Civic Intelligence

Ethel Kennedy Foundation

990PF • Fiscal year 2013 • EIN 11-2768682

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2014

271 Johns Island DriveSuiteCambridge, MA 32963

(772) 231-2971

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

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

63rd percentile

6.1%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$7,901,694

Up $451,203 (+6.1%) from 2012

Net Assets

Up

$7,901,694

Up $451,203 (+6.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$955,387

No earlier filing loaded for comparison.

Expenses

Down

$504,184

Down $27,287 (-5.1%) from 2012

Net Income

$451,203

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: $7,776,596Liabilities 2010: $0Net Assets 2010: $7,776,5962010Assets 2011: $7,662,933Liabilities 2011: $0Net Assets 2011: $7,662,9332011Assets 2012: $7,450,491Liabilities 2012: $0Net Assets 2012: $7,450,4912012Assets 2013: $7,901,694Liabilities 2013: $0Net Assets 2013: $7,901,6942013Assets 2014: $8,144,633Liabilities 2014: $0Net Assets 2014: $8,144,6332014Assets 2015: $8,103,459Liabilities 2015: $0Net Assets 2015: $8,103,4592015Assets 2016: $7,844,373Liabilities 2016: $0Net Assets 2016: $7,844,3732016Assets 2017: $10,318,725Liabilities 2017: $0Net Assets 2017: $10,318,7252017Assets 2018: $10,041,401Liabilities 2018: $0Net Assets 2018: $10,041,4012018Assets 2019: $9,900,046Liabilities 2019: $0Net Assets 2019: $9,900,0462019Assets 2020: $9,643,906Liabilities 2020: $0Net Assets 2020: $9,643,9062020Assets 2021: $9,723,041Liabilities 2021: $0Net Assets 2021: $9,723,0412021Assets 2022: $9,290,488Liabilities 2022: $0Net Assets 2022: $9,290,4882022Assets 2023: $9,092,256Liabilities 2023: $0Net Assets 2023: $9,092,2562023Assets 2024: $9,009,826Liabilities 2024: $0Net Assets 2024: $9,009,8262024

Highlighted filing

2013

Assets$7,901,694
Liabilities$0
Net Assets$7,901,694

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $485,3592010Expenses 2011: $365,8622011Expenses 2012: $531,4712012Revenue 2013: $955,387Expenses 2013: $504,184Net Income 2013: $451,2032013Revenue 2014: $466,039Expenses 2014: $223,100Net Income 2014: $242,9392014Revenue 2015: $508,180Expenses 2015: $549,354Net Income 2015: -$41,1742015Revenue 2016: $241,969Expenses 2016: $501,055Net Income 2016: -$259,0862016Revenue 2017: $3,004,119Expenses 2017: $529,767Net Income 2017: $2,474,3522017Revenue 2018: $244,277Expenses 2018: $521,601Net Income 2018: -$277,3242018Revenue 2019: $410,177Expenses 2019: $551,532Net Income 2019: -$141,3552019Revenue 2020: $313,910Expenses 2020: $570,050Net Income 2020: -$256,1402020Revenue 2021: $680,516Expenses 2021: $601,381Net Income 2021: $79,1352021Revenue 2022: $325,718Expenses 2022: $758,271Net Income 2022: -$432,5532022Revenue 2023: $459,576Expenses 2023: $657,808Net Income 2023: -$198,2322023Revenue 2024: $608,215Expenses 2024: $690,645Net Income 2024: -$82,4302024

Highlighted filing

2013

Revenue$955,387
Expenses$504,184
Net Income$451,203
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ETHEL K MARRANPres/Treas-$0--
ELIZABETH MARRANVP-$0--
LAURA F MARRANSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRESH AIR FUNDCHARITABLE CONTRIBUTION - SUMMER EXPERIENCES FOR NYC CHILDREN FROM LOW INCOME COMMUNITIESPUBLIC CHARITYNEW YORK, NY, US$50,000
Paid GrantSAINT EDWARDS SCHOOLCHARITABLE CONTRIBUTION - EDUCATIONPUBLIC CHARITYVERO BEACH, FL, US$31,000
Paid GrantLA JOLLA COUNTRY DAY SCHOOLCHARITABLE CONTRIBUTION - EDUCATIONPUBLIC CHARITYLA JOLLA, CA, US$30,000
Paid GrantORANGE COUNTY HIGH SCHOOL OF THE ARTSCHARITABLE CONTRIBUTION - HIGH SCHOOL FOR STUDENTS WITH TALENTS IN THE ARTSPUBLIC CHARITYSANTA ANA, CA, US$24,575
Paid GrantHUMAN RIGHTS WATCHCHARITABLE CONTRIBUTION - HUMAN RIGHTS ADVOCACYPUBLIC CHARITYNEW YORK, NY, US$21,000
Paid GrantGEORGETOWN UNIVERSITY LAW CENTERCHARITABLE CONTRIBUTION - LEGAL EDUCATIONPUBLIC CHARITYWASHINGTON, DC, US$20,000
Paid GrantFAIRMONT PARENTS ASSOCIATIONCHARITABLE CONTRIBUTION - EDUCATIONPUBLIC CHARITYANAHEIM, CA, US$15,000
Paid GrantHOMELESS FAMILY CENTER - VERO BEACHCHARITABLE CONTRIBUTION - EMERGENCY AND TRANSICTION SHELTER FOR HOMELESS FAMILIESPUBLIC CHARITYVERO BEACH, FL, US$15,000
Paid GrantJOHN'S ISLAND FOUNDATIONCHARITABLE CONTRIBUTION - COMMUNITY SUPPORT TO NON-PROFITS IN INDIAN RIVER COUNTYPUBLIC CHARITYVERO BEACH, FL, US$15,000
Paid GrantMOLLY'S HOUSECHARITABLE CONTRIBUTION - SUPPORT FOR FAMILY'S IN MEDICAL CRISISPUBLIC CHARITYSTUART, FL, US$12,000
Paid GrantEAST HAMPTON HEALTHCARE FOUNDATIONCHARITABLE CONTRIBUTION - EQUAL ACCESS MEDICAL CAREPUBLIC CHARITYEAST HAMPTON, NY, US$11,000
Paid GrantBREAD FOR THE WORLDCHARITABLE CONTRIBUTION - END HUNGERPUBLIC CHARITYWASHINGTON, DC, US$11,000
Paid GrantVASCACHARITABLE CONTRIBUTION - SERVICES TO LOW INCOME SENIORSPUBLIC CHARITYNEW YORK, NY, US$11,000
Paid GrantUNITED WAY OF INDIAN RIVER COUNTYCHARITABLE CONTRIBUTION - COMMUNITY SUPPORTPUBLIC CHARITYVERO BEACH, FL, US$10,000
Paid GrantDOLLARS FOR SCHOLARS - INDIAN RIVER COUNTYCHARITABLE CONTRIBUTION - NEED BASED SCHOLARSHIPSPUBLIC CHARITYVERO BEACH, FL, US$10,000
Paid GrantEAST HAMPTON LIBRARYCHARITABLE CONTRIBUTION - LIBRARY SERVICESPUBLIC CHARITYEAST HAMPTON, NY, US$10,000
Paid GrantWQCS - NPR FOR THE TREASURE COASTCHARITABLE CONTRIBUTION - NATIONAL PUBLIC RADIOPUBLIC CHARITYFT PIERCE, FL, US$10,000
Paid GrantCHILDREN'S AID SOCIETYCHARITABLE CONTRIBUTION - SERVICES FOR CHILDRENPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantVERO BEACH MUSEUM OF ARTCHARITABLE CONTRIBUTION - ART MUSEUMPUBLIC CHARITYVERO BEACH, FL, US$10,000
Paid GrantWOMEN'S CARE CENTER OF VERO BEACHCHARITABLE CONTRIBUTION - SUPPORT, COUNSELING AND EDUCATION TO WOMENPUBLIC CHARITYVERO BEACH, FL, US$10,000
Paid GrantASPCACHARITABLE CONTRIBUTION - ANIMAL RESCUEPUBLIC CHARITYNEW YORK, NY, US$6,000
Paid GrantINDIAN RIVER MEDICAL CENTER FOUNDATIONCHARITABLE CONTRIBUTION - MEDICAL CENTERPUBLIC CHARITYVERO BEACH, FL, US$6,000
Paid GrantAFGHAN LEARNING INSTITUTECHARITABLE CONTRIBUTION - EDCUATION, TRAINING AND HEALTH SERVICESPUBLIC CHARITYDEARBORN, MI, US$5,000
Paid GrantVNA HOSPICE FOUNDATIONCHARITABLE CONTRIBUTION - MEDICAL SUPPORTPUBLIC CHARITYVERO BEACH, FL, US$5,000
Paid GrantATLANTIC CLASSICAL INSTITUTECHARITABLE CONTRIBUTION - ORCHESTRAPUBLIC CHARITYFORT PIERCE, FL, US$5,000
Paid GrantFLORIDA EDUCATION FOUNDATIONCHARITABLE CONTRIBUTION - EDUCATION ENHANCEMENTS IN STATE OF FLORIDAPUBLIC CHARITYTALLAHASSEE, FL, US$5,000
Paid GrantHARBOR BRANCH OCEANOGRAPHIC INSTITUTECHARITABLE CONTRIBUTION - RESEARCH AND EDUCATION IN MARINE SCIENCESPUBLIC CHARITYFORT PIERCE, FL, US$5,000
Paid GrantCHILD CARE RESOURCESCHARITABLE CONTRIBUTION - SUPPORT FOR THOSE STRUGGLING TO PAY FOR CHILD CAREPUBLIC CHARITYMISSOULA, MT, US$5,000
Paid GrantHELP ME SEE HELPING THE BLIND SEECHARITABLE CONTRIBUTION - ELIMINATE BLINDNESS CAUSED BY UNTREATED CATARACTPCNEW YORK, NY, US$5,000
Paid GrantOPTOMETIC CENTERY OF NY SUNYCHARITABLE CONTRIBUTION - SUPPORT FOR VISION SCIENCE RESEARCHPCNEW YORK, NY, US$5,000
Paid GrantSAFE SPACE FLORIDACHARITABLE CONTRIBUTION - SERVICES FOR VICTIMS OF DOMESTIC ABUSEPCSTUART, FL, US$5,000
Paid GrantMETROPOLITAN MUSEUM OF ARTCHARITABLE CONTRIBUTION - ART MUSEUMPUBLIC CHARITYNEW YORK, NY, US$4,000
Paid GrantANIMAL RESCUE FUND (ARF)CHARITABLE CONTRIBUTION - ANIMAL RESCUEPUBLIC CHARITYEAST HAMPTON, NY, US$3,000
Paid GrantINTERNATIONAL RESCUE COMMITTEECHARITABLE CONTRIBUTION - HUMANITARIAN AIDPUBLIC CHARITYNEW YORK, NY, US$3,000
Paid GrantJOHN'S ISLAND COMMUNITY SERVICE LEAGUECHARITABLE CONTRIBUTION - RAISING FUNDS FOR CHARITABLE AGENCIES IN INDIAN RIVER COUNTYPCVERO BEACH, FL, US$2,100
Paid GrantBOWERY MISSIONCHARITABLE CONTRIBUTION - MEALS, SHELTER, AND ASSISTANCEPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantLEARNING ALLYCHARITABLE CONTRIBUTION - SUPPORT FOR THOSE WITH DYSLEXIA AND PRINT DISABILITIESPUBLIC CHARITYPRINCETON, NJ, US$2,000
Paid GrantCOLUMBIA UNIVERSITY COLLEGE OF PHYSICIANS & SURGEOCHARITABLE CONTRIBUTION - EDUCATIONPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantFLORIDA SHERIFFS YOUTH RANCHESCHARITABLE CONTRIBUTION - YOUTH PROGRAMSPUBLIC CHARITYBOYS RANCH, FL, US$2,000
Paid GrantUNICEFCHARITABLE CONTRIBUTION - CHILDREN'S RIGHTSPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantHUMANE SOCIETYCHARITABLE CONTRIBUTION - ANIMAL RESCUEPUBLIC CHARITYGAITHERSBURG, MD, US$2,000
Paid GrantLIGHTHOUSE INTERNATIONALCHARITABLE CONTRIBUTION - VISION IMPAIRMENT EDUCAITON, RESEARCH, REHABILITATION AND ADVOCACYPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantSPECIAL OLYMPICS FLORIDACHARITABLE CONTRIBUTION - SPORTS COMPETITION FOR PEOPLE WITH DISABILITIESPUBLIC CHARITYCLERMONT, FL, US$2,000
Paid GrantALZHEIMER'S FOUNDATIONCHARITABLE CONTRIBUTION - ALZHEIMERS RESEARCHPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantST LABRE INDIAN SCHOOLCHARITABLE CONTRIBUTION - EDUCATION TO NATIVE AMERICAN STUDENTS IN MONTANAPUBLIC CHARITYASHLAND, MT, US$1,000
Paid GrantAMERICAN INDIAN COLLEGE FUNDCHARITABLE CONTRIBUTION - SCHOLARSHIPSPUBLIC CHARITYDENVER, CO, US$1,000
Paid GrantCHILDREN'S HOME SOCIETY OF FLORIDACHARITABLE CONTRIBUTION - SERVICES FOR CHILDREN AND FAMILIESPUBLIC CHARITYWINTER PARK, FL, US$1,000
Paid GrantARTHRITIS FOUNDATIONCHARITABLE CONTRIBUTION - ARTHRITIS RESEARCHPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantGIFFORD YOUTH ACTIVITY CENTERCHARITABLE CONTRIBUTION - YOUTH SERVICESPUBLIC CHARITYWESTON, MA, US$1,000
Paid GrantPATHWAYS INCCHARITABLE CONTRIBUTION - COMMUNITY BASED SERVICESPUBLIC CHARITYSUNNYVALE, CA, US$1,000
Paid GrantRIVERSIDE THEATRECHARITABLE CONTRIBUTION - THEATREPUBLIC CHARITYVERO BEACH, FL, US$1,000
Paid GrantBIG BROTHERS BIG SISTERSCHARITABLE CONTRIBUTION - YOUTH SUPPORTPUBLIC CHARITYSTUART, FL, US$1,000
Paid GrantAMERICAN DIABETES ASSOCIATIONCHARITABLE CONTRIBUTION - DIABETES RESEARCHPUBLIC CHARITYALEXANDRIA, VA, US$1,000
Paid GrantLVIS (EAST HAMTON LADIES VILLAGE IMPROVEMENT)CHARITABLE CONTRIBUTION - COMMUNITY IMPROVEMENTPUBLIC CHARITYEAST HAMPTON, NY, US$1,000
Paid GrantINDIAN RIVER LAND TRUSTCHARITABLE CONTRIBUTION - CONSERVATIONPUBLIC CHARITYVERO BEACH, FL, US$1,000
Paid GrantWHITNEY MUSEUMCHARITABLE CONTRIBUTION - AMERICAN ART MUSEUMPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantAICR AMERICAN INSTITUTE FOR CANCER RESEARCHCHARITABLE CONTRIBUTION - CANCER RESEARCH AND EDUCATION SERVICESPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantGUIDING EYES FOR THE BLINDCHARITABLE CONTRIBUTION - TRAINED GUIDE DOGS FOR THE BLIND AND VISUALLY IMPAIREDPUBLIC CHARITYYORKTOWN HEIGHTS, NY, US$1,000
Paid GrantWHEELCHAIR FOUNDATIONCHARITABLE CONTRIBUTION - WHEELCHAIRS FOR THOSE IN NEEDPUBLIC CHARITYDANVILLE, CA, US$1,000
Paid GrantPRESERVATION SOCIETY OF EAST HAMPTONCHARITABLE CONTRIBUTION - PRESERVATIONPUBLIC CHARITYEAST HAMPTON, NY, US$1,000
Paid GrantNATURE CONSERVANCYCHARITABLE CONTRIBUTION - CONSERVATIONPUBLIC CHARITYALTAMONTE SPRINGS, FL, US$1,000
Paid GrantEAST HAMPTON MEALS ON WHEELSCHARITABLE CONTRIBUTION - MEALS FOR THOSE IN NEEDPUBLIC CHARITYEAST HAMPTON, NY, US$1,000
Paid GrantHARVEST FOOD AND OUTREACH CENTERCHARITABLE CONTRIBUTION - COMMUNITY SERVICESPUBLIC CHARITYVERO BEACH, FL, US$1,000
Paid GrantMAKE A WISH FOUNDATIONCHARITABLE CONTRIBUTION - EXPERIENCES FOR CHILDREN WITH LIFE THREATENING MEDICAL CONDITIONSPUBLIC CHARITYALBERT LEA, MN, US$1,000
Paid GrantBURN RESCUECHARITABLE CONTRIBUTION - SURGERIES FOR SEVERELY BURNED CHILDRENPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantSOUTHERN POVERTY LAW CENTERCHARITABLE CONTRIBUTION - LEGAL REPRESENTATION/CIVIL RIGHTSPUBLIC CHARITYMONTGOMERY, AL, US$1,000
Paid GrantCHORAL SOCIETY OF THE HAMPTONSCHARITABLE CONTRIBUTION - CONCERTS, EDUCATION, AND PROGRAMSPUBLIC CHARITYBRIDGEHAMPTON, NY, US$1,000
Paid GrantDOCTORS WITHOUT BORDERS - MEDECINS SANS FRONTIERESCHARITABLE CONTRIBUTION - MEDICAL AIDPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantLONG ISLAND PINE BARRENS SOCIETYCHARITABLE CONTRIBUTION - ENVIRONMENTAL EDUCATION AND PRESERVATIONPUBLIC CHARITYRIVERHEAD, NJ, US$1,000
Paid GrantGLOBAL FUND FOR WOMENCHARITABLE CONTRIBUTION - WOMEN'S HUMAN RIGHTSPCSAN FRANCISCO, CA, US$1,000
Paid GrantHABITAT FOR HUMANITYCHARITABLE CONTRIBUTION - AFFORDABLE HOUSINGPCATLANTA, GA, US$1,000
Paid GrantHELEN KELLER SERVICES FOR THE BLINDCHARITABLE CONTRIBUTION - SERVICES FOR THE BLINDPCSANDS POINT, NY, US$1,000
Paid GrantMACULAR DEGENERATION RESARCHCHARITABLE CONTRIBUTION - MEDICAN RESEARCHPCNORTHAMPTON, MA, US$1,000
Paid GrantNATIONAL WORLD WAR II MUSEUMCHARITABLE CONTRIBUTION - HISTORY MUSEUMPCNEW ORLEANS, LA, US$1,000
Paid GrantNEW YORK RESTORATION PROJECTCHARITABLE CONTRIBUTION - PARKS, GARDENS AND TREES IN NYCPCNEW YORK, NY, US$1,000
Paid GrantPARTNERS IN HEALTH HAITICHARITABLE CONTRIBUTION - HEALTH CARE OPTIONSPCBOSTON, MA, US$1,000
Paid GrantPREGNANCY LIFE CENTER VERO BEACHCHARITABLE CONTRIBUTION - MEDICAL SERVICESPCVERO BEACH, FL, US$1,000
Paid GrantRCMA REDLANDS CHRISTIAN MIGRANT ASSOCIATIONCHARITABLE CONTRIBUTION - CHILDCARE AND EDUCATION SERVICES FOR LOW INCOME AND RURAL FAMILIESPCIMMOKALEE, FL, US$1,000
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERCHARITABLE CONTRIBUTION - CANCER RESEARCHPCNEW YORK, NY, US$1,000
Paid GrantST JUDE CHILDREN'S RESARCH HOSPITALCHARITABLE CONTRIBUTION - PEDIATRIC CANCER RESEARCHPCMEMPHIS, TN, US$1,000
Paid GrantNATIONAL MUSEUM OF WOMEN IN THE ARTSCHARITABLE CONTRIBUTION - ART MUSEUMPCWASHINGTON, DC, US$1,000
Paid GrantEAST END HOSPICECHARITABLE CONTRIBUTION - COMPASSIONATE CARE FOR THE TERMINALLY ILLPCWESTHAMPTON BEACH, NY, US$1,000
Paid GrantAARP FOUNDATIONCHARITABLE CONTRIBUTION - OPPORTUNITIES FOR STRUGGLING AMERICANS 50+-LONG BEACH, CA, US$16
Filing and Contact Details

Filer

EIN
11-2768682
In Care Of
% ETHEL K MARRAN
Phone
7722312971

Signing Officer

Name
Ethel Marran
Title
President
Phone
5168748800
Signed
2014-07-15
Discuss with paid preparer
Yes

Preparer

Phone
5168748800
Raw XML AppendixShowing 400 of 1,331 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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3$20,000 BNP BREN EAFE 7/17/13
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5$15,000 DB MARKET PLUS 3/19/14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6$20,000 BARC BREN ASIA 4/17/13
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,660 SHS NORTHERN TRUST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8201 SHS HOSPIRA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94,654 SHS KINDER MORGAN MGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,250 SHS HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112,500 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,010 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1397 SHS AMER INTL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14604 SHS CITIGROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162685 SHS ARTISAN INTL VAL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171,000 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182,010 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193,180 SHS MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205,040 SHS MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28800 SHS EL PASO ENERGY CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291898 SHS DODGE & COX INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30800 SHS VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm315,000 SHS AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32345 SHS THE TRAVELERS COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33815 SHS VANGUARD EMERGING MK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341,720 SHS EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35480 SHS OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362,442 SHS YAHOO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm376,796 SHS EATON VANCE MUT FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38415 SHS ISHARES MSCI EAFE IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm395,928 SHS ENBRIDGE ENERGY MGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404,023 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41375 SHS BROADRIDGE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421,000 SHS SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43308 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm448997 SHS GS MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451767 SHS JP MORGAN US REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462751 SHS OAKMARK INT'L FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47651 SHS MATTHEWS ASIA DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48641 SHS JPM INTREPID EUROPEAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492781 SHS GATEWAY FUND - Y
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm515265 SHS ARBITRAGE FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm523099 SHS JPM INTL CURRENCY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531757 SHS JPM LARGE CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm542510 SHS BLACKROCK HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm555340 SHS JPM US LARGE CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5651 WTS - AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57194 SHS - EXPRESS SCRIPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58718 - SPDR S&P ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59205 - SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603093 - DOUBLINE FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6120,000 - CS AMERICAS MARKET +
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62810 - JPM CHINA REGION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63537 - OPPENHEIMER DEVELOPING M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm644712 - JPM GLOBAL RES ENH INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652995 - PIMCO UNCONS BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66685 - POWERSHARES DB COMMODITY
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01727383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07687968
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0141230
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0463706
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09274121
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09415351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ETHEL K MARRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH MARRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURA F MARRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10271 JOHNS ISLAND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1144 ALPINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine123988 LAGO DI GRATA CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CAMBRIDGE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.61$0.69$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.46$0.66$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.33$0.76$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.68$0.60$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.31$0.57$0.26
2019Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.41$0.55$0.14
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.24$0.52$0.28
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$3.00$0.53$2.47
2016Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.50$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.51$0.55$0.04
2014Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.47$0.22$0.24
2013Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.96$0.50$0.45
2012Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.53
2011Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.37
2010Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.49