Civic Intelligence

Shelfer Memorial Trust

990PF • Fiscal year 2016 • EIN 65-6238700

May 01, 2015 to Apr 30, 2016 • Filed on Sep 30, 2016

Organization Profile
205 N Madison StreetQuincy, FL 32351

(850) 224-9008

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

9th percentile

-77%

Higher net margin than 9% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

32nd percentile

-3.1%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$599,993

Down $18,953 (-3.1%) from 2015

Net Assets

Down

$599,993

Down $18,953 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin9th percentile

Revenue

Down

$24,674

Down $17,086 (-41%) from 2015

Expenses

Down

$43,627

Down $442 (-1.0%) from 2015

Net Income

Down

-$18,953

Down $16,644 (-721%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $686,629Liabilities 2011: $13,9222011Assets 2012: $661,375Liabilities 2012: $02012Assets 2013: $628,396Liabilities 2013: $2692013Assets 2014: $621,255Liabilities 2014: $0Net Assets 2014: $621,2552014Assets 2015: $618,946Liabilities 2015: $0Net Assets 2015: $618,9462015Assets 2016: $599,993Liabilities 2016: $0Net Assets 2016: $599,9932016Assets 2017: $593,961Liabilities 2017: $0Net Assets 2017: $593,9612017Assets 2018: $596,104Liabilities 2018: $0Net Assets 2018: $596,1042018Assets 2019: $594,953Liabilities 2019: $0Net Assets 2019: $594,9532019Assets 2020: $593,174Liabilities 2020: $0Net Assets 2020: $593,1742020Assets 2021: $589,386Liabilities 2021: $0Net Assets 2021: $589,3862021Assets 2022: $593,360Liabilities 2022: $0Net Assets 2022: $593,3602022Assets 2023: $554,818Liabilities 2023: $0Net Assets 2023: $554,8182023Assets 2024: $544,789Liabilities 2024: $0Net Assets 2024: $544,7892024Assets 2025: $560,221Liabilities 2025: $0Net Assets 2025: $560,2212025

Highlighted filing

2016

Assets$599,993
Liabilities$0
Net Assets$599,993
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KRevenue 2011: $30,801Expenses 2011: $39,188Net Income 2011: -$8,3872011Revenue 2012: $27,440Expenses 2012: $38,772Net Income 2012: -$11,3322012Revenue 2013: $24,254Expenses 2013: $57,502Net Income 2013: -$33,2482013Revenue 2014: $30,326Expenses 2014: $37,198Net Income 2014: -$6,8722014Revenue 2015: $41,760Expenses 2015: $44,069Net Income 2015: -$2,3092015Revenue 2016: $24,674Expenses 2016: $43,627Net Income 2016: -$18,9532016Revenue 2017: $32,726Expenses 2017: $39,037Net Income 2017: -$6,3112017Revenue 2018: $41,060Expenses 2018: $37,718Net Income 2018: $3,3422018Revenue 2019: $39,568Expenses 2019: $39,978Net Income 2019: -$4102019Revenue 2020: $35,625Expenses 2020: $37,404Net Income 2020: -$1,7792020Revenue 2021: $35,958Expenses 2021: $39,451Net Income 2021: -$3,4932021Revenue 2022: $44,571Expenses 2022: $40,322Net Income 2022: $4,2492022Revenue 2023: $11,688Expenses 2023: $48,437Net Income 2023: -$36,7492023Revenue 2024: $25,833Expenses 2024: $35,702Net Income 2024: -$9,8692024Revenue 2025: $58,798Expenses 2025: $42,701Net Income 2025: $16,0972025

Highlighted filing

2016

Revenue$24,674
Expenses$43,627
Net Income-$18,953
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY ANN ROGERSTrustee-$0--
JAMES L ROGERS JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shelfer Memorial Trust
EIN
65-6238700
Phone
8502249008
Address
205 N MADISON STREET, QUINCY, FL 32351

Signing Officer

Name
Betty Ann Rogers
Title
Trustee
Phone
8502249008
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Harvard & Associates CPA Pa
Address
254 E 6TH AVE, TALLAHASSEE, FL 32303
Preparer
John D Harvard CPA
Phone
8502249008
Raw XML AppendixShowing 400 of 544 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/Amt02485
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARATION OF 04/30/15 FORM 990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44109625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45195963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4657570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47123466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt481791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt541494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt551883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt561720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt601271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt641318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt651483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt671703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt681582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt691172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt701697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt183028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt191591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt332027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt351907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt391564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt402357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt411429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44125339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45233141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4683330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47131476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt481954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt491005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt501136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt541373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt551935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt561535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt601132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt621143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt641367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt652885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt671990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt681744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt691060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt701794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC. CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ATOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AVAGO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BNP PARIBAS SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRIDGESTONE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADCOM LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CBS CORP. CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CDW CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHINA TELECOM ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COMCAST CORP. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CVS HEALTHCORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DBS GROUP HLDGS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DENTSPLY SIRONA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EDISON INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ELECTRIC PWR DEV CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ENAGAS SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ENCANA CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ENI S.P.A. ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ERICSSON LM TEL CO CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HITACHI LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HSBC HLDGS PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ING GROEP NV CVA NTFL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ITOCHU CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37J SAINSBURY SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KDDI CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KEYCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40KINGFISHER ORD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41KIRBY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LOWES COS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MEDIOBANCA SPA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MOHAWK INDUSTRIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MYLAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NIELSON HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NIKE INC. CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NISSAN MOTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NOKIA AB ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53OLD WESTBURY FIXED INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54OLD WESTBURY LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55OLD WESTBURY SMALL & MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56OLD WESTBURY STRATEGIC OPPTIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ORIX CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58OTSUKA HOLDINGS CO LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PANDORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PVH CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63RAYTHEON CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64RIO TINTO LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ROYAL CARIBBEAN CRUISES LD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RSA INSURANCE GROUP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SHIONOGI & CO. LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SHIRE PLC GBP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SIAM COMM BANK UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SINOPEC/CHINA PETE&CHM ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SKY PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ST. JUDE MEDICAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SUMITOMO METAL MIN CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SVENSKA CL AKTIBLGT ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TATA MOTORS LTD. ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TERADATA CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TIM PARTICIPACOES SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TOKYO GAS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNITED RENTALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VALEANT PH INT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VIACOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WHARF HOLDING ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WILMAR INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88YUM BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ZIMMER BIOMET HOLDINGS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09075
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014715
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0884
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023790
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0884
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024674
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02485
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015599
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037780
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09075
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18953
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0107337
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015599
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01178
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt037780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt054322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt055229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE 2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED SCHEDULE 3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015599
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18953
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0599993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0618946
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0599993
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035742
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035742
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035742
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035963
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0221
IRS990PF/DistributableAmountGrp/TotalTaxAmt0221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt0697737
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01364227
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01364227
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0262
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0406
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0611784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0585587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0683331
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-745281
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-764234
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06900
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0618946
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0599993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0697737
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0618946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0599993
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0618946
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0599993
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0730222
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09369
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0720853
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010953
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035963
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0719269
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0730222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BETTY ANN ROGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES L ROGERS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0205 N MADISON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1205 N MADISON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0205 N MADISION STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1205 N MADISON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132351
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt036025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt037072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt034996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt053336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt036685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.075161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.034040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0719269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0771670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0753584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0709624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01077705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0746028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt037780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250423
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt037559
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt037780
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0221
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt037780
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,993
Liabilities
$0
Net assets
$599,993
Revenue
$24,674
Expenses
$43,627
Net income
-$18,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.59$0.43$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.26$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.12$0.48$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.45$0.40$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.36$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.36$0.37$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.40$0.40$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.41$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.33$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.25$0.44$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.42$0.44$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.30$0.37$0.07
2013Summary only. Only limited summary data is available for this year.$6.28$0.00$0.24$0.58$0.33
2012Summary only. Only limited summary data is available for this year.$6.61$0.00$0.27$0.39$0.11
2011Summary only. Only limited summary data is available for this year.$6.87$0.14$0.31$0.39$0.08