Civic Intelligence

L B Bowen and Bertha Bowen Permanent Charitable Trust

990PF • Fiscal year 2012 • EIN 03-6065153

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

Organization Profile
PO Box 47703302-0477
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

96th percentile

$6,068

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$389,248

Down $7,198 (-1.8%) from 2011

Net Assets

Down

$389,248

Down $7,198 (-1.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$23,640

Down $1,323 (-5.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2010: $402,366Liabilities 2010: $0Net Assets 2010: $402,3662010Assets 2011: $396,446Liabilities 2011: $0Net Assets 2011: $396,4462011Assets 2012: $389,248Liabilities 2012: $0Net Assets 2012: $389,2482012Assets 2013: $385,748Liabilities 2013: $0Net Assets 2013: $385,7482013Assets 2014: $395,500Liabilities 2014: $0Net Assets 2014: $395,5002014Assets 2015: $408,841Liabilities 2015: $0Net Assets 2015: $408,8412015Assets 2016: $394,546Liabilities 2016: $0Net Assets 2016: $394,5462016Assets 2017: $386,218Liabilities 2017: $0Net Assets 2017: $386,2182017Assets 2018: $377,473Liabilities 2018: $0Net Assets 2018: $377,4732018Assets 2019: $368,298Liabilities 2019: $0Net Assets 2019: $368,2982019Assets 2020: $363,381Liabilities 2020: $0Net Assets 2020: $363,3812020Assets 2021: $362,282Liabilities 2021: $0Net Assets 2021: $362,2822021Assets 2022: $358,435Liabilities 2022: $0Net Assets 2022: $358,4352022Assets 2023: $317,802Liabilities 2023: $0Net Assets 2023: $317,8022023Assets 2024: $309,808Liabilities 2024: $0Net Assets 2024: $309,8082024

Highlighted filing

2012

Assets$389,248
Liabilities$0
Net Assets$389,248
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2010: $21,6142010Expenses 2011: $24,9632011Expenses 2012: $23,6402012Revenue 2013: $20,674Expenses 2013: $24,166Net Income 2013: -$3,4922013Revenue 2014: $34,330Expenses 2014: $25,097Net Income 2014: $9,2332014Revenue 2015: $40,436Expenses 2015: $25,880Net Income 2015: $14,5562015Revenue 2016: $26,195Expenses 2016: $39,939Net Income 2016: -$13,7442016Revenue 2017: $18,535Expenses 2017: $26,973Net Income 2017: -$8,4382017Revenue 2018: $18,291Expenses 2018: $27,039Net Income 2018: -$8,7482018Revenue 2019: $17,288Expenses 2019: $26,540Net Income 2019: -$9,2522019Revenue 2020: $21,865Expenses 2020: $26,728Net Income 2020: -$4,8632020Revenue 2021: $24,005Expenses 2021: $25,103Net Income 2021: -$1,0982021Revenue 2022: $24,897Expenses 2022: $28,027Net Income 2022: -$3,1302022Revenue 2023: -$16,764Expenses 2023: $23,875Net Income 2023: -$40,6392023Revenue 2024: $16,471Expenses 2024: $24,522Net Income 2024: -$8,0512024

Highlighted filing

2012

Revenue-
Expenses$23,640
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,068-$6,068
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGIFFORD MEMORIAL HOSPITALOPERATIONALHOSPITALRANDOLPH, VT, US$6,764
Paid GrantTHE TUNBRIDGE CHURCHOPERATIONALCHURCHTUNBRIDGE, VT, US$6,764
Paid GrantCHELSEA HIGH SCHOOLEDUCATIONALINSTITUTIONCHELSEA, VT, US$3,382
Filing and Contact Details

Filer

EIN
03-6065153
Raw XML AppendixShowing 400 of 848 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.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired642010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired652010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired662010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired672010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired682012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired692010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired702010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired712010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired722011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired732010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired742010-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired752010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-02-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-03-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-03-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-03-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-07-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482012-09-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-09-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502012-09-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572012-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582012-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592012-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602012-11-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold672012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold702012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold712012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold722012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold732012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold742012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold752012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset03.895 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15.065 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset220.54 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset315.023 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42.286 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset510.846 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset63.63 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset76.397 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset824.367 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset97.527 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1011.992 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1119.493 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset129.285 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset133.873 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset146.268 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15447.107 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162.628 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1744.235 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18637.367 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1975.308 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2072.636 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset211.206 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221.672 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2312.482 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241.606 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251.008 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset265.146 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271.446 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset282.679 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2910.919 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3039.672 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset313.008 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3285.969 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33290.878 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3450.959 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35154.77 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36103.05 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3791.351 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3835.274 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset395.556 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4030.84 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4130.199 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4223.72 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4315.106 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset447.659 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset456.156 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset466.248 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4722.2 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset481.619 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset498.179 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset506.886 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5177.332 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset527.612 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset535.788 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset544.143 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset553.21 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5685.821 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset57261.624 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5886.288 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset59169.941 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6075.413 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6129.892 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6241.995 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6315.337 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset649.393 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6516.42 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6616.345 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset672.215 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6824.47 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset69241.225 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7070.954 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71762.916 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72165.56 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7327.288 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74.139 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7546.401 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-151
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss54
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss66

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,248
Liabilities
$0
Net assets
$389,248
Revenue
-
Expenses
$23,640
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.16$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.17$0.24$0.41
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.25$0.28$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.24$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.22$0.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.17$0.27$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.18$0.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.19$0.27$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.26$0.40$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.40$0.26$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.34$0.25$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.21$0.24$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.25
2010Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.22