Civic Intelligence

Apple Py Foundation

990PF • Fiscal year 2016 • EIN 45-4104645

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 06, 2017

Organization Profile
PO Box 606Quincy, WA 98848

(509) 787-4411

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,557,987

Up $31,714 (+0.7%) from 2015

Net Assets

Up

$4,557,987

Up $31,714 (+0.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin69th percentile

Revenue

Up

$276,899

Up $59,267 (+27%) from 2015

Expenses

Up

$245,185

Up $14,130 (+6.1%) from 2015

Net Income

Up

$31,714

Up $45,137 (+336%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $3,458,648Liabilities 2013: $02013Assets 2014: $4,539,696Liabilities 2014: $0Net Assets 2014: $4,539,6962014Assets 2015: $4,526,273Liabilities 2015: $0Net Assets 2015: $4,526,2732015Assets 2016: $4,557,987Liabilities 2016: $0Net Assets 2016: $4,557,9872016Assets 2017: $5,034,049Liabilities 2017: $0Net Assets 2017: $5,034,0492017Assets 2019: $5,305,742Liabilities 2019: $0Net Assets 2019: $5,305,7422019Assets 2020: $5,603,923Liabilities 2020: $0Net Assets 2020: $5,603,9232020Assets 2021: $6,289,957Liabilities 2021: $0Net Assets 2021: $6,289,9572021Assets 2022: $5,616,555Liabilities 2022: $0Net Assets 2022: $5,616,5552022Assets 2023: $5,728,901Liabilities 2023: $12023Assets 2024: $6,007,852Liabilities 2024: $0Net Assets 2024: $6,007,8522024

Highlighted filing

2016

Assets$4,557,987
Liabilities$0
Net Assets$4,557,987
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $511,601Expenses 2013: $153,189Net Income 2013: $358,4122013Revenue 2014: $1,269,681Expenses 2014: $188,633Net Income 2014: $1,081,0482014Revenue 2015: $217,632Expenses 2015: $231,055Net Income 2015: -$13,4232015Revenue 2016: $276,899Expenses 2016: $245,185Net Income 2016: $31,7142016Revenue 2017: $473,721Expenses 2017: $246,395Net Income 2017: $227,3262017Revenue 2019: $439,265Expenses 2019: $257,732Net Income 2019: $181,5332019Revenue 2020: $312,998Expenses 2020: $274,688Net Income 2020: $38,3102020Revenue 2021: $780,033Expenses 2021: $311,419Net Income 2021: $468,6142021Revenue 2022: $316,069Expenses 2022: $318,458Net Income 2022: -$2,3892022Revenue 2023: $488,958Expenses 2023: $335,474Net Income 2023: $153,4842023Revenue 2024: $633,749Expenses 2024: $354,798Net Income 2024: $278,9512024

Highlighted filing

2016

Revenue$276,899
Expenses$245,185
Net Income$31,714
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GISELA PERLEBERGTrustee-$0--
CARLA PERLEBERGTrustee-$0--
DENA YBARRATrustee-$0--
MANUEL C YBARRATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWORLD VISIONHELPING FAMILIES REACH THEIR FULL POTENTIAL BY TACKLING THE ROOT CAUSES OF POVERTY AND INJUSTICE.PCFEDERAL WAY, WA, US$116,000
Paid GrantMERCY SHIPSTO PROVIDE ACCESS TO GOOD MEDICAL CARE TO THOSE IN DESPERATE NEED.PCGARDEN VALLEY, TX, US$25,000
Paid GrantST PLUS XGENERAL MISSION SUPPORTPCQUINCY, WA, US$16,000
Paid GrantCATHOLIC CHARITIES - DIOCESE OF YAKIMAIN SUPPORT OF YAKIMA CATHOLIC FAMILY AND CHILD SERVICEPCYAKIMA, WA, US$12,000
Paid GrantSHARE THE WARMTH - GRANT COUNTY PUDGENERAL MISSION SUPPORTPCEPHRATA, WA, US$12,000
Paid GrantHARVEST MISSION TO THE UNREACHEDGENERAL MISSION SUPPORTPCSUGAR LAND, TX, US$10,000
Paid GrantNORTHWEST HARVESTTO PROVIDE NUTRITIOUS FOOD TO HUNGRY PEOPLE STATEWIDE IN A MANNER THAT RESPECTS THEIR DIGNITY, WHILE FIGHTING TO ELIMINATE HUNGER.PCSEATTLE, WA, US$6,500
Paid GrantSALVATION ARMYGENERAL MISSION SUPPORTPCSEATTLE, WA, US$5,000
Paid GrantSAMARITAN PURSEGENERAL MISSION SUPPORTPCBOONE, NC, US$5,000
Paid GrantECLAGENERAL MISSION SUPPORTPCCHICAGO, IL, US$5,000
Paid GrantQUINCY JUNIOR HIGHCONNECTING THE DOTS PROGRAMPCQUINCY, WA, US$3,600
Paid GrantQUINCY COMMUNITY FOOD BANKGENERAL MISSION SUPPORTPCQUINCY, WA, US$3,000
Paid GrantSERVE QUINCY VALLEYGENERAL MISSION SUPPORTPCQUINCY, WA, US$3,000
Paid GrantSOLOMON'S PORCHGENERAL MISSION SUPPORTPCMINNEAPOLIS, MN, US$2,000
Paid GrantMATTAWA FOOD BANKGENERAL MISSION SUPPORTPCMATTAWA, WA, US$500
Paid GrantROYAL CITY FOOD BANKGENERAL MISSION SUPPORTPCROYAL CITY, WA, US$500
Filing and Contact Details

Filer

Filer Name
Apple Py Foundation
EIN
45-4104645
Phone
5097874411
Address
PO BOX 606, QUINCY, WA 98848

Signing Officer

Name
Carla Perleberg
Title
Trustee
Phone
5097874411
Signed
2017-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
601 WEST RIVERSIDE SUITE 700, SPOKANE, WA 99201-0622
Preparer
John P Bjorkman
Phone
5093636300
Raw XML AppendixShowing 400 of 666 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/Amt02691
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01346
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt182272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt277942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4116128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5245905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt748284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt837138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9355624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1037796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1137090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12198162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13118730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1451145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15123366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1641589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17108236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1841430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19195046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20327358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2165140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2221400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2374124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2430351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2520303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26100444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2761636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD GROWTH EF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD VALUE EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INVESCO INTL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FPA NEW INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HARTFORD DIVIDEND AND GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INTERNATIONAL GROWTH AND INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8JANUS ENTERPRISE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JP MORGAN CORE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CLEARBRIDGE SMALL CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MFS MID VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12MAINSTAY FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13TEMPLETON GLOBAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14THORNBURG INVESTMENT INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15THORNBURG LTD TERM INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17RUSSEL GLOBAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18RUSSELL MULTI STRATEGY INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19RUSSEL US STRATEGIC EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20RUSSEL STRATEGIC BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21RUSSELL EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22RUSSELL GLOBAL REAL ESTATES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23RUSSEL GLOBAL OPPORTUNISTIC CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24RUSSELL GLOBAL INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25RUSSELL COMMODITY STRATEGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26RUSSEL INTL DEVELOPMENT MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27RUSSEL SMALL CAP EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt277942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4116128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5245905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6100327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt748284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt837138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9355624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1037796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1137090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12198162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13118730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1451145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15123366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1641589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17108236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1841430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19195046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20327358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2165140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2221400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2374124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2430351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2520303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26100444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2761636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt067555
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022636
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06708
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt096899
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt096899
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01346
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01345
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02691
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022636
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0225100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0225100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067555
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt067555
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt031714
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0237212
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06708
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06708
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022636
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt080074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015545
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01849
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0228360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0245185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt096899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0276899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt084143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt561015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt628837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt926646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt926646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt082019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt559609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt627663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt926646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FPA NEW INC I CUSIP: XXX-XX-XXXX /SYMBOL: FPNIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VNGRD GROWTH ETF I CUSIP: XXX-XX-XXXX / SYMBOL: VUG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RUSSELL GLB INFRA SI CUSIP: XXX-XX-XXXX /SYMBOL: RGISX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RUSSELL COMDTY STR SI CUSIP: XXX-XX-XXXX /SYMBOL: RCCSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RUSSELL US SMCP EQ SI CUSIP: XXX-XX-XXXX I SYMBOL: RLESX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RUSSELL US STR EQ SI CUSIP: 78249R826 /SYMBOL: RSESX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RUSSELL MUL T STR ALTS I CUSIP: 78249R875 / SYMBOL:
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RUSSELL MUL T STR ALTS I CUSIP: 78249R875 / SYMBOL:
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RUSSELL MUL T STR ALTS I CUSIP: 78249R875 / SYMBOL:
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022636
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt031714
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04557987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04526273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04557987
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0221257
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0221257
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0221257
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0222058
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0801
IRS990PF/DistributableAmountGrp/TotalTaxAmt0801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01129
IRS990PF/FMVAssetsEOYAmt04557987
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02776093
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02810743
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02810743
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04526273
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04557987
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01750180
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01747244
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01747244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04526273
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04557987
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04557987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04526273
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04557987
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04526273
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04557987
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04508792
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01752101
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02756691
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt067632
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0222058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04441160
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04508792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0GISELA PERLEBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CARLA PERLEBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DENA YBARRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MANUEL C YBARRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098848
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198848
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd298848
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398848
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0180631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0181432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0217476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0178685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0151528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt051710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04441160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04282197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03572824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03057217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0975676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0886500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0228360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.203361
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0227559
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0228360
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0801
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0228360
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 606
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0QUINCY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098848
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05097874411
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,557,987
Liabilities
$0
Net assets
$4,557,987
Revenue
$276,899
Expenses
$245,185
Net income
$31,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.63$0.35$0.28
2023Summary only. Only limited summary data is available for this year.$5.73$0.00$0.49$0.34$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.32$0.32$0.00
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.78$0.31$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.31$0.27$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.44$0.26$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.47$0.25$0.23
2016Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.28$0.25$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.22$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$1.27$0.19$1.08
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.51$0.15$0.36