Civic Intelligence

Del E Webb Foundation

990PF • Fiscal year 2019 • EIN 86-6052737

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

Organization Profile

View Organization Page

PO Box 2427Prescott, AZ 86302

(928) 445-9699

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

4th percentile

-107%

Higher net margin than 4% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

23rd percentile

$137,394

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$70,963,061

Up $9,872,648 (+16%) from 2018

Net Assets

Up

$70,963,061

Up $9,872,648 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin4th percentile

Revenue

Down

$1,865,176

Down $1,117,079 (-37%) from 2018

Expenses

Up

$3,868,276

Up $704,136 (+22%) from 2018

Net Income

Down

-$2,003,100

Down $1,821,215 (-1001%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$100M$50M$0Assets 2011: $44,004,882Liabilities 2011: $2,102,4112011Assets 2012: $45,851,203Liabilities 2012: $3,000,0002012Assets 2013: $54,948,229Liabilities 2013: $2,707,3382013Assets 2014: $58,191,627Liabilities 2014: $3,556,7562014Assets 2015: $56,874,890Liabilities 2015: $2,066,667Net Assets 2015: $54,808,2232015Assets 2016: $58,076,692Liabilities 2016: $0Net Assets 2016: $58,076,6922016Assets 2017: $64,761,061Liabilities 2017: $0Net Assets 2017: $64,761,0612017Assets 2018: $61,090,413Liabilities 2018: $0Net Assets 2018: $61,090,4132018Assets 2019: $70,963,061Liabilities 2019: $0Net Assets 2019: $70,963,0612019Assets 2020: $77,608,641Liabilities 2020: $0Net Assets 2020: $77,608,6412020Assets 2021: $90,746,660Liabilities 2021: $0Net Assets 2021: $90,746,6602021Assets 2022: $72,570,724Liabilities 2022: $0Net Assets 2022: $72,570,7242022Assets 2023: $84,177,133Liabilities 2023: $0Net Assets 2023: $84,177,1332023Assets 2024: $93,065,908Liabilities 2024: $0Net Assets 2024: $93,065,9082024

Highlighted filing

2019

Assets$70,963,061
Liabilities$0
Net Assets$70,963,061
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $664,300Expenses 2011: $2,567,970Net Income 2011: -$1,903,6702011Revenue 2012: $2,737,211Expenses 2012: $2,132,870Net Income 2012: $604,3412012Revenue 2013: $1,885,719Expenses 2013: $2,795,034Net Income 2013: -$909,3152013Revenue 2014: $3,066,326Expenses 2014: $3,020,954Net Income 2014: $45,3722014Revenue 2015: $1,520,323Expenses 2015: $3,232,567Net Income 2015: -$1,712,2442015Revenue 2016: $3,641,144Expenses 2016: $3,166,835Net Income 2016: $474,3092016Revenue 2017: $5,321,256Expenses 2017: $3,385,858Net Income 2017: $1,935,3982017Revenue 2018: $2,982,255Expenses 2018: $3,164,140Net Income 2018: -$181,8852018Revenue 2019: $1,865,176Expenses 2019: $3,868,276Net Income 2019: -$2,003,1002019Revenue 2020: $2,820,372Expenses 2020: $3,750,626Net Income 2020: -$930,2542020Revenue 2021: $2,746,018Expenses 2021: $4,668,091Net Income 2021: -$1,922,0732021Revenue 2022: $1,847,140Expenses 2022: $3,921,695Net Income 2022: -$2,074,5552022Revenue 2023: $2,843,409Expenses 2023: $4,656,000Net Income 2023: -$1,812,5912023Revenue 2024: $5,198,860Expenses 2024: $5,218,951Net Income 2024: -$20,0912024

Highlighted filing

2019

Revenue$1,865,176
Expenses$3,868,276
Net Income-$2,003,100
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN B LEES DODirector/PresidentFT$100,000$37,394$137,394
SHIELIA E JOHNSONDirector/Treas/SecretaryFT$100,000$23,697$123,697
LAWRENCE A JOHNSONDirector/Vice President/CIOFT$100,000$10,000$110,000
NICOLE AUBINDirectorPT$25,000-$25,000
JEAN CANOOSEDirectorPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Del E Webb Foundation
EIN
86-6052737
Phone
9284459699
Address
PO BOX 2427, PRESCOTT, AZ 86302

Signing Officer

Name
John B Lees Do
Title
President
Phone
9284459699
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
1850 N CENTRAL AVE STE 400, PHOENIX, AZ 85004-4624
Preparer
Brenda Blunt
Phone
6022645844
Raw XML AppendixShowing 400 of 941 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03040
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0760
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02011-08-25
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12011-02-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22016-03-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32016-06-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42016-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52016-08-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62016-07-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72017-01-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82018-04-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92018-04-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102019-02-04
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt2117
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt3115
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt498
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt578
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt682
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt7390
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt878
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt9146
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10265
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01129
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12032
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2583
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3576
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4488
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5309
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6411
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt71948
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8782
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9728
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt101446
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2117
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3115
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt498
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt578
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt682
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7390
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt878
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt9146
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10265
DepreciationSchedule/DepreciationPropertyGrp/LifeRt010.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt110.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt54.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt810.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt01129
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12032
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2351
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3345
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4294
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5231
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6246
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7780
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt852
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt997
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2COMPUTER - DELL LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER - DELL LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4COMPUTER - DELL DESKTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5DESKTOP WARRANTY 4 YR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc62 COMPUTER MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc775" TV FOR CONFERENCE ROOM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc89 CONFERENCE ROOM CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9SERVER - B&H PHOTO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10DELL LATITUDE LAPTOP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02185407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11875146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21244900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34551575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43257600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5738400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61349712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72792240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82458710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92470272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101360890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112402180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121346625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133345600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141896310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151210440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162095800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17790440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182365500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191975545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201275900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211845045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221371300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23749400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242876178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251240836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26736800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271356080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281614000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29705680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302098825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31603000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321642984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02185407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11875146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21244900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34551575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43257600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5738400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61349712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72792240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82458710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92470272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101360890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112402180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121346625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133345600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141896310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151210440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162095800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17790440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182365500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt191975545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201275900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211845045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221371300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23749400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242876178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251240836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26736800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271356080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt281614000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29705680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt302098825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31603000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321642984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AIR PRODS CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UPS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm293M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BOOKING HOLDINGS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt010537230
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt010537230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0428158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MONEY MARKET MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0428158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01359317
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0505710
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0149
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01865176
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01865176
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03040
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0760
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0505710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0280000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt070000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0350000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03055987
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03055987
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0278
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01369
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01359317
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01359317
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2003100
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011463097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0505710
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01508778
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011208
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02802
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt014010
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt043335
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt043335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08773
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0260621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0261376
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt066493
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt014395
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt080888
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt022676
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04909
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt043889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03494482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0356398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03868276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01865176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01865176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0438495
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0356398
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0812289
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02215
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0554
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010957387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0505710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0505710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011463097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0505710
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2003100
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011875748
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt070963061
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt061090413
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt070963061
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03234704
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03229478
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03234704
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03244566
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt05226
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015088
IRS990PF/DistributableAmountGrp/TotalTaxAmt015088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt037712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt052800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt037712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt052800
IRS990PF/FMVAssetsEOYAmt070963061
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04693
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015963
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046746392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt059829320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt059829320
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06926
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt010432
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03429
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03506
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03506
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01076
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05185
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05185
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05324768
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0428158
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0428158
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt061090413
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt070963061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0143699
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0143699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt061090413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt070963061
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt070963061
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt061090413
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt070963061
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt061090413
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt070963061
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08848430
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010537230
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt010537230
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt065879514
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0326232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt065551509
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0988193
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01773
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03244566
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt064891321
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt065879514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DUNCAN AND BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0258960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0435 B MIDDLEFIELD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt325000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt425000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt027394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt213697
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN B LEES DO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE A JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHIELIA E JOHNSON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,963,061
Liabilities
$0
Net assets
$70,963,061
Revenue
$1,865,176
Expenses
$3,868,276
Net income
-$2,003,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$93.1$0.00$93.1$5.20$5.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$84.2$0.00$84.2$2.84$4.66$1.81
2022Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$1.85$3.92$2.07
2021Detailed filing. Detailed filing data is available for this year.$90.7$0.00$90.7$2.75$4.67$1.92
2020Detailed filing. Detailed filing data is available for this year.$77.6$0.00$77.6$2.82$3.75$0.93
2019Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$1.87$3.87$2.00
2018Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$2.98$3.16$0.18
2017Detailed filing. Detailed filing data is available for this year.$64.8$0.00$64.8$5.32$3.39$1.94
2016Detailed filing. Detailed filing data is available for this year.$58.1$0.00$58.1$3.64$3.17$0.47
2015Detailed filing. Detailed filing data is available for this year.$56.9$2.07$54.8$1.52$3.23$1.71
2014Summary only. Only limited summary data is available for this year.$58.2$3.56$3.07$3.02$0.05
2013Summary only. Only limited summary data is available for this year.$54.9$2.71$1.89$2.80$0.91
2012Summary only. Only limited summary data is available for this year.$45.9$3.00$2.74$2.13$0.60
2011Summary only. Only limited summary data is available for this year.$44.0$2.10$0.66$2.57$1.90