenses$612,396
Net Income$979,268
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 30, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA M HERBOLDExecutive DirectorPT$73,810$21,554$95,364
ROBERT J HERBOLDPresident/TreasurerPT$0--
PATRICIA L HERBOLDVP & SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Herbold Foundation
EIN
32-0046141
Phone
4258908552
Address
2402 E ESPLANADE LANE 903, PHOENIX, AZ 85016

Signing Officer

Name
Robert J Herbold
Title
President/treasurer
Phone
4258908552
Signed
2022-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
Kristen Bass
Phone
6022646835
Raw XML AppendixShowing 400 of 683 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03225
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01612
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01613
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02007-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12014-01-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22015-06-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32016-12-15
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01483
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1781
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2567
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32111
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3388
DepreciationSchedule/DepreciationPropertyGrp/LifeRt07.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt01483
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1781
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2567
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31723
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3LAPTOP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND MKT INDEX ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01127315
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01143254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0654375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1188967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21088001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3779850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4518220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51122988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6374561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7443383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8383872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9564974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10621752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11556818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02523997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1475206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21819112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31312503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41795437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51881687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61657995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7757930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8520692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9838791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10750813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11854042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0500 INDEX FUND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1REIT INDEX FUND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CAPITAL OPPORTUNITY ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GLOBAL EQUITY INVESTOR CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MID-CAP INDEX FUND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PRIMECAP FUND ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SMALL-CAP INDEX FUND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INTERNATIONAL GROWTH ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8WINDSOR II FUND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9US GROWTH ADMIRAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10T ROWE PRICE BLUE CHIP GROWTH INVESTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INVESCO QQQ ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0207690
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0683968
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0891664
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0891664
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01612
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01613
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03225
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0683968
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt073810
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt073810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0494000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0494000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0700000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0388
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0207690
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0207690
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0979268
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01219571
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0683968
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0889057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01706
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt021554
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt021554
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05647
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0879
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0598443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0612396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0891664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01591664
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0104443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0341141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1194462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2669571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2669571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2669571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc031166.518 SHS VANGRD TTL BD MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc117761.989 SHS VANGRD TTL BD MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0683968
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0979268
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01322
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08853123
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07873855
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08851801
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0744499
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0744499
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0744499
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0756857
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012358
IRS990PF/DistributableAmountGrp/TotalTaxAmt012358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07480
IRS990PF/FMVAssetsEOYAmt016758184
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt087840
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0426725
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0426725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01338965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01127315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01143254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06446662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07297761
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015188205
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04942
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04942
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0388
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt07873855
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt08851801
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07873855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08851801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016758184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07873855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08851801
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07873855
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08851801
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015367653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0105252
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015262401
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0230515
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0756857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015137138
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015367653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt073810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt021554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONNA M HERBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT J HERBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICIA L HERBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02409 EAST SOLANO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12402 E ESPLANADE LANE STE 903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22402 E ESPLANADE LANE STE 903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0598443
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0598443
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DONNA M HERBOLD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02409 EAST SOLANO DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHOENIX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03176918333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT J HERBOLD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA L HERBOLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt223500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt163000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1760000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt193500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt233500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt242500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2535000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHASE LAW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLARE BOOTHE LUCE POLICY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DISCOVERY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GARY SINISE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HOOVER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HORATIO ALGER ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HOROWITZ FREEDOM CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HUTCH CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10INSTITUTE FOR JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11INTERCOLLEGIATE STUDIES INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12JUDICIAL WATCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13NETWORK OF ENLIGHTENED WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14PURCELL MARIAN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ST JUDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16TUNNELS TO TOWERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17UNIVERSITY OF CINCINNATI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18USO NORTHWEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19WASHINGTON POLICY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20YOUNG AMERICA'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,851,801
Liabilities
$0
Net assets
$8,851,801
Revenue
$1,591,664
Expenses
$612,396
Net income
$979,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$1.12$0.69$0.43
2023Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.48$0.68$0.20
2022Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.70$0.75$0.06
2021Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$1.59$0.61$0.98
2020Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.55$0.58$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.45$0.56$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$1.03$0.52$0.50
2017Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.83$0.45$0.38
2016Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.51$0.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.58$0.43$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.57$0.37$0.20
2013Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.52$0.32$0.20
2012Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.32
2011Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.30
2010Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.31