Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$2,568,445
Down $69,326 (-2.6%) from 2011
Net Assets
Down$2,568,375
Down $68,426 (-2.6%) from 2011
Liabilities
Down$70
Down $900 (-93%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$207,376
Up $9,246 (+4.7%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- Jul 9, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| James F Gerrity III | Trustee | - | $0 | - | - |
| Peter F Gerrity | Trustee | - | $0 | - | - |
| Ruth M Gerrity | Trustee | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | BWH Wolf Education Fund | General Grant | Public Charity | Boston, MA, US | $28,750 |
| Paid Grant | Epiphany Middle School | General Grant | School | Dorchester, MA, US | $28,000 |
| Paid Grant | Jackson Laboratory | General Grant | Public Charity | Bar Harbor, ME, US | $27,000 |
| Paid Grant | Church of the Redeemer | General Grant | Church | Chestnut Hill, MA, US | $15,000 |
| Paid Grant | Grace Community Church | General Grant | Church | Hilton Head Island, SC, US | $10,000 |
| Paid Grant | Planned Parenthood | General Grant | Public Charity | Boston, MA, US | $8,650 |
| Paid Grant | Vassar College | General Grant | Public University | Poughkeepsie, NY, US | $7,000 |
| Paid Grant | Yale School of Organization & Management | General Grant | Public University | New Haven, CT, US | $6,500 |
| Paid Grant | Mass Eye & Ear Infirmary | General Grant | Hospital | Boston, MA, US | $5,000 |
| Paid Grant | Winsor School | General Grant | School | Boston, MA, US | $4,250 |
| Paid Grant | Fidelco Guide Dog Foundation | General Grant | Public Charity | Bloomfield, CT, US | $4,000 |
| Paid Grant | Colby College Lacrosse | General Grant | Public University | Waterville, ME, US | $2,500 |
| Paid Grant | Colby College Women's Field Hockey | General Grant | Public University | Waterville, ME, US | $2,500 |
| Paid Grant | zz Other (12 Recepients - 250 or less)) | General Grant | Public Charity | Various, MA, US | $2,105 |
| Paid Grant | American University | General Grant | University | Washington, DC, US | $2,000 |
| Paid Grant | Avon Free Public Library | General Grant | Public Charity | Avon, CT, US | $2,000 |
| Paid Grant | Spaulding Rehab Hospital Fund | General Grant | Public Hospital | Boston, MA, US | $2,000 |
| Paid Grant | Wake Forest University | General Grant | Public University | WinstonSalem, NC, US | $2,000 |
| Paid Grant | West Point | General Grant | College | West Point, NY, US | $2,000 |
| Paid Grant | Deerfield Academy | General Grant | School | Deerfield, MA, US | $1,500 |
| Paid Grant | Milton Academy | General Grant | School | Milton, MA, US | $1,250 |
| Paid Grant | Noble & Greenough School | General Grant | School | Dedham, MA, US | $1,200 |
| Paid Grant | Brazelton Touchpoints Foundation | General Grant | Public Charity | Boston, MA, US | $1,000 |
| Paid Grant | Handel & Hayden Society | General Grant | Public Charity | Boston, MA, US | $1,000 |
| Paid Grant | North Shore Community College | General Grant | College | Danvers, MA, US | $1,000 |
| Paid Grant | University of Maine | General Grant | Public University | Falmouth, ME, US | $1,000 |
| Paid Grant | Vanderbilt University | General Grant | Public University | Nashville, TN, US | $1,000 |
| Paid Grant | Weston Land Trust | General Grant | Public Charity | Weston, MA, US | $1,000 |
| Paid Grant | Dexter School | General Grant | School | Brookline, MA, US | $900 |
| Paid Grant | Harvard College | General Grant | Public University | Cambridge, MA, US | $750 |
| Paid Grant | St Timothy's School | General Grant | School | Stevenson, MD, US | $750 |
| Paid Grant | Mount Holyoke College | General Grant | College | South Hadley, MA, US | $700 |
| Paid Grant | Brookline Community Fund | General Grant | Public Charity | Brookline, MA, US | $500 |
| Paid Grant | Copley Singers - Trinity Church | General Grant | Public Charity | Boston, MA, US | $500 |
| Paid Grant | Dana Farber Cancer Institute | General Grant | Hospital | Boston, MA, US | $500 |
| Paid Grant | Elihu Club | General Grant | Public Charity | New Haven, CT, US | $500 |
| Paid Grant | Hazelden | General Grant | Public Charity | Center City, MN, US | $500 |
| Paid Grant | Hilton Head Humane Society | General Grant | Public Charity | Hilton Head Island, SC, US | $500 |
| Paid Grant | Hilton Head Preparatory School | General Grant | School | Hilton Head Island, SC, US | $500 |
| Paid Grant | Hospice Care of the Low Country | General Grant | Public Charity | Bluffton, SC, US | $500 |
| Paid Grant | Land's Sake | General Grant | Public Charity | Weston, MA, US | $500 |
| Paid Grant | North Yarmouth Academy | General Grant | Public School | Yarmouth, ME, US | $500 |
| Paid Grant | Trinity Church | General Grant | Church | Boston, MA, US | $500 |
| Paid Grant | University of South Carolina | General Grant | Public University | Columbia, SC, US | $500 |
| Paid Grant | Wellesley College | General Grant | Public University | Wellesley, MA, US | $500 |
| Paid Grant | Yale Alumni Fund | General Grant | Public Charity | New Haven, CT, US | $500 |
| Paid Grant | York Historical Society | General Grant | Public Charity | York, ME, US | $500 |
| Paid Grant | Family Ice | General Grant | Public Charity | Falmouth, ME, US | $400 |
| Paid Grant | WBUR 909 FM | General Grant | Public Charity | Chelsea, MA, US | $350 |
| Paid Grant | WGBH Educational Foundation | General Grant | Public Charity | Boston, MA, US | $350 |
| Paid Grant | Brown University | General Grant | University | Providence, RI, US | $300 |
| Paid Grant | Children's Aid Society - Steps to Success | General Grant | Public Charity | New York, NY, US | $300 |
| Paid Grant | Cure Alzheimers Fund | General Grant | Public Charity | Waltham, MA, US | $250 |
| Paid Grant | Quebec Labrador Foundation | General Grant | Public Charity | Ipswich, MA, US | $250 |
| Paid Grant | Harvard Business School | General Grant | Public University | Boston, MA, US | $200 |
| Paid Grant | St Peter's Church | General Grant | Church | Weston, MA, US | $100 |
| Paid Grant | Wooster School | General Grant | Public School | Danbury, CT, US | $100 |
Filing and Contact Details
Filer
- EIN
- 04-6195965
Raw XML AppendixShowing 400 of 1,080 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFees/Amount | 0 | 3500 |
| AccountingFeesSchedule/AccountingFees/Amount | 1 | 12000 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | Morgan & Wilde, PC |
| AccountingFeesSchedule/AccountingFees/Category | 1 | Gerrity Company, Inc. |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 0 |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 1 | 0 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 3500 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 1 | 12000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 21275 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 43150 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 9811 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 154915 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 24000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 20171 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 23995 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 4098 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 64257 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 21256 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 46770 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 3555 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 12 | 27625 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 13 | 26773 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 14 | 1050 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 15 | 26394 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 16 | 96859 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 17 | 34725 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 18 | 33949 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 19 | 5613 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 20 | 28873 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 21 | 32760 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 22 | 7900 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 23 | 11395 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 24 | 36152 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 25 | 37557 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 26 | 51200 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 27 | 25643 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 28 | 98915 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 29 | 85396 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 30 | 107877 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 31 | 46065 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 32 | 128968 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 33 | 35636 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 34 | 71036 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 35 | 49985 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 36 | 33164 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 37 | 74362 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 38 | 50404 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 39 | 1116 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 40 | 85670 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 41 | 150779 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 42 | 87560 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 43 | 57308 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 44 | 22485 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 45 | 64967 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 46 | 25132 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 47 | 32927 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 48 | 45148 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 49 | 5934 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 50 | 7062 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 51 | 18826 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 52 | 58993 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 53 | 3980 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 54 | 121 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 55 | 70951 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 56 | 59896 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 57 | 21954 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 262000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 64584 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 170790 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 59327 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 87000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 167264 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 28410 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 5178 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 170088 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 266380 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 25500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 59363 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 12 | 73458 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 13 | 126640 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 14 | 103410 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 15 | 22270 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 16 | 140782 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 17 | 78190 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 18 | 77440 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 19 | 15720 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 20 | 62372 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 21 | 73882 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 22 | 4970 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 23 | 11124 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 24 | 18050 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 25 | 58720 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 26 | 81260 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 27 | 55439 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 28 | 57137 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 29 | 118830 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 30 | 73465 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 31 | 60810 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 32 | 125800 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 33 | 79431 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 34 | 84210 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 35 | 54096 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 36 | 48350 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 37 | 87990 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 38 | 43149 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 39 | 17160 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 40 | 29183 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 41 | 67380 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 42 | 102223 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 43 | 35244 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 44 | 21580 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 45 | 133824 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 46 | 46506 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 47 | 25335 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 48 | 36435 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 49 | 6466 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 50 | 6795 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 51 | 18804 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 52 | 16590 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 53 | 4530 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 54 | 119 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 55 | 88360 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 56 | 113685 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 57 | 21323 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | Abbott Labs (4000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | Annaly Mortgage(4600) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | Automatic Data Processing (3000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | BankAmerica Corp (5110) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | Coca Cola (2400) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | Colgate Palmolive (1600) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | DNP Select Income Fund (3000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | Western Assets Emerging Mkt Income Fund (338) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | Home Depot (2750) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | Johnson & Johnson (3800) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | DWS High Income Trust (2500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | Merck & Co (1450) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | Paychex Inc (2362) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | Sysco Corp (4000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | Marsh McLennan Co (3000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | Newell Rubbermaid (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | Williams Cos (4300) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | Becton Dickinson (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | Fidelity Leveraged Co Stk Fd (2394 & 2404) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | Altria Group Inc (500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | Peoples United Finl Inc (5159) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 21 | Cognizant Tech Solutions CL B (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 22 | Pengrowth Energy Corp (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 23 | Natural Resource Partners LP (600) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 24 | NGP Capital Resources Co (2500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 25 | R P M Inc (2000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 26 | Renaissance RE Holdings LTD (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 27 | Schlumberger LTD (800) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 28 | Columbia Real Estate Equity Fd (3976) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 29 | Dentsply Intl Inc (3000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 30 | General Electric Co (3500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 31 | Illinois Tool Works Inc (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 32 | Moodys Corp (2500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 33 | Proctor & Gamble Co (1170) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 34 | Telefonica Brasil SA ADR (3500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 35 | Columbia Strategic Income Fd (8532) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 36 | CVS Caremark Corporation (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 37 | Franklin Resources Inc (900 & 700) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 38 | AT&T Inc (1280) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 39 | Broadridge Finl Solutions Inc (750) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 40 | CapitalSource Inc (3850) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 41 | Huron Consulting Group (2000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 42 | Pfizer Inc (4076) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 43 | Fluor Corp (600) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 44 | Nucor Corp (500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 45 | Philip Morris Intl Inc (1900 & 1600) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 46 | Cerner Corp (600) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 47 | CME Group Inc (500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 48 | BP PLC (875) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 49 | Dow Chemical Co (200) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 50 | Manulife Financial Corp (500) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 51 | State Street Corp (400) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 52 | Acme Packet Inc (750) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 53 | M&T Bk Corp (46) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 54 | Ocean Rig UDW Inc (8) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 55 | Tractor Supply Co (1000) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 56 | Visa Inc (750) |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 57 | WPX Energy Inc (1433) |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 0 | 17568 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | Hugoton Royalty Trust (2000) |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 0 | 14620 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | AT COST |
| IRS990PF/AddressChange | 0 | X |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 122519 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 16118 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount | 0 | 12 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount | 0 | 301 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode | 0 | 15 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 138950 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 138950 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 15500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 15500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 16118 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 184405 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 184405 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 122519 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 122519 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -68426 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 100572 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm | 0 | 12 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss | 0 | 12 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 16118 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 118346 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm | 0 | 158 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss | 0 | 158 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm | 0 | 301 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss | 0 | 301 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm | 0 | 4876 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss | 0 | 4876 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 70 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 2437 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 184405 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 20604 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 207376 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 138950 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 138950 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 20604 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 22971 |
| IRS990PF/BalanceSheets/AccountsPayableBOY | 0 | 900 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 1440261 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 1440261 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 486 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 2608668 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 2524338 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 3994421 |
| IRS990PF/BalanceSheets/InvestmentsOtherBOY | 0 | 18431 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOY | 0 | 17568 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 14620 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/OtherAssetsBOY | 0 | 2729 |
| IRS990PF/BalanceSheets/OtherAssetsEOY | 0 | 362 |
| IRS990PF/BalanceSheets/OtherAssetsEOYFMV | 0 | 362 |
| IRS990PF/BalanceSheets/OtherLiabilitiesBOY | 0 | 70 |
| IRS990PF/BalanceSheets/OtherLiabilitiesEOY | 0 | 70 |
| IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY | 0 | 0 |
| IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY | 0 | 0 |
| IRS990PF/BalanceSheets/RetainedEarningsBOY | 0 | 1196540 |
| IRS990PF/BalanceSheets/RetainedEarningsEOY | 0 | 1128114 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 7457 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 26177 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 26177 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 2637771 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 2568445 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 4035580 |
| IRS990PF/BalanceSheets/TotalLiabilitiesBOY | 0 | 970 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 70 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 2637771 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 2568445 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 2636801 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 2568375 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | 16118 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 21246 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 1 | 13399 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 2 | 49806 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 3 | 3 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2006-10-11 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 1 | 2007-03-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 2 | 2007-04-24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 3 | 2005-01-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 4 | 1999-12-31 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 0 | 2012-09-24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 1 | 2012-09-24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 2 | 2012-09-24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 3 | 2012-01-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 4 | 2012-09-25 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | Franklin Resources Inc (200) |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 1 | Philip Morris Intl Inc (300) |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 2 | Portland General Electric Co (1700) |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 3 | WPX Energy Inc (.33) |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 4 | DNP Select Income rts |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 5 | Capital Gains Dividends |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | 3306 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 1 | 13840 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 2 | -4222 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 3 | 3 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 4 | 99 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 5 | 3092 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | 3306 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 1 | 13840 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 2 | -4222 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 3 | 3 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 4 | 99 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 5 | 3092 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 24552 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 1 | 27239 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 2 | 45584 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 3 | 6 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 4 | 99 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 5 | 3092 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 0 | P |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 1 | P |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 2 | P |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 3 | P |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 4 | P |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 5 | P |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -68426 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 2568375 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 2636801 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 2568375 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 193863 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 193863 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 193863 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 196230 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 2367 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 2367 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 662 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 2729 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 2367 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 662 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 2367 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 2367 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 300 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 3029 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 4035580 |
| IRS990PF/MethodOfAccountingAccrual | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 3984366 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 60920 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 3921900 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 59765 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 1546 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 196230 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 3924601 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 3984366 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 0.20 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 1 | 0.20 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 2 | 0.10 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | James F Gerrity III |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | Peter F Gerrity |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 2 | Ruth M Gerrity |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 1 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 2 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 90 Oak Street |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 1 | 90 Oak Street |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 2 | 90 Oak Street |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | Newton Upper Falls |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 1 | Newton Upper Falls |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 2 | Newton Upper Falls |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | MA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 1 | MA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 2 | MA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 024649111 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 1 | 024649111 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 2 | 024649111 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 203437 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 202254 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.051535 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.046050 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2 | 0 | 0.043594 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.067389 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.056898 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.043746 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 3924601 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 3729171 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 3432124 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 3164033 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 4130682 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 4898705 |
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.
- Assets
- $2,568,445
- Liabilities
- $70
- Net assets
- $2,568,375
- Revenue
- -
- Expenses
- $207,376
- Net income
- -