David & Rae Wiener Foundation

990PF • Fiscal year 2013 • EIN 13-6151883

May 01, 2012 to Apr 30, 2013 • Filed on Aug 27, 2013

Organization Profile

C/O Lipsky Goodkin CO 120 W 45th StNo 7th FL10036

Siviq Scores

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

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

No value available

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

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-2.8%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$474,929

Down $13,750 (-2.8%) from 2012

Net Assets

Down

$474,929

Down $13,750 (-2.8%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$28,078

Up $5,811 (+26%) from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2013

Assets$474,929

Liabilities$0

Net Assets$474,929

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue-

Expenses$28,078

Net Income-

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2012 to Apr 30, 2013
Signed: Aug 27, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
NORMA VAN RIPER	President/Treasurer	-	$0	-	-
NANCI ZIMMERMAN	Secretary/Treasurer	-	$0	-	-
BARBARA BEAMAN	Vice-President	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	JEWISH FEDERATION OF VENTURA COUNTY	GENERAL PURPOSE	-	VENTURA, CA, US	$1,800
Paid Grant	TEMPLE ISRAEL	GENERAL PURPOSE	-	WESTPORT, CT, US	$1,535
Paid Grant	GOULD FARM	GENERAL PURPOSE	-	MNTEREY, MA, US	$1,500
Paid Grant	NEW WEST SYMPHONY	GENERAL PURPOSE	-	THOUSAND OAKS, CA, US	$1,250
Paid Grant	CASA PACIFICA	GENERAL PURPOSE	-	CAMARILLO, CA, US	$1,200
Paid Grant	COMERATA PACIFICA	GENERAL PURPOSE	-	SANTA BARBARA, CA, US	$1,200
Paid Grant	GULL WINGS CH MUSEUM	GENERAL PURPOSE	-	OXNARD, CA, US	$1,000
Paid Grant	CONG AM HAYAM	GENERAL PURPOSE	-	VENTURA, CA, US	$850
Paid Grant	PARKINSON DISEASE FOUNDATION	GENERAL PURPOSE	-	NEW YORK, NY, US	$700
Paid Grant	BRAIN & BEHAVIOR RESEARCH	GENERAL PURPOSEGENERAL PURPOSE	-	GREAT NECK, NY, US	$500
Paid Grant	DOCTORS WITHOUT BORDERS	GENERAL PURPOSE	-	HAGEROTOWN, MD, US	$500
Paid Grant	OXNARD COLL FOUNDATION	GENERAL PURPOSE	-	OXNARD, CA, US	$500
Paid Grant	OUTSIDE IN	GENERAL PURPOSE	-	PORTLAND, OR, US	$500
Paid Grant	ALBERT EINSTEIN ORTHODONTIC SPECIAL PURPOSE FUND	GENERAL PURPOSE	-	PHILADELPHIA, PA, US	$500
Paid Grant	PROJECT MORREY	GENERAL PURPOSE	-	ELMSFORD, NY, US	$500
Paid Grant	STAND FOR THE TROOPS	GENERAL PURPOSE	-	GREENWICH, CT, US	$500
Paid Grant	UJA	GENERAL PURPOSE	-	WESTPORT, CT, US	$500
Paid Grant	OXNARD FRIENDS OF THE LIBRARY	GENERAL PURPOSE	-	OXNARD, CA, US	$500
Paid Grant	BOYS & GIRLS CLUB OF GREATER OXNARD	GENERAL PURPOSE	-	OXNARD, CA, US	$500
Paid Grant	AHRC	GENERAL PURPOSE	-	NEW YORK, NY, US	$300
Paid Grant	AJWS AMERICAN JEWISH WORLD SERVICE	GENERAL PURPOSE	-	NEW YORK, NY, US	$250
Paid Grant	FOOD SHARE INC	GENERAL PURPOSE	-	OXNARD, CA, US	$250
Paid Grant	FOUNTAIN HOUSE	GENERAL PURPOSE	-	NEW YORK, NY, US	$250
Paid Grant	HABITAT FOR HUMANITY	GENERAL PURPOSE	-	OXNARD, CA, US	$250
Paid Grant	PROJECT RENEWAL	GENERAL PURPOSE	-	NEW YORK, NY, US	$250
Paid Grant	CENTRAL PARK CONSERVANCY	GENERAL PURPOSE	-	NEW YORK, NY, US	$250
Paid Grant	BAGELON CENTER FOR MENTAL HEALTH	GENERAL PURPOSE	-	WASHINGTON, DC, US	$250
Paid Grant	PROJECT HOPE	GENERAL PURPOSE	-	WASINGTON, DC, US	$216
Paid Grant	ASSISTANCE LEAGUE OF VC	GENERAL PURPOSE	-	VENTURA, CA, US	$200
Paid Grant	PLANNED PARENTHOOD OF NYC	GENERAL PURPOSE	-	NEW YORK, NY, US	$200
Paid Grant	PP SBV SLO	GENERAL PURPOSE	-	SANTA BARBARA, CA, US	$200
Paid Grant	RAIN COMMUNITIESINC	GENERAL PURPOSE	-	CAMARILLO, CA, US	$200
Paid Grant	THE NEW YORK PUBLIC LIBRARY	GENERAL PURPOSE	-	NEW YORK, NY, US	$200
Paid Grant	SPRING LAKE RANCH	GENERAL PURPOSE	-	CUTTINGSWVILLE, VT, US	$200
Paid Grant	MAZON	GENERAL PURPOSE	-	LOS ANGELES, CA, US	$180
Paid Grant	ALZEIMERS ASSN CA	GENERAL PURPOSE	-	WASHINGTON, DC, US	$150
Paid Grant	VG SENIOR NUTRITION ACTION COUNCIL	GENERAL PURPOSE	-	CAMARILLO, CA, US	$150
Paid Grant	MUSICAL ACADEMY OF THE WEST	GENERAL PURPOSE	-	SANTA BARBARA, CA, US	$150
Paid Grant	HUMAN RIGHTS WATCH	GENERAL PURPOSE	-	TOMS RIVER, NJ, US	$110
Paid Grant	CITY HARVEST	GENERAL PURPOSE	-	NEW YORK, NY, US	$100
Paid Grant	JEWISH FAMILY SERVICE	GENERAL PURPOSE	-	VENTURA, CA, US	$100
Paid Grant	LONG TERM CARE SERVICES OF VC	GENERAL PURPOSE	-	VENTURA, CA, US	$100
Paid Grant	NATURE CONSERVANCY CA PROGRAMS	GENERAL PURPOSE	-	SAN FRANCISCO, CA, US	$100
Paid Grant	PROJECT UNDERSTANDING	GENERAL PURPOSE	-	VENTURA, CA, US	$100
Paid Grant	THE COALITION FOR FAMILY HARMONY	GENERAL PURPOSEGENERAL PURPOSEGENERAL PURPOSEGENERAL PURPOSE	-	OXNARD, CA, US	$100
Paid Grant	THIRTEENWNET	GENERAL PURPOSE	-	NEW YORK, NY, US	$100
Paid Grant	KCET	GENERAL PURPOSE	-	COCANDIDO, CA, US	$100
Paid Grant	KOCE FOUNDATION	GENERAL PURPOSE	-	SANTA ANA, CA, US	$100
Paid Grant	MEMORIAL SLOAN KETTERING	GENERAL PURPOSE	-	NEW YORK, NY, US	$100
Paid Grant	NATIONAL MS	GENERAL PURPOSE	-	NEW YORK, NY, US	$100
Paid Grant	DOE FUND	GENERAL PURPOSE	-	NEW YORK, NY, US	$100
Paid Grant	AMERICAN DIABETES ASSOC	GENERAL PURPOSE	-	LOS ANGELES, CA, US	$100
Paid Grant	UNITED WAY OF FAIRFIELD COUNTY	GENERAL PURPOSE	-	BRIDGEPORT, CT, US	$100
Paid Grant	SPECIAL OLYMPICSCT	GENERAL PURPOSE	-	HAMDEN, CT, US	$100
Paid Grant	ASIA TRANSPACIFIC FOUNDATION	GENERAL PURPOSE	-	BOULDER, CO, US	$100
Paid Grant	AMERICAN UNITED	GENERAL PURPOSE	-	WASHINGTON, DC, US	$75
Paid Grant	AMERICAN RED CROSS - VC	GENERAL PURPOSE	-	CAMARILLO, CA, US	$60
Paid Grant	BBB WISE GIVING ALLIANCE	GENERAL PURPOSE	-	ARLINGTON, VA, US	$50
Paid Grant	NPCA	GENERAL PURPOSE	-	WASHINGTON, DC, US	$50
Paid Grant	SO POVERTY LAW CENTER	GENERAL PURPOSE	-	MONTGOMERY, AL, US	$50
Paid Grant	AUDOBON SOCIETY	GENERAL PURPOSE	-	NEW YORK, NY, US	$50
Paid Grant	DAV	GENERAL PURPOSE	-	CINCINNATI, OH, US	$50

Filing and Contact Details

Filer

EIN: 13-6151883

Raw XML AppendixShowing 400 of 1,095 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.

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AccountingFeesSchedule/AccountingFees/Category	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	1750
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	1750
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	0	899
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	0	197
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	PER SCHEDULE
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	4165
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	640
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	504
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	3	1967
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	4	413
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	5	2336
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	6	1469
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	7	2291
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	8	2693
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	9	4727
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	10	2866
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	11	5230
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	12	8955
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	13	2042
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	14	4444
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	15	7538
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	16	3552
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	17	4573
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	18	3210
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	19	3391
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	20	4314
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	21	4831
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	22	4847
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	23	3787
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	24	5195
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	25	4964
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	26	3694
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	27	2847
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	28	2067
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	29	3220
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	30	1745
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	31	2132
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	32	5109
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	33	2709
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	34	2070
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	35	5292
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	36	887
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	37	13349
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	38	5970
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	39	12674
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	40	6934
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	41	25971
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	42	6801
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	43	6789
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	44	13869
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	45	9720
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	46	13873
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	47	15605
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	48	192
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	49	141
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue	72	9873
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	73	15473
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	74	21099
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	75	26346
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	GNMA - 5/27/2008
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	GNMA - 5/21/2001
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	GNMA - 7/24/2001
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	3	GNMA - 10/22/2001
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	4	GNMA - 12/24/2001
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	5	GNMA - 2/28/2002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	6	GNMA - 6/20/2002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	7	GNMA - 8/30/2002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	8	GNMA - 12/26/2002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	9	GNMA - 2/27/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	10	GNMA - 3/28/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	11	GNMA - 4/30/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	12	GNMA - 6/19/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	13	GNMA - 6/19/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	14	GNMA - 9/22/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	15	GNMA - 10/22/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	16	GNMA - 4/30/2004
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	17	GNMA - 5/27/2004
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	18	GNMA - 8/30/2004
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	19	GNMA - 8/30/2004
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	20	GNMA - 11/30/2004
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	21	GNMA - 2/28/2005
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	22	GNMA - 5/27/2005
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	23	GNMA - 6/30/2005
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	24	GNMA - 8/30/2005
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	25	GNMA - 11/30/2005
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	27	GNMA - 6/22/2006
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	28	GNMA - 8/25/2006
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	29	GNMA - 9/29/2006
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	30	GNMA - 11/30/2006
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	31	GNMA - 3/30/2007
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	32	GNMA - 11/30/2007
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	33	GNMA - 9/21/2007
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	34	GNMA - 2/29/2008
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	36	GNMA - 11/17/2008
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	37	GNMA - 3/20/2009
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	39	GNMA - 5/20/2009
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	49	FHR - 9/29/2000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	50	FHLM - 1/14/1997
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	51	FNMA - 8/1/1995
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	52	FNR - 7/26/1999
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	53	FNMA - 2/20/1998
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	58	FNR - 5/2/2000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	59	FHLMC - 6/13/2002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	60	FNMA - 9/30/2002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	61	FNMA - 3/25/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	62	FNMA - 9/15/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	63	FNMA - 11/25/2003
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	64	FNMA - 6/15/2007
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	65	GNMA - 05/27/2011
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	67	GNMA - 12/27/2011
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	68	GNMA - 04/27/2012
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	42	7190
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	44	15285
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	45	10192
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	48	52
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	51	0
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	54	7241
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	55	2171
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	56	550
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	57	1024
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	58	672
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	59	435
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	60	487
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	61	1181
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	62	2851
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	63	1898
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	64	5026
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	65	8623
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	66	12336
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	67	10683
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	68	13495
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	69	7238
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	70	12335
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	71	5886
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	72	9691
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	73	15324
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	74	20879
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	75	26017
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	9	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	10	AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	25	AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	48	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	49	AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	55	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	56	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	57	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	58	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	59	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	60	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	61	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	62	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	63	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	64	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	65	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	66	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	67	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	68	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	69	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	70	AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	74	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	75	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	18240
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	-3916
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	4
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	14328
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	14328
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	22226
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	22226
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	18240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	18240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-13750
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	-3916
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	16494
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps	0	422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	422
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	1930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	24498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	28078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	18244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	14328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	2272
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	1750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	5852
IRS990PF/BalanceSheets/CapitalStockBOY	0	488679
IRS990PF/BalanceSheets/CapitalStockEOY	0	474929
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY	0	977
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY	0	899
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	197
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	487702
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	431679
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	432157
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	0
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	42351
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	42351
IRS990PF/BalanceSheets/TotalAssetsBOY	0	488679
IRS990PF/BalanceSheets/TotalAssetsEOY	0	474929
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	474705
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	488679
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	474929
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	488679
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	474929
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	-3916
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	2833
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	1083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	1995-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	1999-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	100000 FNMA TR 1992 34 G
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	10000 FNMA TR 1992 34 G
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	-2833
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	-1083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	-2833
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	-1083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-13750
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	474929
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	488679
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	474929
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	23979
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	23979

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $474,929
Liabilities: $0
Net assets: $474,929
Revenue: -
Expenses: $28,078
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2017Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.13	$0.22	$0.09
2016Detailed filing. Detailed filing data is available for this year.	$4.41	$0.00	$4.41	$0.15	$0.35	$0.20
2015Detailed filing. Detailed filing data is available for this year.	$4.62	$0.00	$4.62	$0.16	$0.24	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$4.70	$0.00	$4.70	$0.17	$0.22	$0.05
2013Detailed filing. Detailed filing data is available for this year.	$4.75	$0.00	$4.75		$0.28
2012Detailed filing. Detailed filing data is available for this year.	$4.89	$0.00	$4.89		$0.22
2011Detailed filing. Detailed filing data is available for this year.	$4.91	$0.00	$4.91		$0.19