Civic Intelligence

The Aksel Nielsen Foundation

990PF • Fiscal year 2014 • EIN 84-6025711

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
9066 Ranch River CircleSuiteHighlands Ranch, CO 80126

(303) 757-8000

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.03x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

7.3%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

143%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$2,192,374

Up $148,446 (+7.3%) from 2013

Net Assets

Up

$2,182,785

Up $148,861 (+7.3%) from 2013

Liabilities

Down

$9,589

Down $415 (-4.1%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin86th percentile

Revenue

Up

$325,103

Up $191,423 (+143%) from 2013

Expenses

Down

$185,589

Down $11,684 (-5.9%) from 2013

Net Income

Up

$139,514

Up $203,107 (+319%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,993,071Liabilities 2011: $806Net Assets 2011: $1,992,2652011Assets 2012: $2,108,501Liabilities 2012: $1,832Net Assets 2012: $2,106,6692012Assets 2013: $2,043,928Liabilities 2013: $10,004Net Assets 2013: $2,033,9242013Assets 2014: $2,192,374Liabilities 2014: $9,589Net Assets 2014: $2,182,7852014Assets 2015: $2,101,740Liabilities 2015: $6,937Net Assets 2015: $2,094,8032015Assets 2016: $2,007,150Liabilities 2016: $2,081Net Assets 2016: $2,005,0682016Assets 2017: $2,039,870Liabilities 2017: $2,050Net Assets 2017: $2,037,8202017Assets 2018: $1,886,191Liabilities 2018: $2,113Net Assets 2018: $1,884,0782018Assets 2019: $1,888,956Liabilities 2019: $2,113Net Assets 2019: $1,886,8432019Assets 2020: $1,758,131Liabilities 2020: $2,113Net Assets 2020: $1,756,0182020Assets 2021: $1,802,820Liabilities 2021: $2,113Net Assets 2021: $1,800,7072021Assets 2022: $2,073,014Liabilities 2022: $6,142Net Assets 2022: $2,066,8722022Assets 2023: $2,035,052Liabilities 2023: $132,149Net Assets 2023: $1,902,9032023Assets 2024: $1,962,057Liabilities 2024: $172,855Net Assets 2024: $1,789,2022024

Highlighted filing

2014

Assets$2,192,374
Liabilities$9,589
Net Assets$2,182,785
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $161,8492011Expenses 2012: $157,7412012Revenue 2013: $133,680Expenses 2013: $197,273Net Income 2013: -$63,5932013Revenue 2014: $325,103Expenses 2014: $185,589Net Income 2014: $139,5142014Revenue 2015: $84,409Expenses 2015: $167,990Net Income 2015: -$83,5812015Revenue 2016: $99,877Expenses 2016: $187,002Net Income 2016: -$87,1252016Revenue 2017: $233,419Expenses 2017: $200,885Net Income 2017: $32,5342017Revenue 2018: $28,918Expenses 2018: $182,080Net Income 2018: -$153,1622018Revenue 2019: $182,686Expenses 2019: $178,628Net Income 2019: $4,0582019Revenue 2020: $111,391Expenses 2020: $241,637Net Income 2020: -$130,2462020Revenue 2021: $284,304Expenses 2021: $239,615Net Income 2021: $44,6892021Revenue 2022: $510,875Expenses 2022: $240,243Net Income 2022: $270,6322022Revenue 2023: $102,907Expenses 2023: $266,876Net Income 2023: -$163,9692023Revenue 2024: $140,105Expenses 2024: $253,806Net Income 2024: -$113,7012024

Highlighted filing

2014

Revenue$325,103
Expenses$185,589
Net Income$139,514
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH M PEMSTEINPresident-$0--
JACK MUSETreasurer-$0--
ALAN B PEMSTEINSecretary-$0--
BENJAMIN PEMSTEINTrustee-$0--
MICHAEL PEMSTEINTrustee-$0--
ROBERT PEMSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Aksel Nielsen Foundation
EIN
84-6025711
In Care Of
% THE AKSEL NIELSON FOUNDATION
Address
9066 RANCH RIVER CIRCLE, Suite, HIGHLANDS RANCH, CO 80126

Signing Officer

Name
Jack Muse
Title
Treasurer
Phone
3037578000
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Brinkerhoff Revenig & Corrigan Pc
Address
1873 S BELLAIRE ST STE 1000, DENVER, CO 80222
Preparer
Steven J Revenig
Phone
3037578000
Raw XML AppendixShowing 400 of 742 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INTERNATIONAL BUSINESS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GENERAL AMERICAN INVESTOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2JP MORGAN CHASE & CO 6.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3FORD MOTOR CREDIT CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MORGAN STANLEY MED TERM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5TOYOTA MOTOR CREDIT CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6GOLDMAN SACHS GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7ARES DYNAMIC CR STRATEGIES FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BANK OF AMER CORP STP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9DOW CHEMICAL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020383
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt130000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2125000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3100000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4150000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt580000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6100000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7130000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt90
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt131210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2127800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt398527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4151850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt579854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt698160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7102830
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt849513
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt439413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt683319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt975123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1038846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1269165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1331920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1424999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1531932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1629943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1724854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1851667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1960168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2145786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2252059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2349266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2452290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2547100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2645005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2729118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2829562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2925357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3035346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3144722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3225036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3320571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3513448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3639688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3745248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3937474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt402583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4147154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4214713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4349497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0116718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt676869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt997111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1052008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1138769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12168477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1370320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1555404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1624850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1741402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1898592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1976193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2157950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22117124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2363657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2463330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2547980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2650200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2735650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2832875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2941697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3046948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3174006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3236290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3350568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3532720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3635024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3746053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3938994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4018994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4145372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4220366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4354625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AUTOMATIC DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2WASTE MGMT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SANOFI SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KLA-TENCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14NEW YORK COMMUNITY BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CONS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SMUCKER J M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TORTOISE MLP FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EL PASO PIPELINE PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BANK OF MONTREAL CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KINDER MORGAN INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DIAGEO PLC NEW GB SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FORD MOTOR CO COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TIMKEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WESTAR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ENTERPRISE PRODUCT PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34KINDER MORGAN ENERGY PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BASF SE SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BRISTOW GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CDK GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41POLARIS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TIMKENSTEEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITED TECHNOLOGIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0149380
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0169925
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05798
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0325103
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0325103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04660
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04660
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0169925
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0151575
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0151575
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0149380
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0149380
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0139514
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0710436
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0169925
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0301147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019832
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01716
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0161633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0185589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0325103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0325103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010058
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023956
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034014
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05398
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0269146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1271226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1178268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1178268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0258954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1449494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS - VARIOUS SHORT TERM (BOX C)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS - VARIOUS LONG TERM (BOX F)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FLOW THRU FROM P/S INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0169925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0139514
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03135
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012482
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02185920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02033924
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02182785
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134339
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134339
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134339
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137350
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03011
IRS990PF/DistributableAmountGrp/TotalTaxAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02061
IRS990PF/FMVAssetsEOYAmt02878811
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0691132
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0691132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0695383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0785383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0765344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01354329
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01372925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02079401
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04034
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04867
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04867
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt010004
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt09589
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01342792
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01491653
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0-9818
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029199
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02043928
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02192374
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02878811
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt010004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09589
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02043928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02192374
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02033924
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02182785
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02788828
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02694436
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041832
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0137350
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02746996
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02788828
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JUDITH M PEMSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACK MUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALAN B PEMSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BENJAMIN PEMSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL PEMSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT PEMSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020 MCTERNAN STREET 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19066 RANCH RIVER CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220 MCTERNAN STREET 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32-01 50TH AVE APT 27A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41 N 4TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5140 EAST 17TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HIGHLANDS RANCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LONG ISLAND CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021393958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2021393958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd311101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd411249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5100033418
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0156955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0151601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0135415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0138108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0136427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0129586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.059245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02746996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02558886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02497017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02542679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02453506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02080501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0161633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.285683
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0158622
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0161633
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03011
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0161633
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0true
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/PayCompDisqualifiedPrsnInd0true
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,192,374
Liabilities
$9,589
Net assets
$2,182,785
Revenue
$325,103
Expenses
$185,589
Net income
$139,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.17$1.79$0.14$0.25$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.13$1.90$0.10$0.27$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.07$0.51$0.24$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.28$0.24$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.18$0.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.88$0.03$0.18$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.23$0.20$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.19$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.09$0.08$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.01$2.18$0.33$0.19$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.03$0.13$0.20$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.16