Civic Intelligence

Toleo Foundation

990PF • Fiscal year 2024 • EIN 58-1496345

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

Organization Profile
123 South Elm StreetGreensboro, NC 27401

(336) 273-4425

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

370%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,619,621

Up $418,548 (+5.8%) from 2023

Net Assets

Up

$7,619,621

Up $418,548 (+5.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin80th percentile

Revenue

Up

$1,233,765

Up $970,990 (+370%) from 2023

Expenses

Down

$815,217

Down $162,566 (-17%) from 2023

Net Income

Up

$418,548

Up $1,133,556 (+159%) from 2023

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: $56,341Liabilities 2011: $0Net Assets 2011: $56,3412011Assets 2012: $58,777Liabilities 2012: $12012Assets 2013: $656,996Liabilities 2013: $0Net Assets 2013: $656,9962013Assets 2014: $55,991Liabilities 2014: $02014Assets 2015: $43,335Liabilities 2015: $0Net Assets 2015: $43,3352015Assets 2019: $8,345,740Liabilities 2019: $02019Assets 2020: $8,716,384Liabilities 2020: $0Net Assets 2020: $8,716,3842020Assets 2021: $8,606,035Liabilities 2021: $0Net Assets 2021: $8,606,0352021Assets 2022: $7,916,081Liabilities 2022: $0Net Assets 2022: $7,916,0812022Assets 2023: $7,201,073Liabilities 2023: $0Net Assets 2023: $7,201,0732023Assets 2024: $7,619,621Liabilities 2024: $0Net Assets 2024: $7,619,6212024

Highlighted filing

2024

Assets$7,619,621
Liabilities$0
Net Assets$7,619,621
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,387,0382011Revenue 2012: $9,063Expenses 2012: $6,627Net Income 2012: $2,4362012Revenue 2013: $1,181,585Expenses 2013: $405,414Net Income 2013: $776,1712013Revenue 2014: $21,289Expenses 2014: $704,856Net Income 2014: -$683,5672014Revenue 2015: $389Expenses 2015: $13,045Net Income 2015: -$12,6562015Revenue 2019: $474,878Expenses 2019: $577,677Net Income 2019: -$102,7992019Revenue 2020: $1,028,755Expenses 2020: $658,111Net Income 2020: $370,6442020Revenue 2021: $540,494Expenses 2021: $650,843Net Income 2021: -$110,3492021Revenue 2022: $36,531Expenses 2022: $726,485Net Income 2022: -$689,9542022Revenue 2023: $262,775Expenses 2023: $977,783Net Income 2023: -$715,0082023Revenue 2024: $1,233,765Expenses 2024: $815,217Net Income 2024: $418,5482024

Highlighted filing

2024

Revenue$1,233,765
Expenses$815,217
Net Income$418,548
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL KAPLANPres/TreasPT$0--
LYN CHASENSecretary-$0--
SCOTT KAPLANVP-$0--
Filing and Contact Details

Filer

Filer Name
Toleo Foundation
EIN
58-1496345
Phone
3362734425
Address
123 SOUTH ELM STREET, GREENSBORO, NC 27401

Signing Officer

Name
Randall Kaplan
Title
President
Phone
3362734425
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
Regina Petrangeli
Phone
3362944494
Raw XML AppendixShowing 400 of 748 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/Amt03570
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0536584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1728447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2339316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt378150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt685026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt784867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt891592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9363267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10250056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11255155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12259966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13259970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14249924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15249790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16249922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17249860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1874938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1975060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20155015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21239908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22224959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2331213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2436478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2521632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2650860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2718038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2846301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2913346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3026880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3122620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3261113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3326111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3425324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3532847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3629728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3735710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3825422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3934903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4034464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4130631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4229340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4386487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4429358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4526380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4629434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4739680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4830342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4935933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5032531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5149263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5237384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53250042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54230476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5531375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5638141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5735333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5837902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5937787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6035727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6140726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6234143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01,559 SHS ISHARES CORE S&P 500 ETF (IVV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16907 SHS ISHARES RUSSELL 1000 VALUE ETF (IWD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23280 SHS ISHARES TR RUS 1000 GRW ETF (IWF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3650 SHS ECOLAB INC (ECL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4250 SHS PINNACLE FINL PARTNERS INC (PNFP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIDELITY TREASURY MONEY MARKET FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63,320 SHS FIDELITY BLUE CHIP GROWTH ETF (FBCG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71,000 SHS HEALTH CARE SELECT SECTOR SPDR (XLV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81,200 SHS SELECT SECTOR SPDR TRUST TECHNOLOGY (XLK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93751 SHS ISHARES CORE US AGGREGATE BOND ETF (AGG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1010,226 SHS ISHARES IBONDS DEC 2025 TERM (IBDQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1110,796 SHS ISHARES TR IBONDS DEC 2026 TERM (IBDR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1211,030 SHS ISHARES TR IBONDS 27 ETF (IBDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1310,571 SHS ISHARES TR IBDS DEC28 ETF (IBDT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1410,921 SHS ISHARES TR IBONDS DEC 29 (IBDU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1510,009 SHS ISHARES TR IBONDS DEC 2032 (IBDX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1612,131 SHS ISHARES TRUST IBONDS DEC 2031 TERM CORPORATE ETF (IBDW)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1711,640 SHS ISHARES TR IBONDS DEC 2030 (IBDV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183,463 SHS ISHARES TR IBONDS 29 TRM TS (IBTJ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193,398 SHS ISHARES TR IBONDS 28 TRM TS (IBTI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt207,064 SHS ISHARES TR IBONDS 27 TRM TS (IBTH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2110,620 SHS ISHARES TR IBONDS 26 TRM TS (IBTG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt229,685 SHS ISHARES TR IBONDS 25 TRM TS (IBTF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23131 SHS AON PLC SHS CL A COMO USD0.01 (AON)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24144 SHS ACCENTURE PLC (ACN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25149 SHS CHUBB LIMITED COM NPV (CB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26480 SHS ABBOTT LABORATORIES (ABT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27169 SHS ABBVIE INC COM USD0.01 (ABBV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28168 SHS AIR PRODUCTS AND CHEMICALS INC (APD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29156 SHS ALPHABET INC CAP STK CL C (GOOG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30314 SHS ALPHABET INC CAP STK CL A (GOOGL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3191 SHS AMGEN INC (AMGN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32472 SHS APPLE INC (AAPL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33146 SHS CME GROUP INC COM (CME)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34145 SHS CATERPILLAR INC COM (CAT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35508 SHS CENTENE GROUP (CNC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36309 SHS EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37126 SHS HOME DEPOT INC (HD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3867 SHS INTUIT INC (INTU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39301 SHS JPMORGAN CHASE & CO (JPM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40229 SHS JOHNSON & JOHNSON COM USD1.00(JNJ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41500 SHS LAM RESEARCH CORP COM (LRCX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4276 SHS LOCKHEED MARTIN CORP COM USD1.00 (LMT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43310 SHS MICROSOFT CORP (MSFT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44473 SHS MICRON TECHNOLOGY INC (MU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt451498 SHS NVIDIA CORPORATION COM (NVDA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46209 SHS PACKAGING CORP OF AMERICA COM (PKG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47291 SHS PROCTER AND GAMBLE CO COM (PG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48242 SHS QUALCOMM INC (QCOM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49537 SHS SYSCO CORP (SYY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50476 SHS TJX COMPANIES INC (TJX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51239 SHS VISA INC (V)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52780 SHS WALMART INCOM COM (WMT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt539,779 ISHARES TRUST IBONDS DEC 2033 TERM CORPORATE ETF USD (IBDY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt548,645 ISHARES TRUST IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55365 MEDTRONIC PLC (MDT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56234 GARMIN LTD COM CHF10.00 (GRMN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5751 COSTCO WHOLESALE CORP COM (COST)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5870 MSCI INC (MSCI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5987 MASTERCARD INCORPORATED CL A (MA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60300 MERCK & CO. INC COM (MRK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61149 SALESFORCE INC COM (CRM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt621,066 CITIZENS FINL GROUP INC COM (CFG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0917752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11278693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21317182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3152308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt428598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6153583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7137570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8279024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9363472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10256161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11259860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12264279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13263218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14246021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15246021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16246866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17248630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1873853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1974428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20156797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21242242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22225854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2347050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2450658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2541169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2654293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2730031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2848726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2929709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3059440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3123718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32118198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3333906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3452600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3530775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3634228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3749013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3842110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3972153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4033118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4136115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4236931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43130665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4439808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45201166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4647052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4748786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4837176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4941059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5057506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5175534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5270473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53245453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54220015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5529156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5648265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5746730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5842001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5945812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6029844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6149815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6246648
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0238849
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0994916
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01233765
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01233765
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0994916
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0238849
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0238849
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0418548
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02694068
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0994916
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01178548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050225
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01422
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0760000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0815217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01233765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01233765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055217
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0378470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11320682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-13199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11008115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-13199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11008115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0365271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12328797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0994916
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0418548
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07619621
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07201073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07619621
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0484510
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0484510
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0484510
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0500892
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016382
IRS990PF/DistributableAmountGrp/TotalTaxAmt016382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt010614558
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06174997
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06918045
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09912982
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07619621
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01026076
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0701576
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0701576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07619621
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010614558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07619621
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07619621
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010170395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0356756
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09813639
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0152556
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0500892
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010017839
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010170395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RANDALL KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYN CHASEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SCOTT KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0123 SOUTH ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1123 SOUTH ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2123 SOUTH ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,619,621
Liabilities
$0
Net assets
$7,619,621
Revenue
$1,233,765
Expenses
$815,217
Net income
$418,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$1.23$0.82$0.42
2023Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.26$0.98$0.72
2022Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.04$0.73$0.69
2021Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.54$0.65$0.11
2020Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$1.03$0.66$0.37
2019Summary only. Only limited summary data is available for this year.$8.35$0.00$0.47$0.58$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.02$0.70$0.68
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.18$0.41$0.78
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.01$0.01$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$4.39