Civic Intelligence

William and Lynda Steere Foundation

990PF • Fiscal year 2021 • EIN 65-6286705

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 20, 2022

Organization Profile
PO Box 2630Westport, CT 06880

(203) 226-8997

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

81st percentile

47%

Higher net margin than 81% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

148%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,403,285

Up $1,985,352 (+24%) from 2020

Net Assets

Up

$10,403,285

Up $1,985,352 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin81st percentile

Revenue

Up

$3,655,721

Up $2,183,068 (+148%) from 2020

Expenses

Down

$1,950,486

Down $238,890 (-11%) from 2020

Net Income

Up

$1,705,235

Up $2,421,958 (+338%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,648,963Liabilities 2010: $0Net Assets 2010: $6,648,9632010Assets 2011: $5,927,545Liabilities 2011: $12011Assets 2012: $4,302,143Liabilities 2012: $12012Assets 2013: $4,536,381Liabilities 2013: $0Net Assets 2013: $4,536,3812013Assets 2014: $4,421,798Liabilities 2014: $0Net Assets 2014: $4,421,7982014Assets 2015: $4,022,398Liabilities 2015: $0Net Assets 2015: $4,022,3982015Assets 2016: $6,588,080Liabilities 2016: $0Net Assets 2016: $6,588,0802016Assets 2017: $7,353,926Liabilities 2017: $0Net Assets 2017: $7,353,9262017Assets 2018: $7,730,215Liabilities 2018: $0Net Assets 2018: $7,730,2152018Assets 2019: $6,577,795Liabilities 2019: $0Net Assets 2019: $6,577,7952019Assets 2020: $8,417,933Liabilities 2020: $0Net Assets 2020: $8,417,9332020Assets 2021: $10,403,285Liabilities 2021: $0Net Assets 2021: $10,403,2852021Assets 2022: $9,589,831Liabilities 2022: $0Net Assets 2022: $9,589,8312022Assets 2023: $8,969,115Liabilities 2023: $0Net Assets 2023: $8,969,1152023Assets 2024: $9,217,951Liabilities 2024: $0Net Assets 2024: $9,217,9512024

Highlighted filing

2021

Assets$10,403,285
Liabilities$0
Net Assets$10,403,285
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,890,4202010Revenue 2011: $1,097,795Expenses 2011: $1,819,213Net Income 2011: -$721,4182011Revenue 2012: $1,664,866Expenses 2012: $2,666,383Net Income 2012: -$1,001,5172012Revenue 2013: $2,248,824Expenses 2013: $1,365,655Net Income 2013: $883,1692013Revenue 2014: $2,998,186Expenses 2014: $1,634,403Net Income 2014: $1,363,7832014Revenue 2015: $2,712,514Expenses 2015: $1,523,470Net Income 2015: $1,189,0442015Revenue 2016: $5,589,724Expenses 2016: $1,492,816Net Income 2016: $4,096,9082016Revenue 2017: $1,594,181Expenses 2017: $1,646,174Net Income 2017: -$51,9932017Revenue 2018: $1,387,889Expenses 2018: $2,161,047Net Income 2018: -$773,1582018Revenue 2019: $1,415,035Expenses 2019: $2,142,821Net Income 2019: -$727,7862019Revenue 2020: $1,472,653Expenses 2020: $2,189,376Net Income 2020: -$716,7232020Revenue 2021: $3,655,721Expenses 2021: $1,950,486Net Income 2021: $1,705,2352021Revenue 2022: $676,593Expenses 2022: $1,616,850Net Income 2022: -$940,2572022Revenue 2023: $1,154,113Expenses 2023: $1,772,900Net Income 2023: -$618,7872023Revenue 2024: $1,774,285Expenses 2024: $1,628,630Net Income 2024: $145,6552024

Highlighted filing

2021

Revenue$3,655,721
Expenses$1,950,486
Net Income$1,705,235
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elwood B DavisTrustee-$0--
William C SteereTrustee-$0--
Lynda SteereTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William & Lynda Steere Foundation
EIN
65-6286705
Phone
2032268997
Address
PO Box 2630, Westport, CT 06880

Signing Officer

Name
Elwood B Davis
Title
Trustee
Phone
2032268997
Signed
2022-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Financial Consultants Inc
Address
PO Box 2630, WESTPORT, CT 06880
Preparer
Elwood B Davis
Phone
2032268997
Raw XML AppendixShowing 400 of 831 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/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NFC Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52015-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62008-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0APDYX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1IOFIX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2NUAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3STX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4TEL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5TWTR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6CVX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0300000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1207623
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt265085
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3163092
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt4337693
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt5306589
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt688381
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0300894
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1200000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2280131
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3806089
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt4781897
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt51196073
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt6217179
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12021-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32021-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42021-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52021-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62021-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0894
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-7623
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2215046
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3642997
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4444204
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5889484
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6128798
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Deer Park Total Return Credit Fund I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Alphacentric
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2PIMCO Income Fund Institutional
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0620353
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1304992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2380768
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0657345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1302612
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2385256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0913198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1247200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2281885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3353400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4300051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5706408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6852467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7610508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8311712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9476733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10212130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11300029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12337224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13599856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02342306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2624900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3468432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4361744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51029692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61081745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71347780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8477589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9572197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10222076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11302366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12275277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13665703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ChevronTexaco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Blackstone Mortgage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Met Life
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3iShares North American Tech
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4iShares S&P Small cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5T Rowe Price Global Technology
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Morgan Stanley Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Vanguard Growth Index ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Vanguard High Dividend ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Wasatch Ultra Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Edgewood Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Powershares QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Spyglass Growth Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Vanguard Dividend Appreciation
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0355203
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02313800
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02669003
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02669003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0894
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02313800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01662690
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01662690
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0965294
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0355203
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0355203
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01705235
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03782263
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02313800
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02469493
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt021424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt021424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0218434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0218434
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt066862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01662690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0220934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01950486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02690427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03655721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0220934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0287796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1207623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt265085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3163092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4337693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5306589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt688381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2215046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3642997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4444204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5889484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6128798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2215046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3642997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4444204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5889484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6128798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0300894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2280131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3806089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4781897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51196073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6217179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0APDYX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1IOFIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NUAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEAG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TWTR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02313800
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0894
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01705235
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0280117
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010403285
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08417933
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010403285
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0557071
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0557071
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0557071
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0591397
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt034326
IRS990PF/DistributableAmountGrp/TotalTaxAmt034326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt034326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-40000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt034326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt034326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040000
IRS990PF/FMVAssetsEOYAmt013923649
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02608711
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02594371
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02594371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01462927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01306113
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01345213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04346295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06502801
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09984065
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08417933
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010403285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08417933
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010403285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013923649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08417933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010403285
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08417933
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010403285
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012008062
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01471063
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010536999
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0180121
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0591397
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011827941
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012008062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0220934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0Northeast Financial Consultants Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment advisory accounting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO Box 2630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Westport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd006880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
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/PersonNm0Elwood B Davis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William C Steere
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lynda Steere
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0244 Saugatuck Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt127471 Harbor Cove Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt227471 Harbor Cove Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Westport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Bonita Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Bonita Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01662690
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01662690
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0518B Riverside Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Westport
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0068800630
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Elwood Davis
IRS990PF/StatementsRegardingActyGrp/PhoneNum02032268997
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6222650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt187500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt206000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,403,285
Liabilities
$0
Net assets
$10,403,285
Revenue
$3,655,721
Expenses
$1,950,486
Net income
$1,705,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$1.77$1.63$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$1.15$1.77$0.62
2022Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.68$1.62$0.94
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$3.66$1.95$1.71
2020Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$1.47$2.19$0.72
2019Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$1.42$2.14$0.73
2018Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$1.39$2.16$0.77
2017Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$1.59$1.65$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$5.59$1.49$4.10
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.71$1.52$1.19
2014Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$3.00$1.63$1.36
2013Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$2.25$1.37$0.88
2012Summary only. Only limited summary data is available for this year.$4.30$0.00$1.66$2.67$1.00
2011Summary only. Only limited summary data is available for this year.$5.93$0.00$1.10$1.82$0.72
2010Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$1.89