Civic Intelligence

The Richard W Rupp Foundation

990PF • Fiscal year 2012 • EIN 16-1551594

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

Organization Profile
1806 Liberty Building14202
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$9,203,058

Flat from 2012

Net Assets

$9,203,058

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$550,711

Flat from 2012

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.

$15M$10M$5.0M$0Assets 2010: $9,495,257Liabilities 2010: $0Net Assets 2010: $9,495,2572010Assets 2011: $8,581,157Liabilities 2011: $0Net Assets 2011: $8,581,1572011Assets 2012: $9,203,058Liabilities 2012: $0Net Assets 2012: $9,203,0582012Assets 2012: $9,203,058Liabilities 2012: $12012Assets 2013: $10,318,059Liabilities 2013: $0Net Assets 2013: $10,318,0592013Assets 2014: $10,190,323Liabilities 2014: $0Net Assets 2014: $10,190,3232014Assets 2015: $9,467,818Liabilities 2015: $0Net Assets 2015: $9,467,8182015Assets 2016: $9,775,324Liabilities 2016: $0Net Assets 2016: $9,775,3242016Assets 2017: $10,962,032Liabilities 2017: $0Net Assets 2017: $10,962,0322017Assets 2018: $9,514,990Liabilities 2018: $0Net Assets 2018: $9,514,9902018Assets 2019: $11,067,921Liabilities 2019: $0Net Assets 2019: $11,067,9212019Assets 2020: $12,377,213Liabilities 2020: $0Net Assets 2020: $12,377,2132020Assets 2021: $13,236,991Liabilities 2021: $0Net Assets 2021: $13,236,9912021Assets 2022: $9,766,849Liabilities 2022: $0Net Assets 2022: $9,766,8492022Assets 2023: $11,042,160Liabilities 2023: $0Net Assets 2023: $11,042,1602023Assets 2024: $11,795,064Liabilities 2024: $0Net Assets 2024: $11,795,0642024

Highlighted filing

2012

Assets$9,203,058
Liabilities$0
Net Assets$9,203,058
Open 2012 Filing

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $470,4642010Expenses 2011: $525,6592011Expenses 2012: $550,7112012Revenue 2012: $218,050Expenses 2012: $550,711Net Income 2012: -$332,6612012Revenue 2013: $440,304Expenses 2013: $567,265Net Income 2013: -$126,9612013Revenue 2014: $543,831Expenses 2014: $583,324Net Income 2014: -$39,4932014Revenue 2015: $418,702Expenses 2015: $603,354Net Income 2015: -$184,6522015Revenue 2016: $365,388Expenses 2016: $582,193Net Income 2016: -$216,8052016Revenue 2017: $836,591Expenses 2017: $597,693Net Income 2017: $238,8982017Revenue 2018: $835,073Expenses 2018: $691,829Net Income 2018: $143,2442018Revenue 2019: $600,176Expenses 2019: $665,380Net Income 2019: -$65,2042019Revenue 2020: $698,193Expenses 2020: $691,034Net Income 2020: $7,1592020Revenue 2021: $1,575,169Expenses 2021: $725,967Net Income 2021: $849,2022021Revenue 2022: $826,222Expenses 2022: $755,984Net Income 2022: $70,2382022Revenue 2023: $412,133Expenses 2023: $621,019Net Income 2023: -$208,8862023Revenue 2024: $1,063,991Expenses 2024: $658,209Net Income 2024: $405,7822024

Highlighted filing

2012

Revenue-
Expenses$550,711
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA D RUPPDirectorPT$35,000-$35,000
SUSAN S RUPPDirectorPT$35,000-$35,000
WILLIAM R RUPPDirectorPT$35,000-$35,000
PETER J BREVORKADirectorPT$0--
CHESTER E BORCZYNSKIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIGHT ON THE HILLCONSTRUCTIONEXEMPTVAN ETTEN, NY, US$40,000
Paid GrantHALLWALLS INCGENERALEXEMPTBUFFALO, NY, US$30,000
Paid GrantNATIONAL ORGANIC FARMING RESEARCH FJUSTICE PROJECTEXEMPTSANTA CRUZ, CA, US$30,000
Paid GrantBUFFALO OLMSTED PARKS CONSERVANCY IGENERALEXEMPTBUFFALO, NY, US$25,000
Paid GrantGENESEE LAND TRUST INCGENERALEXEMPTROCHESTER, NY, US$20,500
Paid GrantAMAZON WATCHPRESERVE ECOSYSTEMEXEMPTSAN FRANCISCO, CA, US$20,000
Paid GrantMADREGENERALEXEMPTNEW YORK, NY, US$20,000
Paid GrantPLUTA CANCER CENTERNUTRITIONISTEXEMPTROCHESTER, NY, US$15,000
Paid GrantGREENE COUNTY COUNCIL ON THE ARTSGENERALEXEMPTCATSKILL, NY, US$11,000
Paid GrantBUFFALO NIAGARA SPORTSTRIATHLONEXEMPTBUFFALO, NY, US$10,000
Paid GrantELMWOOD FRANKLIN SCHOOLCAPITAL CAMPAIGNEXEMPTBUFFALO, NY, US$10,000
Paid GrantGIVE FOR GREATNESSGENERALEXEMPTBUFFALO, NY, US$10,000
Paid GrantKEEPER OF THE MOUNTAINS FUNDGENERALEXEMPTCHARLESTON, WV, US$10,000
Paid GrantNO LIES FOUNDATIONGENERALEXEMPTPINOLE, CA, US$10,000
Paid GrantPARK SCHOOL OF BUFFALOGENERALEXEMPTSNYDER, NY, US$10,000
Paid GrantROAD LESS TRAVELED PRODUCTIONS LTDPRODUCTION COSTSEXEMPTBUFFALO, NY, US$10,000
Paid GrantERIE COUNTY COUNCIL PREVENTIONLEADERSHIP CAMPEXEMPTBUFFALO, NY, US$9,750
Paid GrantCAZENOVIA COMMUNITY RESOURCE CENTERRENOVATIONSEXEMPTBUFFALO, NY, US$9,500
Paid GrantBISHOP TIMON ST JUDE HSHOCKEY EQUIPMENTEXEMPTBUFFALO, NY, US$9,250
Paid GrantTHIRD PRESBYTERIAN CHURCH ENDOWMENTGENERALEXEMPTRICHMOND, VA, US$8,250
Paid GrantCARVING STUDIO & SCULPTUREGENERALEXEMPTWEST RUTLAND, VT, US$8,000
Paid GrantWORLD MUSIC PRODUCTIONS INCGENERALEXEMPTBROOKLYN, NY, US$8,000
Paid GrantBUFFALO NIAGARA RIVERKEEPERGENERALEXEMPTBUFFALO, NY, US$5,000
Paid GrantDELAWARE SOCCER CLUBGENERALEXEMPTBUFFALO, NY, US$5,000
Paid GrantMARTIN HOUSE RESTORATIONMAINTENANCEEXEMPTBUFFALO, NY, US$5,000
Paid GrantPRESERVATION BUFFALO NIAGARAPRESERVATION CONFER.EXEMPTBUFFALO, NY, US$5,000
Paid GrantPUSH BUFFALORENOVATIONEXEMPTBUFFALO, NY, US$5,000
Paid GrantUNIVERSITY OF ROCHESTERTHEATEREXEMPTROCHESTER, NY, US$5,000
Paid GrantWESTERN NEW YORK BOOK ARTSGENERALEXEMPTBUFFALO, NY, US$5,000
Paid GrantCITY HONORS FOUNDATIONROWING TEAM, BACCALAUREATE PROG.EXEMPTBUFFALO, NY, US$4,500
Paid GrantDAMASCUS CITIZENSWATER QUALITYEXEMPTMILANVILLE, PA, US$4,500
Paid GrantUNITED WAY OF GREATER ROCHESTER INCGENERALEXEMPTROCHESTER, NY, US$4,500
Paid GrantGREENSBORO PUBLIC LIBRARY FOUNDATIOGENERALEXEMPTGREENSBORO, NC, US$4,000
Paid GrantHOMESPACE CORPGENERALEXEMPTBUFFALO, NY, US$4,000
Paid GrantPLANNED PARENTHOOD OF NCGENERALEXEMPTCHAPEL HILL, NC, US$4,000
Paid GrantALLENTOWN ASSOCIATIONRESTORATIONEXEMPTBUFFALO, NY, US$3,000
Paid GrantMERCY FLIGHTGENERALEXEMPTBUFFALO, NY, US$3,000
Paid GrantPLANNED PARENTHOOD OF WESTERN NEW YGENERALEXEMPTBUFFALO, NY, US$2,500
Paid GrantBUFFALO & ERIE CO HISTORICALGENERALEXEMPTBUFFALO, NY, US$2,000
Paid GrantBURCHFIELD-PENNEY ART CENTERGENERALEXEMPTBUFFALO, NY, US$2,000
Paid GrantHOUGHTON COLLEGEGENERALEXEMPTHOUGHTON, NY, US$2,000
Paid GrantNETOHATINAWKWE OKWEHOWEH NETOCULTURAL EVENTSEXEMPTNIAGARA FALLS, NY, US$2,000
Paid GrantST ADALBERT BASILICACOMPUTER EQUIPMENTEXEMPTBUFFALO, NY, US$2,000
Paid GrantWEATHERSPOON ART MUSEUMGENERALEXEMPTGREENSBORO, NC, US$2,000
Paid GrantYWCA OF ROCHESTER & MONROE COUNTYPARENTING PROJ.EXEMPTROCHESTER, NY, US$1,750
Paid GrantBUFFALO SEMINARYGENERALEXEMPTBUFFALO, NY, US$1,000
Paid GrantCAMPAIGN FOR GREATER BUFFALOBUS TOUR OPERATIONEXEMPTBUFFALO, NY, US$1,000
Paid GrantYOUNG AUDIENCES OF WESTERN NYGENERALEXEMPTBUFFALO, NY, US$1,000
Filing and Contact Details

Filer

EIN
16-1551594
Raw XML AppendixShowing 400 of 1,005 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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CompensationExplanation/Compensation/PersonName0CHRISTINA D RUPP
CompensationExplanation/Compensation/PersonName1SUSAN S RUPP
CompensationExplanation/Compensation/PersonName2WILLIAM R RUPP
CompensationExplanation/Compensation/PersonName3PETER J BREVORKA
CompensationExplanation/Compensation/PersonName4CHESTER E BORCZYNSKI
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPMORGAN CHASE & CO 4.500% DU
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4CIT GP 7.0%-5/1/15
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9MORGAN STANLEY NTS, 3.000%, D
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10HSBC 4.7%-9/15/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11BK OF AMERICA 5.35%-9/15/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12GOLDMAN SACHS GROUP NTS 05.00
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14MERRILL LYNCH 5.45%-7/15/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15SLM CORP 5.000% DUE 10/1/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16CITIGROUP INC 4.7000% DUE 5/2
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17DEUTSCHE BANK 7.60% PREF
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18HSBC BANK USA 4.00% PREF
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0461898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm088813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0550711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0218050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0218050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps041898
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm088813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0130711
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY01909644
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01538594
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01538594
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY050611
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY010753
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV010753
IRS990PF/BalanceSheets/InvestmentsOtherBOY05845179
IRS990PF/BalanceSheets/InvestmentsOtherEOY06869822
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV06869822
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0775723
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0783889
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0783889
IRS990PF/BalanceSheets/TotalAssetsBOY08581157
IRS990PF/BalanceSheets/TotalAssetsEOY09203058
IRS990PF/BalanceSheets/TotalAssetsEOYFMV09203058
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY08581157
IRS990PF/BalanceSheets/TotalNetAssetsEOY09203058
IRS990PF/BalanceSheets/UnrestrictedBOY08581157
IRS990PF/BalanceSheets/UnrestrictedEOY09203058
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01765
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis210708
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis417847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis549998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis624986
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis797954
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis849983
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9100005
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1349971
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14100000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15196810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1625394
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1724952
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1825126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1950000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AMERICAN FUNDS GROWTH FUND OF AMERIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1ROYAL BANK OF CA TRIGGER YON F, 11.1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CIT GROUP INC B/E 07.000%, DUE 05/01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3ROYAL BANK OF CA TRIGGER YON PFE, 8.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CIT GROUP INC B/E 07.000%, DUE 05/01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5SPRINT NEXTEL CORP SERIES 1 COMMON S
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CIT GROUP INC B/E 07.000%, DUE 05/01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7TARGET CORP 5.875% DUE 3/01/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8DEUTSCHE BANK AG TRIGGER YON MON, 8.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9WYETH NTS, 5.500%, DUE 03/15/13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10FIRST NIAGARA FINL GROUP 8.625% PREF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11HSBC USA, INC. ROS-CP INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12HSBC USA, INC. ROS-CP ISHARES MSCI E
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13HSBC USA, INC. TRIGGER YON BRCM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14INTL. LEASE FIN CORP 5.100%, DUE 10/
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15JPMORGAN CHASE & CO 4.500% DUE 1/15/
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16POWERSHARES DYN TECHNOLOGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17POWERSHARES DYNAMIC NETWORKING
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18POWERSHARES ETF TRUST WILDERHILL PRO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19ROYAL BANK OF CA TRIGGER PAOS INTC,
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-5763
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-4850
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4169
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss52046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss93190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-1941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-3633
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-4320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-5763
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-4850
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4169
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses52046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses71136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses93190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-1941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-3633
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-4320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice124999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice210780
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice324993
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice417967
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice545148
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice625155
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7100000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice849982
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9101141
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1349971
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14100000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15200000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1623453
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1721319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1820806
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1950000
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/NetShortTermCapitalGainOrLoss0-4850
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-332661
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0954562
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal09203058
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY08581157
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09203058
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0441898
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0441898
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0441898
IRS990PF/DistributableAmount/MinimumInvestmentReturn0443190
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01292
IRS990PF/DistributableAmount/TotalTax01292
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01628
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02920
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01292
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01628
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01292
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01292
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02920
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY09203058
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets08998790
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0672242
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities08326548
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0134982
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0443190
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets08863808
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets08998790
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition110.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition210.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition35.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition42.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation035000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation135000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation235000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,203,058
Liabilities
$0
Net assets
$9,203,058
Revenue
-
Expenses
$550,711
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.06$0.66$0.41
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.41$0.62$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$0.83$0.76$0.07
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.58$0.73$0.85
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.70$0.69$0.01
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.60$0.67$0.07
2018Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.84$0.69$0.14
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.84$0.60$0.24
2016Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$0.37$0.58$0.22
2015Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.42$0.60$0.18
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.54$0.58$0.04
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.44$0.57$0.13
2012Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.55
2012Summary only. Only limited summary data is available for this year.$9.20$0.00$0.22$0.55$0.33
2011Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.53
2010Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.47