Civic Intelligence

The Nancy E Barton Foundation

EIN 45-6656212 • Pennington, NJ

PO Box 1532 AftPennington, NJ 08534
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

68th percentile

$20,000

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

24th percentile

-2.1%

Faster asset growth than 24% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Down

$15,229,981

Down $352,777 (-2.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$15,229,981

Down $352,777 (-2.3%) from 2024

Revenue

Down

$551,689

Down $30,390 (-5.2%) from 2024

Expenses

Up

$904,012

Up $9,199 (+1.0%) from 2024

Net Income

Down

-$352,323

Down $39,589 (-13%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2012: $2,885,251Liabilities 2012: $02012Assets 2013: $7,318,034Liabilities 2013: $02013Assets 2014: $7,240,373Liabilities 2014: $02014Assets 2015: $9,804,593Liabilities 2015: $02015Assets 2019: $9,633,991Liabilities 2019: $02019Assets 2020: $9,400,961Liabilities 2020: $0Net Assets 2020: $9,400,9612020Assets 2021: $9,694,808Liabilities 2021: $0Net Assets 2021: $9,694,8082021Assets 2022: $16,246,814Liabilities 2022: $0Net Assets 2022: $16,246,8142022Assets 2023: $15,894,230Liabilities 2023: $0Net Assets 2023: $15,894,2302023Assets 2024: $15,582,758Liabilities 2024: $0Net Assets 2024: $15,582,7582024Assets 2025: $15,229,981Liabilities 2025: $0Net Assets 2025: $15,229,9812025

Highlighted filing

2025

Assets$15,229,981
Liabilities$0
Net Assets$15,229,981

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $4,630,470Expenses 2012: $1,745,219Net Income 2012: $2,885,2512012Revenue 2013: $4,575,796Expenses 2013: $143,013Net Income 2013: $4,432,7832013Revenue 2014: $384,084Expenses 2014: $479,689Net Income 2014: -$95,6052014Revenue 2015: $2,877,414Expenses 2015: $480,812Net Income 2015: $2,396,6022015Revenue 2019: $739,176Expenses 2019: $718,227Net Income 2019: $20,9492019Revenue 2020: $551,552Expenses 2020: $786,799Net Income 2020: -$235,2472020Revenue 2021: $1,123,785Expenses 2021: $841,313Net Income 2021: $282,4722021Revenue 2022: $7,518,013Expenses 2022: $983,406Net Income 2022: $6,534,6072022Revenue 2023: $449,075Expenses 2023: $909,348Net Income 2023: -$460,2732023Revenue 2024: $582,079Expenses 2024: $894,813Net Income 2024: -$312,7342024Revenue 2025: $551,689Expenses 2025: $904,012Net Income 2025: -$352,3232025

Highlighted filing

2025

Revenue$551,689
Expenses$904,012
Net Income-$352,323

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 23, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN BARTONTrustee-$20,000-$20,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON UNIVERSITYUNRESTRICTED GENERALPCBOSTON, MA, US$55,000
Paid GrantTUFTS UNIVERSITYUNRESTRICTED GENERALPCMEDFORD, MA, US$55,000
Paid GrantCHILD GUIDANCE CTR OF SOUTHERN CTUNRESTRICTED GENERALPCSTAMFORD, CT, US$55,000
Paid GrantSAVE THE CHILDRENUNRESTRICTED GENERALPCFAIRFIELD, CT, US$55,000
Paid GrantAMERICARESUNRESTRICTED GENERALPCSTAMFORD, CT, US$55,000
Paid GrantBUILDONUNRESTRICTED GENERALPCSTAMFORD, CT, US$55,000
Paid GrantHARMONY PROJECTUNRESTRICTED GENERALPCLOS ANGELES, CA, US$55,000
Paid GrantTHE COLBURN SCHOOLUNRESTRICTED GENERALPCLOS ANGELES, CA, US$29,000
Paid GrantALL ROADS THEATRE COMPANYUNRESTRICTED GENERALPCN HOLLYWOOD, CA, US$25,000
Paid GrantACLU AMERICAN CIVIL LIBERTIES UNIONUNRESTRICTED GENERALPCHARTFORD, CT, US$15,000
Paid GrantHEARTGIFT FOUNDATIONUNRESTRICTED GENERALPCAUSTIN, TX, US$15,000
Paid GrantPERLMAN MUSIC PROGRAMUNRESTRICTED GENERALPCNEW YORK, NY, US$10,000
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERUNRESTRICTED GENERALPCNEW YORK, NY, US$10,000
Paid GrantVS THEATRE COMPANYUNRESTRICTED GENERALPCLA CRESCENTA, CA, US$10,000
Paid GrantLOS ANGELES YOUTH ORCHESTRAUNRESTRICTED GENERALPCSHERMAN OAKS, CA, US$10,000
Paid GrantCHILDREN'S RANCH FOUNDATIONUNRESTRICTED GENERALPCLOS ANGELES, CA, US$10,000
Paid GrantLAKE CHAPALA PERFORMING ARTS COUNCILUNRESTRICTED GENERALPCBOX ELDER, SD, US$10,000
Paid GrantKUSC RADIOUNRESTRICTED GENERALPCLOS ANGELES, CA, US$10,000
Paid GrantFOUNDATION FOR LIVING BEAUTYUNRESTRICTED GENERALPCPASADENA, CA, US$8,000
Paid GrantCASA MYRNA VAZQUEZ AKA CASA MYRNAUNRESTRICED GENERAL SUPPORTPCBOSTON, MA, US$4,000
Paid GrantFRANKLIN PERFORMING ARTS COUNRESTRICTED GENERALPCFRANKLIN, MA, US$4,000
Paid GrantMETROWEST LEGAL SERVICES INCUNRESTRICTED GENERALPCFRAMINGHAM, MA, US$4,000
Paid GrantCHILDREN'S ROOM - CENTER FOR GRIEVINGUNRESTRICTED GENERALPCARLINGTON, MA, US$4,000
Paid GrantBOSTON ARTS ACADEMY FOUNDATION INCUNRESTRICTED GENERALPCBOSTON, MA, US$4,000
Paid GrantYWCA GREENWICHUNRESTRICTED GENERALPCGREENWICH, CT, US$4,000
Paid GrantJEWISH FAMILY SERVICES OF GREENWICHUNRESTRICTED GENERALPCGREENWICH, CT, US$4,000
Paid GrantGREENWICH HISTORICAL SOCIETYUNRESTRICTED GENERALPCCOSCOB, CT, US$4,000
Paid GrantMETROPOLITAN MUSEUM OF ARTUNRESTRICTED GENERALPCNEW YORK, NY, US$4,000
Paid GrantCOVENANT HOUSEUNRESTRICTED GENERALPCNEW YORK, NY, US$4,000
Paid GrantAUTISM SPEAKSUNRESTRICTED GENERALPCNEW YORK, NY, US$4,000
Paid GrantJEANNE GEIGER CRISIS CENTER INCUNRESTRICTED GENERALPCNEWBURYPORT, MA, US$4,000
Paid GrantLAUREL HOUSE INCUNRESTRICTED GENERALPCSTAMFORD, CT, US$4,000
Paid GrantHOMES WITH HOPE INCUNRESTRICTED GENERALPCWESTPORT, CT, US$4,000
Paid GrantRAW ARTS WORK INCUNRESTRICTED GENERALPCLYNN, MA, US$4,000
Paid GrantHORIZONS FOR HOMELESS CHILDRENUNRESTRICTED GENERALPCROXBURY, MA, US$4,000
Paid GrantTHE HYDE FOUNDATIONUNRESTRICTED GENERALPCBATH, ME, US$4,000
Paid GrantJUVENILE LAW CENTERUNRESTRICTED GENERALPCPHILADELPHIA, PA, US$4,000
Paid GrantLEGAL MOMENTUMUNRESTRICTED GENERALPCNEW YORK, NY, US$4,000
Paid GrantTWLOHA INCUNRESTRICTED GENERALPCMELBOURNE, FL, US$4,000
Paid GrantENIGMA CHAMBER OPERA CO GUERILLA OPERAUNRESTRICTED GENERALPCHAVERHILL, MA, US$4,000
Paid GrantCLASSICS ALIVE FOUNDATIONUNRESTRICTED GENERALPCWOODLANDS, CA, US$4,000
Paid Grant826 LAUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantZEIDERS AMERICAN DREAM THEATERUNRESTRICTED GENERALPCVIRGINIA BEACH, VA, US$4,000
Paid GrantCLASSICAL CROSSROADS INCUNRESTRICTED GENERALPCTORRANCE, CA, US$4,000
Paid GrantDETROIT CREATIVITY PROJECT AKA DCPUNRESTRICTED GENERALPCVENICE, CA, US$4,000
Paid GrantMIA RECOVERYUNRESTRICTED GENERALPCNEWBURY PARK, CA, US$4,000
Paid GrantAMERICAN RED CROSSUNRESTRICTED GENERALPCWASHINGTON, DC, US$4,000
Paid GrantINTERNATIONAL JUSTICE MISSIONUNRESTRICTED GENERALPCWASHINGTON, DC, US$4,000
Paid GrantYOUNG STORYTELLERS FOUNDATIONUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantFIRST DESCENTSUNRESTRICTED GENERALPCDENVER, CO, US$4,000
Paid GrantREMARKABLE MARRIAGE & FAMILY INSTITUTEUNRESTRICTED GENERALPCWALNUT CREEK, CA, US$4,000
Paid GrantGIRLS IN FOCUSUNRESTRICTED GENERALPCRANCHO PALOS VERDES, CA, US$4,000
Paid GrantOPEN SOURCE HOMELESSNESS INITIATIVEUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantYOUNG SHAKESPEAREANS - CMTY INITIATIVESUNRESTRICTED GENERALPCOAKLAND, CA, US$4,000
Paid GrantRYAMAN ARTSUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantASSISTANCE LEAGUE OF LOS ANGELESUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid Grant1736 FAMILY CRISIS CENTERUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantINNER-CITY ARTSUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantA PLACE CALLED HOME AKA APCHUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantVENICE ARTSUNRESTRICTED GENERALPCVENICE, CA, US$4,000
Paid GrantCREATE NOW INCUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid Grant24TH STREET THEATRE COMPANYUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantTHE GABRIELLA FOUNDATIONUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Paid GrantLOS ANGELES MUSIC AND ART SCHOOLUNRESTRICTED GENERALPCLOS ANGELES, CA, US$4,000
Filing and Contact Details

Filer

Filer Name
The Nancy E Barton Foundation
EIN
45-6656212
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Allen Barton
Title
Trustee
Phone
8888663275
Signed
2026-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0551689
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0107400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt060986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0177012
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82025-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92025-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102025-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112025-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122025-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132025-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142025-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152025-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162025-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42941875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt162000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt458125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt143188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt153188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt173188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt203188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt233188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt458125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162000000
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01000. SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12000. SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21000. SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32000. SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43000000. U.S. TREASURY NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000. SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62000. SPDR GOLD TR GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73000000. U.S. TREASURY BILL ZERO% JAN 28 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83000000. U.S. TREASURY BILL ZERO% MAR 25 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93000000. U.S. TREASURY BILL ZERO% MAY 01 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101500000. U.S. TREASURY BILL ZERO% JUN 20 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111500000. U.S. TREASURY BILL ZERO% JUL 10 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122000000. U.S. TREASURY BILL ZERO% JUL 31 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133000000. U.S. TREASURY BILL ZERO% AUG 19 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142000000. U.S. TREASURY BILL ZERO% SEP 04 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152000000. U.S. TREASURY BILL ZERO% SEP 18 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162000000. U.S. TREASURY BILL ZERO% SEP 25 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03406
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-352323
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0454
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015230435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015582758
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015229981
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0904724
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0904724
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0904724
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0911370
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06646
IRS990PF/DistributableAmountGrp/TotalTaxAmt06646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07064
IRS990PF/FMVAssetsEOYAmt019416005
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015582758
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015229981
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt023126
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt023126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01310298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05914701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09907738
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04266209
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0700000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0779090
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04184492
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04684001
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04684001
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015582758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015229981
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019416005
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015582758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015229981
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015582758
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015229981
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05821758
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03908153
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04022050
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018504979
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03182345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015322634
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0277575
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0911370
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018227404
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018504979
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALLEN BARTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012 SADDLEBOW LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RLLNG HLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0834400
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0834400
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

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