Civic Intelligence

Victor E Clarke Charitable Foundation

EIN 47-6777228 • Delray Beach, FL

55 SE 2nd AveDelray Beach, FL 33444
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

13th percentile

-17%

Higher net margin than 13% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

23rd percentile

-0.9%

Faster asset growth than 23% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-4.9%

Faster revenue growth than 20% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$89,916,151

Down $773,787 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$89,916,151

Down $773,787 (-0.9%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin13th percentile

Revenue

Down

$4,527,448

Down $233,314 (-4.9%) from 2023

Expenses

Down

$5,301,235

Down $398,113 (-7.0%) from 2023

Net Income

Up

-$773,787

Up $164,799 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$100M$50M$0Assets 2015: $1,653,780Liabilities 2015: $02015Assets 2019: $39,571,806Liabilities 2019: $02019Assets 2020: $98,344,803Liabilities 2020: $0Net Assets 2020: $98,344,8032020Assets 2021: $95,917,164Liabilities 2021: $0Net Assets 2021: $95,917,1642021Assets 2022: $91,628,524Liabilities 2022: $0Net Assets 2022: $91,628,5242022Assets 2023: $90,689,938Liabilities 2023: $0Net Assets 2023: $90,689,9382023Assets 2024: $89,916,151Liabilities 2024: $0Net Assets 2024: $89,916,1512024

Highlighted filing

2024

Assets$89,916,151
Liabilities$0
Net Assets$89,916,151
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2015: $1,877,325Expenses 2015: $223,545Net Income 2015: $1,653,7802015Revenue 2019: $20,760,556Expenses 2019: $1,741,359Net Income 2019: $19,019,1972019Revenue 2020: $62,390,953Expenses 2020: $3,617,956Net Income 2020: $58,772,9972020Revenue 2021: $3,773,593Expenses 2021: $6,201,232Net Income 2021: -$2,427,6392021Revenue 2022: $2,570,799Expenses 2022: $6,859,439Net Income 2022: -$4,288,6402022Revenue 2023: $4,760,762Expenses 2023: $5,699,348Net Income 2023: -$938,5862023Revenue 2024: $4,527,448Expenses 2024: $5,301,235Net Income 2024: -$773,7872024

Highlighted filing

2024

Revenue$4,527,448
Expenses$5,301,235
Net Income-$773,787
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,916,151
Liabilities
$0
Net assets
$89,916,151
Revenue
$4,527,448
Expenses
$5,301,235
Net income
-$773,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.9$0.00$89.9$4.53$5.30$0.77
2023Detailed filing. Detailed filing data is available for this year.$90.7$0.00$90.7$4.76$5.70$0.94
2022Detailed filing. Detailed filing data is available for this year.$91.6$0.00$91.6$2.57$6.86$4.29
2021Detailed filing. Detailed filing data is available for this year.$95.9$0.00$95.9$3.77$6.20$2.43
2020Detailed filing. Detailed filing data is available for this year.$98.3$0.00$98.3$62.4$3.62$58.8
2019Summary only. Only limited summary data is available for this year.$39.6$0.00$20.8$1.74$19.0
2015Summary only. Only limited summary data is available for this year.$1.65$0.00$1.88$0.22$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary A GalimidiTrusteePT$0--
Andrew M JacksonTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Victor E Clarke Charitable Foundation
EIN
47-6777228
Phone
5618195409
Address
55 SE 2nd Ave, Delray Beach, FL 33444

Signing Officer

Name
Andrew M Jackson
Title
Co-Trustees
Phone
5618195409
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Hickok Law Firm PA
Address
55 SE 2nd Ave STE 203, Delray Beach, FL 33444
Preparer
Robert J Hickok Esq CPA
Phone
5618196219
Raw XML AppendixShowing 400 of 641 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/Amt021582
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Hickok Law Firm, P.A.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF page 4, Part VI-A, Line 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Regarding Controlled Entity
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The CCH tax software generates Statement 12 of the return and references same for Line 11, Part VI-A, on page 4 of Form 990-PF. The software is generating a diagnostic indicating that said Statement 12 is generated only for the paper return and not for the electronic return due to there being no provision in the IRS electronic filing schema to prepare the schedule of controlled entities per the Form 990-PF instructions. The diagnostic recommends preparing a general explanation attachment for the required information for said Line 11, which is the reason for this general explanation attachment. The required information for said Line 11 is as follows:The Foundation owned throughout 2024 approximately 32.93% of Gables Engineering, Inc., a Florida corporation, that operates an engineering/ aircraft parts manufacturing business and that has one class of stock. It is a controlled entity under IRC s. 512(b)(13) due to attribution via IRC s. 318. The Foundation received the stock as a bequest on August 11, 2020 from the Victor E. Clarke Declaration of Trust, EIN: 46-7152621. The stock appears near the middle of Statement 8. The permitted holdings under IRC s. 4943(c)(2) are 0% because disqualified persons own more than 20% of the stock. The Foundation's stock holdings in the controlled entity are not excess business holdings because of the 5-year rule under IRC s. 4943(c)(6)(A). The Foundation sold all of the stock in 2025 before it had any excess business holdings. The name, address, and EIN of the controlled entity are as follows:Gables Engineering, Inc.247 Greco AvenueCoral Gables, FL 33146EIN: 59-0561349
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0American Express Co GLB 3.950% due 08-01-2025 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Apple Inc 2.750% due 1-13-2025 300,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Carlisle Companies Inc GLB 3.750% due 12-1-2027 150,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Crown Castle Inc 4.450% due 2-15-2026 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Darden Restaurants Inc Unsecured Sr Nt 3.850% due 5-1-2027 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Elevance Health GLB 2.375% due 1-15-2025 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Exxon Mobil Corporation GLB 2.992% due 3-19-2025 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Gilead Sciences Inc GLB 3.500% due 02-01-2025 50,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Intel Corp GLB 3.400% due 3-25-2025 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9JM Smucker Co Company Gurant GLB 3.500% due 03-15-2025 50,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10John Deere Capital Corp 5.150% due 9-8-2026 200,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Norfolk Southern Corp GLB 2.900% due 6-15-2026 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12The Goldman Sachs G 5.000% due 9-30-2025 200,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13The Kraft Heinz Food Company 3.000% due 6-1-2026 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14Visa Inc GLB 3.150% due 12-14-2025 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15Zoetis Inc 4.500% due 11-13-2025 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16The Home Depot 5.100% due 12-24-2025 200,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Starbucks Corp 4.750% due 2-15-2026 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18Broadcom Corp 3.875% due 1-15-2027 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19The Goldman Sachs 5.125% due 7-30-2027 100,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20Waste Management 4.500% due 3-15-2028 150,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21Apple Inc 4.000% due 5-10-2028 150,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22McDonald's Corp 2.625% due 9-1-2029 200,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23JPMorgan Chase & Co 5.000% due 10-31-2034 250,000 par
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt096738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1291130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2135579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt398925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4109025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt597141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt699369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt748525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8100390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt948432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10199858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11102934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12200025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1398640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14104365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1599722
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16201094
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1799897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1898680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19100223
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20150230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21149476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22185580
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23250000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt099622
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1299819
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2145556
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt399703
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt497660
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt599898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt699670
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749938
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt899644
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt949829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10202504
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1197584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12199999
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1397546
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1498806
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1599871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16201247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17100205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1898390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1999404
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20149136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21147770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22182056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23240013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0360916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2417357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3422814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4496221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5336377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6567080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7343584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8160641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9229041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10228622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11497476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12163594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13126256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14273536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15259932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16312550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1761546865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18510740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19522619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20531883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21645962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22743054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23626621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24143675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2588247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26176344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27810086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28296169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29451610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30570951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31205491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32398957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33108743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34298147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35165473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36405652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37714386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38549295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39570175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40727153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41624292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42678478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43521805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0639720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21428300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31031133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41702856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51646379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6720450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7666322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8202776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9271350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10198340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111649286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12459100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13281400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14433492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15378963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16404514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1773904000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18622384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19564018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201126637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21898659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22905268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231601700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241074320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25166640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26318015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27912360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28318535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291629348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30883745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31477054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32792110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33145608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34956160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35416184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36966480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371062306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38399900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt391074536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40723775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41814650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42879892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43597636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AbbVie Inc (ABBV) 3,600 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Alphabet Inc Class A (GOOGL) 500 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Alphabet Inc Class C (GOOG) 7,500 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Amazon.com Inc (AMZN) 4,700 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Apple Inc (AAPL) 6,800 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Ares Management Corporation (ARES) 9,300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AutoZone Inc (AZO) 225 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BlackRock Inc (BLK) 650 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Chevron Corporation (CVX) 1,400 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Chipotle Mexican Grill Inc (CMG) 4,500 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ConocoPhillips (COP) 2,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Costco Wholesale Corporation (COST) 1,800 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Danaher Corporation (DHR) 2,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Dover Corporation (DOV) 1,500 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Ecolab Inc (ECL) 1,850 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EnerSys (ENS) 4,100 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EOG Resources Inc (EOG) 3,300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Gables Engineering Inc 35,775/ 108,634 shares non-public company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Home Depot Inc (HD) 1,600 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Johnson & Johnson (JNJ) 3,900 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JPMorgan Chase & Co (JPM) 4,700 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21McDonald's Corporation (MCD) 3,100 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Merck & Co Inc (MRK) 9,100 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Microsoft Corporation (MSFT) 3,800 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Nvidia Corporation (NVDA) 8,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Oracle Corporation (ORCL) 1,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Parker-Hannifin Corporation (PH) 500 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PepsiCo Inc (PEP) 6,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Procter & Gamble Company (PG) 1,900 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Progressive Corporation Ohio (PGR) 6,800 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Roper Technologies Inc (ROP) 1,700 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ServiceNow Inc (NOW) 450 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Stryker Corporation (SYK) 2,200 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Synopsys Inc (SNPS) 300 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Tetra Tech Inc (TTEK) 24,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Thermo Fisher Scientific Inc (TMO) 800 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TJX Companies Inc (TJX) 8,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UnitedHealth Group Incorporated (UNH) 2,100 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Verizon Communications Inc (VZ) 10,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Visa Inc (V) 3,400 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Walt Disney Company (DIS) 6,500 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Zoetis Inc (ZTS) 5,000 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Corpay Inc (CPAY) 2,600 shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43S&P Global Inc (SPGI) 1,200 shares
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Purchased corporate bond interest
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Purchased US Treasury note interest
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03915330
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0322238
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0289880
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04527448
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04527448
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021582
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0322238
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05012000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03915330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03915330
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-773787
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04179440
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0289880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0289880
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05553
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0322238
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04365200
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0162038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0170001
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0210
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt082022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0162248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05301235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04527448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04527448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0162248
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0289235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03857202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0322199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0322199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04179401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0322238
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-773787
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt089916151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt090689938
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt089916151
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05738140
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05738140
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05738140
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05798816
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060676
IRS990PF/DistributableAmountGrp/TotalTaxAmt060676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt048188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0108864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt048188
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt060676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt060676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0108864
IRS990PF/FMVAssetsEOYAmt0117458964
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03704972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03165978
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03155870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt078733634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt078888030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0106440951
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt048188
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt048188
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0507686
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06050
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06050
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt090689938
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt089916151
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07743646
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07807905
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07807905
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt090689938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt089916151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0117458964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt090689938
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt089916151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt090689938
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt089916151
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0117742452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08551835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt035212256
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01766137
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt073978361
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05798816
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0115976315
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0117742452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Corient Private Wealth LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0162038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Brokerage - see also Stmt 5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0101 Park Ave STE 3100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gary A Galimidi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Andrew M Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07440 SW 68th St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt155 SE 2nd Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Miami
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Delray Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133444
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05012000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05012000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.