Civic Intelligence

The Nancy E Barton Foundation

990PF • Fiscal year 2025 • EIN 45-6656212

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 23, 2026

PO Box 1532 AftPennington, NJ 08534

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

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

Liabilities / Revenue

13th percentile

0.00x

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

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

Net Margin

4th percentile

-64%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

21st percentile

$20,000

Higher top officer pay than 21% of similar nonprofits.

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

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

Asset Growth

21st percentile

-2.3%

Faster asset growth than 21% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-5.2%

Faster revenue growth than 23% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Down

$15,229,981

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

Net Assets

Down

$15,229,981

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

Liabilities

Flat

$0

Flat 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

Historical Trend

Balance Sheet Trend

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

$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 across loaded years, with this 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
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/TotalExpensesRevAndExpnssAmt0904012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0539141
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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