Civic Intelligence

Del E Webb Foundation

990PF • Fiscal year 2023 • EIN 86-6052737

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

12th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$124,468

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$84,177,133

Up $11,606,409 (+16%) from 2022

Net Assets

Up

$84,177,133

Up $11,606,409 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin9th percentile

Revenue

Up

$2,843,409

Up $996,269 (+54%) from 2022

Expenses

Up

$4,656,000

Up $734,305 (+19%) from 2022

Net Income

Up

-$1,812,591

Up $261,964 (+13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2023

Assets$84,177,133
Liabilities$0
Net Assets$84,177,133
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$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

2023

Revenue$2,843,409
Expenses$4,656,000
Net Income-$1,812,591
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN B LEES DODirector/PresidentPT$110,000$14,468$124,468
LAWRENCE A JOHNSONDirector/Vice President/CIOPT$90,000$17,018$107,018
SHIELIA E JOHNSONDirector/Treas/SecretaryPT$90,000$15,894$105,894
NICOLE AUBINDirector/Grant AdministratorPT$50,000$7,557$57,557
JEAN CANOOSEDirectorPT$25,000-$25,000
RICHARD MILLERDirectorPT$25,000-$25,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CAPITAL CAMPAIGN FOR HEALTH SCIENCES CAMPUS IN PHXPCPHOENIX, AZ, US$500,000
Paid Grant-PHASE III MEDICAL TRAINING CENTER RENOVATIONPCSCOTTSDALE, AZ, US$373,000
Paid GrantLA PAZ REGIONAL HOSPITALELECTRONIC HEALTH RECORD SYSTEM FOR HOSPITALPCPARKER, AZ, US$250,000
Paid GrantPHOENIX CHILDRENS HOSPITAL FOUNDATIONPURCHASE 10 BEDS & 5 JAUNDICE LIGHTS FOR NICUPCPHOENIX, AZ, US$250,000
Paid GrantCHILDRENS RESOURCE NETWORK OF THE CENTRAL COASTPURCHASE TRUCK AND TRAILER FOR PROGRAM EXPANSIONPCHUNTINGTON BEACH, CA, US$200,000
Paid GrantSAHUARITA FOOD BANKMOBILE SERVICES OFFICE AND CLASSROOMPCSAHUARITA, AZ, US$180,000
Paid GrantBRIGHT FUTURES FOR YOUTHCAPITAL CAMPAIGN FOR YOUTH CENTER CONSTRUCTIONPCGRASS VALLEY, CA, US$150,000
Paid GrantMANZANITA OUTREACHREFRIGERATED VAN, FORKLIFT, PALLET JACK, AND RACKIPCCOTTONWOOD, AZ, US$113,000
Paid GrantSIERRA NEVADA MEMORIAL HOSPITAL FOUNDATIONPURCHASE COMMUNICATION SYSTEM FOR DISPATCHINGPCGRASS VALLEY, CA, US$107,000
Paid GrantFOUNDATION FOR BLIND CHILDRENSTART UP COSTS FOR MORE ACCESSIBLE TECHNOLOGYPCPHOENIX, AZ, US$100,000
Paid GrantHABITAT FOR HUMANITY OF NORTHERN AZSUPPORT CONSTRUCTION OF STARTER HOMES PROGRAMPCFLAGSTAFF, AZ, US$100,000
Paid Grant-FURNISH & EQUIP SECOND HOUSE LOCATIONPCLAS VEGAS, NV, US$100,000
Paid GrantACCELERATE EDUCATION GROUPPROVIDE SUPPLIES & STIPENDS FOR AUTOMOTIVE CLASSPCLOS ANGELES, CA, US$96,000
Paid GrantCAROLS KITCHENREPLACE DELIVERY BOX TRUCK FOR FOOD DISTRIBUTIONPCBEAUMONT, CA, US$95,000
Paid GrantNEVADA INSTITUTE OF FORENSIC NURSINGPURCHASE MOBILE RV & SUPPLIES FOR ASSAULT VICTIMSPCELKO, NV, US$80,000
Paid Grant-UPGRADE & REPAIRS AT 4-PLEX TRANSITIONAL HOUSEPCPRESCOTT, AZ, US$80,000
Paid GrantHOUSE OF RUTHELECTRIC PANEL, PHONE, INTERNET & SPRINKLER REPAIRPCPOMONA, CA, US$75,000
Paid GrantVETERAN OF FOREIGN WARS OF THE USFINISH EQUIPPING BUILDING FOR VETERAN SERVICESPCTOLLESON, AZ, US$75,000
Paid GrantBOYS AND GIRLS CLUB OF THE COLORADO RIVERBUS TO TRANSPORT YOUTH TO AFTERSCHOOL PROGRAMPCBULLHEAD CITY, AZ, US$69,000
Paid GrantHABITAT FOR HUMANITY CENTRAL ARIZONAPURCHASE TRANSIT PASSENGER VAN FOR CONSTRUCTION EDPCPHOENIX, AZ, US$65,000
Paid GrantHEALTHY BLACK FAMILIESUNDERWRITE CONSTRUCTION COSTS FOR NEW LOCATIONPCBERKELEY, CA, US$60,000
Paid GrantSTEP UP BISBEE NACOSUPPORT WORKFORCE HOUSING INITIATIVE PROGRAMPCBISBEE, AZ, US$60,000
Paid GrantJUSTA CENTERPURCHASE SUPPLIES & INVENTORY TRACKING SYSTEMPCPHOENIX, AZ, US$50,000
Paid Grant-EXPAND SEPSIS EDUCATION FOR SCHOOL NURSESPCSAN DIEGO, CA, US$45,000
Paid GrantHOUSE OF REFUGEPURCHASE FOUR HVAC SYSTEMS & REPLACE FLOORINGPCMESA, AZ, US$42,000
Paid GrantCAL STATE U DOMINGUEZ HILLS PHILANTHROPIC FOUNDATIONPURCHASE QPCR TESTING EQUIPMENT FOR STUDENTSPCCARSON, CA, US$40,000
Paid GrantJUNIOR ACHIEVEMENT OF SACRAMENTOFINANCIAL LITERACY FOR HIGH SCHOOL GRADUATESPCSACRAMENTO, CA, US$40,000
Paid GrantANGEL FLIGHT WESTSUPPORT DIGITAL SECURITY PROGRAMPCSANTA MONICA, CA, US$39,000
Paid GrantANTHONY BATES FOUNDATIONUTILITY VAN TO TRANSPORT MEDICAL EQUIPMENTPCPHOENIX, AZ, US$35,000
Paid GrantFORGOTTEN SOLDIERS PROGRAMINITIATE THERAPY PROGRAM FOR FIRST RESPONDERSPCAUBURN, CA, US$35,000
Paid GrantJERRY AMBROSE VETERANS COUNCILFURNISHINGS FOR TRANSITIONAL HOUSING PROGRAMPCKINGMAN, AZ, US$35,000
Paid GrantLIONS CAMP TATIYEECOMPLETE $200,000 RE-ROOFING CAMPAIGNPCLAKESIDE, AZ, US$35,000
Paid GrantDEER VALLEY EDUCATION FOUNDATIONPURCHASE AUDIOLOGY EQUIPMENT FOR SCHOOL DISTRICTPCPHOENIX, AZ, US$32,000
Paid GrantFUNDAMENTAL NEEDSEDUCATION & INSTALLING WATER FILTRATION SYSTEMSPCDOLORES, CO, US$30,000
Paid GrantGENTLEMEN BY CHOICE COMMUNITY DEVELOPMENTSUPPORT LEADERSHIP DEVELOPMENT FOR YOUTHPCLAS VEGAS, NV, US$30,000
Paid GrantST JEANNE DE LESTONNAC FREE CLINICPURCHASE ENDOSCOPIC EQUIPMENT FOR SURGERY CENTERPCORANGE, CA, US$30,000
Paid GrantASSISTANCE LEAGUE OF GREATER SAN DIEGOPROVIDE HEARING AIDS/BOOKS FOR CHILDREN & FAMILIESPCSAN DIEGO, CA, US$27,000
Paid GrantASSISTANCE LEAGUE OF PHOENIX ARIZONAPURCHASE SHOES FOR WARDROBE PACKAGES FOR STUDENTSPCPHOENIX, AZ, US$25,000
Paid GrantBOYS AND GIRLS CLUB OF MASON VALLEYCLUBHOUSE KITCHEN RENOVATION AND EXPANSIONPCYERINGTON, NV, US$25,000
Paid GrantFROM THE GROUND UP FARMSOPERATION: COMMUNITY GARDENS AND FOOD EDUCATIONPCCHICO, CA, US$25,000
Paid GrantFEEDING MATTERSPILOT PROGRAM FOR SCREENING FEEDING DISORDERSPCPHOENIX, AZ, US$20,000
Paid GrantPRESCOTT COMMUNITY CUPBOARD FOOD BANKUPGRADE SECURITY AND SAFETY EQUIPMENT AT FOOD BANKPCPRESCOTT, AZ, US$11,000
Paid GrantHOMEMORE PROJECTPROVIDE TRAVELER BACKPACKS FOR HOMELESS INDIVIDUALPCSAN FRANCISCO, CA, US$10,000
Paid GrantSUN CITIES AREA HISTORICAL SOCIETYLIVING HISTORY PROJECTPCSUN CITY, AZ, US$10,000
Paid GrantWICKENBURG COMMUNITY HOSPITAL FOUNDATIONPURCHASE PATIENT LIFT EQUIPMENTPCWICKENBURG, AZ, US$5,000
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
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2355 E CAMELBACK RD STE 900, PHOENIX, AZ 85016-9065
Preparer
Brenda Ann Bluntcpa
Phone
4803151040
Raw XML AppendixShowing 400 of 933 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/Amt07155
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05724
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01431
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02018-04-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12019-02-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22021-12-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32022-01-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42023-01-12
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt4173
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0728
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11445
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2897
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31084
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4867
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt048
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1289
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2179
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3217
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4173
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0680
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11134
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2194
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3217
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0SERVER - B&H PHOTO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1DELL LATITUDE LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2DELL LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3DELL LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4DELL LAPTOP RICHARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02327300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13911320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21873400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310781680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41094959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52606600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62837776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71670592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85676688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92281025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102023760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113812050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121130625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132036144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144082400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152037620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163894625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171186040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185640600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191954260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201429320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212292840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22879240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231257840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241041400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251534930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261476600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27780600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284102602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02327300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13911320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21873400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt310781680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41094959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52606600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62837776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71670592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85676688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92281025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102023760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113812050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121130625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132036144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144082400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152037620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163894625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171186040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185640600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt191954260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201429320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212292840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22879240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231257840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241041400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251534930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt261476600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27780600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt284102602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AIR PRODS & CHEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14J P MORGAN CHASE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VISA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28STRYKER CORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt04917460
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt04917460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01046260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MONEY MARKET MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01046260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01284478
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01558904
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02843409
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02843409
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05724
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01431
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07155
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01558904
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0355950
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt088988
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0444938
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03854000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03854000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01284478
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01284478
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1812591
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05793921
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01558904
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02437237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011715
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02683
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014398
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0307460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0307460
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0664
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0166
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0830
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt020826
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05207
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04249103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0406172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04656000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02843409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02843409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0395103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0406172
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0802000
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0224
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04235017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01558904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01558904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05793921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01558904
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1812591
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013419000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt084177133
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt072570724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt084177133
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03995977
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03795977
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03995977
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03829855
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0200000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt033878
IRS990PF/DistributableAmountGrp/TotalTaxAmt033878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt033878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt033878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt033878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt013989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020000
IRS990PF/FMVAssetsEOYAmt084177133
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt084588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067148
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067148
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt065667941
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt077654836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt077654836
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03131
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05021
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01929
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01890
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01890
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02329304
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01046260
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01046260
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt072570724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt084177133
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0145572
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0489539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0489539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt072570724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt084177133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt084177133
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt072570724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt084177133
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt072570724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt084177133
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04341390
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04917460
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04917460
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt077763548
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03694180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt074067479
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01166453
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01889
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03829855
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt076597095
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt077763548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DUNCAN AND BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0306032
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/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt190000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt290000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt350000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt425000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt525000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt011000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt19000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt29000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt03468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt18018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt26894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt32557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN B LEES DO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAWRENCE A JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHIELIA E JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NICOLE AUBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JEAN CANOOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RICHARD MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/VICE PRESIDENT/CIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/TREAS/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR/GRANT ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PRESCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PRESCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PRESCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PRESCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PRESCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5PRESCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd086302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd186302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd286302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd386302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd486302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd586302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04249103
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04249103
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHIELIA JOHNSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2427
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PRESCOTT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd086302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,177,133
Liabilities
$0
Net assets
$84,177,133
Revenue
$2,843,409
Expenses
$4,656,000
Net income
-$1,812,591
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