Civic Intelligence

Stella S Jones Foundation

EIN 81-2487069 • Newtown Square, PA

3503 Runnymeade DriveNewtown Square, PA 19073
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

24th percentile

-4.8%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

21st percentile

$25,000

Higher top officer pay than 21% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Asset Growth

51st percentile

4.9%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$26,673,196

Up $1,244,130 (+4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,673,196

Up $1,244,130 (+4.9%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin24th percentile

Revenue

Up

$1,373,902

Up $375,144 (+38%) from 2023

Expenses

Up

$1,440,124

Up $13,389 (+0.9%) from 2023

Net Income

Up

-$66,222

Up $361,755 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2017: $9,684,957Liabilities 2017: $0Net Assets 2017: $9,684,9572017Assets 2018: $18,353,410Liabilities 2018: $0Net Assets 2018: $18,353,4102018Assets 2019: $22,714,090Liabilities 2019: $0Net Assets 2019: $22,714,0902019Assets 2020: $23,152,272Liabilities 2020: $0Net Assets 2020: $23,152,2722020Assets 2021: $27,585,817Liabilities 2021: $0Net Assets 2021: $27,585,8172021Assets 2022: $24,251,092Liabilities 2022: $0Net Assets 2022: $24,251,0922022Assets 2023: $25,429,066Liabilities 2023: $0Net Assets 2023: $25,429,0662023Assets 2024: $26,673,196Liabilities 2024: $0Net Assets 2024: $26,673,1962024

Latest loaded filing

2024

Assets$26,673,196
Liabilities$0
Net Assets$26,673,196
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $351,728Expenses 2017: $284,021Net Income 2017: $67,7072017Revenue 2018: $10,573,279Expenses 2018: $647,495Net Income 2018: $9,925,7842018Revenue 2019: $623,455Expenses 2019: $759,611Net Income 2019: -$136,1562019Revenue 2020: $997,995Expenses 2020: $1,156,831Net Income 2020: -$158,8362020Revenue 2021: $1,248,923Expenses 2021: $1,253,046Net Income 2021: -$4,1232021Revenue 2022: $1,700,098Expenses 2022: $1,448,059Net Income 2022: $252,0392022Revenue 2023: $998,758Expenses 2023: $1,426,735Net Income 2023: -$427,9772023Revenue 2024: $1,373,902Expenses 2024: $1,440,124Net Income 2024: -$66,2222024

Latest loaded filing

2024

Revenue$1,373,902
Expenses$1,440,124
Net Income-$66,222
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.37$1.44$0.07
2023Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$1.00$1.43$0.43
2022Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$1.70$1.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$1.25$1.25$0.00
2020Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.00$1.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.62$0.76$0.14
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$10.6$0.65$9.93
2017Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$0.35$0.28$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEROME A BOSCIAPresident/Director-$25,000-$25,000
MICHELE BOSCIAVice President/Secretary/Director-$25,000-$25,000
AMY DIBENEDETTOTreasurer/Director-$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTHTO SUPPORT THE WORK OF DR. MICHELLE MONJE FOR CLINICAL TRIAL PATIENT CORRELATIVES & STUDIES OF AUTOPSY TISSUE FOLLOWING CAR T CELL INFUSION IN PATIENTS WITH BRAIN CANCER-PALO ALTO, CA, US$200,000
Paid GrantTHE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIATO SUPPORT THE WORK OF DR. KIM REISS BINDER FOR PANCREATIC CANCER RESEARCH-PHILADELPHIA, PA, US$150,000
Paid GrantTHE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIATO SUPPORT THE WORK OF DR. CHRISTOPHER BROWN FOR MONITORING NEUROINFLAMMATORY & NEURODEGENERATIVE TREATMENT RESPONSES TO ANTI-AMYLOID THERAPY FOR ALZHEIMERS DISEASE-PHILADELPHIA, PA, US$125,000
Paid GrantTHE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIATO SUPPORT THE WORK OF DR. BRYSON KATONA FOR PANCREATIC CANCER EARLY DETECTION RESEARCH-PHILADELPHIA, PA, US$110,000
Paid GrantBARUCH S BLUMBERG INSTITUTETO SUPPORT THE WORK OF DR. JU-TAU GUO FOR RESEARCH INTO THERAPIES FOR HEPATITIS B-DOYLESTOWN, PA, US$100,000
Paid GrantSMARTENTITY SUPPORT-SAN FRANCISCO, CA, US$50,000
Paid GrantHAMILTON FAMILIESENTITY SUPPORT-SAN FRANCISCO, CA, US$45,000
Paid GrantHOMELESS PRENATAL PROGRAMENTITY SUPPORT-SAN FRANCISCO, CA, US$45,000
Paid GrantFACES SFENTITY SUPPORT-SAN FRANCISCO, CA, US$40,000
Paid GrantSWORDS TO PLOWSHARESENTITY SUPPORT-SAN FRANCISCO, CA, US$40,000
Paid GrantHOLY FAMILY DAY HOMEENTITY SUPPORT-SAN FRANCISCO, CA, US$30,000
Paid GrantTRAVIS MANION FOUNDATION (FORMERLY THE MISSION CONTINUES)ENTITY SUPPORT-DOYLESTOWN, PA, US$30,000
Paid GrantIHAD LOS ANGELESENTITY SUPPORT-LOS ANGELES, CA, US$25,000
Paid GrantCOMPASS FAMILY SERVICESENTITY SUPPORT-SAN FRANCISCO, CA, US$20,000
Paid GrantVETERANS COMMUNITY PROJECTENTITY SUPPORT-KANSAS CITY, MO, US$20,000
Paid Grant100 COLLEGE PREP INSTITUTEENTITY SUPPORT-SAN FRANCISCO, CA, US$15,000
Paid GrantCALIFORNIA CASAENTITY SUPPORT-SAN DIEGO, CA, US$15,000
Paid GrantHOMELESS CHILDRENS NETWORKENTITY SUPPORT-SAN FRANCISCO, CA, US$15,000
Paid GrantHORIZONS AT SAN FRANCISCO FRIENDS SCHOOLENTITY SUPPORT-SAN FRANCISCO, CA, US$15,000
Paid GrantHUCKLEBERRY YOUTH PROGRAMSENTITY SUPPORT-SAN FRANCISCO, CA, US$15,000
Paid GrantMISSION GRADUATESENTITY SUPPORT-SAN FRANCISCO, CA, US$15,000
Paid GrantMY FRIEND'S PLACEENTITY SUPPORT-HOLLYWOOD, CA, US$15,000
Paid GrantNATIONAL VETERANS FOUNDATIONENTITY SUPPORT-LOS ANGELES, CA, US$15,000
Paid GrantVETERANS LEGAL INSTITUTEENTITY SUPPORT-TUSTIN, CA, US$15,000
Paid GrantVETERANS YOGA PROJECTENTITY SUPPORT-ALAMEDA, CA, US$15,000
Paid GrantWARRIOR-SCHOLAR PROJECTENTITY SUPPORT-WASHINGTON, DC, US$15,000
Filing and Contact Details

Filer

Filer Name
Stella S Jones Foundation
EIN
81-2487069
Phone
2672751460
Address
3503 RUNNYMEADE DRIVE, NEWTOWN SQUARE, PA 19073

Signing Officer

Name
Jerome Boscia
Title
President/director
Phone
2672751460
Signed
2026-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Connie M Lira
Phone
2156433900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HONEYWELL INTL INC, 1,270 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ILLINOIS TOOL WORKS INC, 1,437 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTERNATIONAL BUSINESS MACHINE CORP, 971 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36INTUIT INC, 336 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JOHNSON & JOHNSON, 1,990 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JP MORGAN CHASE & CO, 2,612 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KIMBERLY-CLARK CORP, 1,186 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LINDE PLC, 766 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MARSH & MCLENNAN COS, 755 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MASTERCARD INC, 566 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MCDONALDS CORP, 2,370 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MERCK & CO INC, 2,349 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45META PLATFORMS INC, 854 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MICROCHIP TECHNOLOGY INC, 3,573 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP, 4,145 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MONDELEZ INTL INC, 4,223 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MORGAN STANLEY, 2,059 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MOTOROLA SOLUTIONS INC, 648 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NEXTERA ENERGY INC, 8,334 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NORTHROP GRUMMAN CORP, 395 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ORACLE CORP, 1,638 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PARKER-HANNAFIN CORP, 399 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PEPSICO INC, 1,609 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PHILLIPS 66, 3,273 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PNC FINANCIAL SERVICES GROUP, 1,062 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PROCTER & GAMBLE CO, 1,953 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROLOGIS INC, 1,547 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60RAYMOND JAMES FINL INC, 1,931 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61REGIONS FINANCIAL CORP, 10,294 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62QUEST DIAGNOSTICS INC, 1,730 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63S&P GLOBAL INC, 465 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SOLSTICE ADVANCED MATLS INC, 317 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STARBUCKS CORP, 3,673 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TJX COMPANIES INC, 1,697 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNION PACIFIC CORP, 1,190 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UNITEDHEALTH GROUP, 504 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VISA INC, 1,575 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WALMART INC, 3,511 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WASTE MGMT INC DEL, 1,594 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ZOETIS INC, 1,305 SH
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0520085
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01870282
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016677
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02407044
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02407044
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04712
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04712
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01870282
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01195000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01195000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0520085
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0520085
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0831045
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05135832
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016677
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016677
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0134
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0134
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01870282
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02170289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01992
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt026306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0236755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0263061
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01303144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0236755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01575999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02407044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02407044
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0108144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0236755
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0380999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03265550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01870282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01870282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05135832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01870282
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0831045
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01004767
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028509008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026673196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028509008
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01326843
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01326843
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01326843
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01357010
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030167
IRS990PF/DistributableAmountGrp/TotalTaxAmt030167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030167
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt031520
IRS990PF/FMVAssetsEOYAmt028509008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025762546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027986776
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027986776
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt026673196
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt028509008
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0910650
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0522232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0522232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026673196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028509008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028509008
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026673196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028509008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026673196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028509008
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027553503
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0690593
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026862910
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0413303
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01357010
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027140200
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027553503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1OSAIC WEALTH INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0148556
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1114505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT/ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT/ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt05820 CANOGA AVENUE SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt110 EXCHANGE PLACE SUITE 1410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WOODLAND HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1JERSEY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd107302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt225000
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/PersonNm0JEROME A BOSCIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHELE BOSCIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2AMY DIBENEDETTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03503 RUNNYMEADE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13503 RUNNYMEADE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23503 RUNNYMEADE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWTOWN SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWTOWN SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWTOWN SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019073
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119073
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219073
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01303144
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01303144
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

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