Civic Intelligence

James and Jane Welch Foundation

990PF • Fiscal year 2020 • EIN 38-2927749

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 11, 2020

Organization Profile
7125 Headley Street Ste 213Ada, MI 49355

(616) 450-0490

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

18th percentile

-3.8%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,288,435

Down $247,547 (-3.8%) from 2019

Net Assets

Down

$6,288,435

Down $247,547 (-3.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Down

$169,052

Down $257,056 (-60%) from 2019

Expenses

Down

$416,599

Down $21,028 (-4.8%) from 2019

Net Income

Down

-$247,547

Down $236,028 (-2049%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,392,284Liabilities 2011: $0Net Assets 2011: $3,392,2842011Assets 2012: $3,160,399Liabilities 2012: $12012Assets 2013: $4,838,113Liabilities 2013: $12013Assets 2014: $4,602,910Liabilities 2014: $0Net Assets 2014: $4,602,9102014Assets 2015: $4,436,303Liabilities 2015: $02015Assets 2017: $4,745,236Liabilities 2017: $0Net Assets 2017: $4,745,2362017Assets 2018: $6,570,722Liabilities 2018: $0Net Assets 2018: $6,570,7222018Assets 2019: $6,535,982Liabilities 2019: $0Net Assets 2019: $6,535,9822019Assets 2020: $6,288,435Liabilities 2020: $0Net Assets 2020: $6,288,4352020Assets 2021: $6,242,481Liabilities 2021: $0Net Assets 2021: $6,242,4812021Assets 2022: $6,100,760Liabilities 2022: $0Net Assets 2022: $6,100,7602022Assets 2023: $5,954,415Liabilities 2023: $0Net Assets 2023: $5,954,4152023Assets 2024: $5,804,232Liabilities 2024: $0Net Assets 2024: $5,804,2322024

Highlighted filing

2020

Assets$6,288,435
Liabilities$0
Net Assets$6,288,435
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $184,1052011Revenue 2012: $152,204Expenses 2012: $384,089Net Income 2012: -$231,8852012Revenue 2013: $2,062,971Expenses 2013: $385,257Net Income 2013: $1,677,7142013Revenue 2014: $200,784Expenses 2014: $435,987Net Income 2014: -$235,2032014Revenue 2015: $248,318Expenses 2015: $414,925Net Income 2015: -$166,6072015Revenue 2017: $923,733Expenses 2017: $381,035Net Income 2017: $542,6982017Revenue 2018: $2,249,030Expenses 2018: $423,542Net Income 2018: $1,825,4882018Revenue 2019: $426,108Expenses 2019: $437,627Net Income 2019: -$11,5192019Revenue 2020: $169,052Expenses 2020: $416,599Net Income 2020: -$247,5472020Revenue 2021: $352,471Expenses 2021: $398,425Net Income 2021: -$45,9542021Revenue 2022: $348,035Expenses 2022: $489,756Net Income 2022: -$141,7212022Revenue 2023: $80,705Expenses 2023: $29,605Net Income 2023: $51,1002023Revenue 2024: $334,850Expenses 2024: $485,033Net Income 2024: -$150,1832024

Highlighted filing

2020

Revenue$169,052
Expenses$416,599
Net Income-$247,547
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE N WELCHPresident-$0--
CHARLES B WELCHTreasurer-$0--
THOMAS B WELCHVice Preside-$0--
ELIZABETH M WELCHSecretary-$0--
JOHN B WELCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James and Jane Welch Foundation
EIN
38-2927749
Phone
6164500490
Address
7125 HEADLEY STREET STE 213, ADA, MI 49355

Signing Officer

Name
Jane N Welch
Title
President
Phone
6164500490
Signed
2020-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Echelbarger Himebaugh Tamm & Co Pc
Address
2301 E PARIS AVE SE, GRAND RAPIDS, MI 49546-6130
Preparer
Jennifer a Hashley CPA
Phone
6165753482
Raw XML AppendixShowing 400 of 744 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0625
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt029787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1440233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2226248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3271099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4185487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5149013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt673836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7289945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8162088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9187407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10808442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11212156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12464820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13394390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14390000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1540600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1681293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17593936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18205781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19253450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20446248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21129434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23124006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ASG MANAGED FUTURES STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIAMOND HILL LARGE CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DODGE & COX INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DOUBLELINE TOTAL RETURN BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HARBOR SC GROWTH OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HARBOURVEST ACCESS 2017 GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HARBOURVEST ACCESS 2018 GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HARBOURVEST ACCESS 2019 GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8HARDING LOEVNER INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9INVESCO CONVERT SEC Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10IQ MERGER ARBITRAGE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES S&P 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES TR S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JOHN HANCOCK US GLOBAL LEADERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14LAZARD INTL EQ PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MAGNITUDE INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MFS EMERG MRKTS DEBT-R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NEW MOUNTAIN NET LEASE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18T ROWE PRICE INSTL INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19T ROWE PRICE INTL FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD HIGH YIELD CORPORATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD TOTAL BOND MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VICTORY INTEGRITY SMALL-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VOYA FLOATING RATE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24WASATCH CORE GROWTH INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1484306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2245492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3271345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4196975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5146990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt668784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7415002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8200456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9195886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101017254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11210142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12656199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13368670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14423556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1543482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1683583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17632064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18240117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19255517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20497443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2189164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2245609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23128049
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
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0127638
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt041469
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0HARBOURVEST ACCESS 2017 GLB
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1HARBOURVEST ACCESS 2018 GLB
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2HARBOURVEST ACCESS 2019 GLB
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3NEW MOUNTAIN NET LEASE PTNR
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0251
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1-1451
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2-414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt31559
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0169052
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0169052
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt041469
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0377000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0377000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0127638
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0127638
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-247547
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0497684
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041469
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0133303
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-55
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035179
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0379795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0416599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0169107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0169052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02795
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt481010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt512000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt66000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7185113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt860000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt980213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-15446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-3622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-5022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-3170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-15446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-3622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-5022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt465564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7180091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt856830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt979579
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/PropertyDesc0HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HARBOR SC GROWTH OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ASG MANAGED FUTURES STRATEGY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ASG MANAGED FUTURES STRATEGY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ASG MANAGED FUTURES STRATEGY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041469
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6228
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-247547
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06288435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06535982
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06288435
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0340163
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0340163
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0340163
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0341496
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01333
IRS990PF/DistributableAmountGrp/TotalTaxAmt01333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04875
IRS990PF/FMVAssetsEOYAmt07023231
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06535982
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06288435
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06264497
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06210399
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06945195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0271485
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt078036
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt078036
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06535982
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06288435
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07023231
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06535982
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06288435
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06535982
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06288435
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06933937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0192424
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06741513
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0104009
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0341496
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06829928
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06933937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE N WELCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES B WELCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS B WELCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH M WELCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN B WELCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0732 ST GEORGES CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17125 HEADLEY STREET STE 213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27379 THORNAPPLE PINES DR SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32515 INDIAN TRAIL SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45454 QUAIL HOLLOW STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ADA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GRAND RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GRAND RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PALM CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249546
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd349506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd434990
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0350430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0351763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0349290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0363260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0350215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0381520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0381378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06829928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07379703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06972656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06898384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06776665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07620944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0379795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256539
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0378462
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0379795
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01333
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0379795
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt211B
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt311C
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt411D
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt511E
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME EARNED BY THIS TRUST
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1IS USED TO MAKE CHARITABLE CONTRIBUTIONS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07125 HEADLEY STREET STE 213
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ADA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLARITY FAMILY OFFICES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,288,435
Liabilities
$0
Net assets
$6,288,435
Revenue
$169,052
Expenses
$416,599
Net income
-$247,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.33$0.49$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.08$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.35$0.49$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.35$0.40$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.17$0.42$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$0.43$0.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$2.25$0.42$1.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.92$0.38$0.54
2015Summary only. Only limited summary data is available for this year.$4.44$0.00$0.25$0.41$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.20$0.44$0.24
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$2.06$0.39$1.68
2012Summary only. Only limited summary data is available for this year.$3.16$0.00$0.15$0.38$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.18