Civic Intelligence

The Milton & Libbey Davis Foundation Inc

990PF • Fiscal year 2018 • EIN 52-2203089

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

502 Washington Ave 8th FloorTowson, MD 21204

(410) 321-0600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-97%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$325,779

Down $15,503 (-4.5%) from 2017

Net Assets

Down

$325,779

Down $15,503 (-4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$16,025

Down $17,289 (-52%) from 2017

Expenses

Up

$31,528

Up $22,289 (+241%) from 2017

Net Income

Down

-$15,503

Down $39,578 (-164%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $455,218Liabilities 2011: $02011Assets 2012: $395,327Liabilities 2012: $0Net Assets 2012: $395,3272012Assets 2013: $355,588Liabilities 2013: $0Net Assets 2013: $355,5882013Assets 2014: $299,003Liabilities 2014: $0Net Assets 2014: $299,0032014Assets 2015: $273,805Liabilities 2015: $0Net Assets 2015: $273,8052015Assets 2016: $317,207Liabilities 2016: $0Net Assets 2016: $317,2072016Assets 2017: $341,282Liabilities 2017: $0Net Assets 2017: $341,2822017Assets 2018: $325,779Liabilities 2018: $0Net Assets 2018: $325,7792018Assets 2019: $297,117Liabilities 2019: $0Net Assets 2019: $297,1172019Assets 2020: $269,843Liabilities 2020: $0Net Assets 2020: $269,8432020Assets 2021: $288,426Liabilities 2021: $0Net Assets 2021: $288,4262021Assets 2022: $317,661Liabilities 2022: $0Net Assets 2022: $317,6612022Assets 2023: $279,032Liabilities 2023: $0Net Assets 2023: $279,0322023Assets 2024: $238,910Liabilities 2024: $0Net Assets 2024: $238,9102024

Highlighted filing

2018

Assets$325,779
Liabilities$0
Net Assets$325,779

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $22,648Expenses 2011: $68,087Net Income 2011: -$45,4392011Expenses 2012: $83,0132012Revenue 2013: $31,392Expenses 2013: $71,131Net Income 2013: -$39,7392013Revenue 2014: $37,873Expenses 2014: $94,458Net Income 2014: -$56,5852014Revenue 2015: $30,954Expenses 2015: $56,152Net Income 2015: -$25,1982015Revenue 2016: $73,767Expenses 2016: $30,365Net Income 2016: $43,4022016Revenue 2017: $33,314Expenses 2017: $9,239Net Income 2017: $24,0752017Revenue 2018: $16,025Expenses 2018: $31,528Net Income 2018: -$15,5032018Revenue 2019: $5,479Expenses 2019: $34,141Net Income 2019: -$28,6622019Revenue 2020: $21,935Expenses 2020: $49,209Net Income 2020: -$27,2742020Revenue 2021: $49,695Expenses 2021: $31,112Net Income 2021: $18,5832021Revenue 2022: $78,108Expenses 2022: $51,073Net Income 2022: $27,0352022Revenue 2023: $6,971Expenses 2023: $45,600Net Income 2023: -$38,6292023Revenue 2024: $10,642Expenses 2024: $50,764Net Income 2024: -$40,1222024

Highlighted filing

2018

Revenue$16,025
Expenses$31,528
Net Income-$15,503
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN J DAVISDirector & Vice-$0--
MARCIA CASTLEMANDirector-$0--
MAYER GUTTMANDirector & Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE PURPOSESEOFBALTIMORE, MD, US$11,850
Paid Grant-CHARITABLE PURPOSESEOFBALTIMORE, MD, US$4,000
Paid Grant-CHARITABLE PURPOSESEXEMPTLA JOLLA, CA, US$3,150
Paid Grant-CHARITABLE PURPOSESEOFBROOKLYN, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Milton & Libbey Davis Foundation Inc
EIN
52-2203089
Phone
4103210600
Address
502 WASHINGTON AVE 8TH FLOOR, TOWSON, MD 21204

Signing Officer

Name
Mayer Guttman
Title
Director
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Wancowicz & Associates PA
Address
11350 McCormick Rd Ste 406 EP 3, Hunt Valley, MD 21031
Preparer
James S Wancowicz
Phone
4107716510
Raw XML AppendixShowing 400 of 423 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/AdjustedNetIncomeAmt01200
AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WANCOWICZ & ASSOCIATES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt714930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt915415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1019203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1221038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1413072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1514754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt024695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt230564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt716866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt814403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1020150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1119590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1511988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES TRUST IBOXXC INVESTOP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7POWERSHARES EXCH TR FD TR II S&P 500 LOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIRST ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9POWERSHARES EXC TR FD TR II POW S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD FUNDS MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD IND FD VANQUARD SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES GLOBAL TECH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16VANGUARD BALANCED INDEX FD INC ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VANGUARD INDEX FUNDS VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VANGUARD INTL EQUITY INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VANGUARD INDEX FD VAN VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VANGUARD STAR FD VAN TOTAL INTL STK INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FIRST TR VALUE LINE DIVID INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GOLDMAN SACHS ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ROYAL DUTCH SHELL PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt023295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD SPECIALIZED FD DIV APPRECIATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD SECTOR INDEX FDS INFO TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt048975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt010719
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05184
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0122
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt016025
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016025
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt010719
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010719
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010719
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15503
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt071074
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt05346
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05346
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05346
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt04490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04490
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt011528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt031528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt011528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt418143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt421002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 ALTRIA GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 ISHARES CORE S&P SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 VANGUARD INTL EQUITY INDEX FD FTSE EURO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 VANGUARD STAR FD TOTAL INTL STK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4600 WEYERHAUSER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05184
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1644
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15503
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0325779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0341282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0325779
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021759
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021759
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021759
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021849
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt090
IRS990PF/DistributableAmountGrp/TotalTaxAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt090
IRS990PF/FMVAssetsEOYAmt0405667
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0271418
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0264330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0299309
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt037433
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037433
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt082341
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0341282
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0325779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024016
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024017
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0341282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0325779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0405667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0341282
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0325779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0341282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0325779
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0443642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0443642
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06655
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021849
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0436987
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0443642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAREN J DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARCIA CASTLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAYER GUTTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & VICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR & PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1502 WASHINGTON AVE 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2502 WASHINGTON AVE 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd221204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt052121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt052166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt054732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt047000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt084800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt060600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.119274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.12567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.10978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.18388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.12422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0436987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0435532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0421113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0428139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0461183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0487855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.596372
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOWSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAYER GUTTMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103210600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MAYER GUTTMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103210600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TOWSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd021204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SALK INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AGUDATH ISRAEL OF BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AHAVAS YISROEL OF BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3FRIENDS OF YESHIVAS MIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010010 N TORREY PINES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16200 PARK HEIGHTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22723 WOODCOURT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35227 NEW UTRECHT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt020000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt062305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt062305
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125706
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0127465
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt05346
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEVIN & GANN PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05346
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05346
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04490
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RBC WEALTH MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04490
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0482
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/Amt0482
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0482
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAYER GUTTMAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.51$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.07$0.46$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.78$0.51$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.50$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.22$0.49$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.05$0.34$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.16$0.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.33$0.09$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.74$0.30$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.31$0.56$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.38$0.94$0.57
2013Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.31$0.71$0.40
2012Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.83
2011Summary only. Only limited summary data is available for this year.$4.55$0.00$0.23$0.68$0.45