Civic Intelligence

Jeffery Wallace Ellis Trust C/O Mcdermott & Miller PC

990PF • Fiscal year 2019 • EIN 36-3494704

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 07, 2020

Organization Profile
PO Box 1317Hastings, NE 68902-1317

(402) 462-4154

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

78%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,165,493

Up $322,348 (+17%) from 2018

Net Assets

Up

$2,165,493

Up $322,348 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$474,853

Up $207,782 (+78%) from 2018

Expenses

Down

$152,505

Down $12,789 (-7.7%) from 2018

Net Income

Up

$322,348

Up $220,571 (+217%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,789,159Liabilities 2012: $0Net Assets 2012: $1,789,1592012Assets 2013: $1,735,235Liabilities 2013: $0Net Assets 2013: $1,735,2352013Assets 2014: $1,710,223Liabilities 2014: $0Net Assets 2014: $1,710,2232014Assets 2015: $1,851,354Liabilities 2015: $0Net Assets 2015: $1,851,3542015Assets 2016: $1,741,391Liabilities 2016: $0Net Assets 2016: $1,741,3912016Assets 2017: $1,741,368Liabilities 2017: $0Net Assets 2017: $1,741,3682017Assets 2018: $1,843,145Liabilities 2018: $0Net Assets 2018: $1,843,1452018Assets 2019: $2,165,493Liabilities 2019: $0Net Assets 2019: $2,165,4932019Assets 2020: $2,184,084Liabilities 2020: $0Net Assets 2020: $2,184,0842020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2019

Assets$2,165,493
Liabilities$0
Net Assets$2,165,493
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $140,7232012Revenue 2013: $82,208Expenses 2013: $136,132Net Income 2013: -$53,9242013Revenue 2014: $127,780Expenses 2014: $152,792Net Income 2014: -$25,0122014Revenue 2015: $294,854Expenses 2015: $153,723Net Income 2015: $141,1312015Revenue 2016: $58,586Expenses 2016: $168,549Net Income 2016: -$109,9632016Revenue 2017: $172,628Expenses 2017: $172,651Net Income 2017: -$232017Revenue 2018: $267,071Expenses 2018: $165,294Net Income 2018: $101,7772018Revenue 2019: $474,853Expenses 2019: $152,505Net Income 2019: $322,3482019Revenue 2020: $150,712Expenses 2020: $132,121Net Income 2020: $18,5912020Revenue 2021: $134,783Expenses 2021: $2,318,867Net Income 2021: -$2,184,0842021

Highlighted filing

2019

Revenue$474,853
Expenses$152,505
Net Income$322,348
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 7, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD H ELLIS JRPresident/Trustee-$0--
EVA ELLISSecretary/Trustee-$0--
PETER ELLISVice President/Trustee-$0--
AMANDA ELLIS-THURBERTreasurer/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jeffery Wallace Ellis Trust
EIN
36-3494704
Phone
4024624154
Address
PO BOX 1317, HASTINGS, NE 68902-1317

Signing Officer

Name
Lloyd H Ellis Jr
Title
Pres./trustee
Phone
4024624154
Signed
2020-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
PO BOX 1317, HASTINGS, NE 68902-1317
Preparer
Ashley a Englund CPA Cva
Phone
4024624154
Raw XML AppendixShowing 400 of 570 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/Amt06300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LUTZ - PREPARATION OF FORM 990-PF; TAX PLANNING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXPLANATION OF OWNER ADVISED FUND DISTRIBUTIONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE JEFFERY WALLACE ELLIS TRUST, A PRIVATE FOUNDATION DID TREAT DISTRIBUTIONS TO A DONOR ADVISED FUND OF THE HASTINGS COMMUNITY FOUNDATION AS QUALIFYING DISTRIBUTIONS. THOSE FUNDS CONSISTENT WITH IRC SECTION 170(C)(2)(B) WILL BE USED TO SUPPORT EDUCATION CONSISTENT WITH THE SCHOLARSHIP POLICY OF THE JEFFERY WALLACE ELLIS FOUNDATION AND OTHER CHARITABLE PURPOSES AS THE HASTINGS COMMUNITY FOUNDATION DECIDES.THE HASTINGS COMMUNITY FOUNDATION HAS FINAL APPROVAL (AND EXERCISES EXPENDITURE RESPONSIBILITY) OVER ANY DISTRIBUTIONS FROM THE FUND AND FURTHER AS A PART OF THE DONOR ADVISED AGREEMENT AND PURPOSES OF THE HASTINGS COMMUNITY FOUNDATION DISTRIBUTIONS CAN ONLY BE MADE FOR PURPOSES PROVIDED FOR UNDER IRC SECTION 170(C) INCLUDING IRC SECTION 170(C)(2)(B).NO PERSON INVOLVED WITH THE PRIVATE FOUNDATION, THE DONOR ADVISED FUND OR ANY OTHER PERSON DESCRIBED IN SECTION 4958(F)(7) RECEIVED ANY DIRECT OR INDIRECT BENEFIT FROM ANY DISTRIBUTION FROM EITHER THE PRIVATE FOUNDATION OR THE DONOR ADVISED FUND.UNDER THE TERMS OF THE DONOR ADVISED AGREEMENT WITH THE HASTINGS COMMUNITY FOUNDATION ANNUAL FINANCIAL REPORTS ARE TO BE GIVEN TO THE JEFFERY WALLACE ELLIS TRUST INCLUDING DISTRIBUTIONS MADE UNDER THE TERMS OF THE AGREEMENT.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt055179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1111245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt258516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt453824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt553987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt663693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt766177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt820206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt923779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1065553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1136983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1225783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1375753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1465753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1592253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1643135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1788216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1868693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19109601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2041749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2117356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2242002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2342276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2426415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2524341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2615994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2716715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2841588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2964312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3065360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3137491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3264416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3332721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3452688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3589630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3627108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3762800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3842747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3977000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DBX ETF TR XTRACK RUSSELL 1000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DBX ETF TR XTRACK FTSE US ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DBX ETF TR XTRACK MSCI CHINA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FISRT TR EXCHAN TRADED FD IV SENIOR LN FD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIRST TR EXCHAN TRADED FD VII FST TR GLB FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GOLDMAN SACHS ETF TRUST EQUAL WEIGHT US ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8INDEXIQ ETF TRUST - IQ HEDGE MULTI-STRATEGY TR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9INDEXIQ ETF TRUST - IQ MERGER ARBITRAGE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INVESCO EXCHANGE TRADED FD TR S&P VLU MOMN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INVESCO EXCHANGE TRADED FD TR DYNMC PHRMCTLS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES TRUST ASIA 50 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JANUS DETROIT STREET TRUST HENDRSN SHRT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14JP MORGAN DIVERSIFIED ET ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JP MORGAN ULTRA-SHORT INCOME ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JP MORGAN DIVERSIFIED EQT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PIMCO EQUITY SERIES RAFI DYN EMERG ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PIMCO ETF TRUST ACTIVE BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANECK VECTORS ETF TRUST MORNINGSTAR WIDE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD FTSE SMCAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21WISDOMTREE TRUST FUTURE STRAT FD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22AMERICAN FUNDS BALANCED F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23AMERICAN FUNDS GLOBAL BAL F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24AMERICAN FUNDS BOND FUND OF AMERICA F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AMERICAN FUNDS CAPITAL WORLD GROWTH & INC F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26AMERICAN FUNDS NEW PERSPECTIVE F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27AMERICAN FUNDS WA MUTUAL INVESTORS F2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28BNY MELLON GLOBAL FIXED INCOME I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29DOUBLELINE FUNDS TOTAL RET BOND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30PIMCO INVESTMENTS INCOME INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31VANGUARD FTSE ALL WLD EX-US IDX ADMRL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32VANGUARD INTERMEDIATE TERM BOND INDEX - ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VANGUARD DEVELOPED MKTS INDEX - ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VANGUARD MID CAP INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD GROWTH INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD SMALL-CAP INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37VANGUARD 500 INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38VICTORY FUNDS MKT NEUTRAL INCOME I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39WEITZ FUNDS SHORT DURATION INCOME INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt067252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1113975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt258006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt340013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt454877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt555963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt658955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt774442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt821375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt927324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1076452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1139414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1228050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1375789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1462076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1592842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1648660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1788377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1869969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19130924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2044440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2116023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2246685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2347073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2427387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2528499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2619016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2718826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2844080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2965368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3065959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3140267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3267426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3333261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3458781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35133791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3635703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3772351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3842670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3977310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt060240
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0402176
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt052
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-834
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0144
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0461778
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0461778
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0402176
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0111348
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0111348
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt060240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt060240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0322348
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt012241
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt012241
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01578543
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0593
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0402176
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0443959
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016549
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0117648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0152505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0474853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0474853
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030894
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0941455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1234912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt013959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt048962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1329341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt048962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1329341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0990417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1564253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - TD AMERITRADE #XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LAND 10-7-10 ADAMS COUNTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EQUIPMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0402176
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0322348
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02165493
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01843145
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02165493
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107667
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107667
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107667
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0112107
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04440
IRS990PF/DistributableAmountGrp/TotalTaxAmt04440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02360
IRS990PF/FMVAssetsEOYAmt02331961
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt017000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt017000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01380063
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01380063
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0209196
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03285
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03342
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03342
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01583103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02103183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02269651
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0446082
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0768430
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047561
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt058968
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt058968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01843145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02165493
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02331961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01843145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02165493
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01843145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02165493
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02276276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040751
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02234691
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034144
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0834
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0112107
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02242132
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02276276
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LLOYD H ELLIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVA ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AMANDA ELLIS-THURBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033775 REDBRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133775 REDBRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25422 GRACE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3285 ABBOTT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MENTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BRATTLEBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd305301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0111080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0115520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0127824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0133685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0125006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0125773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0130123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02242132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02397706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02666928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02658269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02654062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02609949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0117648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247709
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0113208
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0117648
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04440
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0117648
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,165,493
Liabilities
$0
Net assets
$2,165,493
Revenue
$474,853
Expenses
$152,505
Net income
$322,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$2.32$2.18
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.15$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.47$0.15$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.27$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.17$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.29$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14