Civic Intelligence

Liberty Fund Inc.

990PF • Fiscal year 2024 • EIN 35-1320021

May 01, 2023 to Apr 30, 2024 • Filed on Sep 16, 2024

Organization Profile

View Organization Page

11301 N Meridian StCarmel, IN 46032

(317) 842-0880

Siviq Scores

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

Liabilities / Assets

29th percentile

0.06x

Higher debt load relative to assets than 29% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.89x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$503,137

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2024 filings • $250M-$1B nonprofits • Source year 2024

Asset Growth

24th percentile

0.6%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

73%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$358,645,767

Up $2,056,339 (+0.6%) from 2023

Net Assets

Up

$338,734,918

Up $2,685,000 (+0.8%) from 2023

Liabilities

Down

$19,910,849

Down $628,661 (-3.1%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Up

$22,422,647

Up $9,491,311 (+73%) from 2023

Expenses

Up

$19,737,647

Up $1,129,510 (+6.1%) from 2023

Net Income

Up

$2,685,000

Up $8,361,801 (+147%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$400M$300M$200M$100M$0Assets 2010: $265,725,051Liabilities 2010: $17,192Net Assets 2010: $265,707,8592010Assets 2011: $269,118,110Liabilities 2011: $19,497Net Assets 2011: $269,098,6132011Assets 2012: $272,141,219Liabilities 2012: $11,389Net Assets 2012: $272,129,8302012Assets 2013: $270,505,361Liabilities 2013: $9,974Net Assets 2013: $270,495,3872013Assets 2014: $289,757,081Liabilities 2014: $5,729Net Assets 2014: $289,751,3522014Assets 2015: $296,174,331Liabilities 2015: $3,511,666Net Assets 2015: $292,662,6652015Assets 2016: $296,605,274Liabilities 2016: $9,410,454Net Assets 2016: $287,194,8202016Assets 2017: $339,259,120Liabilities 2017: $24,010,480Net Assets 2017: $315,248,6402017Assets 2018: $331,145,964Liabilities 2018: $23,428,703Net Assets 2018: $307,717,2612018Assets 2019: $330,476,473Liabilities 2019: $22,885,578Net Assets 2019: $307,590,8952019Assets 2020: $329,455,915Liabilities 2020: $23,206,693Net Assets 2020: $306,249,2222020Assets 2021: $341,044,366Liabilities 2021: $21,785,219Net Assets 2021: $319,259,1472021Assets 2022: $362,873,085Liabilities 2022: $21,146,366Net Assets 2022: $341,726,7192022Assets 2023: $356,589,428Liabilities 2023: $20,539,510Net Assets 2023: $336,049,9182023Assets 2024: $358,645,767Liabilities 2024: $19,910,849Net Assets 2024: $338,734,9182024Assets 2025: $396,557,289Liabilities 2025: $19,267,041Net Assets 2025: $377,290,2482025

Highlighted filing

2024

Assets$358,645,767
Liabilities$19,910,849
Net Assets$338,734,918
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $24,218,8182010Expenses 2011: $22,019,9102011Expenses 2012: $22,052,5262012Expenses 2013: $22,236,7642013Revenue 2014: $41,460,077Expenses 2014: $22,204,112Net Income 2014: $19,255,9652014Revenue 2015: $24,718,202Expenses 2015: $21,806,889Net Income 2015: $2,911,3132015Revenue 2016: $17,849,754Expenses 2016: $23,317,599Net Income 2016: -$5,467,8452016Revenue 2017: $49,464,143Expenses 2017: $21,410,323Net Income 2017: $28,053,8202017Revenue 2018: $11,648,180Expenses 2018: $19,179,559Net Income 2018: -$7,531,3792018Revenue 2019: $19,550,104Expenses 2019: $19,676,470Net Income 2019: -$126,3662019Revenue 2020: $15,656,558Expenses 2020: $16,998,231Net Income 2020: -$1,341,6732020Revenue 2021: $28,050,617Expenses 2021: $15,040,692Net Income 2021: $13,009,9252021Revenue 2022: $40,425,131Expenses 2022: $17,957,559Net Income 2022: $22,467,5722022Revenue 2023: $12,931,336Expenses 2023: $18,608,137Net Income 2023: -$5,676,8012023Revenue 2024: $22,422,647Expenses 2024: $19,737,647Net Income 2024: $2,685,0002024Revenue 2025: $56,857,773Expenses 2025: $18,302,443Net Income 2025: $38,555,3302025

Highlighted filing

2024

Revenue$22,422,647
Expenses$19,737,647
Net Income$2,685,000
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 16, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Director, President & CEOFT$436,465$66,672$503,137
-Director; SVP & Pierre F Goodrich Resident ScholarFT$287,000$59,150$346,150
-VP & CTOFT$242,852$58,740$301,592
-VP & Controller, Secretary-TreasurerFT$234,206$61,394$295,600
-VP & COOFT$217,160$65,148$282,308
-Asst Secy, Special Proj & Office MgrFT$103,174$14,518$117,692
-Director, ChairmanPT$91,500$394$91,894
-Director-$52,500$4,109$56,609
-Director-$52,500$3,285$55,785
-Director-$52,500$1,794$54,294
-Director-$50,250$2,781$53,031
-Director-$52,500$394$52,894
-Director-$51,000$394$51,394
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE TIKVAH FUNDHEBREW TRANSLATION AND PUBLICATION OF SCHUMPETER'S "CAPITALISM, SOCIALISM, AND DEMOCRACY"POFNEW YORK, NY, US$14,000
Paid GrantECONOMIC FREEDOM FOUNDATIONPOLISH TRANSLATION OF "THE FEDERALISTS"PCKONOPISKA, PL$12,500
Paid GrantASSOCIATION OF PRIVATE ENTERPRISE EDUCATIONSPONSOR UNDERGRADUATE RESEARCH COMPETITIONPCLUBBOCK, TX, US$10,000
Paid GrantAMERICAS FUTURE FOUNDATION DBA TALENT MARKET LLCGENERALPCWASHINGTON, DC, US$5,000
Filing and Contact Details

Filer

Filer Name
Liberty Fund Inc
EIN
35-1320021
Phone
3178420880
Address
11301 N Meridian St, Carmel, IN 46032

Signing Officer

Name
Sandra J Schaller
Title
VP & Controller
Phone
3178420880
Signed
2024-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Nicole Fishback
Phone
3173834000
Raw XML AppendixShowing 400 of 772 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/AdjustedNetIncomeAmt05151
AccountingFeesSchedule/AccountingFeesDetail/Amt051514
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT & TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt046363
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03606
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt11380
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt28705
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt33923
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt4262
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0NONE
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1STRAIGHT-LINE METHOD
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2STRAIGHT-LINE METHOD
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3STRAIGHT-LINE METHOD
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4STRAIGHT-LINE METHOD
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt03844298
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12122155
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt217655184
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32943862
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4156709
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt192012
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2580301
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3261512
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt417487
DepreciationSchedule/DepreciationPropertyGrp/LifeRt015.0
DepreciationSchedule/DepreciationPropertyGrp/LifeRt139.0
DepreciationSchedule/DepreciationPropertyGrp/LifeRt28.0
DepreciationSchedule/DepreciationPropertyGrp/LifeRt33.0
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt11380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt28705
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt33923
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt4262
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt00
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1558773
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24009247
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31901163
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4132662
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Land
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Land Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Building
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Furniture & Fixtures
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Technology
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ECONOMIC FREEDOM FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt004/30/2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt08035
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0ROLNICZA 1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0KONOPISKA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0PL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd042274
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt012500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-03-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0POLISH TRANSLATION OF "THE FEDERALISTS"
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0Funds spent as specified
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02024-08-26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS - BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0125205093
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0107631838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt084467105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1107913479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0106960391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1170706655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - DOMESTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010366409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS - ALTERNATIVES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012643083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09697256
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012348076
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011835
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0800
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Publication Sales
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Miscellaneous Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FIXED ASSET LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt013932
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0348712
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022070885
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0348712
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0800
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022420397
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt05151
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt046363
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03606
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt051514
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09351698
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012348076
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt043918
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02218464
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt043918
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02262382
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt014270
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt014270
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0951312
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09697256
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09697256
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09697256
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02685000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030020749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt08016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0526368
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt08016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt011835
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011835
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011835
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0534384
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt01956
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt017605
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01956
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019561
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012348076
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021668031
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt018770
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt06075
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0742963
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06075
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0749038
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03492614
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03492614
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt011511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0570390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0581901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0362430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0362430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0292323
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05022926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0292323
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05315250
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt01782
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01423582
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01782
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01425364
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt0348712
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0231714
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0580426
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010091091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0739393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018061211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0389136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019737647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022057167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022422647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0739393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018019711
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0389136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019696147
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt05679
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03726722
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05679
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03732401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117672673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112329306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112329306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130001979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short Term Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long Term Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012348076
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt018770
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02685000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0338734918
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0336049918
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0338734918
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptOperatingFoundationsInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/NotApplicableCd0N/A
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01989-02-16
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0428875191
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0156292
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0556246
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0556246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0125506168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0125205093
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0107631838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0209752182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0192380584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0277667046
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07552271
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt026722208
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt020121463
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt019169937
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt019169937
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt020515000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt019890000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0336049918
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0338734918
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0237057
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0237057
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0476600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0700000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010366409
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012643083
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt024510
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt020849
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0458
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0458
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0115926
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010729983
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010729983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0356589428
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0358645767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0428875191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt020539510
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt019910849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0356589428
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0358645767
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0336049918
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0338734918
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0396062892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0573871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0388276593
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05940943
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07212428
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019506097
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0390121949
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0396062892
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0312730
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1217895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2198576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3189000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4164711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt045690
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt113716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt223816
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt348958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt430501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JAMES F COTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1LAURIE L GOETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2STEVEN D EALY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3DOUGLAS J DEN UYL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4HANS L EICHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0FORMER IS DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1FORMER SR EDITOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2FORMER SR EMERITUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3VP EMERITUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4SENIOR FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt011301 N Meridian St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt111301 N Meridian St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt211301 N Meridian St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt311301 N Meridian St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt411301 N Meridian St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd046032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd146032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd246032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd346032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd446032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CHARTIS INTERACTIVE LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1SONDHI SOLUTIONS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2WALTER LEE DAVIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3MITCHELL E DANIELS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4LAUREN LANDSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01592968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1198571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2193888
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3168000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt487570
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0322 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt147 S PENNSYLVANIA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2428 NORTH 13TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31265 LAURELWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt435 COMMONWEALTH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt13F
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0JERSEY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0073021506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd146204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd219123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd346032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd414618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt73.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt940.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt103.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1140.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1240.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0TERRY W ANKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Luis H Ball
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2G Marcus Cole
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3Nathan J Feltman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt4Mary A O'Grady
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt5EMILIO J PACHECO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt6BRIAN J PAWLOWSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt7BEN A RAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt8SANDRA J SCHALLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt9SEAN R SHELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt10DANE STARBUCK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$358,645,767
Liabilities
$19,910,849
Net assets
$338,734,918
Revenue
$22,422,647
Expenses
$19,737,647
Net income
$2,685,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$397$19.3$377$56.9$18.3$38.6
2024Detailed filing. Detailed filing data is available for this year.$359$19.9$339$22.4$19.7$2.69
2023Detailed filing. Detailed filing data is available for this year.$357$20.5$336$12.9$18.6$5.68
2022Detailed filing. Detailed filing data is available for this year.$363$21.1$342$40.4$18.0$22.5
2021Detailed filing. Detailed filing data is available for this year.$341$21.8$319$28.1$15.0$13.0
2020Detailed filing. Detailed filing data is available for this year.$329$23.2$306$15.7$17.0$1.34
2019Detailed filing. Detailed filing data is available for this year.$330$22.9$308$19.6$19.7$0.13
2018Detailed filing. Detailed filing data is available for this year.$331$23.4$308$11.6$19.2$7.53
2017Detailed filing. Detailed filing data is available for this year.$339$24.0$315$49.5$21.4$28.1
2016Detailed filing. Detailed filing data is available for this year.$297$9.41$287$17.8$23.3$5.47
2015Detailed filing. Detailed filing data is available for this year.$296$3.51$293$24.7$21.8$2.91
2014Detailed filing. Detailed filing data is available for this year.$290$0.01$290$41.5$22.2$19.3
2013Detailed filing. Detailed filing data is available for this year.$271$0.01$270$22.2
2012Detailed filing. Detailed filing data is available for this year.$272$0.01$272$22.1
2011Detailed filing. Detailed filing data is available for this year.$269$0.02$269$22.0
2010Detailed filing. Detailed filing data is available for this year.$266$0.02$266$24.2