Civic Intelligence

Robert and Patricia Switzer Foundation

990PF • Fiscal year 2017 • EIN 34-1504501

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization Profile

View Organization Page

PO Box 293Belfast, ME 04915

(207) 338-5654

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.21x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

7th percentile

-50%

Higher net margin than 7% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$71,778

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

23rd percentile

-2.1%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-24%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$16,536,414

Down $347,861 (-2.1%) from 2016

Net Assets

Down

$16,393,478

Down $337,977 (-2.0%) from 2016

Liabilities

Down

$142,936

Down $9,884 (-6.5%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin7th percentile

Revenue

Down

$671,280

Down $209,713 (-24%) from 2016

Expenses

Down

$1,009,257

Down $82,992 (-7.6%) from 2016

Net Income

Down

-$337,977

Down $126,721 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$30M$20M$10M$0Assets 2014: $17,438,523Liabilities 2014: $155,536Net Assets 2014: $17,282,9872014Assets 2015: $17,109,326Liabilities 2015: $166,615Net Assets 2015: $16,942,7112015Assets 2016: $16,884,275Liabilities 2016: $152,820Net Assets 2016: $16,731,4552016Assets 2017: $16,536,414Liabilities 2017: $142,936Net Assets 2017: $16,393,4782017Assets 2018: $17,031,540Liabilities 2018: $154,850Net Assets 2018: $16,876,6902018Assets 2020: $16,181,037Liabilities 2020: $189,933Net Assets 2020: $15,991,1042020Assets 2021: $21,773,791Liabilities 2021: $173,794Net Assets 2021: $21,599,9972021Assets 2022: $18,391,526Liabilities 2022: $207,904Net Assets 2022: $18,183,6222022Assets 2023: $18,849,540Liabilities 2023: $182,775Net Assets 2023: $18,666,7652023Assets 2024: $16,927,885Liabilities 2024: $182,076Net Assets 2024: $16,745,8092024Assets 2025: $16,996,865Liabilities 2025: $183,158Net Assets 2025: $16,813,7072025

Highlighted filing

2017

Assets$16,536,414
Liabilities$142,936
Net Assets$16,393,478
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $797,113Expenses 2014: $1,062,970Net Income 2014: -$265,8572014Revenue 2015: $744,816Expenses 2015: $1,085,092Net Income 2015: -$340,2762015Revenue 2016: $880,993Expenses 2016: $1,092,249Net Income 2016: -$211,2562016Revenue 2017: $671,280Expenses 2017: $1,009,257Net Income 2017: -$337,9772017Revenue 2018: $1,502,938Expenses 2018: $1,019,726Net Income 2018: $483,2122018Revenue 2020: $29,947Expenses 2020: $942,763Net Income 2020: -$912,8162020Revenue 2021: $1,602,693Expenses 2021: $1,075,181Net Income 2021: $527,5122021Revenue 2022: $1,246,852Expenses 2022: $1,127,078Net Income 2022: $119,7742022Revenue 2023: $1,387,385Expenses 2023: $1,152,032Net Income 2023: $235,3532023Revenue 2024: $1,336,100Expenses 2024: $1,161,729Net Income 2024: $174,3712024Revenue 2025: $1,075,746Expenses 2025: $1,217,572Net Income 2025: -$141,8262025

Highlighted filing

2017

Revenue$671,280
Expenses$1,009,257
Net Income-$337,977
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lissa WidoffExecutive DirecPT$69,178$2,600$71,778
Carol TuckerTrustee-$0--
Adrienne AlvordTrustee-$0--
Joe AldyTrustee-$0--
Rachel Morello-FroschTrustee-$0--
Jessica SwitzerTrustee-$0--
Bruce KahnTrustee-$0--
Elise SwitzerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Patricia Switzer Foundation
EIN
34-1504501
Phone
2073385654
Address
PO Box 293, Belfast, ME 04915

Signing Officer

Name
Lissa Widoff
Title
Executive Director
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Nickerson PA
Address
PO Box 211, Belfast, ME 04915-0211
Preparer
Michael L Nickerson CPA MSFP
Phone
2073382770
Raw XML AppendixShowing 400 of 764 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/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt02859
AccountingFeesSchedule/AccountingFeesDetail/Amt13300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Audit Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02859
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt13300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02011-07-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12011-07-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22011-07-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32014-06-23
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0998
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1998
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt21298
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32536
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt098
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt198
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt265
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3507
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0900
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1900
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21170
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31077
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Computer SYSCUSTDT01
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Computer SYSCUSTDT01
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Lenovo ThinkPad T520
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Computer Server & Periph.
DepreciationSchedule/DepreciationPropertyGrp/Rt00.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt10.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt20.1000
DepreciationSchedule/DepreciationPropertyGrp/Rt30.2000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Vanguard Short-term Bond Index Fund
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Breckenridge - Corporate & Foreign Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Breckenridge - Corporate Obligations
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Breckenridge II - Corp & Foreign Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Breckenridge II - Corporate Obligations
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0654140
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1148029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21151719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3120592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4866356
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0647645
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1147351
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21148509
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3119933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4862383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01118268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1786465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22248232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3987533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4714577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5635396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61200189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7614322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8687795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt962518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10750000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11350000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1224740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01254940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11103782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22492850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31184945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4871245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5765643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61437728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7747161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8780742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt979876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10782582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11395795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1224740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Walden Small Cap Innovations Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MFS Global Equity Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Boston Common International Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Walthausen Investments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Johcm Int'l Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Brown Sustainable Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Walden Private Security
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7RBC Emerging Markets
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Parametric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9New Energy Capital Infrastructure Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Alternative Investments Sustainability
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Summit Partners Sustainable Opp Fnd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SJF Ventures Fund IV
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01424785
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01427037
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01345180
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01343875
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0231525
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0439561
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-63
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0138
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Miscellaneous Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0119
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0671343
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-63
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0671280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06159
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06159
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0299684
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0439498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt069177
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069177
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0374175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0366675
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt0768
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0768
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0231525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0231525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0231525
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-337977
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09486281
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0138
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0439498
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0518897
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt068789
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011167
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt011167
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt099336
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt099336
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt023338
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023338
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt095135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0152264
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0247399
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt042687
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt042687
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt04264
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt04264
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt020697
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0300452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0863725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0152264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01009257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0671161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0671280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0489550
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0152264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0642582
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0116401
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0116401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112000-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0943254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1976009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21898721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3918208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4251007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5182397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61202437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7584139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8739366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91268196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1043618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1139368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt01235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1159292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-8378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt323361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt476378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5125752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-7471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt86981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1058101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1159292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-8378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt323361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt476378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5125752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-7471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0943254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1980765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21898721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31077500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4242629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5205758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61278815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7709891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8739366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91260725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1044407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1146349
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/PropertyDesc0(See attached) Breckenridge #1044770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1(See attached) Breckenridge #1044770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2(See attached) Various #1043699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3(See attached) Various #1043699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4(See attached) Walden #1047712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5(See attached) Walden #1047712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6(See attached) Walthausen #1043723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7(See attached) Walthausen #1043723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8(See attached) Breckenridge 2 #1044989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9(See attached) Breckenridge 2 #1044989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10(See attached) Parametric #1047711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11(See attached) Parametric #1047711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Lenovo ThinkPad T520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0439498
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt068789
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-337977
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016393478
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016731455
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016393478
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0862866
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0862866
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0862866
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0873244
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010378
IRS990PF/DistributableAmountGrp/TotalTaxAmt010378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07720
IRS990PF/FMVAssetsEOYAmt018264340
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02820
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0436
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02782092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02940836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02925821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010410914
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010180035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011922029
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0142500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt08950
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09902
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01783
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0952
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0952
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014276
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt08467
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt08467
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0683633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0636159
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0636159
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016884275
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016536414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018264340
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0152820
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0142936
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016884275
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016536414
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016731455
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016393478
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt016731455
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt016393478
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02991577
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02769965
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02770912
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017730846
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0363292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017367554
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0265963
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0873244
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017464883
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017730846
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt624.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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/CompensationAmt669178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt02600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carol Tucker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Adrienne Alvord
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joe Aldy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rachel Morello-Frosch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jessica Switzer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Bruce Kahn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Lissa Widoff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Elise Switzer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Executive Direc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0One Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1500 12th St Ste 340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Mail Box 57 79 JFK Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32218 San Pablo Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41400 Big Cedar Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51350 Ave of the Americas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO Box 293
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt781 Lansing Street 410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Oakland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Cambridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Sebastopol
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Belfast
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202138
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495472
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd510019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd604915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0955416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0960605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0986695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0971924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01011028

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,536,414
Liabilities
$142,936
Net assets
$16,393,478
Revenue
$671,280
Expenses
$1,009,257
Net income
-$337,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.18$16.8$1.08$1.22$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.18$16.7$1.34$1.16$0.17
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.18$18.7$1.39$1.15$0.24
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.21$18.2$1.25$1.13$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.17$21.6$1.60$1.08$0.53
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.19$16.0$0.03$0.94$0.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.15$16.9$1.50$1.02$0.48
2017Detailed filing. Detailed filing data is available for this year.$16.5$0.14$16.4$0.67$1.01$0.34
2016Detailed filing. Detailed filing data is available for this year.$16.9$0.15$16.7$0.88$1.09$0.21
2015Detailed filing. Detailed filing data is available for this year.$17.1$0.17$16.9$0.74$1.09$0.34
2014Detailed filing. Detailed filing data is available for this year.$17.4$0.16$17.3$0.80$1.06$0.27