Civic Intelligence

The Waite & Genevieve Phillips Fdn

EIN 85-0335071 • Santa Fe, NM

PO Box 5726Santa Fe, NM 87502-5726
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$83,833

Higher top officer pay than 46% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

28th percentile

-1.8%

Faster asset growth than 28% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

36%

Faster revenue growth than 74% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$8,584,569

Down $155,617 (-1.8%) from 2023

Liabilities

Up

$1,793

Up $1,757 (+4881%) from 2023

Net Assets

Down

$8,582,776

Down $157,374 (-1.8%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Up

$476,076

Up $125,976 (+36%) from 2023

Expenses

Up

$633,453

Up $98,801 (+18%) from 2023

Net Income

Up

-$157,377

Up $27,175 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,170,480Liabilities 2011: $3,395Net Assets 2011: $10,167,0852011Assets 2012: $10,059,494Liabilities 2012: $2,669Net Assets 2012: $10,056,8252012Assets 2013: $10,445,490Liabilities 2013: $3,026Net Assets 2013: $10,442,4642013Assets 2014: $10,250,690Liabilities 2014: $5,119Net Assets 2014: $10,245,5712014Assets 2015: $10,543,654Liabilities 2015: $3,993Net Assets 2015: $10,539,6612015Assets 2016: $9,922,904Liabilities 2016: $3,5002016Assets 2017: $9,817,795Liabilities 2017: $9Net Assets 2017: $9,817,7862017Assets 2018: $9,727,665Liabilities 2018: $5Net Assets 2018: $9,727,6602018Assets 2019: $9,348,380Liabilities 2019: $2Net Assets 2019: $9,348,3782019Assets 2020: $9,210,666Liabilities 2020: $2Net Assets 2020: $9,210,6642020Assets 2021: $9,128,308Liabilities 2021: $2Net Assets 2021: $9,128,3062021Assets 2022: $8,924,737Liabilities 2022: $39Net Assets 2022: $8,924,6982022Assets 2023: $8,740,186Liabilities 2023: $36Net Assets 2023: $8,740,1502023Assets 2024: $8,584,569Liabilities 2024: $1,793Net Assets 2024: $8,582,7762024

Highlighted filing

2024

Assets$8,584,569
Liabilities$1,793
Net Assets$8,582,776
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $703,3462011Expenses 2012: $610,8872012Expenses 2013: $699,6022013Revenue 2014: $540,510Expenses 2014: $737,405Net Income 2014: -$196,8952014Revenue 2015: $1,074,421Expenses 2015: $780,329Net Income 2015: $294,0922015Revenue 2016: $20,682Expenses 2016: $640,939Net Income 2016: -$620,2572016Revenue 2017: $479,299Expenses 2017: $557,725Net Income 2017: -$78,4262017Revenue 2018: $425,681Expenses 2018: $515,806Net Income 2018: -$90,1252018Revenue 2019: $186,646Expenses 2019: $565,923Net Income 2019: -$379,2772019Revenue 2020: $398,140Expenses 2020: $535,852Net Income 2020: -$137,7122020Revenue 2021: $487,813Expenses 2021: $570,174Net Income 2021: -$82,3612021Revenue 2022: $537,879Expenses 2022: $741,487Net Income 2022: -$203,6082022Revenue 2023: $350,100Expenses 2023: $534,652Net Income 2023: -$184,5522023Revenue 2024: $476,076Expenses 2024: $633,453Net Income 2024: -$157,3772024

Highlighted filing

2024

Revenue$476,076
Expenses$633,453
Net Income-$157,377
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$8,584,569
Liabilities
$1,793
Net assets
$8,582,776
Revenue
$476,076
Expenses
$633,453
Net income
-$157,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.00$8.58$0.48$0.63$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$0.35$0.53$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.00$8.92$0.54$0.74$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.00$9.13$0.49$0.57$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$0.40$0.54$0.14
2019Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.19$0.57$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$0.00$9.73$0.43$0.52$0.09
2017Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.48$0.56$0.08
2016Summary only. Only limited summary data is available for this year.$9.92$0.00$0.02$0.64$0.62
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.07$0.78$0.29
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.2$0.54$0.74$0.20
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.70
2012Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.61
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.70
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE PHILLIPS PUCKETTChairman-PresidentPT$78,000-$78,000
CONNIE J WOOTTONSr Vice-Pres/Sec-Treas-$20,000-$20,000
DOUGLAS CLAY HOLCOMBVice-President-$20,000-$20,000
LELA PHILLIPS PUCKETTDirector-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
The Waite & Genevieve Phillips Fdn
EIN
85-0335071
Phone
5059834592
Address
PO BOX 5726, SANTA FE, NM 87502-5726

Signing Officer

Name
Julie P Puckett
Title
President
Phone
5059834592
Signed
2019-07-17

Preparer

Firm
Brosier and Buchanan Partners
Address
PO BOX 9398, AMARILLO, TX 79105
Preparer
J Scott Brosier
Phone
8063764279
Raw XML AppendixShowing 400 of 639 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17100136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18366597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19199994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20100349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0201828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1297619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2193545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3196520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4197420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5183610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6201986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7203448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8214120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9195529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10176925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11207765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12130600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13167918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14221300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15102250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16355014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1741250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18390434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19373150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2091872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm06600 SHS AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11700 SHS APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21700 SHS CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34000 SHS COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41000 SHS BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51400 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62550 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74900 SHS PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82650 SHS PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91900 SHS PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102500 SHS EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111900 SHS WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125000 SHS ASSURED GTY MUN HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131125 SHS ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14200 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1525000 SHS UNITED DEVELOPMENT FUNDING IV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16200 SHS AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17375 SHS BAIDU INC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182200 SHS FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193400 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202200 SHS TENCENT HOLDINGS LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt066211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1237597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2265152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3302000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5221768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7103907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8113455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9584380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12500100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13500100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt030000 UNITS CARTER VALIDUS MISSION CRITICAL REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130000 UNITS KBS REIT III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt230000 UNITS PHILLIPS EDISON GROCERY CENTER REIT I INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt329282.595 UNITS FS INVESTMENT CORP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt430000 UNITS SIERRA INCOME CORP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt512000 UNITS HEALTHCARE TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt630000 UNITS LODGING OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73000 UNITS FIRST TRUST WATER ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81600 UNITS SPDR SERIES TRUST SSGA GNDER ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt912500 UNITS SSGA ACTIVE ETF TRUST BLACKSTONE GSO SR LOAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108751.685 UNITS AMG YACKTMAN FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1121951.262 UNITS GW&K TRILOGY EMRG MKTS EQ I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12500000 UNITS BROADMARK REAL ESTATE LENDING FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13500000 UNITS PYATT BROADMARK REAL ESTATE LENIND FD I LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0132738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1300240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2275658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3191806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4171420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5173784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6248694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7149910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8111168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9577000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10177134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11200854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13500000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0351278
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-167190
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02558
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0186646
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0186646
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011256
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0128000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0128000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0286850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0286850
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt09807
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt09807
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0351278
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0351278
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-379277
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03057755
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02557
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02558
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-167190
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0338400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt023588
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt023588
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt066158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt066158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09841
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0544051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0565923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0353835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0257201
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0279073
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt023986
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt023986
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-379277
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09348383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09727660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09348378
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0540725
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0540725
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0540725
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0547493
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06768
IRS990PF/DistributableAmountGrp/TotalTaxAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-7418
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07418
IRS990PF/FMVAssetsEOYAmt010751309
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-58170
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0270342
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0270342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04916524
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03189282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04344103
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0244931
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0335985
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0100861
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt091054
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0523426
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03111
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03111
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03111
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04192987
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03894670
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03710406
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010287
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt010287
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt010287
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0562065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01889634
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01889634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09727665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09348380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010751309
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09727665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09348380
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09727660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09348378
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09727660
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt09348378
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011116600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0701171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09869615
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0166749
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0545814
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0547493
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010949851
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011116600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00

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