Civic Intelligence

Mattina R Proctor Foundation

990PF • Fiscal year 2013 • EIN 11-1067014

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

75 Federal St No 1300Boston, MA 02110-1921

(617) 748-5100

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

8th percentile

-60%

Higher net margin than 8% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

40th percentile

$37,866

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

19th percentile

-3.8%

Faster asset growth than 19% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Down

$8,746,321

Down $342,879 (-3.8%) from 2012

Net Assets

Down

$8,746,321

Down $342,879 (-3.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$564,453

No earlier filing loaded for comparison.

Expenses

Up

$904,181

Up $55,156 (+6.5%) from 2012

Net Income

-$339,728

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $9,956,140Liabilities 2010: $0Net Assets 2010: $9,956,1402010Assets 2011: $9,401,143Liabilities 2011: $12011Assets 2012: $9,089,200Liabilities 2012: $0Net Assets 2012: $9,089,2002012Assets 2013: $8,746,321Liabilities 2013: $0Net Assets 2013: $8,746,3212013Assets 2014: $8,623,195Liabilities 2014: $1Net Assets 2014: $8,623,1952014Assets 2015: $8,073,768Liabilities 2015: $0Net Assets 2015: $8,073,7682015Assets 2017: $7,552,984Liabilities 2017: $0Net Assets 2017: $7,552,9842017Assets 2018: $7,538,417Liabilities 2018: $0Net Assets 2018: $7,538,4172018Assets 2019: $8,825,935Liabilities 2019: $1Net Assets 2019: $8,825,9352019Assets 2020: $10,824,037Liabilities 2020: $1Net Assets 2020: $10,824,0372020Assets 2021: $11,262,047Liabilities 2021: $1Net Assets 2021: $11,262,0472021Assets 2022: $10,968,415Liabilities 2022: $0Net Assets 2022: $10,968,4152022Assets 2023: $10,234,274Liabilities 2023: $12023Assets 2024: $10,190,545Liabilities 2024: $0Net Assets 2024: $10,190,5452024

Highlighted filing

2013

Assets$8,746,321
Liabilities$0
Net Assets$8,746,321

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $758,4672010Revenue 2011: $341,615Expenses 2011: $899,834Net Income 2011: -$558,2192011Expenses 2012: $849,0252012Revenue 2013: $564,453Expenses 2013: $904,181Net Income 2013: -$339,7282013Revenue 2014: $857,870Expenses 2014: $1,001,542Net Income 2014: -$143,6722014Revenue 2015: $432,587Expenses 2015: $982,014Net Income 2015: -$549,4272015Revenue 2017: $495,322Expenses 2017: $800,258Net Income 2017: -$304,9362017Revenue 2018: $759,601Expenses 2018: $774,168Net Income 2018: -$14,5672018Revenue 2019: $2,055,002Expenses 2019: $767,484Net Income 2019: $1,287,5182019Revenue 2020: $2,749,478Expenses 2020: $753,179Net Income 2020: $1,996,2992020Revenue 2021: $1,286,378Expenses 2021: $862,089Net Income 2021: $424,2892021Revenue 2022: $454,843Expenses 2022: $784,342Net Income 2022: -$329,4992022Revenue 2023: $287,899Expenses 2023: $1,047,333Net Income 2023: -$759,4342023Revenue 2024: $1,064,390Expenses 2024: $1,104,505Net Income 2024: -$40,1152024

Highlighted filing

2013

Revenue$564,453
Expenses$904,181
Net Income-$339,728
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY D HUTCHINSTrusteePT$37,866-$37,866
WILLIAM I HOCHBERGTrusteePT$37,866-$37,866
Filing and Contact Details

Filer

EIN
11-1067014
Phone
6177485100

Signing Officer

Name
Jeffrey D Hutchins
Title
Trustee
Phone
6177485100
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Jennifer E Kline
Phone
6177485100
Raw XML AppendixShowing 400 of 1,094 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/AccountingFeesDetail/Amt09377
AccountingFeesSchedule/AccountingFeesDetail/Amt17000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BROUDE & HOCHBERG LLP TAX
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1DARMODY, MERLINO & CO., LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine10HELEN HAY WHITNEY FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine11FOUNDATION FOR MODERN OPERA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine12FOUNDATION FOR MODERN OPERA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine13FOUNDATION FOR MODERN OPERA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt005/07/2014
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt108/13/2014
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt208/13/2014
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt308/13/2014
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt050000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt110500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt225000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt35000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt050000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt110500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt225000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt35000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02013-01-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12013-01-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22013-03-08
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32013-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0SPONSOR ONE HELEN HAY WHITNEY FELLOWSHIP.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1UNDERWRITE SHAKESPEARE CONCERT RECORDING PRODUCTION COSTS WITH PARMA RECORDS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2UNDERWRITE SPRING SHAKESPEARE CONCERT AT JORDAN HALL AND RECORDING SESSIONS AT MECHANICS HALL.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3SUPPLEMENTAL FUNDING FOR PARMA RECORDS RECORDING CONTRACT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1020 SQUADRON BLVD SUITE 630
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1115 BREWSTER RD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1215 BREWSTER RD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1315 BREWSTER RD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/City0NEW CITY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/City1WORCESTER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/City2WORCESTER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/City3WORCESTER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/State0NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/State1MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/State2MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/State3MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCode010956
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCode101602
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCode201602
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCode301602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0590860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1168172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4268819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5151204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6121842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt766558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8176751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt950916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10358740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1157918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12329718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13160468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14188635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1573036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1641850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17240390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18467087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19112112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20139364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2163205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23613097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24139040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25620770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26252004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28269342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2956924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30115109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31411850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3251512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3346566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3459708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35113557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3659480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3780360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38379517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3925910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4021084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41145281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4372717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44191360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4548026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46130430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48136356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49179145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50136012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5131005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0738606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1155300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2121525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt379630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4301110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5328892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6234711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7114040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8227025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt957300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10749460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1174714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12660960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13202200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14330359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15182660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16114600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17199800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18649700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19170800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2067680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21280720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232024000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24150960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25751484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26598920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28432752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2979683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30223858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31492692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3274820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3365320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3482940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35220199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36180330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37139530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38903651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3935960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4039182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41733900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43140250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44262600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45336000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46295880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48209828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49272400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50154251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51154280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm021,007 SH. AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12,500 SH. BHP BILLITON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22,500 SH. BP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,000 SH. BP PRUDHOE BAY ROYALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43,000 SH. BOSTON PROPERTIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56,188 SH. BRISTOL MYERS SQUIBB CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65,610 SH. CAMDEN NATIONAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72,000 SH. CANADIAN NATIONAL RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82,500 SH. CATERPILLAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92,000 SH. CENOVUS ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106,000 SH. CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113,331 SH. CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1216,000 SH. COCA COLA CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136,000 SH. CONAGRA FOODS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144,676 SH. CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152,000 SH. DEERE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,500 SH. DISNEY CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174,500 SH. DOW CHEMICAL CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1810,000 SH. DU PONT DE NEMOURS & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,475 SH. DUKE ENERGY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm204,500 SH. DUKE REALTY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm214,000 SH. EMERSON ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220 SH. ENCANA CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2320,000 SH. EXXONMOBIL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm244,000 SH. FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2526,810 SH. GENERAL ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2612,000 SH. GENERAL MILLS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm270 SH. IBM CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm287,400 SH. JP MORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29870 SH. JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302,143 SH. KIMBERLY CLARK CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm319,844 SH. MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322,000 SH. MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,000 SH. NATIONAL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341,000 SH. PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm357,189 SH. PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362,338 SH. PHILLIPS 66-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373,000 SH. PLUM CREEK TIMBER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3811,100 SH. PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39500 SH. ROCKWOOD HLDGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,100 SH. SPECTRA ENERGY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4110,000 SH. STATE STREET CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm420 SH. TECK RESOURCES LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431,000 SH. 3M CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm446,500 SH. US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452,000 SH. UNION PACIFIC CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462,600 SH. UNITED TECHNOLOGIES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472,000 SH. VALE DO RIO DOCE-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm484,270 SH. VERIZON COMMUNICATIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm496,000 SH. WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm504,886 SH. WEYERHAEUSER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm514,000 SH. WILLIAMS COS. INC.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0411986
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0143426
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt09041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0564453
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0564453
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016377
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0202432
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt037866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt037866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075732
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0655000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0655000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0417449
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0411986
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-339728
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0490499
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01162
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0143426
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0531143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020719
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024784
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt021928
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt069766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0120272
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0764432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0110666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0904181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0641809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0564453
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0109432
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0110666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0249181
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12006-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt427966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt518644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt657609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt742450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-18021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt288169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt392493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt432376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt520967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-30089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-8871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt917803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-18021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt288169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt392493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt432376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt520967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-30089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-8871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt917803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt082367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt288498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt394468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt460342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt539611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt627520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt733579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt917803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0450 SH. IBM CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12,000 SH. ENCANA CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,000 SH. EXXON MOBIL CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,000 SH. EXXON MOBIL CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4300 SH. IBM CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 SH. IBM CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,000 SH. TECK COMINCO LTD.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72,000 SH. VALE SA ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850 SH. IBM CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0202432
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-339728
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03151
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08749472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09089200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08746321
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0699322
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0699322
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0699322
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0704633
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05311
IRS990PF/DistributableAmountGrp/TotalTaxAmt05311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06300
IRS990PF/FMVAssetsEOYAmt015506404
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08848778
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08593253
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01034
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0647
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08709606
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08359379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015097462
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt022000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0240422
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0153068
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0378560
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0386295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0386295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09089200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08746321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015506404
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09089200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08746321
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09089200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08746321
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014307269
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0214990
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014092279
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0214609
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0704633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014092660
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014307269

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.06$1.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$0.29$1.05$0.76
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.45$0.78$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.29$0.86$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$2.75$0.75$2.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.83$0.00$8.83$2.06$0.77$1.29
2018Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.76$0.77$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.50$0.80$0.30
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.43$0.98$0.55
2014Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.86$1.00$0.14
2013Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.56$0.90$0.34
2012Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.85
2011Summary only. Only limited summary data is available for this year.$9.40$0.00$0.34$0.90$0.56
2010Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.76
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $5M-$10M nonprofits