Civic Intelligence

Trust U-W Cleveland Amory

990PF • Fiscal year 2012 • EIN 13-7208650

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 29, 2013

100 North Village Ave11570
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

75th percentile

$7,801

Higher top officer pay than 75% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,686,952

Down $482,967 (-15%) from 2011

Net Assets

Down

$2,686,952

Down $482,967 (-15%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$208,806

Up $13,425 (+6.9%) from 2011

Net Income

-

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,564,843Liabilities 2010: $0Net Assets 2010: $3,564,8432010Assets 2011: $3,169,919Liabilities 2011: $0Net Assets 2011: $3,169,9192011Assets 2012: $2,686,952Liabilities 2012: $0Net Assets 2012: $2,686,9522012Assets 2013: $2,540,288Liabilities 2013: $0Net Assets 2013: $2,540,2882013Assets 2014: $2,550,182Liabilities 2014: $0Net Assets 2014: $2,550,1822014Assets 2015: $2,596,184Liabilities 2015: $0Net Assets 2015: $2,596,1842015Assets 2016: $2,404,801Liabilities 2016: $0Net Assets 2016: $2,404,8012016Assets 2017: $2,376,550Liabilities 2017: $0Net Assets 2017: $2,376,5502017Assets 2018: $2,143,688Liabilities 2018: $0Net Assets 2018: $2,143,6882018Assets 2019: $1,809,691Liabilities 2019: $0Net Assets 2019: $1,809,6912019Assets 2020: $1,760,973Liabilities 2020: $0Net Assets 2020: $1,760,9732020Assets 2021: $1,644,938Liabilities 2021: $0Net Assets 2021: $1,644,9382021Assets 2022: $1,484,216Liabilities 2022: $0Net Assets 2022: $1,484,2162022

Highlighted filing

2012

Assets$2,686,952
Liabilities$0
Net Assets$2,686,952

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $193,9092010Expenses 2011: $195,3812011Expenses 2012: $208,8062012Revenue 2013: $53,500Expenses 2013: $200,164Net Income 2013: -$146,6642013Revenue 2014: $266,222Expenses 2014: $256,328Net Income 2014: $9,8942014Revenue 2015: $303,346Expenses 2015: $257,344Net Income 2015: $46,0022015Revenue 2016: $166,879Expenses 2016: $358,262Net Income 2016: -$191,3832016Revenue 2017: $227,023Expenses 2017: $255,274Net Income 2017: -$28,2512017Revenue 2018: $190,066Expenses 2018: $422,928Net Income 2018: -$232,8622018Revenue 2019: $195,338Expenses 2019: $529,335Net Income 2019: -$333,9972019Revenue 2020: $279,228Expenses 2020: $327,946Net Income 2020: -$48,7182020Revenue 2021: $210,658Expenses 2021: $326,693Net Income 2021: -$116,0352021Revenue 2022: $163,627Expenses 2022: $324,349Net Income 2022: -$160,7222022

Highlighted filing

2012

Revenue-
Expenses$208,806
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 29, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD J WALSH JRTrusteePT$7,801-$7,801
MARION PROBSTTrusteePT$7,801-$7,801
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE HUMANE SOCIETYCARE OF ANIMALSOPERATINGWASHINGTON DC, DC, US$180,000
Filing and Contact Details

Filer

EIN
13-7208650
Raw XML AppendixShowing 400 of 429 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/Amount03400
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03400
CompensationExplanation/Compensation/PersonName0EDWARD J WALSH JR
CompensationExplanation/Compensation/PersonName1MARION PROBST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue02503834
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV02666633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITIES, MUTUAL FUNDS & FIXED
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount076908
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-398030
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount031203
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount015758
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-274161
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-274161
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm03400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss015602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0180000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm076908
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss076908
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-482967
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0736685
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm031203
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss031203
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-398030
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0112075
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm08394
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss08804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm015758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss015758
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0180000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011794
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0208806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0123869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-274161
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011794
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss028806
IRS990PF/BalanceSheets/CashBOY011603
IRS990PF/BalanceSheets/CashEOY011901
IRS990PF/BalanceSheets/CashEOYFMV011901
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03000459
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02503834
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02666633
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY03169919
IRS990PF/BalanceSheets/RetainedEarningsEOY02686952
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0157857
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0171217
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0171217
IRS990PF/BalanceSheets/TotalAssetsBOY03169919
IRS990PF/BalanceSheets/TotalAssetsEOY02686952
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02849751
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03169919
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02686952
IRS990PF/BalanceSheets/TotalNetAssetsBOY03169919
IRS990PF/BalanceSheets/TotalNetAssetsEOY02686952
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-398030
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis030806
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis250574
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis347735
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis450198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis513
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis649092
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis799121
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis850442
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis930767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1025379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1146476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1250337
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1350275
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14131443
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1519950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis16127408
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1745756
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1857775
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1955324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2066432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32006-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-01-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162007-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182005-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192005-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-06-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset05000 SHS ALCATEL-LUCENT ADS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SHS ING RISK MANAGED NAT RES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset250000 SHS BURLINGTON NORTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32500 SHS ING RISK MANAGED NAT RES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset450000 SHS CENTURYLINK INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50.34 SHS KRAFT FOODS GROUP INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset650000 SHS COCA-COLA CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset73000 SHS NABORS INDUSTRIES LTD NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset850000 SHS GENERAL ELECTRIC CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91000 SHS TEXAS INSTRUMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1025000 SHS GOLDMAN SACHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1143000 AT&T INC GLOBAL NT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1250000 SHS JP MORGAN CHASE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1350000 SHS WALMART STORES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1410000 SHS ALCATEL-LUCENT ADS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1520000 BANK OF AMERICA CD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16300 SHS CITIGROUP INC NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171000 SHS CONS EDISON INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset183000 SHS EATON VANCE TAX-MNGD GLOBL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset193000 SHS EATON VANCE TAX-MNGD GLBL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset205000 SHS GIANT INTERACTIVE GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-19525
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-19403
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-20524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss53
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63013
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-50632
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss82158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-1559
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10942
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss123380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-108880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1450
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-117531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss169733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17-25290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-22922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-42088
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-19525
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-19403
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-20524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses42620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses53
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses63013
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-50632
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses82158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-1559
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10942
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses111273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses123380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-108880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1450
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-117531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses169733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17-25290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-22922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19-42088
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice011281
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice130009
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice253032
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice327211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice452818
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice652105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice748489
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice852600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice929208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1026321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1146476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1251610
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1353655
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1422563
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1520000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice169877
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1755489
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1832485
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1932402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2024344
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired17P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired20P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-3681
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-482967
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02686952
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03169919
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02686952
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0142359
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0142359
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0142359
IRS990PF/DistributableAmount/MinimumInvestmentReturn0143480
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01121
IRS990PF/DistributableAmount/TotalTax01121
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0154
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01121
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0154
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01121
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01121
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension01300
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01300
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02849751
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02913297
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0200819
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02712478
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable043699
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0143480
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02869598
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02913297
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation07801
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation17801
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWARD J WALSH JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARION PROBST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10100 NORTH VILLAGE AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11100 NORTH VILLAGE AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ROCKVILLE CENTRE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ROCKVILLE CENTRE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode011570
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode111570
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0168496
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0167375
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.058327
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.060443
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.061217
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.066788
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051802
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051386
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02869598
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102957814
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202926012
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302679592
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403442277
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear504098009
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01121
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0180000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10178779
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20179121
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30178965
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40178316
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50210580
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.291636
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0178879
IRS990PF/QualifyingDistributions/ExpensesAndContributions0180000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01121
IRS990PF/QualifyingDistributions/QualifyingDistributions0180000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0EDWARD J WALSH JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05164425412
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10100 NORTH VILLAGE AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ROCKVILLE CENTRE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode011570
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0180000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CARE OF ANIMALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20OF THE UNITED STATES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102100 L ST NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020037
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0180000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0127700
IRS990PF/UndistributedIncome/AppliedToYear1052300
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0142359
IRS990PF/UndistributedIncome/QualifyingDistributions0180000
IRS990PF/UndistributedIncome/UndistributedIncomeCY014659
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear052300
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN TAXES WITHHELD
OtherExpensesSchedule/OtherExpenses/Description3INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description4PENALITES
OtherExpensesSchedule/OtherExpenses/Description5AMORTIZATION OF BOND PREMIUMS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0402
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1540
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome27452
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1402
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2540
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks47452
OtherIncomeSchedule2/OtherIncome/Description0VARIOUS ROYALTIES
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome015758
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks015758

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings