Civic Intelligence

Susan S Donaldson Foundation Inc

EIN 61-1156309 • Lexington, KY

4985 Bethel RoadLexington, KY 40511
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$160,570

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

32nd percentile

0.5%

Faster asset growth than 32% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-22%

Faster revenue growth than 11% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$37,838,163

Up $191,264 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$37,838,163

Up $191,264 (+0.5%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin58th percentile

Revenue

Down

$1,894,845

Down $535,457 (-22%) from 2023

Expenses

Down

$1,703,581

Down $129,702 (-7.1%) from 2023

Net Income

Down

$191,264

Down $405,755 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $35,603,182Liabilities 2013: $02013Assets 2014: $35,948,547Liabilities 2014: $02014Assets 2015: $36,104,386Liabilities 2015: $02015Assets 2019: $38,123,573Liabilities 2019: $0Net Assets 2019: $38,123,5732019Assets 2020: $37,599,524Liabilities 2020: $0Net Assets 2020: $37,599,5242020Assets 2021: $37,541,198Liabilities 2021: $0Net Assets 2021: $37,541,1982021Assets 2022: $37,049,880Liabilities 2022: $0Net Assets 2022: $37,049,8802022Assets 2023: $37,646,899Liabilities 2023: $0Net Assets 2023: $37,646,8992023Assets 2024: $37,838,163Liabilities 2024: $0Net Assets 2024: $37,838,1632024

Highlighted filing

2024

Assets$37,838,163
Liabilities$0
Net Assets$37,838,163
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $39,167,581Expenses 2013: $660,118Net Income 2013: $38,507,4632013Revenue 2014: $1,805,743Expenses 2014: $1,460,378Net Income 2014: $345,3652014Revenue 2015: $1,618,294Expenses 2015: $1,462,455Net Income 2015: $155,8392015Revenue 2019: $774,510Expenses 2019: $1,171,181Net Income 2019: -$396,6712019Revenue 2020: $842,707Expenses 2020: $1,366,756Net Income 2020: -$524,0492020Revenue 2021: $1,303,676Expenses 2021: $1,362,002Net Income 2021: -$58,3262021Revenue 2022: $1,077,945Expenses 2022: $1,569,263Net Income 2022: -$491,3182022Revenue 2023: $2,430,302Expenses 2023: $1,833,283Net Income 2023: $597,0192023Revenue 2024: $1,894,845Expenses 2024: $1,703,581Net Income 2024: $191,2642024

Highlighted filing

2024

Revenue$1,894,845
Expenses$1,703,581
Net Income$191,264
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$37,838,163
Liabilities
$0
Net assets
$37,838,163
Revenue
$1,894,845
Expenses
$1,703,581
Net income
$191,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$1.89$1.70$0.19
2023Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$2.43$1.83$0.60
2022Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$1.08$1.57$0.49
2021Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$1.30$1.36$0.06
2020Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$0.84$1.37$0.52
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$0.77$1.17$0.40
2015Summary only. Only limited summary data is available for this year.$36.1$0.00$1.62$1.46$0.16
2014Summary only. Only limited summary data is available for this year.$35.9$0.00$1.81$1.46$0.35
2013Summary only. Only limited summary data is available for this year.$35.6$0.00$39.2$0.66$38.5
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH S HUGHES SEE STMT 15Pres./Dir./Director Of Ops./Gen. CounselFT$150,000$10,570$160,570
SANFORD J SCHLESINGER SEE STMT 15Vice President/Director-$0--
LIANNE LAZETERA SEE STMT 15Treasurer/Secretary/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Susan S Donaldson Foundation Inc
EIN
61-1156309
Phone
8594751471
Address
4985 BETHEL ROAD, LEXINGTON, KY 40511

Signing Officer

Name
Elizabeth S Hughes
Title
President
Phone
8594751471
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Thomas Blaney
Phone
9143818900
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ELIZABETH S. HUGHES, PRESIDENT AND DIRECTOR - IS THE DIRECTOR OF OPERATIONS AND GENERAL COUNSEL OF MEREWORTH FARM, LLC, A WHOLLY-OWNED DISREGARDED ENTITY OF THE SUSAN S. DONALDSON FOUNDATION, INC. FOR WHICH SHE RECEIVED COMPENSATION OF $150,000 IN 2024. PART VII, LINE 1 COMPENSATION AND HOURS REFLECT BOTH HER ROLES AS PRESIDENT/DIRECTOR OF THE FOUNDATION AS WELL AS HER SEPERATE ROLE AT MEREWORTH FARM, LLC.SANFORD J. SCHLESINGER - PARTNER AT SCHLESINGER LAZETERA AND AUCHINCLOSS LLP, A LAW FIRM WHICH RECEIVED TOTAL COMPENSATION OF $98,327 FOR OPERATIONAL AND LEGAL SERVICES, AS WELL AS RELATED REIMBURSEMENTS, DURING 2024.LIANNE LAZETERA - PARTNER AT SCHLESINGER LAZETERA AND AUCHINCLOSS LLP, A LAW FIRM WHICH RECEIVED TOTAL COMPENSATION OF $98,327 FOR OPERATIONAL AND LEGAL SERVICES, AS WELL AS RELATED REIMBURSEMENTS, DURING 2024.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BADGER METER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AVIDXCHANGE HOLDINGS 1863 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MERIT MED SYS INC 456 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MASIMO, CORP. 171 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ASGN INC 153 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6LITTELFUSE, INC. 86.61 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK EQ DIVIDEND I 71484.878 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AGILYSYS INC 202 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9LIMBACH HOLDINGS, INC. 169 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10IPG PHOTONICS 162 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11IRON MOUNTAIN, INC. 286.007 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEMED, CORP. 51.252 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTEGER HLDGS, CORP. 223 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INSULET, CORP. 107 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HEXCEL CORP COM 235.557 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HERC HLDGS, INC. COM. 100.763 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLUMBIA CONTRARIAN (CORE FUND CL I) 108031.612 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HA SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. 581.227 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENTHERM INCORPORATED 240 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FIRSTCASH HOLDINGS 303.063 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DONNELLEY FINANCIAL SOLUTIONS, INC. 588 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EDWARDS LIFESCIENCES CORPORATION 186 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FACTSET RESEARCH SYSTEMS, INC. 59.899 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AAON, INC. PAR 377.705 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MUELLER INDS, INC. 546.903 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VERRA MOBILITY CORP 666 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TRIMBLE, INC. 493 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VANGUARD S&P 500 ETF 1863 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TETRA TECH, INC. 972.497 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SUNOPTA INC COM 3336 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STRIDE INC COM 485 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SPDR GOLD TRUST 1632 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SLM CORP COM USD0.20 1160.468 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SIMPSON 198.892 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35RESMED, INC. 44.26 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36RADNET INC 321 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STONEX GROUP, INC. 317 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PJT PARTNERS, INC. - A W/I 243.995 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NUVEEN PREFERRED SECURITIES FUND CLASS I 39016.735 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40OLLIES BARGAIN 220 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PAYCOR HCM, INC. CMN 723 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42OMNICELL, INC. COM. 276 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PROGYNY INC COM 639 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROS HLDGS, INC. 1060 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02803315
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02553070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01058042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12976601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2396283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3726692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43678454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52721855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6255358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MFO BLACKROCK FDS V HIGH YIELD BD PORT 153,813.220 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MFC ISHARES TRUST CORE 27,329.000 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MFB NORTHERN EQUITY INDEX INTL 30,247.280 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MFB NORTHERN EQUITY INDEX MID CAP 37,788.590 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFB NORTHERN FUNDS STK INDEX FD 118,419.890 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MFC ISHARES TR 1-5 YR INVT GRADE 52,735.000 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MFO MFS INSTL EQUITY FD 8,736.620 SHRS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01092074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12648180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2417715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3782224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47057825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52726400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6295472
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0699432
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01115972
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt060732
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0INSURANCE SETTLEMENT PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PATRONAGE INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt07196
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt16513
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01889845
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01889845
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt029651
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt029651
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0695880
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01115972
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0699432
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0699432
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0699432
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0191264
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06113476
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt060732
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060732
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060732
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt096738
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt096738
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01115972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01770134
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt034522
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0309915
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0309915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0770231
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0770231
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt013709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt013709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0112515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0128223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0112515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0240738
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt079308
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt079308
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0808395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0112515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01591066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0112515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01703581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01882649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01894845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0112515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01591066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0112515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01703581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02892266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12105238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt034522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1509752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2571698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt034522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1509752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2571698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02926788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12614990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2571698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01115972
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt034522
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0191264
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037838163
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037646899
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037838163
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011294
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020294
IRS990PF/FMVAssetsEOYAmt042115745
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt064599
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0164640
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0164640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02735848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02125256
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01860122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0514040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07874378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09460734
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt011800000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt011800000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011800000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt011800000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt037646899
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt037838163
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt053500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt053500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt053500
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017888279

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