Civic Intelligence

Gordon Elwood Foundation

990PF • Fiscal year 2013 • EIN 93-1267972

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

Organization Profile

View Organization Page

PO Box 418997501
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

63rd percentile

$112,175

Higher top officer pay than 63% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

66th percentile

7.2%

Faster asset growth than 66% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,505,000

Up $507,216 (+7.2%) from 2012

Net Assets

Up

$7,500,013

Up $503,404 (+7.2%) from 2012

Liabilities

Up

$4,987

Up $3,812 (+324%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$448,831

Up $6,808 (+1.5%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$15M$10M$5.0M$0Assets 2012: $6,997,784Liabilities 2012: $1,175Net Assets 2012: $6,996,6092012Assets 2013: $7,505,000Liabilities 2013: $4,987Net Assets 2013: $7,500,0132013Assets 2014: $8,243,294Liabilities 2014: $4,328Net Assets 2014: $8,238,9662014Assets 2015: $7,873,726Liabilities 2015: $5,314Net Assets 2015: $7,868,4122015Assets 2017: $10,021,764Liabilities 2017: $7,453Net Assets 2017: $10,014,3112017Assets 2018: $10,399,391Liabilities 2018: $298,297Net Assets 2018: $10,101,0942018Assets 2019: $10,300,085Liabilities 2019: $4,289Net Assets 2019: $10,295,7962019Assets 2020: $9,683,687Liabilities 2020: $13,125Net Assets 2020: $9,670,5622020Assets 2021: $11,685,960Liabilities 2021: $7,299Net Assets 2021: $11,678,6612021Assets 2022: $9,690,376Liabilities 2022: $7,821Net Assets 2022: $9,682,5552022Assets 2023: $9,895,655Liabilities 2023: $4,177Net Assets 2023: $9,891,4782023Assets 2024: $10,228,434Liabilities 2024: $5,625Net Assets 2024: $10,222,8092024Assets 2025: $10,640,267Liabilities 2025: $3,908Net Assets 2025: $10,636,3592025

Highlighted filing

2013

Assets$7,505,000
Liabilities$4,987
Net Assets$7,500,013
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $442,0232012Expenses 2013: $448,8312013Revenue 2014: $434,770Expenses 2014: $498,715Net Income 2014: -$63,9452014Revenue 2015: $1,063,594Expenses 2015: $503,710Net Income 2015: $559,8842015Revenue 2017: $3,150,631Expenses 2017: $601,767Net Income 2017: $2,548,8642017Revenue 2018: $428,038Expenses 2018: $635,518Net Income 2018: -$207,4802018Revenue 2019: $436,433Expenses 2019: $694,395Net Income 2019: -$257,9622019Revenue 2020: $307,739Expenses 2020: $723,843Net Income 2020: -$416,1042020Revenue 2021: $556,331Expenses 2021: $714,027Net Income 2021: -$157,6962021Revenue 2022: $1,021,446Expenses 2022: $767,552Net Income 2022: $253,8942022Revenue 2023: $459,523Expenses 2023: $743,256Net Income 2023: -$283,7332023Revenue 2024: $564,559Expenses 2024: $655,134Net Income 2024: -$90,5752024Revenue 2025: $645,382Expenses 2025: $689,977Net Income 2025: -$44,5952025

Highlighted filing

2013

Revenue-
Expenses$448,831
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BRYONExecutive DirectorFT$89,587$22,588$112,175
MICHAEL R HEVERLYTrustee-$0--
JANET J MURPHYTrustee-$0--
JOHN HARMONTrustee-$0--
DANIEL KOSMATKATrustee-$0--
STEPHANIE JOHNSONTrustee-$0--
BURKE RAYMONDPresident-$0--
ANNETTE BATZERSecretary-$0--
JOHN DUKEVice President-$0--
JULIA BEATTIETrustee-$0--
STEVE BOYARSKYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLLEGE DREAMSGRANT 705NON PROFITGRANTS PASS, OR, US$10,000
Paid GrantCASA OF JACKSON COUNTYGRANT 716NON PROFITMEDFORD, OR, US$10,000
Paid GrantKIDS UNLIMITED OF OREGONGRANT 719NON PROFITMEDFORD, OR, US$10,000
Paid GrantKID TIME DISCOVERY EXPERIENCEGRANT 722NON PROFITMEDFORD, OR, US$10,000
Paid GrantROGUE WORKFORCE PARTNERSHIP (RWP)GRANT 720NON PROFITMEDFORD, OR, US$9,100
Paid GrantWOMEN'S CRISIS SUPPORT TEAMGRANT 709NON PROFITGOLD BEACH, OR, US$7,797
Paid GrantCITIZENS FOR SAFE SCHOOLSGRANT 700NON PROFITKLAMATH FALLS, OR, US$7,500
Paid GrantCASA OF CURRY COUNTYGRANT 703NON PROFITROSEBURG, OR, US$7,500
Paid GrantROSS RAGLAND THEATERGRANT 717NON PROFITKLAMATH FALLS, OR, US$7,500
Paid GrantHEART OF OREGON CORPSGRANT 706NON PROFITBEND, OR, US$6,000
Paid GrantLA CLINICA DEL VALLEGRANT 687NON PROFITMEDFORD, OR, US$5,000
Paid GrantKLAMATH COUNTY LIBRARY FOUNDATIONGRANT 702NON PROFITKLAMATH FALLS, OR, US$5,000
Paid GrantKAIROSGRANT 707NON PROFITGRANTS PASS, OR, US$5,000
Paid GrantGRANTS PASS FAMILY YMCAGRANT 711NON PROFITGRANTS PASS, OR, US$5,000
Paid GrantCOMMUNITY HEALTH CENTERGRANT 713NON PROFITMEDFORD, OR, US$5,000
Paid GrantCOMMUNITY FOUNDATION OF THE KLAMATH BASINGRANT 718NON PROFITKLAMATH FALLS, OR, US$5,000
Paid GrantOREGON CHILDREN'S FOUNDATION DBA SMARTGRANT 723NON PROFITKLAMATH FALLS, OR, US$5,000
Paid GrantTHE NEIGHBORHOOD FOOD PROJECTGRANT 726NON PROFITASHLAND, OR, US$5,000
Paid GrantLIVING OPPORTUNITIESGRANT 729NON PROFITMEDFORD, OR, US$5,000
Paid GrantROGUE OUTREACH CENTERGRANT 704NON PROFITROGUE RIVER, OR, US$3,500
Paid GrantOPTIONS FOR SOUTHERN OREGONGRANT 667NON PROFITGRANTS PASS, OR, US$2,500
Paid GrantPHILANTHROPY NORTHWESTGRANTNON PROFITSEATTLE, WA, US$2,200
Paid GrantWILD RIVERS COMMUNITY FOUNDATIONGRANT 696NON PROFITCRESCENT CITY, CA, US$2,000
Paid GrantOREGON NONPROFIT LEADERS CONFERENCE CO UNITED WAY OF JACKSON COUNTYGRANTNON PROFITMEDFORD, OR, US$1,000
Paid GrantJACKSON COUNTY COMM SRVS CONSORTIUMGRANT 730NON PROFITMEDFORD, OR, US$250
Filing and Contact Details

Filer

EIN
93-1267972
Raw XML AppendixShowing 400 of 917 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/AccountingFees/Amount03250
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps03250
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/ComputationMethod2SL
DepreciationSchedule/Depreciation/ComputationMethod3SL
DepreciationSchedule/Depreciation/ComputationMethod4SL
DepreciationSchedule/Depreciation/ComputationMethod5SL
DepreciationSchedule/Depreciation/ComputationMethod6SL
DepreciationSchedule/Depreciation/ComputationMethod7200DB
DepreciationSchedule/Depreciation/ComputationMethod8200DB
DepreciationSchedule/Depreciation/ComputationMethod9SL
DepreciationSchedule/Depreciation/ComputationMethod10SL
DepreciationSchedule/Depreciation/CostOrOtherBasis0600
DepreciationSchedule/Depreciation/CostOrOtherBasis1428
DepreciationSchedule/Depreciation/CostOrOtherBasis25750
DepreciationSchedule/Depreciation/CostOrOtherBasis3629
DepreciationSchedule/Depreciation/CostOrOtherBasis4750
DepreciationSchedule/Depreciation/CostOrOtherBasis5979
DepreciationSchedule/Depreciation/CostOrOtherBasis6475276
DepreciationSchedule/Depreciation/CostOrOtherBasis7520
DepreciationSchedule/Depreciation/CostOrOtherBasis821245
DepreciationSchedule/Depreciation/CostOrOtherBasis9240
DepreciationSchedule/Depreciation/CostOrOtherBasis10670
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense20
DepreciationSchedule/Depreciation/CurrentYearExpense30
DepreciationSchedule/Depreciation/CurrentYearExpense40
DepreciationSchedule/Depreciation/CurrentYearExpense50
DepreciationSchedule/Depreciation/CurrentYearExpense612187
DepreciationSchedule/Depreciation/CurrentYearExpense746
DepreciationSchedule/Depreciation/CurrentYearExpense81896
DepreciationSchedule/Depreciation/CurrentYearExpense940
DepreciationSchedule/Depreciation/CurrentYearExpense10112
DepreciationSchedule/Depreciation/DateAcquired02000-01-04
DepreciationSchedule/Depreciation/DateAcquired12001-06-14
DepreciationSchedule/Depreciation/DateAcquired22002-07-08
DepreciationSchedule/Depreciation/DateAcquired32005-02-15
DepreciationSchedule/Depreciation/DateAcquired42006-01-10
DepreciationSchedule/Depreciation/DateAcquired52006-06-06
DepreciationSchedule/Depreciation/DateAcquired62006-12-28
DepreciationSchedule/Depreciation/DateAcquired72007-08-06
DepreciationSchedule/Depreciation/DateAcquired82007-11-05
DepreciationSchedule/Depreciation/DateAcquired92012-07-01
DepreciationSchedule/Depreciation/DateAcquired102013-01-02
DepreciationSchedule/Depreciation/DescriptionOfProperty0FILE CABINET
DepreciationSchedule/Depreciation/DescriptionOfProperty1DRY ERASE BOARD
DepreciationSchedule/Depreciation/DescriptionOfProperty2FIRST PEARL SOFTWARE
DepreciationSchedule/Depreciation/DescriptionOfProperty3FIREPROOF FILE CABINET
DepreciationSchedule/Depreciation/DescriptionOfProperty42 MONITORS, PRINTER, FAX
DepreciationSchedule/Depreciation/DescriptionOfProperty5COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty6108-208 SUPERIOR COURT OFFICE CONDO
DepreciationSchedule/Depreciation/DescriptionOfProperty7SOUNDSTATION CONFERENCE CALL SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty8HEATING COOLING SYSTEMS (2)
DepreciationSchedule/Depreciation/DescriptionOfProperty9HP OFFICEJET PRO 8600
DepreciationSchedule/Depreciation/DescriptionOfProperty10IPAD
DepreciationSchedule/Depreciation/Life07.000000000000
DepreciationSchedule/Depreciation/Life17.000000000000
DepreciationSchedule/Depreciation/Life23.000000000000
DepreciationSchedule/Depreciation/Life37.000000000000
DepreciationSchedule/Depreciation/Life45.000000000000
DepreciationSchedule/Depreciation/Life55.000000000000
DepreciationSchedule/Depreciation/Life639.000000000000
DepreciationSchedule/Depreciation/Life77.000000000000
DepreciationSchedule/Depreciation/Life87.000000000000
DepreciationSchedule/Depreciation/Life93.000000000000
DepreciationSchedule/Depreciation/Life103.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/NetInvestmentIncome20
DepreciationSchedule/Depreciation/NetInvestmentIncome30
DepreciationSchedule/Depreciation/NetInvestmentIncome40
DepreciationSchedule/Depreciation/NetInvestmentIncome50
DepreciationSchedule/Depreciation/NetInvestmentIncome60
DepreciationSchedule/Depreciation/NetInvestmentIncome70
DepreciationSchedule/Depreciation/NetInvestmentIncome80
DepreciationSchedule/Depreciation/NetInvestmentIncome90
DepreciationSchedule/Depreciation/NetInvestmentIncome100
DepreciationSchedule/Depreciation/PriorYearsDepreciation0600
DepreciationSchedule/Depreciation/PriorYearsDepreciation1428
DepreciationSchedule/Depreciation/PriorYearsDepreciation25750
DepreciationSchedule/Depreciation/PriorYearsDepreciation3629
DepreciationSchedule/Depreciation/PriorYearsDepreciation4750
DepreciationSchedule/Depreciation/PriorYearsDepreciation5979
DepreciationSchedule/Depreciation/PriorYearsDepreciation667536
DepreciationSchedule/Depreciation/PriorYearsDepreciation7404
DepreciationSchedule/Depreciation/PriorYearsDepreciation816505
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0453605
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis11307401
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0466837
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice11607271
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice292
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0DA DAVIDSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1DA DAVIDSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2DA DAVIDSON - CASH IN LIEU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet013232
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1299870
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet292
GeneralExplanationAttachment/GeneralExplanation/Explanation0BEGINNING IN 2003 THE FOUNDATION'S BOARD OF DIRECTORS DECIDED TO INVEST MORE THAN JUST DOLLARS INTO THE FOUR TARGET COUNTIES IN SOUTHERN OREGON TO SUPPORT ITS REGIONAL VISION:JACKSON, JOSEPHINE, KLAMATH AND CURRY COUNTIES ARE HOME TO SUCCESSFUL YOUTH AND INDIVIDUALS, THRIVING FAMILIES AND COMMUNITIES AS DEMONSTRATED BY:- YOUTH AND INDIVIDUALS THRIVE IN SCHOOL AND IN LIFE.- INDIVIDUALS AND FAMILIES LIVE INDEPENDENTLY AND INTERDEPENDENTLY WITH DIGNITY AND RESPECT.- COMMUNITIES EVOLVE AS THE SITUATION OF THE PEOPLE WHO LIVE, WORK AND PLAY IN THESE COMMUNITIES CHANGE OVER TIME.- YOUTH, INDIVIDUALS, FAMILIES AND THE ORGANIZATIONS THAT SERVE THEM ARE CONNECTED CREATING A UNIQUE AND SUSTAINABLE COMMUNITY FABRIC.COMMUNITY SPECIFIC GOALS:- LEVERAGE RESOURCES TO BRING ATTENTION TO COMMUNITY HEALTH & VITALIZATION OPPORTUNITIES.- CREATE OPPORTUNITIES FOR NEW THINKING AND INNOVATIVE APPROACHES ON COMMUNITY ISSUES.- PARTNER WITH PUBLIC AND PRIVATE FUNDERS FOR LEARNING AND ACHIEVING GREATER IMPACT ON COMMUNITY AND REGIONAL ISSUES. - ACT AS A CONVENER TO SURFACE UNDERLYING CAUSE OF COMMUNITY ISSUES AND THE OPPORTUNITY FOR CREATIVE RESOLUTION.EXPENSES TO PROMOTE AND CARRY OUT THESE GOALS ARE OUTSIDE THE CASH GRANTS ALLOCATED EACH YEAR AND ARE RECORDED AND RECOGNIZED AS PART OF THE FOUNDATION'S ADMINISTRATIVE BUDGET IN 990PF FORM AS DIRECT CHARITABLE ACTIVITIES.SPECIFIC 2012-13 ACTIVITY & INFORMATION:A. COMMUNITY INITIATIVES AND PROGRAM SUPPORTJEFFERSON e FUNDERS FORUM (JeFF)- AFFINITY GROUP IS OF SERVICE TO GRANT MAKING ORGANIZATIONS THAT GRANT OUTSIDE OF THEMSELVES FOR THE PURPOSE OF a. BUILDING LEADERSHIP, RESOURCES AND CAPACITY TO SUPPORT THE NONPROFIT SECTOR. b. SHARING INFORMATION AND PERSPECTIVES ON LOCAL PHILANTHROPY AND THE INTERSECTION WITH PUBLIC FUNDING STREAMS. c. COOPERATIVELY EXPLORING AND DEVELOPING COMPREHENSIVE AND EFFECTIVE APPROACHES TO FUNDING VIABLE COMMUNITY PROGRAMS OR PROJECTS. d. SHARING EXPERIENCES AND LEVERAGING IMPACT ON THE COMMUNITIES WE REPRESENT AND SUPPORT. e. BRINGING TOGETHER REPRESENTATION FROM ALL ASPECTS OF PHILANTHROPY FOR THE PURPOSE OF COMMUNICATING NEEDS, AND BRINGING ABOUT CHANGE AND SHARED RESPONSIBILITY IN AND FOR OUR COMMUNITY. SOUTHERN OREGON SUCCESS: A 0-24 COLLECTIVE IMPACT INITIATIVE- VISION: WE ENVISION FLOURISHING CHILDREN, YOUTH AND FAMILIES PRENATAL TO 24 IN JACKSON AND JOSEPHINE COUNTIES: - ALL FAMILIES RECEIVE THE SUPPORT TO NURTURE THEIR CHILDREN. - ALL CHILDREN ARE READY FOR KINDERGARTEN - ALL YOUTH SUCCEED IN SCHOOL AND LIFE - WE LIVE IN A THRIVING ECONOMY- MISSION: WE WEAVE TOGETHER THE TALENT, EXPERTISE AND RESOURCES OF THE ENTIRE COMMUNITY TO PROMOTE THE WELL-BEING, ACADEMIC SUCCESS FOR OUR CHILDREN, YOUTH AND FAMILIES. - OUR STRATEGIES: UNDERSTAND AND SUPPORT OUR INDIVIDUAL MISSIONS AND GOALS; IDENTIFY AND INTEGRATE BEST PRACTICES THROUGHOUT THE CONTINUUM; CREATE AND PROMOTE A SHARED REGIONAL AGENDA WITH GOALS THAT ARE COLLABORATIVE, MEASUREABLE, AND ACCOUNTABLE.ROGUE VALLEY FOOD SYSTEM FUNDERS SUB COMMITTEE & REGIONAL PLANNING PROCESS:- GEF STAFF/CONTRACTORS/INTERNS: - SUPPORT JeFF SUB-COMMITTEE ON THE FOOD SYSTEM CONTINUUM TO EXPLORE JACKSON COUNTY REALITIES (2007-2012). - SUPPORT APPLICATION PROCESS FOR LEAD AGENCY, ACCESS TO STATEWIDE FUNDER FOR PLANNING WORK (2010-2011). - THROUGH GRANTS OR OTHER PROGRAMS 2007-2012. - SUPPORT APPLICANT ORGANIZATION WITH PROJECT DEVELOPMENT FOR MEYER MEMORIAL TRUST FOOD SYSTEM INITIATIVE AWARD. - SUPPORT REGIONAL PARTNERS IN DEVELOPING PROCESS TOOLS FOR ASSESSMENT AND PLANNING PROCESS: A LOGIC MODEL FRAMEWORK CLARIFYING INITIAL SHARED GOALS AND OUTCOMES, CREATION OF MOU, STEERING COMMITTEE DESCRIPTION, COORDINATOR JOB DESCRIPTION, ROGUE VALLEY PLANNING PROCESS "STORY" FOR STEERING COMMITTEE MEMBERS, STEERING COMMITTEE BINDERS. - SUPPORT LEAD AGENCY TO REQUEST PLANNING PROCESS FINANCIAL SUPPORT THROUGH JEFFERSON FUNDERS FORUM TO RAISE FUNDS IN SUPPORT OF THE REGIONAL PROJECT AND THREE NON-PROFIT PARTNERS OVERSEEING THE REGIONAL ASSESSMENT AND PL
GeneralExplanationAttachment/GeneralExplanation/Identifier0DIRECT CHARITABLE ACTIVITIES BACKGROUND
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF PART IX-A
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01186619
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1544509
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2789090
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3861779
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4678123
InvestmentsOtherSchedule2/InvestmentsOther/BookValue5660501
InvestmentsOtherSchedule2/InvestmentsOther/BookValue6435989
InvestmentsOtherSchedule2/InvestmentsOther/BookValue71908667
InvestmentsOtherSchedule2/InvestmentsOther/BookValue81770
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DA DAVIDSON - VANTAGE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1DA DAVIDSON - ATALANTA SOSNOFF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2DA DAVIDSON - NJF
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3DA DAVIDSON - CLEARBRIDGE MULTI
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4DA DAVIDSON - BRANDES ALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5DA DAVIDSON - WINSLOW
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6DA DAVIDSON - THORNBURG
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7DA DAVIDSON - ADVISOR ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8DA DAVIDSON - MGD ASSETS DIA
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01186619
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1544509
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2789090
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV3861779
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV4678123
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV5660501
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV6435989
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV71908667
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV81770
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0144489
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0313194
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount026234
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0159
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0484076
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0484076
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps03250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03250
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps089587
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss089587
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0141847
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0141847
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss028134
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss014281
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0144489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0144489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses063379
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02074200
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm026234
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss026234
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0313194
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0110257
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps024647
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss025647
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps062739
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss062741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps06329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm059003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss065332
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps028313
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss028313
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps013113
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01622
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss014735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0372923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm060625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0448831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0170882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0512210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0231076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm060625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0306984
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps03098
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss03098
IRS990PF/BalanceSheets/AccountsPayableBOY01175
IRS990PF/BalanceSheets/AccountsPayableEOY04987
IRS990PF/BalanceSheets/AccountsReceivableBOY0300000
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0107862
IRS990PF/BalanceSheets/CashBOY09005
IRS990PF/BalanceSheets/CashEOY037728
IRS990PF/BalanceSheets/CashEOYFMV037728
IRS990PF/BalanceSheets/InvestmentsOtherBOY06274223
IRS990PF/BalanceSheets/InvestmentsOtherEOY07067047
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV07067047
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0507087
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY0412596
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY0399225
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV0399225
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/PrepaidExpensesBOY01960
IRS990PF/BalanceSheets/PrepaidExpensesEOY01000
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV01000
IRS990PF/BalanceSheets/TotalAssetsBOY06997784
IRS990PF/BalanceSheets/TotalAssetsEOY07505000
IRS990PF/BalanceSheets/TotalAssetsEOYFMV07505000
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01175
IRS990PF/BalanceSheets/TotalLiabilitiesEOY04987
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY06997784
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY07505000
IRS990PF/BalanceSheets/TotalNetAssetsBOY06996609
IRS990PF/BalanceSheets/TotalNetAssetsEOY07500013
IRS990PF/BalanceSheets/UnrestrictedBOY06996609
IRS990PF/BalanceSheets/UnrestrictedEOY07500013
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses063379
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0440025
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal07500013
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY06996609
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY07500013
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0339920
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0339920
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0339920
IRS990PF/DistributableAmount/MinimumInvestmentReturn0342125
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02205
IRS990PF/DistributableAmount/TotalTax02205
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02205
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02205
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02205
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01205
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY07505000
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets06946692
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances055583
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities06891109
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0104200
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0342125
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets06842492
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets06946692
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition340.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition51.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition62.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition71.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition82.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition91.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition101.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation389587
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation80
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation90
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc322588
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc80
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc90
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances80
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances90
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MICHAEL R HEVERLY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANET J MURPHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN HARMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3KATHY BRYON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DANIEL KOSMATKA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5STEPHANIE JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6BURKE RAYMOND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7ANNETTE BATZER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8JOHN DUKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9JULIA BEATTIE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName10STEVE BOYARSKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3EXECUTIVE DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title8VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title9TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title10TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine16PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine17PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine18PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine19PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine110PO BOX 4189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City7MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City8MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City9MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City10MEDFORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State7OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State8OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State9OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State10OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode197501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode297501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode397501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode497501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode597501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode697501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode797501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode897501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode997501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1097501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0414896
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0413793
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.060474
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.068729
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052724
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.058496
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.066606
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.055816
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets06842492
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear105387455
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear206815930
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear306512396
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear406320981
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear508924106
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01103

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,505,000
Liabilities
$4,987
Net assets
$7,500,013
Revenue
-
Expenses
$448,831
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.65$0.69$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.01$10.2$0.56$0.66$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.00$9.89$0.46$0.74$0.28
2022Detailed filing. Detailed filing data is available for this year.$9.69$0.01$9.68$1.02$0.77$0.25
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$0.56$0.71$0.16
2020Detailed filing. Detailed filing data is available for this year.$9.68$0.01$9.67$0.31$0.72$0.42
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.44$0.69$0.26
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.30$10.1$0.43$0.64$0.21
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.01$10.0$3.15$0.60$2.55
2015Detailed filing. Detailed filing data is available for this year.$7.87$0.01$7.87$1.06$0.50$0.56
2014Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.43$0.50$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.50$0.45
2012Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.44