Civic Intelligence

Joseph D Baker Fund Inc.

990PF • Fiscal year 2014 • EIN 52-6039040

Jan 01, 2014 to Dec 31, 2014 • Filed on May 10, 2015

Organization Profile
1004 Rosemont AvenueFrederick, MD 21702

(301) 694-8180

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-4.2%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,478,902

Up $20,777 (+1.4%) from 2013

Net Assets

Up

$1,478,901

Up $21,401 (+1.5%) from 2013

Liabilities

Down

$1

Down $624 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin73rd percentile

Revenue

Down

$113,897

Down $4,939 (-4.2%) from 2013

Expenses

Up

$92,496

Up $7,012 (+8.2%) from 2013

Net Income

Down

$21,401

Down $11,951 (-36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,436,082Liabilities 2011: $30Net Assets 2011: $1,436,0522011Assets 2012: $1,424,210Liabilities 2012: $62Net Assets 2012: $1,424,1482012Assets 2013: $1,458,125Liabilities 2013: $625Net Assets 2013: $1,457,5002013Assets 2014: $1,478,902Liabilities 2014: $1Net Assets 2014: $1,478,9012014Assets 2015: $1,505,824Liabilities 2015: $1Net Assets 2015: $1,505,8232015Assets 2016: $1,515,582Liabilities 2016: $2Net Assets 2016: $1,515,5802016Assets 2017: $1,541,861Liabilities 2017: $0Net Assets 2017: $1,541,8612017Assets 2018: $1,508,121Liabilities 2018: $0Net Assets 2018: $1,508,1212018Assets 2019: $1,526,847Liabilities 2019: $0Net Assets 2019: $1,526,8472019Assets 2020: $1,504,727Liabilities 2020: $0Net Assets 2020: $1,504,7272020Assets 2021: $1,554,060Liabilities 2021: $0Net Assets 2021: $1,554,0602021Assets 2022: $1,533,542Liabilities 2022: $0Net Assets 2022: $1,533,5422022Assets 2023: $1,558,194Liabilities 2023: $0Net Assets 2023: $1,558,1942023Assets 2024: $1,517,767Liabilities 2024: $0Net Assets 2024: $1,517,7672024

Highlighted filing

2014

Assets$1,478,902
Liabilities$1
Net Assets$1,478,901
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $95,2242011Expenses 2012: $98,6772012Revenue 2013: $118,836Expenses 2013: $85,484Net Income 2013: $33,3522013Revenue 2014: $113,897Expenses 2014: $92,496Net Income 2014: $21,4012014Revenue 2015: $135,310Expenses 2015: $108,388Net Income 2015: $26,9222015Revenue 2016: $110,427Expenses 2016: $100,670Net Income 2016: $9,7572016Revenue 2017: $133,580Expenses 2017: $107,299Net Income 2017: $26,2812017Revenue 2018: $67,914Expenses 2018: $101,654Net Income 2018: -$33,7402018Revenue 2019: $131,410Expenses 2019: $112,684Net Income 2019: $18,7262019Revenue 2020: $98,643Expenses 2020: $120,763Net Income 2020: -$22,1202020Revenue 2021: $158,112Expenses 2021: $108,779Net Income 2021: $49,3332021Revenue 2022: $86,955Expenses 2022: $107,473Net Income 2022: -$20,5182022Revenue 2023: $137,034Expenses 2023: $112,382Net Income 2023: $24,6522023Revenue 2024: $92,524Expenses 2024: $133,657Net Income 2024: -$41,1332024

Highlighted filing

2014

Revenue$113,897
Expenses$92,496
Net Income$21,401
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH D BAKERDirector-$0--
CH RANDOLPH LYON JRDirector-$0--
DR PETER LYONDirector-$0--
JOSEPH D BAKER JRDirector-$0--
GRAHAM C BAKERDirector-$0--
JOHN W BAKERDirector-$0--
BENJAMIN L TYLERDirector-$0--
GERALDINE B HICKSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Joseph D Baker Fund Inc
EIN
52-6039040
Phone
3016948180
Address
1004 ROSEMONT AVENUE, FREDERICK, MD 21702

Signing Officer

Name
Geraldine B Hicks
Title
Director
Signed
2015-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Linton Shafer Warfield & Garrett PA CPAs
Address
201 Thomas Johnson Drive, Frederick, MD 21702
Preparer
Kevin R Hessler
Phone
3016629200
Raw XML AppendixShowing 400 of 726 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0GOLDMAN SACHS 5.2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GOLDMAN SACHS SALT LAKE CITY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GE MONEY BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3NEXTERRA ENERGY CAP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4WELLS FARGO 5.625%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VERIZON COMMUNICATIONS 5.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6JP MORGAN CHASE NOTE 6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7GE 6.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8MORGAN STANLEY 6.6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9BANK OF AMERICA NOTE 6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10BANK OF AMERICA 5.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt247877
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324534
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt435292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt535000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt619347
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt720000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt043753
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt151746
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt255616
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt327747
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt439159
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt539982
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt625330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt721926
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt855420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt039912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt527296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt626049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt744680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt838167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt925637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1035242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1229368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1336026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1433006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1533645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1635095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1723025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1920403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2017437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2225000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2325000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2458870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2535330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2627091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2719803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2825000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2971438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3030000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3131683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3264323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3324117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0114034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt429515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5115350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6138675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8136845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt994466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1047026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1140110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1249110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1323128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1445545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1552285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1665997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1746330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt186337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1920648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2024157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2126000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2226300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2325640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2469060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2548750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2629332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2720320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2830299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2983351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3030804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3132362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3259491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3321681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UNITED DOMINION REALTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2XCEL ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARES CAP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DOMINION RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PNC FINL SVCS GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INTERNATIONAL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SAUL CTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PROSPECT CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PROCTOR AND GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18NOVARITIS AG-SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BARCLAYS BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BEST BUY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHESAPEAKE LODGING TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HERCULES TECHNOLOGY GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ENERGY TRANSFER PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28KINDER MORGAN ENERGY PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SUMMIT HOTEL PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LASALLE HOTEL PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32KEMPER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIRST TRUST INTERMEDIATE DURATION PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GENERAL ELEC CAP CORP 4.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIRST POTOMAC REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1M&T CAPITAL 8.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MERRILL LYNCH CAPITAL 6.45
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt025194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt090181
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt023660
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt056
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt090237
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt023660
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0113897
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt090201
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023660
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt087800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt087800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt090181
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt090181
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt090181
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt021401
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0234809
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0219
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0219
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023660
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0112411
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt090201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt092496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0113841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0113897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52003-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62003-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt065000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt172872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt230007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt512996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt512996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt281488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt724264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc165000 SHARES GE MONEY BK SALT LAKE CITY UTAH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2800 SHARES KINDER MORGAN ENERGY PARTNER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.48 SHARES KINDER MORGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41200 SHARES M & T CAPITAL TRUST IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000 SHARES JR SUBORDINATED DEBENTURES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6280 SHARES SAUL CENTERS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7800 SHARES UDR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023660
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021401
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01478901
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01457500
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01478901
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098769
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098769
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098769
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0101017
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02248
IRS990PF/DistributableAmountGrp/TotalTaxAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02348
IRS990PF/FMVAssetsEOYAmt02196532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0412050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0322050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0360679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0955499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01088806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01754502
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0795
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01257
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01257
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt077208
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt047201
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt060600
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0625
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt094
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012573
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019494
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019494
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01458125
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01478902
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02196532
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01458125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01478902
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01457500
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01478901
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01457500
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01478901
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02051113
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040429
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02010684
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030767
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0101017
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02020346
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02051113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH D BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CH RANDOLPH LYON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR PETER LYON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOSEPH D BAKER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GRAHAM C BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN W BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BENJAMIN L TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7GERALDINE B HICKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07431 WILLOW ROAD 37
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11102 ELM TREE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24048 SW GREENLEAF DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3293 FOXHOUND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46044 MT PHILLIP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt513 PENNSYLVANIA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6162 CRESCENT AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71004 ROSEMONT AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKE FOREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DOYLESTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WALKERSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7FREDERICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd318901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd421703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd521793
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd640206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd721705
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt099923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt080500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt095000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt088000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt091500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt089772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02020346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02026282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01947704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01876207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01763096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01569301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt087800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24451
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt087800
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt087800

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,478,902
Liabilities
$1
Net assets
$1,478,901
Revenue
$113,897
Expenses
$92,496
Net income
$21,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.14$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.13$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits