Civic Intelligence

Smith-Welsh Foundation C/O Robert Welsh

990PF • Fiscal year 2025 • EIN 95-3958030

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 07, 2026

820 S Main St 367Hailey, ID 83333

(818) 385-0585

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,516,927

Down $138,713 (-8.4%) from 2024

Net Assets

Down

$1,516,927

Down $138,713 (-8.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$335,439

Down $78,074 (-19%) from 2024

Expenses

Up

$474,152

Up $38,619 (+8.9%) from 2024

Net Income

Down

-$138,713

Down $116,693 (-530%) from 2024

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,912,763Liabilities 2011: $12011Assets 2012: $1,957,192Liabilities 2012: $0Net Assets 2012: $1,957,1922012Assets 2013: $1,804,224Liabilities 2013: $0Net Assets 2013: $1,804,2242013Assets 2014: $1,784,514Liabilities 2014: $02014Assets 2015: $1,599,829Liabilities 2015: $0Net Assets 2015: $1,599,8292015Assets 2016: $1,646,708Liabilities 2016: $0Net Assets 2016: $1,646,7082016Assets 2017: $1,534,587Liabilities 2017: $0Net Assets 2017: $1,534,5872017Assets 2018: $1,450,985Liabilities 2018: $0Net Assets 2018: $1,450,9852018Assets 2019: $1,506,572Liabilities 2019: $0Net Assets 2019: $1,506,5722019Assets 2020: $2,353,818Liabilities 2020: $0Net Assets 2020: $2,353,8182020Assets 2021: $2,020,078Liabilities 2021: $0Net Assets 2021: $2,020,0782021Assets 2022: $1,739,698Liabilities 2022: $0Net Assets 2022: $1,739,6982022Assets 2023: $1,677,660Liabilities 2023: $0Net Assets 2023: $1,677,6602023Assets 2024: $1,655,640Liabilities 2024: $0Net Assets 2024: $1,655,6402024Assets 2025: $1,516,927Liabilities 2025: $0Net Assets 2025: $1,516,9272025

Highlighted filing

2025

Assets$1,516,927
Liabilities$0
Net Assets$1,516,927

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $62,417Expenses 2011: $243,505Net Income 2011: -$181,0882011Expenses 2012: $203,7552012Revenue 2013: $107,858Expenses 2013: $260,826Net Income 2013: -$152,9682013Revenue 2014: $266,522Expenses 2014: $286,232Net Income 2014: -$19,7102014Revenue 2015: $136,584Expenses 2015: $321,269Net Income 2015: -$184,6852015Revenue 2016: $318,134Expenses 2016: $271,255Net Income 2016: $46,8792016Revenue 2017: $160,302Expenses 2017: $272,423Net Income 2017: -$112,1212017Revenue 2018: $176,262Expenses 2018: $259,864Net Income 2018: -$83,6022018Revenue 2019: $255,052Expenses 2019: $199,465Net Income 2019: $55,5872019Revenue 2020: $1,170,934Expenses 2020: $323,688Net Income 2020: $847,2462020Revenue 2021: $75,006Expenses 2021: $408,746Net Income 2021: -$333,7402021Revenue 2022: $67,710Expenses 2022: $348,090Net Income 2022: -$280,3802022Revenue 2023: $315,682Expenses 2023: $377,720Net Income 2023: -$62,0382023Revenue 2024: $413,513Expenses 2024: $435,533Net Income 2024: -$22,0202024Revenue 2025: $335,439Expenses 2025: $474,152Net Income 2025: -$138,7132025

Highlighted filing

2025

Revenue$335,439
Expenses$474,152
Net Income-$138,713
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 7, 2026
Return Version
2025v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY WELSHPresident-$0--
PETER WELSHSecretary-$0--
ROBERT T WELSHChief Financial Officer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTH COAST BOTANIC GARDENTO HELP ENSURE A BRIGHT FUTURE FOR THE GARDEN, ENLIGHTENING SCHOOL CHILDREN, FAMILIES AND SENIORS WHO RELY ON AND VISIT THE 87 ACRES EVERY DAY.-PALOS VERDES PENINSU, CA, US$50,000
Paid GrantNATURAL HISTORY MUSEUMPROVIDE FUNDS TO AID IN SUPPORTING THE MUSEUM-LOS ANGELES, CA, US$25,000
Paid GrantWESTERN RIVERS CONSERVANCYPROVIDE FUNDS TO AID IN RIVER CONSERVATION-PORTLAND, OR, US$25,000
Paid GrantWOOD RIVER LAND TRUSTPROTECTING AND RESTORING LAND, WATER, AND WILDLIFE HABITAT IN THE WOOD RIVER VALLEY AND SURROUNDING AREAS.-HAILEY, ID, US$25,000
Paid GrantCONSERVATIVE ANGLERADVOCATES FOR WILD FISH AND FISHERIES, PROTECTING AND CONSERVING WILD STEELHEAD, SALMON, TROUT AND CHAR THROUGHOUT THEIR PACIFIC RANGE.-EDMONDS, WA, US$15,000
Paid GrantSUN VALLEY MUSIC FESTIVALINSTILLING A LIFELONG LOVE OF CLASSICAL MUSIC.-SUN VALLEY, ID, US$15,000
Paid GrantCATALINA ISLAND MUSEUMDEDICATED TO THE ARTS, CULTURE AND HISTORY OF SANTA CATALINA ISLAND-AVALON, CA, US$10,000
Paid GrantNATIVE FISH SOCIETYADVOCATES FOR THE RECOVERY OF WILD, NATIVE FISH-OREGON CITY, OR, US$10,000
Paid GrantCABRILLO AQUARIUMMUSEUMPROVIDE SUPPORT AND RESOURCES TO INSPIRE EXPLORATION, RESPECT AND CONSERVATION OF SOUTHERN CALIFORNIA MARINE LIFE.-SAN PEDRO, CA, US$10,000
Paid GrantCHILDREN'S HOSPITAL OF LAMAKE A DIFFERENCE IN A LIFE OF A CHILD BY PROVIDING HOPE FOR A HEALTHY FUTURE.-LOS ANGELES, CA, US$10,000
Paid GrantIDAHO WILDLIFE FEDERATIONADVOCATES FOR THE CONSERVATION OF IDAHO'S FISH AND WILDLIFE, HABITAT AND OUTDOOR HERITAGE.-BOISE, ID, US$10,000
Paid GrantTROUT UNLIMITEDTO BRING TOGETHER DIVERSE INTERESTS TO CARE FOR AND RECOVER RIVERS AND STREAMS, SO OUR CHILDREN CAN EXPERIENCE THE JOY OF WILD AND NATIVE TROUT AND SALMON.-ARLINGTON, VA, US$10,000
Paid GrantCALIFORNIA TROUTSUPPORT WORK TO REVITALIZE WATERS FOR RESILIENT WILD FISH AND A BETTER CALIFORNIA.-SAN FRANCISCO, CA, US$10,000
Paid GrantHEALTH FREEDOM DEFENSE FUNDDEFEND THE ETHICAL PRINCIPLE OF MEDICAL FREEDOM.-KETCHUM, ID, US$10,000
Paid GrantBACKCOUNTRY HUNTERS & ANGLERSTO PROTECT WILD PUBLIC LANDS, WATERS AND WILDLIFE WHILE UPHOLDING THE TRADITIONS OF ETHICAL HUNTING AND FISHING.-MISSOULA, MT, US$10,000
Paid GrantBEACONHOUSEPROVIDE FUNDS TO REHAB CENTER-SAN PEDRO, CA, US$5,000
Paid GrantBLIND CHILDREN'S CENTERPROVIDE FUNDS FOR AIDING BLIND CHILDREN-LOS ANGELES, CA, US$5,000
Paid GrantDUCKS UNLIMITEDCONSERVATION-MEMPHIS, TN, US$5,000
Paid GrantFRIENDS OF BANNING MUSEUMPROVIDE FUNDS TO AID IN EDUCATION AND PRESERVATION-WILMINGTON, CA, US$5,000
Paid GrantVOLUNTEER CENTER (SB)PROVIDE FUNDS TO SUPPORT COMMUNITY SERVICES-TORRANCE, CA, US$5,000
Paid GrantLONG BEACH RESCUE MISSIONHELPING THE HOMELESS.-LONG BEACH, CA, US$5,000
Paid GrantNEW CHALLENGE MINISTRIESFEEDING THE PEOPLE OF SOUTH BAY.-TORRANCE, CA, US$5,000
Paid GrantCANCER SUPPORT COMMUNITYCANCER SUPPORT GROUPS-WASHINGTON, DC, US$5,000
Paid GrantCOAST GUARD FOUNDATIONCOAST GUARD SUPPORT-STONINGTON, CT, US$5,000
Paid GrantGREENWOOD CEMETERYFUND FOR REMBERANCE AND RENEWAL.-ROCKFORD, IL, US$5,000
Paid GrantHELPPROVIDE FUNDING FOR COUNSELING AND EDUCATION-TORRANCE, CA, US$5,000
Paid GrantIDAHO RIVERS UNITEDPROTECTING RIVERS-BOISE, ID, US$5,000
Paid GrantPALOS VERDES ART CENTERPROVIDE FUNDS TO SUPPORT THE ARTS-RANCHO PALOS VERDES, CA, US$5,000
Paid GrantPROJECT MEXICOPROVIDE FUNDS TO AID IN BUILDING HOMES FOR THE POOR-ROLLING HILLS ESTATES, CA, US$5,000
Paid GrantTHE SALVATION ARMYTENDING TO THE POOR, FEEDNG THE HUNGRY, SHELTERING THE HOMELESS, CARING FOR THE SICK, ETC.-LONG BEACH, CA, US$5,000
Paid GrantSENIOR CONNECTIONCONNECTING SENIORS WITH ESSENTIAL SERVICES, MEANINGFUL PROGRAMMING, THEIR PEERS AND THE LOCAL COMMUNITY TO FOSTER PURPOSEFUL AND PASSION-FILLED LIVES.-HAILEY, ID, US$5,000
Paid GrantUTAH CHUKAR AND WILDLIFETO SUPPORT SOLID SCIENTIFIC WILDLIFE MANAGEMENT-NEPHI, UT, US$5,000
Paid GrantWEST VALLEY FOOD PANTRYTO ALLEVIATE HUNGER-WOODLAND HILLS, CA, US$5,000
Paid GrantDESCHUTES RIVER ALLIANCESCIENCE-BASED CONSERVATION GROUP DEDICATED TO RESEARCH OF THE DESCHUTES RIVER BASIS AND RESTORATION OF CRITICAL HABITAT IN THE LOWER DESCHUTES RIVER.-PORTLAND, OR, US$5,000
Paid GrantSAN PEDRO YMCATO STRENGTHEN COMMUNITIES.-SAN PEDRO, CA, US$5,000
Paid GrantSOUTHERN ARIZONA QUAIL FOREVERTO CONSERVE, PORTECT AND ENHANCE WILDLIFE HABITAT I SOUTHERN ARIZONA.-ORO VALLEY, AZ, US$5,000
Paid GrantLOS ANGELES MARITIME INSTITUTETO OFFER EDUCATIONAL ADVENTURES AT-SEA FOR YOUTH FROM UNDER-RESOURCED COMMUNITITES, WITH A FOCUS ON CHARACTER-BUILDING AND SKILL-BUILDING OPPORTUNITIES THROUGH SAIL TRAINING.-SAN PEDRO, CA, US$5,000
Paid GrantTHE COMMUNITY LIBRARYPROVIDE FREE RESOURCES AND SERVICES.-KETCHUM, ID, US$5,000
Paid GrantTHE HUNGER COALITIONTO END HUNGER.-BELLEVUE, ID, US$5,000
Paid GrantPROJECT BIG WOODUNITE THE COMMUNITY TOWARDS A BETTER BIG WOOD RIVER THROUGH DATA, EDUCATION, ADVOCACY, AND EARTHWORKS.-KETCHUM, ID, US$5,000
Paid GrantOSA CONSERVATIONTO PROVIDE REWARDING ENVIRONMENTAL SERVICE OPPORTUNITIES FOR YOUTH OF ALL BACKGROUNDS TO EXPLORE AND IMPROVE PUBLIC LANDS WHILE GAINING PRACTICAL PROFESSIONAL EXPERIENCE.-FLAGSTAFF, AZ, US$2,500
Paid GrantBAD TO THE BOW 4-H CLUBYOUTH DEVELOPMENT.-MOSCOW, ID, US$2,500
Paid GrantTUNNELS TO TOWERSHELPING AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS.-STATEN ISLAND, NY, US$2,500
Paid GrantIDAHO TRAILS ASSOCIATIONTO KEEP IDAHO'S HIKING TRAILS OPEN FOR ALL BY PROMOTING THE CONSERVATION AND ENJOYMENT OF IDAHO'S BACKCOUNTRY ON FOOT.-BOISE, ID, US$2,500
Paid GrantSAWTOOTH INTERPRETIVE & HISTORICAL ASSOCIATIONTO PROTECT AND ADVANCE THE NATURAL AND CULTURAL HISTORY OF IDAHO'S SAWTOOTH-SALMON RIVER COUNTRY THROUGH PRESERVATION AND EDUCATION.-STANLEY, ID, US$2,500
Paid GrantSTANLEY COMMUNITY LIBRARYTO PROVIDE FRIENDLY, CONVENIENT ACCESS TO THE WORLD WITH BOOKS, MATERIALS, CURRENT TECHNOLOGY AND PROGRAMS FOR ALL AGES IN A SAFE AND WELCOMING ENVIRONMENT.-STANLEY, ID, US$2,500
Paid GrantSUN VALLEY JUNIOR HOCKEYTO PROVIDE HIGH-QUALITY ICE HOCKEY PROGRAMS FOR LOCAL YOUTH IN AN INCLUSIVE ENVIRONMENT OPEN TO PARTICIPANTS OF VARYING AGES, SKILL LEVELS AND ECONOMIC BACKGROUNDS.-SUN VALLEY, ID, US$2,500
Filing and Contact Details

Filer

Filer Name
Smith-welsh Foundation
EIN
95-3958030
Phone
8183850585
Address
820 S MAIN ST 367, HAILEY, ID 83333

Signing Officer

Name
Robert Welsh
Title
CFO
Phone
8183850585
Signed
2026-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Duffy Kruspodin Llp
Address
21600 OXNARD STREET SUITE 2000, WOODLAND HILLS, CA 91367-4969
Preparer
Mark Kruspodin CPA
Phone
8183850585
Raw XML AppendixShowing 400 of 805 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/Amt08610
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES-INVESTMENT ANALYSIS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt027160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt358280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt545944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt649985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt732904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt841717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt954243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1253204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13312866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1441508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15137509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1730197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1857367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1945723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20101191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2136010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2250592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0113040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2770155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3286620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4152410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51164159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6170655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7951510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8154060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9822154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1090328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1282569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13807870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14107080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15533460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1626132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1728886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1868820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1962085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2096060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2111676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22103830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0HALLIBURTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLSTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ADVANCED MICRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAIDU INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FEDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt060618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES TR RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO S&P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESCO QQQ TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0172312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2307155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt078268
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0254320
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02851
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0335439
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0335439
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08610
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08610
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0254320
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0387500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0387500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078268
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-138713
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0373804
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02851
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02851
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0254320
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0254301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt072374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072374
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0387500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt081138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0474152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0335439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0335439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt081138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt086652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72003-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt421772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt671538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt388270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-14844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt547322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt625770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt744456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt226422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt388270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-14844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt547322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt625770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt744456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt391673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt697308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt746158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 SH ALPHABET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 SH AMAZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100 SH APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 SH COSTCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 SH DOCUSIGN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SH MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6300 SH UNITEDHEALTH GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750 SH COSTCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0254320
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-138713
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01516927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01655640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01516927
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0354961
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0354961
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0354961
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0358496
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03535
IRS990PF/DistributableAmountGrp/TotalTaxAmt03535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt07257750
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01655640
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01655640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01407004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01338112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06709619
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0148463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0148463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0517779
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-138713
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0100173
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt030352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt030352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01655640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01516927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07257750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01655640
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01516927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01655640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01516927
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07279114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0121255
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07157859
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0109187
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0358496
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07169927
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07279114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT T WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022 EMPTY SADDLE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122 EMPTY SADDLE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROLLING HILLS ESTATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROLLING HILLS ESTATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd283333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0387500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0387500
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021600 OXNARD ST STE 2000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODLAND HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0913674969
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK KRUSPODIN CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08183850585
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt195000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt232500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt285000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt305000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt352500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt405000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt422500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt432500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt442500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt452500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FUNDS TO REHAB CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE FUNDS FOR AIDING BLIND CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DEDICATED TO THE ARTS, CULTURE AND HISTORY OF SANTA CATALINA ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE FUNDS TO AID IN EDUCATION AND PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ADVOCATES FOR THE RECOVERY OF WILD, NATIVE FISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROVIDE FUNDS TO AID IN SUPPORTING THE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO HELP ENSURE A BRIGHT FUTURE FOR THE GARDEN, ENLIGHTENING SCHOOL CHILDREN, FAMILIES AND SENIORS WHO RELY ON AND VISIT THE 87 ACRES EVERY DAY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROVIDE FUNDS TO SUPPORT COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROVIDE FUNDS TO AID IN RIVER CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10HELPING THE HOMELESS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FEEDING THE PEOPLE OF SOUTH BAY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PROVIDE SUPPORT AND RESOURCES TO INSPIRE EXPLORATION, RESPECT AND CONSERVATION OF SOUTHERN CALIFORNIA MARINE LIFE.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.34$0.47$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.41$0.44$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.32$0.38$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.35$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.41$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.17$0.32$0.85
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.26$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.18$0.26$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16$0.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.32$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.32$0.18
2014Summary only. Only limited summary data is available for this year.$1.78$0.00$0.27$0.29$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.26$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.24$0.18