Civic Intelligence

Ransom Charitable Trust

990PF • Fiscal year 2017 • EIN 46-7141844

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
C/O 905 Harpeth Valley PlaceNashville, TN 37221

(615) 662-2727

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

60th percentile

7.6%

Higher net margin than 60% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$2,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

41st percentile

0.3%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,046,642

Up $3,457 (+0.3%) from 2016

Net Assets

Up

$1,046,642

Up $3,457 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin60th percentile

Revenue

Up

$70,505

Up $37,073 (+111%) from 2016

Expenses

Down

$65,146

Down $5,345 (-7.6%) from 2016

Net Income

Up

$5,359

Up $42,418 (+114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,085,224Liabilities 2014: $02014Assets 2015: $1,081,983Liabilities 2015: $0Net Assets 2015: $1,081,9832015Assets 2016: $1,043,185Liabilities 2016: $0Net Assets 2016: $1,043,1852016Assets 2017: $1,046,642Liabilities 2017: $0Net Assets 2017: $1,046,6422017Assets 2018: $1,182,121Liabilities 2018: $0Net Assets 2018: $1,182,1212018Assets 2019: $1,155,607Liabilities 2019: $0Net Assets 2019: $1,155,6072019Assets 2020: $1,119,849Liabilities 2020: $0Net Assets 2020: $1,119,8492020Assets 2021: $1,194,900Liabilities 2021: $0Net Assets 2021: $1,194,9002021Assets 2022: $1,171,954Liabilities 2022: $0Net Assets 2022: $1,171,9542022Assets 2023: $1,104,755Liabilities 2023: $0Net Assets 2023: $1,104,7552023Assets 2024: $1,123,854Liabilities 2024: $0Net Assets 2024: $1,123,8542024

Highlighted filing

2017

Assets$1,046,642
Liabilities$0
Net Assets$1,046,642
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $47,934Expenses 2014: $4,783Net Income 2014: $43,1512014Revenue 2015: $35,031Expenses 2015: $37,822Net Income 2015: -$2,7912015Revenue 2016: $33,432Expenses 2016: $70,491Net Income 2016: -$37,0592016Revenue 2017: $70,505Expenses 2017: $65,146Net Income 2017: $5,3592017Revenue 2018: $209,602Expenses 2018: $72,722Net Income 2018: $136,8802018Revenue 2019: $50,456Expenses 2019: $76,970Net Income 2019: -$26,5142019Revenue 2020: $39,704Expenses 2020: $75,140Net Income 2020: -$35,4362020Revenue 2021: $154,543Expenses 2021: $79,492Net Income 2021: $75,0512021Revenue 2022: $61,727Expenses 2022: $84,607Net Income 2022: -$22,8802022Revenue 2023: $21,278Expenses 2023: $88,763Net Income 2023: -$67,4852023Revenue 2024: $98,572Expenses 2024: $79,533Net Income 2024: $19,0392024

Highlighted filing

2017

Revenue$70,505
Expenses$65,146
Net Income$5,359
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM RANSOMTrustee-$2,000-$2,000
MARYLEE R SHAFFERTrustee-$2,000-$2,000
LAWRENCE J SACKSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Ransom Charitable Trust
EIN
46-7141844
Phone
6156622727
Address
C/O 905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221

Signing Officer

Name
Lawrence J Sacks
Title
President
Phone
6156622727
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
905 HARPETH VALLEY PLACE, NASHVILLE, TN 37221
Preparer
David W Hart CPA
Phone
6156622727
Raw XML AppendixShowing 400 of 429 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/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CHARLES SCHWAB - ATTACHED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CHARLES SCHWAB - ATTACHED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt013597
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1129898
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt013616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1149112
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt019
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt119214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN FD CAP WORLD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMERICAN FD DEV WORLD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERICAN FD NEW WORLD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BARON GROWTH FD INST CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BARON REAL ESTATE FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5FIRST EAGLE GLOBAL FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6FRANKLIN INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7PALMER SQUARE INCM PLUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8PIMCO ENHANCED SHORT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9PRIMECAP ODYSSEY GROWTH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10T ROWE PRICE CAP APPR FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11T ROWE PRICE GLBL MULTI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12TEMPLETON GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13TORTOISE MLP & PIPELINE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14VANGUARD EQUITY INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15VANGUARD FTSE EMERGING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16VANGUARD INTERM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17VANGUARD SHORT-TERM BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18VANGUARD SMALL CAP INDEX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt118628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt214356
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt371104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt442842
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt548614
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt658615
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt749006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt835932
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt971104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1027025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1150446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1268508
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1324340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1467589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1511129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1645522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt179623
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1828969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt052752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt117731
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt215471
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt369458
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt451876
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt552366
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt659061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt750061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt835952
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9105608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1028629
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1150224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1271069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1324080
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1480934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1511340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1644688
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt179492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1838896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt549275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1311411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt558282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt617264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt720958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt925063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1217149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1528955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1646738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1714415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CONAGRA FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DOMINION RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HARBOR CAPITAL APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8LAMB WESTON HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NEXTERA ENGERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12NOVARTIS A G SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TORTOISE MLP CF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VERIZON COMMUNICATIONS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt026497
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt044008
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt070505
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070505
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt026497
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt024775
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt026497
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025288
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026497
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05359
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0187503
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt044008
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012151
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0295
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt026497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt057976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt065146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070505
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024775
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05359
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01902
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01048544
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01043185
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01046642
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059544
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059544
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059544
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059973
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0429
IRS990PF/DistributableAmountGrp/TotalTaxAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0429
IRS990PF/FMVAssetsEOYAmt01279084
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt019521
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035836
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0750831
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0793567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0869688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0272833
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0217239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0373559
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01043185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01046642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01279084
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01043185
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01046642
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01043185
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01046642
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01043185
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01046642
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01217734
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027680
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01190054
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018266
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059973
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01199468
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01217734
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE J SACKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM RANSOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARYLEE R SHAFFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0905 HARPETH VALLEY PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1228 GREEN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt218 OURWAY DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLOOMINGTON SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CROSSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd138545
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd238555
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt055748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.022475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01199468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01152411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01117975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01155072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt057976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.070850
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt057547
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt057976
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0429
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt057976
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 HARPETH VALLEY PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NASHVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037221
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ALEXANDER THOMPSON ARNOLD
IRS990PF/StatementsRegardingActyGrp/PhoneNum06156622727
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BASKETBALL WHEELCHAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURNITURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SERVICES FOR THE DEAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEARING AIDS FOR THE UNINSURED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TUTORING SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FOR FAMILIES W/EMOTIONAL DYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABLE YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALIVE HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRIDGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CUMBERLAND CHILDREN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HEAR NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HOMEWORK HOTLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6OASIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04316 PRESCOTT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11718 PATTERSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2415 4TH AVENUE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3165 BOB TOLLETT LOOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4POBOX 210026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54805 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61704 CHARLOTTE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CROSSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03088
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt054888
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059544
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057976
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056456
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt054888
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0252
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11650
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 FEDERAL INCOME TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK/TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEALTH ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
TaxesSchedule/TaxesDetail/Amt0295
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0295
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE J SACKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06156622727
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,046,642
Liabilities
$0
Net assets
$1,046,642
Revenue
$70,505
Expenses
$65,146
Net income
$5,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.10$0.08$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.15$0.08$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.21$0.07$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03$0.07$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.00$0.04