Civic Intelligence

Sara E Blake Charitable Foundation

990PF • Fiscal year 2015 • EIN 55-6091949

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 17, 2016

Organization Profile
1 Bank PlazaWheeling, WV 26003

(304) 234-9400

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

30th percentile

$17,066

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

56th percentile

1.8%

Faster asset growth than 56% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Flat

$8,117,034

Flat from 2015

Net Assets

$8,117,034

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin77th percentile

Revenue

Flat

$634,796

Flat from 2015

Expenses

Flat

$493,415

Flat from 2015

Net Income

Flat

$141,381

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2011: $7,606,825Liabilities 2011: $02011Assets 2012: $7,467,657Liabilities 2012: $0Net Assets 2012: $7,467,6572012Assets 2013: $7,915,735Liabilities 2013: $0Net Assets 2013: $7,915,7352013Assets 2014: $7,975,653Liabilities 2014: $0Net Assets 2014: $7,975,6532014Assets 2015: $8,117,034Liabilities 2015: $0Net Assets 2015: $8,117,0342015Assets 2015: $8,117,034Liabilities 2015: $12015Assets 2016: $8,001,653Liabilities 2016: $0Net Assets 2016: $8,001,6532016Assets 2017: $7,935,016Liabilities 2017: $0Net Assets 2017: $7,935,0162017Assets 2018: $7,921,314Liabilities 2018: $0Net Assets 2018: $7,921,3142018Assets 2019: $7,755,558Liabilities 2019: $0Net Assets 2019: $7,755,5582019Assets 2020: $7,743,304Liabilities 2020: $0Net Assets 2020: $7,743,3042020Assets 2021: $8,427,330Liabilities 2021: $0Net Assets 2021: $8,427,3302021Assets 2022: $8,350,569Liabilities 2022: $0Net Assets 2022: $8,350,5692022Assets 2023: $8,388,065Liabilities 2023: $12023

Highlighted filing

2015

Assets$8,117,034
Liabilities$0
Net Assets$8,117,034
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $412,790Expenses 2011: $429,184Net Income 2011: -$16,3942011Expenses 2012: $440,4722012Revenue 2013: $906,426Expenses 2013: $458,348Net Income 2013: $448,0782013Revenue 2014: $562,818Expenses 2014: $502,900Net Income 2014: $59,9182014Revenue 2015: $634,796Expenses 2015: $493,415Net Income 2015: $141,3812015Revenue 2015: $634,796Expenses 2015: $493,415Net Income 2015: $141,3812015Revenue 2016: $399,148Expenses 2016: $514,852Net Income 2016: -$115,7042016Revenue 2017: $442,484Expenses 2017: $516,763Net Income 2017: -$74,2792017Revenue 2018: $497,923Expenses 2018: $511,652Net Income 2018: -$13,7292018Revenue 2019: $356,410Expenses 2019: $522,166Net Income 2019: -$165,7562019Revenue 2020: $499,448Expenses 2020: $511,702Net Income 2020: -$12,2542020Revenue 2021: $1,204,791Expenses 2021: $520,765Net Income 2021: $684,0262021Revenue 2022: $462,310Expenses 2022: $539,073Net Income 2022: -$76,7632022Revenue 2023: $575,875Expenses 2023: $542,586Net Income 2023: $33,2892023

Highlighted filing

2015

Revenue$634,796
Expenses$493,415
Net Income$141,381
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 17, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,066-$17,066
Filing and Contact Details

Filer

Filer Name
Sara E Blake Charitable Foundation
EIN
55-6091949
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Cynthia M Perring
Title
Avp & Sto
Phone
3042349400
Signed
2016-06-17
Raw XML AppendixShowing 400 of 1,061 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/Amt0550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0275
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0PNC FUNDING 5.625% 02/01/2017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1WEATHERFORD INTL 6.35% 6/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GE CAPITAL 5.55% 05/04/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3UNITED PARCEL SERVICE 2.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4AUTODESK INC 3.6% 12/15/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5OCCIDENTAL PETROLEUM 3.125% 02
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MORGAN STANLEY CAPITAL I TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt089961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt184750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2205438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3101026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt499999
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6205992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0103963
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt197500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2226206
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt398917
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt497138
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt548889
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6203450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt028517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt538872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt634331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt718014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt934024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1027096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1131383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1220836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1332580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1429932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1537868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1622840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1721112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1825002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1943235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2025272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2248792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2347243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2431189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2540966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2625350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2718982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2826791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2932272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3024476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3127797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3230410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3331153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3438949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3539004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3642287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3746119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3823872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3948023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4021432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4120679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4283662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4445662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45194519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4647686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4784101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4849546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt035821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt545885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt646585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt740630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt823177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt934086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1050609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1145615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1236989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1339151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1434769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1556599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1626093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1752375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1840561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1939728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2026567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2134904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2237153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2326496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2444897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2525856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2643775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2713642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2846152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2951985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3040087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3137266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3235006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3336526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3438240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3537275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3638270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3742787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3831316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3954431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4037185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4136566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4284238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4427061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45182461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4653353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4782928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4841492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GOOGLE INC CLASS C SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5OCEANEERING INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EI DUPONT DENEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15QUALCOMM IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PRECISION CASTPARTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BORGWARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CF INDUSTRIES HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CVS CAREMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CONTINENTAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MACYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PETSMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AVAGO TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CHEMOURS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HAIN CELESTIAL GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53I SHARES RUSSELL MIDCAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MASTERCARD INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56TOLL BROTHERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0103355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11892846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21595628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3519632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4301029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt586550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7169963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8176033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt988016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1066771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11121402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1266771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX INCOME FUND #147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WESMARK GOVT BOND FUND #556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WESMARK GROWTH FUND #549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WESMARK SMALL COMPANY GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD ST INV GRADE BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ARTISAN INT'L FUND #661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FEDERATED TOTAL RETURN BD #328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ARTISAN MID CAP FUND I #962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FEDERATED INT'L LEADERS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9OAKMARK INTL FUND #109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10T ROWE PRICE INSTITUTIONAL EME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PRIMECAP ODYSSEY AGGRESSIVE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TEMPLETON EMERGING MKTS SM/CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0106480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11882206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22142036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3742472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4297034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt582356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6242266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7138591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8156710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt976115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1060403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11112191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1261055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0145362
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0489431
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0634796
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0634796
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0489431
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08533
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08533
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017066
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0454124
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0454124
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0145362
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0145362
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0141381
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01776019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0489431
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0616874
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017066
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0471465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0493415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0634796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0634796
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017922
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039291
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112007-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332010-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532013-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592007-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612012-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642011-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt036797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt158930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt167083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt179536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt183626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2018874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2264953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt236346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt249507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2551304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2615444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2715647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2814070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2911780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3012296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3215931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3315804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3515113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3616849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3714743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3814519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3913559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4011471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4219175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4311194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4419599

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,117,034
Liabilities
$0
Net assets
$8,117,034
Revenue
$634,796
Expenses
$493,415
Net income
$141,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.39$0.00$0.58$0.54$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$0.46$0.54$0.08
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$1.20$0.52$0.68
2020Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.50$0.51$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$0.00$7.76$0.36$0.52$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.00$7.92$0.50$0.51$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$0.00$7.94$0.44$0.52$0.07
2016Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.40$0.51$0.12
2015Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.63$0.49$0.14
2015Summary only. Only limited summary data is available for this year.$8.12$0.00$0.63$0.49$0.14
2014Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.56$0.50$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.91$0.46$0.45
2012Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.44
2011Summary only. Only limited summary data is available for this year.$7.61$0.00$0.41$0.43$0.02