Civic Intelligence

Russell and Mary Gimbel Foundation

990PF • Fiscal year 2016 • EIN 34-1626310

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
P O Box 1223Mansfield, OH 44901-1223

(419) 342-6301

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-2.2%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,903,070

Up $28,193 (+1.0%) from 2015

Net Assets

Up

$2,903,070

Up $28,193 (+1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin69th percentile

Revenue

Down

$252,261

Down $5,702 (-2.2%) from 2015

Expenses

Up

$224,068

Up $4,571 (+2.1%) from 2015

Net Income

Down

$28,193

Down $10,273 (-27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,864,492Liabilities 2010: $0Net Assets 2010: $2,864,4922010Assets 2011: $2,858,115Liabilities 2011: $0Net Assets 2011: $2,858,1152011Assets 2012: $2,856,156Liabilities 2012: $0Net Assets 2012: $2,856,1562012Assets 2013: $2,829,300Liabilities 2013: $0Net Assets 2013: $2,829,3002013Assets 2014: $2,836,411Liabilities 2014: $0Net Assets 2014: $2,836,4112014Assets 2015: $2,874,877Liabilities 2015: $0Net Assets 2015: $2,874,8772015Assets 2016: $2,903,070Liabilities 2016: $0Net Assets 2016: $2,903,0702016Assets 2017: $2,857,784Liabilities 2017: $0Net Assets 2017: $2,857,7842017Assets 2018: $3,101,799Liabilities 2018: $0Net Assets 2018: $3,101,7992018Assets 2019: $3,251,308Liabilities 2019: $0Net Assets 2019: $3,251,3082019Assets 2020: $3,152,202Liabilities 2020: $0Net Assets 2020: $3,152,2022020Assets 2021: $3,371,419Liabilities 2021: $0Net Assets 2021: $3,371,4192021Assets 2022: $3,134,264Liabilities 2022: $0Net Assets 2022: $3,134,2642022Assets 2023: $3,196,869Liabilities 2023: $0Net Assets 2023: $3,196,8692023Assets 2024: $3,405,673Liabilities 2024: $0Net Assets 2024: $3,405,6732024

Highlighted filing

2016

Assets$2,903,070
Liabilities$0
Net Assets$2,903,070
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $140,3422010Expenses 2011: $163,2252011Expenses 2012: $176,2692012Revenue 2013: $160,244Expenses 2013: $187,100Net Income 2013: -$26,8562013Revenue 2014: $211,314Expenses 2014: $204,203Net Income 2014: $7,1112014Revenue 2015: $257,963Expenses 2015: $219,497Net Income 2015: $38,4662015Revenue 2016: $252,261Expenses 2016: $224,068Net Income 2016: $28,1932016Revenue 2017: $169,140Expenses 2017: $214,426Net Income 2017: -$45,2862017Revenue 2018: $411,704Expenses 2018: $227,700Net Income 2018: $184,0042018Revenue 2019: $388,060Expenses 2019: $238,551Net Income 2019: $149,5092019Revenue 2020: $138,244Expenses 2020: $237,350Net Income 2020: -$99,1062020Revenue 2021: $449,029Expenses 2021: $229,812Net Income 2021: $219,2172021Revenue 2022: $100,335Expenses 2022: $257,166Net Income 2022: -$156,8312022Revenue 2023: $309,213Expenses 2023: $249,362Net Income 2023: $59,8512023Revenue 2024: $380,194Expenses 2024: $240,290Net Income 2024: $139,9042024

Highlighted filing

2016

Revenue$252,261
Expenses$224,068
Net Income$28,193
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HANCOCKTrustee-$0--
DONALD DEWALDTrustee-$0--
ROBERT KERSTTrustee-$0--
NELSON WHISLERTrustee-$0--
JAY WINELANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Russell & Mary Gimbel Foundation
EIN
34-1626310
Phone
4193426301
Address
P O Box 1223, Mansfield, OH 44901-1223

Signing Officer

Name
John L Hancock
Title
Trustee
Phone
4193426301
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cds Tax 2
Address
1600 WEST FOURTH STREET, ONTARIO, OH 44906
Preparer
Sandra Schafer
Phone
4195294554
Raw XML AppendixShowing 400 of 720 raw XML fields

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

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1212123
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-567
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-5211
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt156429
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt166799
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt178408
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt188344
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt197
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt201269
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt219091
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt223357
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt232880
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt241504
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2510914
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-219
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt278981
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2810189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29225
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Explanation for Gimble Foundation Beneficiaries
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART XV LINE 3 MARCH 02,2016 JOY OF LIVING CAMP $ 3300.00 MARCH 02,2016 THE FRIENDLYHOUSE $ 2000.00 MARCH 02,2016 AMERICAN FED OF MUSICIANS $ 5000.00 MARCH 02,2016 MOHICAN SCHOOL IN THE OUTDOORS $ 1000.00 MARCH 02,2016 HOSPICE OF NORTH CENTRAL OHIO $ 1500.00 MARCH 02,2016 HUMANE SOCIETY OF RICHLAND COUNTY $ 3000.00 MARCH 02,2016 MANSFIELD SR HIGH VISUAL ARTS $ 2000.00 JUNE 01,2016 THE SALVATION ARMY $ 19405.00 JUNE 01,2016 DAYSPRING ASSISTED LIVING $ 7900.00 JUNE 01,2016 RAEMELTON THER EQUES CTR $ 3000.00 JUNE 01,2016 OHIO BIRD SANCTUARY $ 2500.00 JUNE 01,2016 RICHLAND COUNTY MUSEUM $ 1000.00 JUNE 01,2016 HABITAT FOR HUMANITY $ 2000.00 JUNE 01,2016 MANSFIELD SR HIGH SCHOOL BAND $ 2000.00 JUNE 01,2016 SHELBY SR HIGH SCHOOL BAND $ 2000.00 SEPT 01,2016 AUTISM AWARENESS WALK-A-THON $ 1500.00 SEPT 01,2016 MALABAR INTERMEDIATE SCHOOL $ 3000.00 SEPT 01,2016 NAMI $ 5100.00 SEPT 01,2016 RENAISSANCE MSYO & MSYS $ 4000.00 SEPT 01,2016 EMPAC $ 1000.00 SEPT 01,2016 THE DOMESTIC VIOLENCE SHELTER $ 3000.00. SEPT 01,2016 ALZHEIMERS ASSOCIATION $ 1000.00 SEPT 01,2016 NCSC SCHOLARSHIP FUND $ 10000.00 SEPT 01,2016 NCSC NECESSITIES FUND $ 2000.00 SEPT 01,2016 NCSC ENDOWMENT FUND $ 50000.00 SEPT 01,2016 SHELBY ATHLETICS BOOSTER CLUB $ 2000.00 SEPT 01,2016 SHELBY HELP LINE MINISTRIES $ 2000.00 SEPT 01,2016 MANSFIELD SCHOOL EMPLOYEES ASSOC $ 4000.00 SEPT 01,2016 LITTLE BUCKEYES CHILDRENS MUSEUM $ 2500.00 SEPT 01,2016 GRACE EPISCOPAL FOOD PANTRY $ 3000.00 SEPT 01,2016 DWIGHT SCHAR COLLEGE OF NURSING $ 5000.00 SEPT 01,2016 THE FRIENDLY HOUSE(SEWER) $ 20000.00 NOV 07,2016 NCSC/DCC SCHOLARSHIP FUND $ 10000.00 NOV 07,2016 RICHLAND COUNTY PARK DISTRICT $ 2735.00 NOV 07,2016 OAK HILL COTTAGE $ 2000.00 NOV 07,2016 THE NEW STORE $ 4000.00 NOV 07,2016 RENAISSANCE/MSYO OUTREACH $ 3000.00 NOV 07,2016 SHELBY WHIPPET THEATER $ 2000.00 NOV 07,2016 TOY TIME $ 7828.00 NOV 07,2016 HOSPICE OF NORTH CENTRAL OHIO $ 1500.00 TOTAL $209,768.00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Goldman Sachs Group Inc Sub Nt6.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Amer Fini Grp Inc OH SR Note
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Raymond James Fini Inc SR Note
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Selective Ins Grp Inc SR Note
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FT Bld Amer Bds # 13
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Invesco Bld Amer Bds Incm Tr 60
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VK Build America Bonds Incm 6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt019811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt112573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt213634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt311825
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt480960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt593426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt695968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt023835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt112494
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt212695
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt311985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt483710
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt598080
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt693556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt362180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt531609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt628045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt719712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt832994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt948147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1035850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1148453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1318853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1419974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1539068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1614132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1734263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1820426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1950702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2038764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2128006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2349093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2428904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2516162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2714874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2826914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2911817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3065741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3223157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3313344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34218940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35202201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3619245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3754094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3824829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3934541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4047531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4149106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4243266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4369033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4464206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4588829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4632942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4721058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4843971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4958863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt022086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt558707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt669694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt750992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt878998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt977624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1030970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1141712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1240495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1429016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1568204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1635714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1781217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1842202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1995728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2084928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2137514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2243896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2337595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2476736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2590525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2675844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2727685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2861396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2928542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3085408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3112461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3276434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34250842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35262362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3626664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3753689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3845676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3957105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4091892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4198698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4271875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4391464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4475855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4594689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4659055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4737279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4846988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4961940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0575 Sh Abbott
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1575 Sh AbbVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2219 Sh Air Product
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31755 Sh AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4752 Sh Baxter Intn'l
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51416 Sh Coca-Cola
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61065 Sh Colgate Palmolive Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71017 Sh ConocoPhillips
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81417 Sh Emerson Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9860 Sh Exxon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101000 Sh FirstEnergy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111320 Sh General Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12347 Sh Hubbell Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13220 Sh IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14800 Sh Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15592 Sh Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16409 Sh Kraft Heinz
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171307 Sh Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18952 Sh Mondelez International Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19800 Sh Park National Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201395 Sh Paychex
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211155 Sh Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22508 Sh Phillips 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm232475 Sh Pitney Bowes Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241335 Sh Realty Income Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252687 Sh South Jersey Industries
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26990 Sh Sun Communities Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27500 Sh Sysco Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28850 Sh Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29535 Sh Vf Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301600 Sh Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31355 Sh Viacom Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321142 Sh Welltower Inc Reit Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500 Sh Gabelli Health&Wellness
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm344351.872 Sh Capital Income Builder Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3512107.171 Sh Income Fund of America Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36535 Sh ishares Msci Eafe Small cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37930 Sh MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38469 Sh Russell MidCap Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39710 Sh Russell Midcap Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40876 Sh Russell 1000 Growth Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41881 Sh Russell 1000 Value Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42533 Sh Russell 2000 Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43751 Sh ishares S&P 500 Growth Etf
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441191 Sh Msci Eafe Growth Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452004 Sh Tr Msci Eafe Val Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46299 Sh Dow Jones Indi Ave Etf Tr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47492 Sh VanGuard High Div Yield Etf
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48459 Sh Vanguard Large Cap ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491402 Sh VanGuard Ftse All World Etf
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0303037
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0320738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Paragon Bank Cert of Deposit
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0199916
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0152005
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0100256
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0252261

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,903,070
Liabilities
$0
Net assets
$2,903,070
Revenue
$252,261
Expenses
$224,068
Net income
$28,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.38$0.24$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.31$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.10$0.26$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.45$0.23$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.14$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.39$0.24$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.41$0.23$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.17$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.25$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.26$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.21$0.20$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.16$0.19$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14