Civic Intelligence

Jane E Marsh Irrv Tr U W XXX-XX-XXXX

990PF • Fiscal year 2012 • EIN 03-6109367

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 22, 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

95th percentile

$5,143

Higher top officer pay than 95% of similar nonprofits.

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

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% 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

$333,789

Down $10,019 (-2.9%) from 2011

Net Assets

$333,789

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$22,380

Down $1,680 (-7.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2010: $349,463Liabilities 2010: $0Net Assets 2010: $349,4632010Assets 2011: $343,808Liabilities 2011: $02011Assets 2012: $333,789Liabilities 2012: $0Net Assets 2012: $333,7892012Assets 2013: $323,823Liabilities 2013: $0Net Assets 2013: $323,8232013Assets 2014: $327,497Liabilities 2014: $0Net Assets 2014: $327,4972014Assets 2015: $338,597Liabilities 2015: $0Net Assets 2015: $338,5972015Assets 2016: $340,341Liabilities 2016: $0Net Assets 2016: $340,3412016Assets 2017: $332,230Liabilities 2017: $0Net Assets 2017: $332,2302017Assets 2018: $326,412Liabilities 2018: $0Net Assets 2018: $326,4122018Assets 2019: $317,370Liabilities 2019: $0Net Assets 2019: $317,3702019Assets 2020: $314,468Liabilities 2020: $0Net Assets 2020: $314,4682020Assets 2021: $314,139Liabilities 2021: $0Net Assets 2021: $314,1392021Assets 2022: $287,771Liabilities 2022: $0Net Assets 2022: $287,7712022Assets 2023: $269,522Liabilities 2023: $0Net Assets 2023: $269,5222023Assets 2024: $264,636Liabilities 2024: $0Net Assets 2024: $264,6362024

Highlighted filing

2012

Assets$333,789
Liabilities$0
Net Assets$333,789
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $21,3572010Revenue 2011: $17,833Expenses 2011: $24,060Net Income 2011: -$6,2272011Expenses 2012: $22,3802012Revenue 2013: $13,331Expenses 2013: $23,299Net Income 2013: -$9,9682013Revenue 2014: $28,363Expenses 2014: $24,693Net Income 2014: $3,6702014Revenue 2015: $34,554Expenses 2015: $23,454Net Income 2015: $11,1002015Revenue 2016: $28,220Expenses 2016: $26,471Net Income 2016: $1,7492016Revenue 2017: $15,332Expenses 2017: $23,441Net Income 2017: -$8,1092017Revenue 2018: $17,799Expenses 2018: $23,618Net Income 2018: -$5,8192018Revenue 2019: $13,773Expenses 2019: $22,879Net Income 2019: -$9,1062019Revenue 2020: $20,433Expenses 2020: $23,291Net Income 2020: -$2,8582020Revenue 2021: $23,121Expenses 2021: $23,451Net Income 2021: -$3302021Revenue 2022: -$393Expenses 2022: $25,972Net Income 2022: -$26,3652022Revenue 2023: $2,803Expenses 2023: $21,059Net Income 2023: -$18,2562023Revenue 2024: $15,184Expenses 2024: $20,148Net Income 2024: -$4,9642024

Highlighted filing

2012

Revenue-
Expenses$22,380
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 22, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,143-$5,143
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRANDON FREE PUBLIC LIBRARYOPERATIONALLIBRARYBRANDON, VT, US$5,516
Paid GrantLINCOLN BAPTIST CHURCHOPERATIONALCHURCHONTARIO, NY, US$5,516
Paid GrantBRANDON AREA RESCUE SQUADOPERATIONALPUBLIC CHARITYBRANDON, VT, US$5,516
Filing and Contact Details

Filer

EIN
03-6109367
Raw XML AppendixShowing 400 of 559 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/Amount0575
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0575
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue019604
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue145733
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue218038
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue335024
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue419448
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV020713
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV144073
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV217970
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV334411
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV420735
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond02217.663 FIDELITY HIGH INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13963.396 PIMCO INVESTMENT GRAD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond21751.504 TD ASSET MGMT SHORT T
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond32941.153 VANGUARD INTERMEDIATE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond41427.036 VANGUARD INFLATION PR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue050707
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue114527
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue27293
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue347452
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue413677
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue514673
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue67620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue77668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue87564
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue97328
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV052297
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV115780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV356742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV412017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV515845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV67773
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV77664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV87888
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV97862
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock02183.601 ASTON FDS MONTAG & CA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1540.052 INVESCO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2280.278 BUFFALO SMALL CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3465.476 DODGE & COX STK FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4324.946 FIDELITY SELECT PORTFO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5255.068 HARBOR INTERNATIONAL F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6355.421 HARTFORD MUT FDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7359.159 PERKINS MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8373.324 ROYCE SPECIAL EQUITY F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9762.583 VIRTUS EMERGING MKTS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08159
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03991
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0990PF REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0209
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount012359
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA012359
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0575
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03990
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05143
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05143
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps016548
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss016548
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm08160
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08160
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-10021
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice065512
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03990
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06318
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm082
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss082
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps016548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss022380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome012150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses012359
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05832
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05832
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0343809
IRS990PF/BalanceSheets/CapitalStockEOY0333789
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0146989
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0137847
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0137902
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0179678
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0178509
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0191763
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY017142
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY017433
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV017433
IRS990PF/BalanceSheets/TotalAssetsBOY0343809
IRS990PF/BalanceSheets/TotalAssetsEOY0333789
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0347098
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0343809
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0333789
IRS990PF/BalanceSheets/TotalNetAssetsBOY0343809
IRS990PF/BalanceSheets/TotalNetAssetsEOY0333789
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12286
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis49185
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71648
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8782
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis96091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis113142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141087
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis163480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1734
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis18707
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis191699
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis201300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21121
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis225790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis232693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis246104
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis259100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis263183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis27373
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152010-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272012-02-27
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/DateSold42012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset011.847 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset122.802 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221.209 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32.05 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4396.913 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55.472 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset612.557 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset730.427 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset813.09 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9510.532 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1017.41 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11135.787 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset128.255 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132.695 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14120.962 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset157.12 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16291.662 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171.786 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1868.621 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19141.498 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2095.565 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2112.541 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22244.39 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2398.379 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24680.543 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25170.064 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2653.247 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2738.848 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4508
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss53
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss85
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-654
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11221
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss173
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21-3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23191
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25-2995
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss26134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2726
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4508
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses53
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses85
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-654
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11221
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses173
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21-3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23191
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses25-2995
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses26134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2726
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0305
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2186
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice342
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice49693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice61415
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice71414
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice8787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice95437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10178
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice113363
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13294
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice141094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15155
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice163229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1737
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice191677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice201417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21118
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice226415
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice232884
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice246363
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice256105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice263317
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice27399
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-10021
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0333789
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0343809
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0333789
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted016857
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016857
IRS990PF/DistributableAmount/DistributableAmountBeforeDed016857
IRS990PF/DistributableAmount/MinimumInvestmentReturn016983
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0126
IRS990PF/DistributableAmount/TotalTax0126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0114
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0240
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0114
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0240
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0347098
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0344828
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08713
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0336115
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05172
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn016983
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0339656
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0344828
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10TD Bank NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05143
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10111 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Burlington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode005401
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct019439
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets019376
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.057046
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049246
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052862
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052877
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.067559
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.062688
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0339656
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10341145
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20330634
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30294494
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40312347
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50378910
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome063
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions016548
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1016800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2017478
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3015572
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4021102
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5023753
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.285232
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions016548

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
$333,789
Liabilities
$0
Net assets
$333,789
Revenue
-
Expenses
$22,380
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.15$0.20$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.03$0.21$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.00$0.26$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.23$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.20$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.14$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.18$0.24$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.15$0.23$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.28$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.35$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.28$0.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.13$0.23$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.22
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$0.18$0.24$0.06
2010Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.21