Civic Intelligence

The June and Cecil Mcdole Charitable Fund

990PF • Fiscal year 2013 • EIN 20-3619178

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 16, 2013

24800 Denso DriveRoom/Suite 26048033-7449
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$7,867,633

Flat from 2013

Net Assets

$7,543,591

No earlier filing loaded for comparison.

Liabilities

Flat

$324,042

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$460,019

Flat from 2013

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.

$10M$5.0M$0-$5.0MAssets 2012: $7,484,963Liabilities 2012: $325,181Net Assets 2012: $7,159,7822012Assets 2013: $7,867,633Liabilities 2013: $324,042Net Assets 2013: $7,543,5912013Assets 2013: $7,867,633Liabilities 2013: $324,0422013Assets 2014: $8,647,963Liabilities 2014: $327,687Net Assets 2014: $8,320,2762014Assets 2015: $8,281,177Liabilities 2015: $316,392Net Assets 2015: $7,964,7852015Assets 2016: $7,459,448Liabilities 2016: $317,235Net Assets 2016: $7,142,2132016Assets 2017: $7,931,038Liabilities 2017: $318,852Net Assets 2017: $7,612,1862017Assets 2018: $8,062,185Liabilities 2018: $301,843Net Assets 2018: $7,760,3422018Assets 2019: $8,066,996Liabilities 2019: $324,091Net Assets 2019: $7,742,9052019Assets 2020: $7,749,631Liabilities 2020: -$4,261Net Assets 2020: $7,753,8922020Assets 2021: $9,616,761Liabilities 2021: $5,682Net Assets 2021: $9,611,0792021Assets 2022: $7,547,925Liabilities 2022: -$4,040Net Assets 2022: $7,551,9652022Assets 2023: $7,935,926Liabilities 2023: $0Net Assets 2023: $7,935,9262023Assets 2024: $8,877,203Liabilities 2024: $0Net Assets 2024: $8,877,2032024Assets 2025: $9,353,238Liabilities 2025: $3,811Net Assets 2025: $9,349,4272025

Highlighted filing

2013

Assets$7,867,633
Liabilities$324,042
Net Assets$7,543,591

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $498,6732012Expenses 2013: $460,0192013Revenue 2013: $428,357Expenses 2013: $460,019Net Income 2013: -$31,6622013Revenue 2014: $535,190Expenses 2014: $499,538Net Income 2014: $35,6522014Revenue 2015: $257,169Expenses 2015: $522,877Net Income 2015: -$265,7082015Revenue 2016: $185,322Expenses 2016: $517,888Net Income 2016: -$332,5662016Revenue 2017: $201,360Expenses 2017: $499,195Net Income 2017: -$297,8352017Revenue 2018: $438,745Expenses 2018: $543,404Net Income 2018: -$104,6592018Revenue 2019: $619,030Expenses 2019: $552,711Net Income 2019: $66,3192019Revenue 2020: -$111,348Expenses 2020: $525,011Net Income 2020: -$636,3592020Revenue 2021: $857,755Expenses 2021: $542,890Net Income 2021: $314,8652021Revenue 2022: $565,027Expenses 2022: $548,333Net Income 2022: $16,6942022Revenue 2023: $229,037Expenses 2023: $590,708Net Income 2023: -$361,6712023Revenue 2024: $316,490Expenses 2024: $535,312Net Income 2024: -$218,8222024Revenue 2025: $518,281Expenses 2025: $543,461Net Income 2025: -$25,1802025

Highlighted filing

2013

Revenue-
Expenses$460,019
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 16, 2013
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL M WILDPresident-$0--
KONRAD D KOHLVice Pres-$0--
KEVIN J PETRASTreasurer-$0--
PAUL F GAMBLESecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOSPICE OF MICHIGANMEDICAL RESEARCHPUBLICDETROIT, MI, US$25,000
Paid GrantKARMANOS CANCER INSTITUTEMEDICAL RESEARCHPUBLICDETROIT, MI, US$25,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETY MICHIGMEDICAL RESEARCHPUBLICMADISON HEIGHTS, MI, US$20,000
Paid GrantUNIV OF MICH STEPHEN M ROSS SCHOOLSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICANN ARBOR, MI, US$20,000
Paid GrantUNIVERSITY OF MICHIGAN CONGENITAL HMEDICAL RESEARCHPUBLICANN ARBOR, MI, US$14,500
Paid GrantUNIVERSITY OF MICHIGAN CANCER CENTEMEDICAL RESEARCHPUBLICANN ARBOR, MI, US$14,500
Paid GrantWALSH COLLEGE SCHOLARSHIP FUNDSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICTROY, MI, US$14,500
Paid GrantUNIVERSITY OF MICHIGAN LAW SCHOOLSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICANN ARBOR, MI, US$12,000
Paid GrantAMERICAN CANCER SOCIETYMEDICAL RESEARCHPUBLICSOUTHFIELD, MI, US$10,000
Paid GrantLEADER DOGS FOR THE BLINDGENERAL CHARITABLE PURPOSESPUBLICROCHESTER, MI, US$10,000
Paid GrantPENRICKTON CENTER FOR BLIND CHILDRESCHOLARSHIP FUND, NEEDY CHILDRENPUBLICTAYLOR, MI, US$9,500
Paid GrantBEAUMONT HOSPITAL ROSE CANCER CENTEMEDICAL RESEARCHPUBLICROYAL OAK, MI, US$9,000
Paid GrantDETROIT MEDICAL CENTERMEDICAL RESEARCHPUBLICDETROIT, MI, US$9,000
Paid GrantHABITAT FOR HUMANITY INTERNATIONALGENERAL CHARITABLE PURPOSESPUBLICAMERICUS, GA, US$8,000
Paid GrantRONALD MCDONALD HOUSE CHARITIESGENERAL CHARITABLE PURPOSESPUBLICANN ARBOR, MI, US$8,000
Paid GrantSOUTH OAKLAND FAMILY YMCASCHOLARSHIP FUND, NEEDY CHILDRENPUBLICROYAL OAK, MI, US$8,000
Paid GrantNORTHWOOD UNIVERSITYGENERAL CHARITABLE PURPOSESPUBLICMIDLAND, MI, US$6,000
Paid GrantHENRY FORD HEALTH SYSTEMS - MACOMBMEDICAL RESEARCHPUBLICCLINTON TOWNSHIP, MI, US$5,500
Paid GrantWAYNE STATE COLLEGE OF LIFELONG LEASCHOLARSHIP FUND, NEEDY CHILDRENPUBLICDETROIT, MI, US$5,500
Paid GrantHORIZONS UPWARD BOUND AT CRANBROOGENERAL CHARITABLE PURPOSESPUBLICBLOOMFIELD HILLS, MI, US$5,000
Paid GrantSCLERODERMA FOUNDATIONMEDICAL RESEARCHPUBLICDANVERS, MA, US$5,000
Paid GrantTHE COLLEGE OF ST CATHERINEGENERAL CHARITABLE PURPOSESPUBLICST PAUL, MN, US$5,000
Paid GrantTHE GOODFELLOW FUNDSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICDETROIT, MI, US$5,000
Paid GrantALS OF MICHIGANMEDICAL RESEARCHPUBLIESOUTHFIELD, MI, US$5,000
Paid GrantCITYSCAPE DETROITGENERAL CHARITABLE PURPOSESPUBLICDETROIT, MI, US$5,000
Paid GrantCORKTOWN COMMUNITY DEVELOPMENTGENERAL CHARITABLE PURPOSESPUBLICDETROIT, MI, US$5,000
Paid GrantMERCY HOSPICE CAREMEDICAL RESEARCHPUBLICBLOOMFIELD HILLS, MI, US$4,500
Paid GrantUNIVERSITY OF ALABAMASCHOLARSHIP FUND, NEEDY CHILDRENPUBLICTUSCALOOSA, AL, US$4,500
Paid GrantVISION RESEARCH FOUNDATIONMEDICAL RESEARCHPUBLICROYAL OAK, MI, US$4,500
Paid GrantBIRMINGHAM COUNTY CLUB SCHOLARSHIPSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICSOUTHFIELD, MI, US$4,000
Paid GrantCHILDREN INCSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICRICHMOND, VA, US$4,000
Paid GrantDETROIT ZOOLOGICAL SOCIETYGENERAL CHARITABLE PURPOSESPUBLICROYAL OAK, MI, US$4,000
Paid GrantDISABLED AMERICAN VETERANSGENERAL CHARITABLE PURPOSESPUBLICCINCINNATI, OH, US$4,000
Paid GrantEVANS SCHOLARS FOUNDATIONSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICGOLF, IL, US$4,000
Paid GrantROYAL OAK ANIMAL SHELTERGENERAL CHARITABLE PURPOSESPUBLICROYAL OAK, MI, US$4,000
Paid GrantSPIRIT OF HOPEGENERAL CHARITABLE PURPOSESPUBLICDETROIT, MI, US$4,000
Paid GrantTHE SALVATION ARMYGENERAL CHARITABLE PURPOSESPUBLICROYAL OAK, MI, US$4,000
Paid GrantRACQUET UP DETROITGENERAL CHARITABLE PURPOSESPUBLICDETROIT, MI, US$4,000
Paid GrantSUSAN G KOMEN CURE BREAST CANCERMEDICAL RESEARCHPUBLICDALLAS, TX, US$3,500
Paid GrantSPECIAL OLYMPICS TEAM FARMINGTONGENERAL CHARITABLE PURPOSESPUBLICFARMINGTON HILLS, MI, US$3,500
Paid GrantTHE COMMON GROUND SANCTUARYGENERAL CHARITABLE PURPOSESPUBLICBLOOMFIELD HILLS, MI, US$3,500
Paid GrantANGELA HOSPICEMEDICAL RESEARCHPUBLICLIVONIA, MI, US$3,000
Paid GrantHENRY FORD HEALTH SYSTEMMEDICAL RESEARCHPUBLICDETROIT, MI, US$2,500
Paid GrantFARMINGTON FALCONS HOCKEY BOOSTERSGENERAL CHARITABLE PURPOESEPUBLICFARMINGTON, MI, US$2,500
Paid GrantSOUTH OAKLAND SHELTERGENERAL CHARITABLE PURPOSESPUBLICROYAL OAK, MI, US$2,000
Paid GrantBROTHER RICE HIGH SCHOOLSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICBLOOMFIELD HILLS, MI, US$1,500
Paid GrantDETROIT RED WINGS ALUMNI ASSOCIATIOGENERAL CHARITABLE PURPOSESPUBICFARMINGTON HILLS, MI, US$1,500
Paid GrantTED LINDSAY FOUNDATIONGENERAL CHARITABLE PURPOSESPUBLICTROY, MI, US$1,500
Paid GrantBOYS AND GIRLS CLUB OF SOUTH OAKLANGENERAL CHARITABLE PURPOSESPUBLICROYAL OAK, MI, US$1,000
Paid GrantMATT LANGLEY FOUNDATIONSCHOLARSHIP FUND, NEEDY CHILDRENPUBLICROYAL OAK, MI, US$1,000
Paid GrantCHILDREN'S CRAINIOFACIAL ASSNMEDICAL RESEARCHPUBLICDALLAS, TX, US$500
Filing and Contact Details

Filer

EIN
20-3619178
Raw XML AppendixShowing 400 of 1,272 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/Amount047010
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome047010
CompensationExplanation/Compensation/PersonName0MICHAEL M WILD
CompensationExplanation/Compensation/PersonName1KONRAD D KOHL
CompensationExplanation/Compensation/PersonName2KEVIN J PETRAS
CompensationExplanation/Compensation/PersonName3PAUL F GAMBLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis025000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis139912
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis334263
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis425000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis59344
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis6142200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis764275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis865895
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis9121253
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1050000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1340000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1450000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1553028
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis16255349
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1775000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1850000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1950000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2050000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2349270
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2450000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2592105
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2654780
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2753650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2832949
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis293181
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis30150468
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired112011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired122012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired132011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired142010-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired152010-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired162010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired172011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired182010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired192012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired202011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired212013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired222012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired232010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired242012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired252010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired262010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired272010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired282010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired292010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired302010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold112012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold122012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold132012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold142012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold152013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold162013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold172013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold182012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold192012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold202013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold212013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold222013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold232012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold242013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold252012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold262012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold272013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold282012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold292012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold302012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice025000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice144945
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice258500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice334144
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice425000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice530237
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice6129663
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice745403
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice878492
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice9154752
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1050000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1345154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1463677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1550000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice16283152
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice17101986
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1850000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1950000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2050000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2243106
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2360220
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2450000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice25102847
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2662429
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2750000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2832698
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice293015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice30170405
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name025000 15NC1Y STEP UP CALL NOTES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1550 AIR PROD & CHEM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name25000 BACLAYS PLUS SPX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3565 BK MONTREAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name42500 CITI BUFF PLUS ON ISHARES EEM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5580 DOLLAR TREE INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name62438.195 FIDELITY ADV CANADA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name72486.453 FIRST EAGLE GOLD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name84242.833 FIRST EAGLE US VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name94238.629 GABELLI SMALL CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name105000 HSBC CONTINGENT 8.8 AUTO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name115000 JP MORGAN PLUS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name125000 JPM CONT AUTOCALL LVS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name134000 JPM PLUS EEM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14500 LASERS ON PROCE OF GOLD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1550000 MERRILL LYNCH & CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1618104.376 MFS EMERGING MARKETS DEBT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name177500 MS BUFF JUMP SPX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name18500 MS BUFF PLUS CMDTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name195000 MS CONT 14.25 AUTOCALL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name205000 MS CONT AUTOCALL ON B OF A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name215000 MS CONTINGENT 8.35 AUTOCALL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22500 MS LASERS CRUDE OIL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name233177.861 PIONEER SEL MID CAP GRW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name245000 RBC CONTINGENT 15.85 AUTO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name255404.475 ROYCE PREMIER SERVICE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name262991.313 ROYCE SPECIAL EQUITY SVC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2750000 SIMON PROPERTIES GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name281000 SUNCOR ENERGY INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name293000 VIACOM INC CBS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name307580.2749 WELLS FARGO EMERGING MKTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet05033
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet18500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-119
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet320893
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-12537
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5-18872
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet612597
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet733499
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet85154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet913677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet10-3028
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1127803
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1226986
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet13-6894
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1410950
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1510742
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet167649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet17-3650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet18-251
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet19-166
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2019937
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue050075
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue150587
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV050075
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV150587
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMERICAN EXPRESS NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1KRAFT FOODS INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2MERRILL LYNCH & CO.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3SIMON PROPERTIES GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4VIACOM INC CBS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue023544
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue127905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue246774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue363812
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue445230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue543618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue644250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue745700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue832406
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue940662
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1032699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1128750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1249703
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1348132
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1463468
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1531521
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1681315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue172488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1881165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1930250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2023400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2143000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2257380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2342930
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2442232
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2536880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2638532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2743384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2849500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2938230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3039900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3130975
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3295550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3351825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3433495
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3535140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3631337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3750000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3857312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue39116190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue40110100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4135692
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4232015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4349136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4464205
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4588785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4685526
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4750350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4842996
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4935830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue50119110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5143740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5224101
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5334157
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5425337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5535379
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5641580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue57127925
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5864090
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5964729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6029223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6165873
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV023544
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV127905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV246774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV363812
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV445230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV543618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV644250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV745700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV832406
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV940662
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1032699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1128750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1249703
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1348132
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1463468
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1531521
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1681315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV172488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1881165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1930250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2023400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2143000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2257380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2342930
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2442232
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2536880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2638532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2743384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2849500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2938230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3039900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3130975
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3295550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3351825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3433495
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3535140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3631337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3750000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3857312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV39116190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40110100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4135692
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4232015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4349136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4464205
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4588785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4685526
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4750350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4842996
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4935830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50119110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5143740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5224101
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5334157
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5425337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5535379
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5641580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV57127925
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5864090
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5964729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6029223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6165873
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ABBOTT LABORATORIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMERICAN ELECTRIC POWER CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BARCLAYS CONTINGENT AUTOCALL 7.75%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BARCLAYS PLUS BASED ON S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CDN PACIFIC RY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CFI TRG PLS SPX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CITI DUAL DIRECTIONAL TRIGGER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CITI BUFF PLUS ON ISHARES EEM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17COCA COLA CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19DOLLAR TREE INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HSBC BUFFERED PLUS EEM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26ISHARES NASDAQ BIOTECH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28JP MORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29BUFFERED PLUS ON ISHARES MSCI EEM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30JPM PLUS BASED ON EEM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31KINDER MORGAN INCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32LOCKHEED MARTIN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33MCDONALD'S CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35MS BUFFERED JUMP ON THE VALUE OF S&P
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36MS BUFFJUMP 1 YR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37MS BUFFFP SPX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38MS CONT 14 AUTO KORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39MS DUAL DIR TRIGP SPX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40MS LOOKBACK PLUS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41MS TRIGGER SPX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42RBC TRIGGER PLUS ON THE VALUE OF S&P
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43MS CONT AUTOCALL ON BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45NUVEEN GLOBAL VALUE OPPORTUNITY FUN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46NUVEEN MLP ENERGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52QUALCOMM INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.52$0.54$0.03
2024Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.32$0.54$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.23$0.59$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.57$0.55$0.02
2021Detailed filing. Detailed filing data is available for this year.$9.62$0.01$9.61$0.86$0.54$0.31
2020Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.11$0.53$0.64
2019Detailed filing. Detailed filing data is available for this year.$8.07$0.32$7.74$0.62$0.55$0.07
2018Detailed filing. Detailed filing data is available for this year.$8.06$0.30$7.76$0.44$0.54$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.93$0.32$7.61$0.20$0.50$0.30
2016Detailed filing. Detailed filing data is available for this year.$7.46$0.32$7.14$0.19$0.52$0.33
2015Detailed filing. Detailed filing data is available for this year.$8.28$0.32$7.96$0.26$0.52$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.65$0.33$8.32$0.54$0.50$0.04
2013Detailed filing. Detailed filing data is available for this year.$7.87$0.32$7.54$0.46
2013Summary only. Only limited summary data is available for this year.$7.87$0.32$0.43$0.46$0.03
2012Detailed filing. Detailed filing data is available for this year.$7.48$0.33$7.16$0.50