Elizabeth S Coolidge Trust FBO 130 0001021

990PF • Fiscal year 2012 • EIN 04-6049087

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 17, 2013

Organization Profile

PO Box 133002601

Siviq Scores

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

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$10,930

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

-1.2%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$862,070

Down $10,425 (-1.2%) from 2011

Net Assets

$862,070

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$60,403

Down $32,367 (-35%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2012

Assets$862,070

Liabilities$0

Net Assets$862,070

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$60,403

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Apr 17, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay91st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$10,930	-	$10,930

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	COOLIDGE HILL FOUNDATION	CHARITABLE	501(C)(3)	LEE, MA, US	$48,863

Filing and Contact Details

Filer

EIN: 04-6049087

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	29	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	30	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	31	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	32	2012-10-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	33	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	34	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	35	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	36	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	37	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	38	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	39	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	40	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	41	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	42	2012-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	43	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	44	2012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	45	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	46	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	47	2012-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	48	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	49	2012-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	50	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	51	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	52	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	53	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	54	2012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	55	2012-06-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	56	2012-09-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	57	2012-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	58	2012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	59	2012-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	60	2012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	50. AT&T INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	20. ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	40. ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	200. ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	1914.742 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	10. BAXTER INTL INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	10. BOEING CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	20. BRISTOL-MEYERS SQUIBB
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	8	442.019 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	9	20. CHEVRONTEXACO CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	10	20. COCA COLA CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	11	10. COLGATE PALMOLIVE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	12	10. CONOCOPHILLIPS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	13	10000. CONOCOPHILLIPS 4.750% 02/01/2014 DTD 02/03/09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	14	10000. CONOCOPHILLIPS 4.750% 02/01/2014 DTD 02/03/09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	15	10. E I DUPONT DE NEMOURS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	16	30. DUKE ENERGY CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	17	20. EMERSON ELECTRIC CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	18	30. EXXON MOBIL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	19	5000. GE COMPANY 5.00% 02/01/2013 DTD 1/28/2003
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	20	889.648 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	21	10000. HEWLETT PACKARD CO 4.750% 06/02/2014 DTD 02/26/09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	22	20. HOME DEPOT INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	23	20. HONEYWELL INTL INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	24	70. HONEYWELL INTL INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	25	60. INTEL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	26	200. ISHARES RUSSELL MID CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	27	20. J P MORGAN CHASE & CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	28	489.771 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	29	20. JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	30	10. KIMBERLY CLARK CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	31	30. KRAFT FOODS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	32	.667 KRAFT FOODS GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	33	10. LOCKHEED MARTIN CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	34	10. LORILLARD INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	35	30. MARATHON OIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	36	20. MCDONALDS CORP.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	37	20. MERCK & CO INC NEW COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	38	30. MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	39	20. NEXTERA ENERGY INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	40	10. NIKE INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	41	10. NORFOLK SOUTHERN CORP.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	42	50. NORFOLK SOUTHERN CORP.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	43	20. PEPSICO, INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	44	15000. PEPSICO INC 3.100% 01/15/2015 DTD 01/14/10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	45	70. PFIZER, INC.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	46	20. PHILIP MORRIS INTL INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	47	60. PHILIP MORRIS INTL INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	48	30. PROCTOR & GAMBLE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	49	545.928 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	50	30. SOUTHERN COMPANY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	51	20. SPECTRA ENERGY CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	52	10. 3M COMPANY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	53	10. UNITIED PARCEL SVC CL B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	54	10000. U S TREASURY NOTE 3.125% 08/31/2013 DTD 09/02/08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	55	20000. U S TREASURY NOTE 3.125% 08/31/2013 DTD 09/02/08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	56	20000. U S TREASURY NOTE 3.125% 08/31/2013 DTD 09/02/08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	57	15000. U S TREASURY BOND 2.625% 08/15/2020 DTD 08/15/10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	58	10. UNITED TECHNOLOGIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	59	20000. WAL-MART STORES 4.55% 5/1/2013 DTD 4/29/2003
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	60	10000. WELLS FARGO & CO 5.625% 12/11/2017 DTD 12/10/07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	-46
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	2463
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	5	8
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	6	100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	7	156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	8	1887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	9	487
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	10	345
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	11	377
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	12	106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	13	-46
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	14	-259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	15	131
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	16	108
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	17	148
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	18	733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	19	100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	20	-2482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	21	-343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	22	439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	23	292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	24	1052
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	25	581
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	26	2069
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	27	82
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	28	-231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	29	-4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	30	172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	31	283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	32	10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	33	164
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	34	280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	35	339
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	36	507
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	37	43
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	38	259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	39	310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	40	603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	41	108
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	42	876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	43	144
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	44	631
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	45	404
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	46	675
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	47	2479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	48	98
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	49	907
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	50	252
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	51	33
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	52	25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	53	56
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	54	-128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	55	-454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	56	-541
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	57	1906
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	58	46
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	59	-348
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	60	623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	-46
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	3	2463
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	4	153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	5	8
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	6	100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	7	156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	8	1887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	9	487

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $862,070
Liabilities: $0
Net assets: $862,070
Revenue: -
Expenses: $60,403
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.78	$0.00	$9.78	$1.31	$0.88	$0.43
2023Detailed filing. Detailed filing data is available for this year.	$9.34	$0.00	$9.34	$0.61	$0.70	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$9.42	$0.00	$9.42	$0.41	$0.78	$0.37
2021Detailed filing. Detailed filing data is available for this year.	$9.77	$0.00	$9.77	$1.78	$0.75	$1.03
2020Detailed filing. Detailed filing data is available for this year.	$8.73	$0.00	$8.73	$0.40	$0.70	$0.29
2019Detailed filing. Detailed filing data is available for this year.	$9.03	$0.00	$9.03	$0.52	$0.71	$0.19
2018Detailed filing. Detailed filing data is available for this year.	$9.22	$0.00	$9.22	$1.19	$0.72	$0.48
2017Detailed filing. Detailed filing data is available for this year.	$8.74	$0.00	$8.74	$0.61	$0.69	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$8.83	$0.00	$8.83	$0.20	$0.69	$0.50
2015Detailed filing. Detailed filing data is available for this year.	$9.32	$0.00	$9.32	$0.33	$0.66	$0.33
2014Detailed filing. Detailed filing data is available for this year.	$9.64	$0.00	$9.64	$0.99	$0.66	$0.33
2013Detailed filing. Detailed filing data is available for this year.	$9.27	$0.00	$9.27	$1.31	$0.63	$0.68
2012Detailed filing. Detailed filing data is available for this year.	$8.62	$0.00	$8.62		$0.60
2011Summary only. Only limited summary data is available for this year.	$8.72	$0.00		$0.45	$0.93	$0.47