Civic Intelligence

Westwind Foundation

990PF • Fiscal year 2010 • EIN 52-6358830

Jan 01, 2010 to Dec 31, 2010 • Filed on Jul 30, 2011

c/o WWM 232 East High Street22902
Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2010 filings • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

2010 filings • $50M-$100M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$53,905,012

No earlier filing loaded for comparison.

Net Assets

$53,905,012

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,689,419

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $53,905,012Liabilities 2010: $0Net Assets 2010: $53,905,0122010Assets 2011: $49,096,872Liabilities 2011: $12011Assets 2012: $45,898,468Liabilities 2012: $0Net Assets 2012: $45,898,4682012Assets 2013: $48,659,111Liabilities 2013: $0Net Assets 2013: $48,659,1112013Assets 2014: $59,203,177Liabilities 2014: $0Net Assets 2014: $59,203,1772014Assets 2015: $55,038,647Liabilities 2015: $0Net Assets 2015: $55,038,6472015Assets 2016: $78,722,668Liabilities 2016: $4,096Net Assets 2016: $78,718,5722016Assets 2017: $98,300,439Liabilities 2017: $0Net Assets 2017: $98,300,4392017Assets 2018: $99,870,690Liabilities 2018: $0Net Assets 2018: $99,870,6902018Assets 2019: $104,800,668Liabilities 2019: $0Net Assets 2019: $104,800,6682019Assets 2020: $103,079,316Liabilities 2020: $62Net Assets 2020: $103,079,2542020Assets 2021: $99,228,211Liabilities 2021: $66Net Assets 2021: $99,228,1452021Assets 2022: $94,635,340Liabilities 2022: $67Net Assets 2022: $94,635,2732022Assets 2023: $91,397,147Liabilities 2023: $70Net Assets 2023: $91,397,0772023Assets 2024: $87,879,404Liabilities 2024: $2,092Net Assets 2024: $87,877,3122024

Highlighted filing

2010

Assets$53,905,012
Liabilities$0
Net Assets$53,905,012

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $3,689,4192010Revenue 2011: $335,445Expenses 2011: $3,642,444Net Income 2011: -$3,306,9992011Expenses 2012: $3,989,0592012Revenue 2013: $11,016,944Expenses 2013: $3,844,211Net Income 2013: $7,172,7332013Revenue 2014: $15,399,936Expenses 2014: $4,079,969Net Income 2014: $11,319,9672014Revenue 2015: $694,297Expenses 2015: $4,092,079Net Income 2015: -$3,397,7822015Revenue 2016: $32,325,853Expenses 2016: $4,420,507Net Income 2016: $27,905,3462016Revenue 2017: $17,057,312Expenses 2017: $5,094,537Net Income 2017: $11,962,7752017Revenue 2018: $6,188,777Expenses 2018: $5,176,881Net Income 2018: $1,011,8962018Revenue 2019: $9,058,270Expenses 2019: $4,075,303Net Income 2019: $4,982,9672019Revenue 2020: $2,989,873Expenses 2020: $4,655,417Net Income 2020: -$1,665,5442020Revenue 2021: $3,546,810Expenses 2021: $6,599,140Net Income 2021: -$3,052,3302021Revenue 2022: $2,505,390Expenses 2022: $7,098,262Net Income 2022: -$4,592,8722022Revenue 2023: $2,609,036Expenses 2023: $6,909,220Net Income 2023: -$4,300,1842023Revenue 2024: $3,496,611Expenses 2024: $7,016,376Net Income 2024: -$3,519,7652024

Highlighted filing

2010

Revenue-
Expenses$3,689,419
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jul 30, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD M MILLERTrustee-$0--
JANET H MILLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOYS & GIRLS CLUB OF CHARLOTTESVILLEALBEMARLETO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$313,500
Paid GrantSOUTHERN ENVIRONMENTAL LAW CENTERTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$305,000
Paid GrantINTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGIONTO FUND OPERATING NEEDS-NEW YORK, NY, US$230,000
Paid GrantMSI-USTO FUND OPERATING NEEDS-BOULDER, CO, US$185,000
Paid GrantADVOCATES FOR YOUTHTO FUND OPERATING NEEDS-WASHINGTON, DC, US$140,000
Paid GrantCHESAPEAKE CLIMATE ACTION NETWORKTO FUND OPERATING NEEDS-TAKOMA PARK, MD, US$140,000
Paid GrantCENTER FOR REPRODUCTIVE RIGHTSTO FUND OPERATING NEEDS-NEW YORK, NY, US$100,000
Paid GrantFORESTETHICSTO FUND OPERATING NEEDS-SAN FRANCISCO, CA, US$100,000
Paid GrantNATURAL RESOURCES DEFENSE COUNCILTO FUND OPERATING NEEDS-NEW YORK, NY, US$100,000
Paid GrantPUBLIC HEALTH INSTITUTETO FUND OPERATING NEEDS-OAKLAND, CA, US$100,000
Paid GrantSOUTHERN ALLIANCE FOR CLEAN ENERGYTO FUND OPERATING NEEDS-KNOXVILLE, TN, US$95,000
Paid GrantGLOBAL GREENGRANTS FUNDTO FUND OPERATING NEEDS-BOULDER, CO, US$75,000
Paid GrantCENTER FOR INTERNATIONAL ENVIRONMENTAL LAWTO FUND OPERATING NEEDS-WASHINGTON, DC, US$65,000
Paid GrantLAND TRUST ALLIANCETO FUND OPERATING NEEDS-WASHINGTON, DC, US$65,000
Paid GrantPLANNED PARENTHOOD FEDERATION OF AMERICA INCTO FUND OPERATING NEEDS-NEW YORK, NY, US$65,000
Paid GrantAPPALACHIAN VOICESTO FUND OPERATING NEEDS-BOONE, NC, US$60,000
Paid GrantPACIFIC ENVIRONMENT & RESOURCES CENTER (DBA PACIFIC ENVIRONMENT)TO FUND OPERATING NEEDS-SAN FRANCISCO, CA, US$60,000
Paid GrantCERESTO FUND OPERATING NEEDS-BOSTON, MA, US$50,000
Paid GrantGREENPEACE FUND INCTO FUND OPERATING NEEDS-WASHINGTON, DC, US$50,000
Paid GrantIPASTO FUND OPERATING NEEDS-CHAPEL HILL, NC, US$50,000
Paid GrantUNIVERSITY OF RICHMONDTO FUND OPERATING NEEDS-RICHMOND, VA, US$50,000
Paid GrantPOPULATION MEDIA CENTERTO FUND OPERATING NEEDS-SHELBURNE, VT, US$50,000
Paid GrantANSWERTO FUND OPERATING NEEDS-PISCATAWAY, NJ, US$45,000
Paid GrantREPRODUCTIVE HEALTH TECHNOLOGIES PROJECTTO FUND OPERATING NEEDS-WASHINGTON, DC, US$45,000
Paid GrantSEXUALITY INFORMATION COUNCIL OF THE UNITED STATESTO FUND OPERATING NEEDS-NEW YORK, NY, US$45,000
Paid GrantWEST COAST ENVIRONMENTAL LAW RESEARCH FOUNDATIONTO FUND OPERATING NEEDS-VANCOUVER, CA$45,000
Paid GrantCATHOLICS FOR CHOICETO FUND OPERATING NEEDS-WASHINGTON, DC, US$40,000
Paid GrantCENTER FOR CLIMATE STRATEGIES INC (CCS)TO FUND OPERATING NEEDS-WASHINGTON, DC, US$40,000
Paid GrantFEMINIST MAJORITY FOUNDATIONTO FUND OPERATING NEEDS-ARLINGTON, VA, US$40,000
Paid GrantSKYTRUTHTO FUND OPERATING NEEDS-SHEPHERDSTOWN, WV, US$40,000
Paid GrantVIRGINIA ORGANIZING PROJECTTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$39,500
Paid GrantEARTHJUSTICETO FUND OPERATING NEEDS-OAKLAND, CA, US$35,000
Paid GrantOUTWARD BOUNDTO FUND OPERATING NEEDS-GARRISON, NY, US$30,000
Paid GrantPLANNED PARENTHOOD HEALTH SYSTEMS INCTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$30,000
Paid GrantRENEWABLE ENERGY ALASKA PROJECTTO FUND OPERATING NEEDS-ANCHORAGE, AK, US$25,000
Paid GrantSOUTH CAROLINA COASTAL CONSERVATION LEAGUE INCTO FUND OPERATING NEEDS-CHARLESTON, SC, US$25,000
Paid GrantWETLANDS WATCHTO FUND OPERATING NEEDS-NORFOLK, VA, US$25,000
Paid GrantMAINE COAST HERITAGE TRUSTTO FUND OPERATING NEEDS-TOPSHAM, ME, US$20,000
Paid GrantNORTHERN ALASKA ENVIRONMENTAL CENTERTO FUND OPERATING NEEDS-FAIRBANKS, AK, US$20,000
Paid GrantSIERRA CLUB FOUNDATIONTO FUND OPERATING NEEDS-SAN FRANCISCO, CA, US$20,000
Paid GrantTHE HILL SCHOOLTO FUND OPERATING NEEDS-POTTSTOWN, PA, US$18,750
Paid GrantALASKA CONSERVATION ALLIANCETO FUND OPERATING NEEDS-ANCHORAGE, AK, US$15,000
Paid GrantALASKA CONSERVATION FOUNDATIONTO FUND OPERATING NEEDS-ANCHORAGE, AK, US$15,000
Paid GrantCHESAPEAKE BAY FOUNDATION INCTO FUND OPERATING NEEDS-RICHMOND, VA, US$15,000
Paid GrantHARVARD BUSINESS SCHOOLTO FUND OPERATING NEEDS-BOSTON, MA, US$15,000
Paid GrantLEHIGH UNIVERSITYTO FUND OPERATING NEEDS-BETHLEHEM, PA, US$15,000
Paid GrantTRUDEAU INSTITUTETO FUND OPERATING NEEDS-SARANAC LAKE, NY, US$15,000
Paid GrantWILLIAMS COLLEGETO FUND OPERATING NEEDS-WILLIAMSTOWN, MA, US$15,000
Paid GrantFUNDERS NETWORK ON POPULATION REPRODUCTIVE HEALTH AND RIGHTSTO FUND OPERATING NEEDS-ROCKVILLE, MD, US$11,725
Paid GrantBERKSHIRE TACONIC COMMUNITY FOUNDATIONTO FUND OPERATING NEEDS-GREAT BARRINGTON, MA, US$10,000
Paid GrantBUILDING GOODNESS FOUNDATIONTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$10,000
Paid GrantDOCTORS WITHOUT BORDERSTO FUND OPERATING NEEDS-NEW YORK, NY, US$10,000
Paid GrantGRIST MAGAZINE INCTO FUND OPERATING NEEDS-SEATTLE, WA, US$10,000
Paid GrantNARAL PRO-CHOICE VIRGINIA FOUNDATIONTO FUND OPERATING NEEDS-ALEXANDRIA, VA, US$10,000
Paid GrantPBS FOUNDATIONTO FUND OPERATING NEEDS-ARLINGTON, VA, US$10,000
Paid GrantTABOR ACADEMYTO FUND OPERATING NEEDS-MARION, MA, US$10,000
Paid GrantTHE HEALTH WAGONTO FUND OPERATING NEEDS-CLINCHCO, VA, US$10,000
Paid GrantISLAND PRESSTO FUND OPERATING NEEDS-WASHINGTON, DC, US$10,000
Paid GrantTHE ST FRANCIS HOSPITAL FOUNDATION INCTO FUND OPERATING NEEDS-ROSLYN, NY, US$10,000
Paid GrantVIRGINIA CONSERVATION NETWORKTO FUND OPERATING NEEDS-RICHMOND, VA, US$10,000
Paid GrantALASKA WILDLIFE ALLIANCETO FUND OPERATING NEEDS-ANCHORAGE, AK, US$7,500
Paid GrantRECTOR & VISITOSR OF THE UNIVERSITY OF VIRGINIATO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$7,500
Paid GrantCHARLOTTESVILLE AREA COMMUNITY FOUNDATIONTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$7,000
Paid GrantCOASTAL MOUNTAINS LAND TRUSTTO FUND OPERATING NEEDS-CAMDEN, ME, US$6,000
Paid GrantSHENANDOAH NATIONAL PARK TRUSTTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$6,000
Paid GrantPARAMOUNT THEATERTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$5,847
Paid GrantAMERICAN CHESTNUT FOUNDATIONTO FUND OPERATING NEEDS-ASHEVILLE, NC, US$5,000
Paid GrantGULF OF MAINE RESEARCH INSTITUTETO FUND OPERATING NEEDS-PORTLAND, ME, US$5,000
Paid GrantHABITAT FOR HUMANITYTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$5,000
Paid GrantHARVARD GRADUATE SCHOOL OF EDUCATIONTO FUND OPERATING NEEDS-CAMBRIDGE, MA, US$5,000
Paid GrantJACKSON LABORATORYTO FUND OPERATING NEEDS-BAR HARBOR, ME, US$5,000
Paid GrantKONBIT SANTECAP HAITIEN HEALTH PARTNERSHIPTO FUND OPERATING NEEDS-PORTLAND, ME, US$5,000
Paid GrantMEMORIAL SLOAN-KETTERING CANCER CENTERTO FUND OPERATING NEEDS-NEW YORK, NY, US$5,000
Paid GrantMS CARE CENTER AT NYUTO FUND OPERATING NEEDS-NEW YORK, NY, US$5,000
Paid GrantNATIONAL URBAN SQUASH AND EDUCATION ASSOCIATIONTO FUND OPERATING NEEDS-ROXBURY CROSSING, MA, US$5,000
Paid GrantPIEDMONT CASATO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$5,000
Paid GrantPORTLAND MUSEUM OF ARTTO FUND OPERATING NEEDS-PORTLAND, ME, US$5,000
Paid GrantSCARBOROUGH LAND CONSERVATION TRUSTTO FUND OPERATING NEEDS-SCARBOROUGH, ME, US$5,000
Paid GrantTHE COMPASS PROJECTTO FUND OPERATING NEEDS-PORTLAND, ME, US$5,000
Paid GrantTHOMAS JEFFERSON FOUNDATIONTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$5,000
Paid GrantUVA MILLER CENTER OF PUBLIC AFFAIRSTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$5,000
Paid GrantWILLIAMSTOWN THEATRE FESTIVALTO FUND OPERATING NEEDS-WILLIAMSTOWN, MA, US$5,000
Paid GrantWVTF PUBLIC RADIONATIONAL PUBLIC RADIOTO FUND OPERATING NEEDS-ROANOKE, VA, US$5,000
Paid GrantAMERICAN FRIENDS OF THE PARENTS CIRCLE FAMILIES FORUMTO FUND OPERATING NEEDS-NEW YORK, NY, US$5,000
Paid GrantLOCAL FOOD HUBTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$5,000
Paid GrantPLANNED PARENTGOOD LEAGUE OF MASSACHUSETTS INCTO FUND OPERATING NEEDS-BOSTON, MA, US$5,000
Paid GrantPOUND RIDGE LAND CONSERVANCYTO FUND OPERATING NEEDS-POUND RIDGE, NY, US$5,000
Paid GrantRIVANNA COMMUNITY CHURCHTO FUND OPERATING NEEDS-RUCKERSVILLE, VA, US$5,000
Paid GrantLENOX HILL NEIGHBORHOOD HOUSE INCTO FUND OPERATING NEEDS-NEW YORK, NY, US$5,000
Paid GrantCONSULTATIVE GROUP ON BIOLOGICAL DIVERSITYTO FUND OPERATING NEEDS-SAN FRANCISCO, CA, US$3,500
Paid GrantCHARLOTTESVILLE FREE CLINICTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$2,000
Paid GrantNATIONAL AUDUBON SOCIETYTO FUND OPERATING NEEDS-ITHACA, NY, US$2,000
Paid GrantQUEENS BOTANICAL GARDENTO FUND OPERATING NEEDS-FLUSHING, NY, US$2,000
Paid GrantRONALD MCDONALD HOUSE CHARITIES OF CHARLOTTESVILLETO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$2,000
Paid GrantSPECIAL OLYMPICS MAINETO FUND OPERATING NEEDS-SOUTH PORTLAND, ME, US$2,000
Paid GrantUVA CANCER RESEARCH CENTERTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$2,000
Paid GrantUVA HEALTH SYSTEM DEPARTMENT OF PEDIATRICSTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$2,000
Paid GrantENVIRONMENTAL GRANTMAKERS ASSOCIATIONTO FUND OPERATING NEEDS-NEW YORK, NY, US$1,690
Paid GrantJANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION & CONSERVATIONTO FUND OPERATING NEEDS-ARLINGTON, VA, US$1,500
Paid GrantSUSAN L CURTIS CHARITABLE FOUNDATIONTO FUND OPERATING NEEDS-PORTLAND, ME, US$1,500
Paid GrantCENTER FOR NONPROFIT EXCELLENCETO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$1,445
Paid GrantSTONEWALL JACKSON AREA COUNCIL (BOY SCOUTS OF AMERICA)TO FUND OPERATING NEEDS-WAYNESBORO, VA, US$1,250
Paid GrantADVOCATES FOR A SUSTAINABLE ALBEMARLE POPULATIONTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$1,000
Paid GrantELK HILLTO FUND OPERATING NEEDS-GOOCHLAND, VA, US$1,000
Paid GrantLIVE ARTSTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$1,000
Paid GrantMAINE ISLAND TRAIL ASSOCIATIONTO FUND OPERATING NEEDS-PORTLAND, ME, US$1,000
Paid GrantPINE MANOR COLLEGETO FUND OPERATING NEEDS-CHESTNUT HILL, MA, US$1,000
Paid GrantRECORDING FOR THE BLIND AND DYSLEXICTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$1,000
Paid GrantST PAUL'S MEMORIAL CHURCHTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$1,000
Paid GrantTEXAS A AND M UNIVERSITYTO FUND OPERATING NEEDS-COLLEGE STATION, TX, US$1,000
Paid GrantWOMEN UNITED IN PHILANTHROPYTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$1,000
Paid GrantNATIONAL MULTIPLE SCLEROSIS SOCIETYTO FUND OPERATING NEEDS-WALTHAM, MA, US$1,000
Paid GrantCHILDREN'S ORGANIZATION OF SOUTHEAST ASIATO FUND OPERATING NEEDS-ROSWELL, GA, US$1,000
Paid GrantPROUTS NECK ASSOCIATIONTO FUND OPERATING NEEDS-SCARBOROUGH, ME, US$750
Paid GrantCROZET VOLUNTEER FIRE DEPARTMENTTO FUND OPERATING NEEDS-CROZET, VA, US$500
Paid GrantETHEL WALKER SCHOOLTO FUND OPERATING NEEDS-SIMSBURY, CT, US$500
Paid GrantGREEN VALE SCHOOLTO FUND OPERATING NEEDS-GLEN HEAD, NY, US$500
Paid GrantAIDS FOUNDATION HOUSTON INCTO FUND OPERATING NEEDS-HOUSTON, TX, US$500
Paid GrantAMERICAN HEART ASSOCIATION INCTO FUND OPERATING NEEDS-DALLAS, TX, US$500
Paid GrantCOMMUNITY ACCESS INCTO FUND OPERATING NEEDS-NEW YORK, NY, US$500
Paid GrantPUBLIC EDUCATION FUND OF CHARLOTTESVILLE-ALBEMARLE INCTO FUND OPERATING NEEDS-CHARLOTTESVILLE, VA, US$500
Paid GrantAMERICAN DIABETES ASSOCIATION INCTO FUND OPERATING NEEDS-ALEXANDRIA, VA, US$250
Paid GrantST JAMES EPISCOPAL CHURCHTO FUND OPERATING NEEDS-BRUNSWICK, ME, US$200
Paid GrantCHARLES E THOMAS LIBRARYTO FUND OPERATING NEEDS-DELRAY BEACH, FL, US$100
Filing and Contact Details

Filer

EIN
52-6358830
Raw XML AppendixShowing 400 of 1,375 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/AccountingFees/Amount03433
AccountingFeesSchedule/AccountingFees/Category0Accounting Fees
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03433
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue084000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0125800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Virginia National Bank
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0265145
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome01787856
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0189
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount091
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0265425
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01787856
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02053281
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm03433
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03433
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01787856
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03499007
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03499007
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0265145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0265145
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1636138
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice025206825
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm066
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0189
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0189
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss066
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm02190
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02190
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01787856
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01971665
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss0178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm020437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss033626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm054001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss054001
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss05022
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01489
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03499007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm081616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03689419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02053281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02053281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm081616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0190412
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss090407
IRS990PF/BalanceSheets/CapitalStockBOY01015783
IRS990PF/BalanceSheets/CapitalStockEOY01015783
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY084000
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY084000
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0125800
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY04439017
IRS990PF/BalanceSheets/OtherAssetsEOY02678529
IRS990PF/BalanceSheets/OtherAssetsEOYFMV02678529
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY052906141
IRS990PF/BalanceSheets/RetainedEarningsEOY052889229
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY049398907
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY051142483
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV051238996
IRS990PF/BalanceSheets/TotalAssetsBOY053921924
IRS990PF/BalanceSheets/TotalAssetsEOY053905012
IRS990PF/BalanceSheets/TotalAssetsEOYFMV054043325
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY053921924
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY053905012
IRS990PF/BalanceSheets/TotalNetAssetsBOY053921924
IRS990PF/BalanceSheets/TotalNetAssetsEOY053905012
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01787856
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02684815
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23892571
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3261364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis43753698
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5999119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis62033233
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73998576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis81901741
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis91971767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10493139
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11465163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12475544
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13503589
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-01-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-01-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122010-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-06-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92010-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102010-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122010-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132010-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0294,202,463 JAPANESE YEN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14,478.79 EURO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2221,250 PROSHARES ULTRASHORT QQQ ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset320,000 SHS ZIONS BANCORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset440,000 ISHARES BARCLAYS 20+ YR TREASURY BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset531,500 PROSHARES ULTRASHORT S&P500 ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset619 SHS BERSHIRE HATHAWAY INC. CL-A HOLDING CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset736,200 SPDR S&P 500 ETF TRUST SDDR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset835,000 ISHARES TR S & P VALUE INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset930,000 ISHARES TR S&P SMALLCAP 600 VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset108,100 ISHARE TR S&P 500 GROWTH INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset118,600 ISHARE TR S&P 500 VALUE INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125,445 ISHARES TR S&P MIDCAP 400 GROWTH INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset137,662 ISHARES TR S&P SMALLCAP 600 VALUE INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14KERRY ASSOCIATES - PASSTHROUGH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15PENNELL VENTURE MARATHON LP - PASSTHROUGH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0803086
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2241209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3263333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss446757
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss530717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6232638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7195322
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8103909
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-128747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-16778
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1127662
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-2072
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-30792
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1428894
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-7782
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0803086
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2241209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3263333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses446757
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses530717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6232638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7195322
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8103909
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-128747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-16778
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1127662
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-2072
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-30792
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1428894
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-7782
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03487901
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16262
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice24133780
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3524697
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice43800455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice51029836
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice62265871
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice74193898
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice82005650
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice91843020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10476361
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11492825
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12473472
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13472797
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1636138
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02976
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01622202
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal053907988
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY053921924
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY053905012
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01363711
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01363711
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01363711
IRS990PF/DistributableAmount/MinimumInvestmentReturn01383428
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome019717
IRS990PF/DistributableAmount/TotalTax019717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02976
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax019717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal019717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome019717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue016741
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02976
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY054043325
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets028089898
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances017420361
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities010669537
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0421348
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01383428
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets027668550
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets028089898
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWARD M MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANET H MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ROSEMONT FARM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11ROSEMONT FARM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CHARLOTTESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode022903
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode122903
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02252099
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02232382
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.080683
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.058810
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052278
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.060777
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.080170
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.151381
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets027668550
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1054470275
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2055395391
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3040886616
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4029152891
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5013823828
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome019717
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03499007
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103203415
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202895985
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear302484955
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear402337199
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear502092661
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.403416
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03479290
IRS990PF/QualifyingDistributions/ExpensesAndContributions03499007
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm019717
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions03499007
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber17
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Capital gains/losses generated by the Foundation
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1Fair Fund Distribution
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Edward M Miller
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04349775762
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10c/o WWM 232 East High Street
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Charlottesville
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode022902
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0DC
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0www.westwindfoundation.org
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0EDWARD M MILLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1140000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount47500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount645000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount760000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount810000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9313500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1140000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1240000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1365000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1550000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount177000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount182000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1915000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20140000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount216000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount223500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2535000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount261000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount271690
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount28500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2940000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount30100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3111725
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3275000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3450000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3510000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount365000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount375000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3815000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount395000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount40230000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount425000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount431500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.9$0.00$87.9$3.50$7.02$3.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.4$0.00$91.4$2.61$6.91$4.30
2022Detailed filing. Detailed filing data is available for this year.$94.6$0.00$94.6$2.51$7.10$4.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.2$0.00$99.2$3.55$6.60$3.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$2.99$4.66$1.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$0.00$105$9.06$4.08$4.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.9$0.00$99.9$6.19$5.18$1.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.3$0.00$98.3$17.1$5.09$12.0
2016Detailed filing. Detailed filing data is available for this year.$78.7$0.00$78.7$32.3$4.42$27.9
2015Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$0.69$4.09$3.40
2014Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$15.4$4.08$11.3
2013Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$11.0$3.84$7.17
2012Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$3.99
2011Summary only. Only limited summary data is available for this year.$49.1$0.00$0.34$3.64$3.31
2010Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$3.69