Liabilities / Assets
27th percentile
Tied with the lowest-debt nonprofits in its peer group.
Herbert G Abbot Testamentary Trust XXX-XX-XXXX
990PF • Fiscal year 2013 • EIN 02-6004792
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
30th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
54th percentile
Higher top officer pay than 54% of similar nonprofits.
Top officer pay equals 20.7% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Down$1,369,234
Down $21,007 (-1.5%) from 2012
Net Assets
$1,369,234
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $1 (-100%) from 2012
Revenue And Expenses
Revenue
Up$81,325
Up $47,224 (+138%) from 2012
Expenses
Up$102,332
Up $7,257 (+7.6%) from 2012
Net Income
Up-$21,007
Up $39,967 (+66%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2012 to Jul 31, 2013
- Signed
- Aug 20, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee | - | $16,866 | - | $16,866 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | CONCORD HOSPITAL | DAILY OPERATIONS | 501(C)(3) | CONCORD, NH, US | $42,128 |
| Paid Grant | SPAULDING YOUTH CENTER | DAILY OPERATIONS | 501(C)(3) | NORTHFIELD, NH, US | $21,064 |
| Paid Grant | CONCORD FEMALE CHARITABLE SOCIETY | DAILY OPERATIONS | 501(C)(3) | CONCORD, NH, US | $21,064 |
Filing and Contact Details
Filer
- EIN
- 02-6004792
Raw XML AppendixShowing 400 of 934 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/Amount | 0 | 575 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | TAX PREPARATION FEE (NON-ALLOC |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 575 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 0 | 5095 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 1 | 10109 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 2 | 10222 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 3 | 11159 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 4 | 10307 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 5 | 5483 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 6 | 9556 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 7 | 4988 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 8 | 10910 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 9 | 5082 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 10 | 10844 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 11 | 9962 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 12 | 10388 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 13 | 5600 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 14 | 5082 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 15 | 5438 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 16 | 5169 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 17 | 11301 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 18 | 10291 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 0 | 5394 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 1 | 9918 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 2 | 10076 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 3 | 11600 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 4 | 10292 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 5 | 5731 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 6 | 10213 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 7 | 4747 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 8 | 11376 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 9 | 5070 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 10 | 11499 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 11 | 9574 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 12 | 10371 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 13 | 5373 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 14 | 4869 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 15 | 5251 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 16 | 5144 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 17 | 11574 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 18 | 10214 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | 5000 AT&T INC 4.45% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 1 | 10000 ANHEUSER-BUSCH 1.375% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 2 | 10000 BNK OF NOVA SCOTIA 2.375 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 3 | 10000 BERKSHIRE HATHAWAY 5.40% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 4 | 10000 CATERPILLAR FINL SE 2.05 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 5 | 5000 CISCO SYSTEMS INC 4.950% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 6 | 10000 COCA COLA CO 1.500% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 7 | 5000 COMCAST CORP 2.85% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 8 | 10000 GEN ELEC CAP CORP 5.62% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 9 | 5000 GEN ELEC CAP CORP 1.625% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 10 | 10000 JPMORGAN CHASE & 6.00% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 11 | 10000 ONTARIO PROVINCE OF 1.65 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 12 | 10000 ONTARIO PROVINCE 2.950% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 13 | 5000 PFIZER INC NOTES 5.35% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 14 | 5000 PROVINCE OF QUEBEC 2.750% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 15 | 5000 SBC COMMUNICATIONS 5.10% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 16 | 5000 TOYOTA MOTOR CREDIT 2.00% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 17 | 10000 WACHOVIA CORP 5.750% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 18 | 10000 WAL-MART STORES INC 1.50 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 21069 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 16204 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 15308 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 12446 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 13415 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 26519 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 13008 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 11351 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 16816 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 11798 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 25457 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 26618 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 12 | 25802 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 13 | 25221 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 14 | 29496 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 15 | 13060 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 16 | 26942 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 17 | 29675 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 18 | 18020 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 19 | 27518 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 20 | 27779 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 21 | 22843 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 22 | 23370 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 23 | 16869 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 24 | 9405 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 25 | 24852 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 26 | 14283 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 27 | 24044 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 28 | 23309 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 29 | 25740 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 30 | 15446 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 31 | 12064 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 32 | 17472 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 33 | 32826 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 34 | 10020 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 35 | 19702 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 36 | 34093 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 37 | 17322 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 38 | 23919 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 39 | 31636 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 40 | 14037 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 41 | 11301 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 42 | 18234 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 43 | 11681 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 44 | 15079 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 45 | 8945 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 46 | 16167 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 44609 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 47418 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 27462 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 25522 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 25744 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 33416 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 23187 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 25696 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 26500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 11318 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 25680 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 40285 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 12 | 30484 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 13 | 37500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 14 | 35158 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 15 | 38729 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 16 | 26418 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 17 | 35110 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 18 | 30655 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 19 | 40890 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 20 | 35165 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 21 | 33660 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 22 | 28725 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 23 | 19825 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 24 | 30597 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 25 | 27548 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 26 | 19638 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 27 | 19740 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 28 | 33138 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 29 | 35229 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 30 | 19096 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 31 | 31671 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 32 | 32591 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 33 | 36202 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 34 | 21588 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 35 | 37488 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 36 | 34035 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 37 | 30073 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 38 | 28002 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 39 | 33114 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 40 | 13587 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 41 | 7353 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 42 | 17780 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 43 | 22561 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 44 | 22761 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 45 | 24975 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 46 | 19730 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | 690 WALT DISNEY CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | 600 HOME DEPOT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | 280 MCDONALDS CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | 350 YUM BRANDS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | 430 COLGATE PALMOLIVE CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | 400 PEPSICO INCORPORATED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | 260 PHILIP MORRIS INTL INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | 320 PROCTER & GAMBLE CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | 340 WAL MART STORES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | 240 TRANSOCEAN LTD ZUG |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | 320 APACHE CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | 320 CHEVRON CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | 470 CONOCOPHILLIPS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | 400 EXXON MOBIL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | 570 AFLAC INCORPORATED |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | 525 AMERICAN EXPRESS CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | 840 BANK OF NEW YORK MELLON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | 630 J P MORGAN CHASE & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | 440 STATE STREET CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | 940 WELLS FARGO & CO NEW |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | 960 ABBOTT LABS CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 21 | 360 JOHNSON & JOHNSON CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 22 | 520 MEDTRONIC INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 23 | 340 QUEST DIAGNOSTICS INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 24 | 420 UNITEDHEALTH GROUP INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 25 | 330 ZIMMER HLDGS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 26 | 320 EMERSON ELECTRIC CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 27 | 810 GENERAL ELECTRIC CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 28 | 460 ILLINOIS TOOL WKS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 29 | 300 3M CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 30 | 220 UNITED PARCEL SERVICE CL B |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 31 | 300 UNITED TECHNOLOGIES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 32 | 660 ANALOG DEVICES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 33 | 80 APPLE COMPUTER INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 34 | 610 AUTODESK INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 35 | 520 AUTO DATA PROCESSING INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 36 | 1330 CISCO SYSTEMS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 37 | 1150 EMC CORPORATION/MASS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 38 | 1200 INTEL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 39 | 1040 MICROSOFT CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 40 | 420 ORACLE CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 41 | 260 FREEPORT-MCCORAN COOPER |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 42 | 180 MONSANTO CO NEW |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 43 | 270 SIGMA-ALDRICH CORP COMMON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 44 | 460 VERIZON COMMUNICATIONS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 45 | 285 SEMPRA ENERGY COMMON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 46 | 440 SOUTHERN CO |
| InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue | 0 | 226894 |
| InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV | 0 | 225326 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 45792 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 35533 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 81325 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 81325 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 575 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 575 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 35527 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm | 0 | 16866 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 16866 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 84256 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 84256 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 45798 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 45798 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -21007 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 220428 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 35527 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 63608 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm | 0 | 276 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss | 0 | 276 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 359 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 84256 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 17717 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 102332 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 81325 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 81325 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 17717 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 18076 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl | 0 | 0 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 1390241 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 1369234 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY | 0 | 154554 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY | 0 | 156986 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV | 0 | 158286 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 961853 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 928181 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 1347653 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligBOY | 0 | 226716 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligEOY | 0 | 226894 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV | 0 | 225326 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 0 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 3 | 2011-05-05 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 5 | 2011-01-10 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 7 | 2010-07-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 8 | 2010-05-27 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 9 | 2011-03-10 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 10 | 2011-01-18 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 13 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 14 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 15 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 16 | 2013-01-15 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 17 | 2003-07-01 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 18 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 19 | 2012-05-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 20 | 2013-07-01 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 21 | 2009-01-06 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 30 | 2010-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 31 | 2009-12-16 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 37 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 38 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 39 | 2011-05-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 40 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 41 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 42 | 2012-03-26 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 43 | 2008-09-24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 44 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 45 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 46 | 2010-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 47 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 48 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 49 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 50 | 2009-01-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 51 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 52 | 2007-05-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 53 | 2007-06-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 54 | 2009-02-05 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 55 | 2008-02-06 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 56 | 2010-01-12 |
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.
- Assets
- $1,369,234
- Liabilities
- $0
- Net assets
- $1,369,234
- Revenue
- $81,325
- Expenses
- $102,332
- Net income
- -$21,007