Civic Intelligence

L B Bowen and Bertha Bowen Permanent Charitable Trust

990PF • Fiscal year 2011 • EIN 03-6065153

Jan 01, 2011 to Dec 31, 2011 • Filed on May 01, 2012

Organization Profile
C/O Td Bank PO Box 47703302
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

96th percentile

$5,589

Higher top officer pay than 96% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

47th percentile

-1.5%

Faster asset growth than 47% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$396,446

Down $5,920 (-1.5%) from 2010

Net Assets

Down

$396,446

Down $5,920 (-1.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$24,963

Up $3,349 (+15%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2011

Assets$396,446
Liabilities$0
Net Assets$396,446
Open 2011 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

2011

Revenue-
Expenses$24,963
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 1, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TD WEALTHTrustee-$5,589-$5,589
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGIFFORD MEMORIAL HOSPITALOPERATIONALHOSPITALRANDOLPH, VT, US$6,571
Paid GrantTHE TUNBRIDGE CHURCHOPERATIONALCHURCHTUNBRIDGE, VT, US$6,571
Paid GrantCHELSEA HIGH SCHOOLEDUCATIONALINSTITUTIONCHELSEA, VT, US$3,285
Filing and Contact Details

Filer

EIN
03-6065153
Raw XML AppendixShowing 400 of 807 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/DateSold22011-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-07-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold672011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692011-12-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset117.171 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29.747 FIDELITY HIGH INCOME FUND #455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36.142 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44.362 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset553.269 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset616.613 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74.855 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset834.125 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset95.93 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset104.849 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1112.165 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1215.489 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132.154 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset143.196 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset155.868 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1646.957 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset172.22 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset188.448 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset191.669 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20.177 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2128.481 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2242.303 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset231.749 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241.522 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2518.663 FIDELITY HIGH INCOME FUND #455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset263.324 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27122.918 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2891.574 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29158.997 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3068.553 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3197.543 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset321.196 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset333.869 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3422.264 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset352.263 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset362.256 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset375.493 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3885.39 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3940.298 FIDELITY HIGH INCOME FUND #455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40548.319 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41366.358 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42749.183 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43555.291 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44197.646 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4575.323 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4635.086 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset477.15 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4818.071 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset491.734 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5021.465 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset516.306 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset523.119 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset538.931 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54.345 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5587.367 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56337.344 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset57314.556 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5828.738 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5928.422 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset609.808 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset612.179 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6238.119 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset634.575 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset645.071 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset657.958 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6659.595 FIDELITY HIGH INCOME FUND #455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6751.777 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset68103.511 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6945.411 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-4
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1311
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss179
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss199
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20-33
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss221
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25-148
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2613
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27-56
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28239
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31-60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3411

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,446
Liabilities
$0
Net assets
$396,446
Revenue
-
Expenses
$24,963
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