Civic Intelligence

The Wolfe Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 34-1756997

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profile
ONE SEAGATE No 1960Toledo, OH 43604-1522

(419) 247-2880

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,931,525

Up $995,217 (+17%) from 2015

Net Assets

Up

$6,931,525

Up $995,217 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin95th percentile

Revenue

Down

$1,246,390

Down $1,298,545 (-51%) from 2015

Expenses

Up

$251,494

Up $168,004 (+201%) from 2015

Net Income

Down

$994,896

Down $1,466,549 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$15M$10M$5.0M$0Assets 2011: $3,222,824Liabilities 2011: $0Net Assets 2011: $3,222,8242011Assets 2012: $3,384,271Liabilities 2012: $0Net Assets 2012: $3,384,2712012Assets 2013: $3,374,261Liabilities 2013: $0Net Assets 2013: $3,374,2612013Assets 2014: $3,477,204Liabilities 2014: $0Net Assets 2014: $3,477,2042014Assets 2015: $5,936,308Liabilities 2015: $0Net Assets 2015: $5,936,3082015Assets 2016: $6,931,525Liabilities 2016: $0Net Assets 2016: $6,931,5252016Assets 2017: $7,228,900Liabilities 2017: $0Net Assets 2017: $7,228,9002017Assets 2019: $7,926,506Liabilities 2019: $0Net Assets 2019: $7,926,5062019Assets 2020: $11,549,442Liabilities 2020: $0Net Assets 2020: $11,549,4422020Assets 2021: $12,895,400Liabilities 2021: $22,500Net Assets 2021: $12,872,9002021Assets 2022: $11,093,493Liabilities 2022: $36,000Net Assets 2022: $11,057,4932022Assets 2023: $11,574,190Liabilities 2023: $48,400Net Assets 2023: $11,525,7902023Assets 2024: $12,405,932Liabilities 2024: $6,000Net Assets 2024: $12,399,9322024

Highlighted filing

2016

Assets$6,931,525
Liabilities$0
Net Assets$6,931,525
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $600,7942011Expenses 2012: $280,9882012Revenue 2013: $342,253Expenses 2013: $354,781Net Income 2013: -$12,5282013Revenue 2014: $379,241Expenses 2014: $276,377Net Income 2014: $102,8642014Revenue 2015: $2,544,935Expenses 2015: $83,490Net Income 2015: $2,461,4452015Revenue 2016: $1,246,390Expenses 2016: $251,494Net Income 2016: $994,8962016Revenue 2017: $734,079Expenses 2017: $438,164Net Income 2017: $295,9152017Revenue 2019: $512,949Expenses 2019: $590,798Net Income 2019: -$77,8492019Revenue 2020: $4,426,698Expenses 2020: $646,514Net Income 2020: $3,780,1842020Revenue 2021: $2,277,341Expenses 2021: $928,223Net Income 2021: $1,349,1182021Revenue 2022: -$695,550Expenses 2022: $1,116,157Net Income 2022: -$1,811,7072022Revenue 2023: $1,305,293Expenses 2023: $836,502Net Income 2023: $468,7912023Revenue 2024: $1,606,128Expenses 2024: $739,112Net Income 2024: $867,0162024

Highlighted filing

2016

Revenue$1,246,390
Expenses$251,494
Net Income$994,896
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERIC D WOLFEChairman Emeritus-$0--
ELIZABETH T WOLFEChairman-$0--
CHRISTINE W NICHOLSTrustee-$0--
FREDERICA R WOLFETrustee-$0--
WILLIAM A NICHOLSTrustee-$0--
John HeldTrustee-$0--
Nishma HeldEx-Officio Trustee-$0--
christopher f patzTrustee-$0--
David J BaymillerTrustee Treasurer-$0--
Charles D RittenhouseTrustee Secretary-$0--
James M MOrtonTrustee Emeritus-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBROWN UNIVERSITYTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENTS-PROVIDENCE, RI, US$25,000
Paid GrantTHE COLONIAL THEATRETO SUPPORT AND ENHANCE THE QUALITY OF THE COMMUNITY'S CULTURAL LIFE AND CREATIVE SPIRIT-KEENE, NH, US$25,000
Paid GrantCHRIST CHURCHTO SUPPORT RELIGIOUS PROGRAMS AND EVENTS-Greenwich, CT, US$20,000
Paid GrantTHE HARVEY SCHOOLTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT-katonah, NY, US$20,000
Paid GrantGREENWICH LAND TRUSTTO HELP PRESERVE LAND FROM DEVELOPMENT-Cos Cob, CT, US$6,000
Paid GrantYALE UNIVERSITYTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT-new haven, CT, US$5,100
Paid GrantToledo OperaTo support the cultural fabric of the region by creating opera experiences.-Toledo, OH, US$5,000
Paid Grantdenison universityTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENTS-GRANVILLE, OH, US$5,000
Paid GrantPORTLEDGE SCHOOLTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENTS-LOCUST VALLEY, NY, US$5,000
Paid GrantGREENWICH TOWN PARTYTO SUPPORT GREENWICH'S ANNUAL CELEBRATION OF ITS COMMUNITY-OLD GREENWICH, CT, US$3,800
Paid GrantFRIENDS ACADEMYTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENTS-LOCUST VALLEY, NY, US$3,500
Paid GrantGreenwich Tree ConservancyTO help support the conservancy and preserve and enhance the tree and forest resources of greenwich connecticut.-GreenWICH, CT, US$3,000
Paid Granttoledo museum of artto promote the arts in the community-toledo, OH, US$2,500
Paid GrantMAUMEE VALLEY COUNTRY DAY SCHOOLTO SUPPORT THE EDUCATIONAL NEEDS OF STUDENT-toledo, OH, US$2,000
Paid GrantTHE TOLEDO CULTURAL ARTS CENTER AT THE VALENTINE THEATRETO SUPPORT AND ENHANCE THE QUALITY OF TOLEDO'S CULTURAL AND ECONOMIC LIFE-TOLEDO, OH, US$1,500
Paid GrantRARE SCIENCE INCTO SUPPORT FINDING IMMEDIATE THERAPEUTIC SOLUTIONS FOR CHILDREN WITH RARE DISEASES-ENCINITAS, CA, US$1,500
Paid GrantTHE BOYS AND GIRLS CLUB OF GREENWICHTO PROVIDE CHILDREN WITH A SAFE PLACE TO LEARN AND GROW-GREENWICH, CT, US$500
Paid GrantTHE AVON THEATER FILM CENTERTO SUPPORT THE FILM CULTURE IN THE STAMFORD AREA-STAMFORD, CT, US$500
Paid GrantAMERICAN RED CROSSTO SUPPORT THE NEEDS OF BLOOD DONORS.-Toledo, OH, US$250
Paid GrantGREENWICH CENTER FOR HOPE & rENEWALTO HELP WITH PROFESSIONAL COUNSELING AND RESOURCES TO BETTER YOUR LIFE-gREENWICH, CT, US$250
Paid GrantKIDS IN CRISISTO SUPPORT CHILDREN AND FAMILIES IN CONFLICT-COS COB, CT, US$200
Paid GrantPlanned Parenthood of Southern New EnglandTo support family planning-New Haven, CT, US$150
Paid GrantTHE SALVATION ARMYTO SUPOORT THE FIGHT AGAINST POVERTY-toledo, OH, US$150
Paid GrantUS FUNDS FOR UNICEFTO HELP SAVE AND IMPROVE CHILDREN'S LIVES-new york, NY, US$100
Paid GrantLIGHT UP GREENWICHTO PROVIDE GREENWICH WITH REUSABLE LIGHTING-GREENWICH, CT, US$100
Paid GrantGREENWICH SENTINeLTO SUPPORT GREENWICH THROUGH ITS COMMUNITY NEWSPAPER-GREENwich, CT, US$100
Paid GrantGREENWICH EMERGENCY MEDICAL SERVICE INCTO PROVIDE GREENWICH WITH HIGH QUALITY EMERGENCY MEDICAL CARE-RIVERSIDE, CT, US$100
Filing and Contact Details

Filer

Filer Name
The Wolfe Family Charitable Foundation
EIN
34-1756997
Phone
4192472880
Address
ONE SEAGATE No 1960, TOLEDO, OH 43604-1522

Signing Officer

Name
Frederic D Wolfe
Title
Chairman Emeritus
Phone
4192472880
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Gilmore Jasion Mahler Ltd
Address
1715 INDIAN WOOD CIRCLE STE 100, MAUMEE, OH 43537
Preparer
Dave Baymiller CPA
Phone
4197942000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51987-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt049938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt249950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt336029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt468029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt536454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt636487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt761069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8818311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt712927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt918029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1032809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11138635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12744465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1352535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt712927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt810984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt918029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1032809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11138635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12744465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1352535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt655014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt748956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt879013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt954483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1069296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11199704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121562776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1352535
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/PropertyDesc01231 gain - energy transfer partners
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11231 gain - energy transfer equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2net ltcg - energy transfer partners
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3net ltcg - buckeye partners
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4federal farm cr bank
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5pepsico inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6pfizer inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7jp morgan chase & co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8wells fargo & co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9energy transfer equity lp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10jp morgan chase & co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11keycorp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12welltower inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01017445
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0994896
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0323
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0644
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06931848
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05936308
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06931525
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0454271
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0454271
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0454271
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0479194
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024923
IRS990PF/DistributableAmountGrp/TotalTaxAmt024923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036728
IRS990PF/FMVAssetsEOYAmt09981817
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0499699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0449749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0474498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0862782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02227807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05101415
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01480350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02223867
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02370803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02943986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01855627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01855627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05936308
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06931525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09981817
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05936308
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06931525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05936308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06931525
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05936308
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt06931525
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0149491
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0174475
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0179474
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09729833
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02867603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06862230
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0145947
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0479194
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09583886
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09729833
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERIC D WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH T WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTINE W NICHOLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FREDERICA R WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM A NICHOLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5John Held

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Filings

Displayed year

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

Open filing
Assets
$6,931,525
Liabilities
$0
Net assets
$6,931,525
Revenue
$1,246,390
Expenses
$251,494
Net income
$994,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$1.61$0.74$0.87
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.05$11.5$1.31$0.84$0.47
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.04$11.1$0.70$1.12$1.81
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.02$12.9$2.28$0.93$1.35
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$4.43$0.65$3.78
2019Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.51$0.59$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.73$0.44$0.30
2016Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$1.25$0.25$0.99
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$2.54$0.08$2.46
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.38$0.28$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.34$0.35$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.60