Civic Intelligence

Upside Down Foundation

990PF • Fiscal year 2012 • EIN 20-3701540

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

399 Flintridge Oaks Dr91011
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

93rd percentile

53%

Faster asset growth than 93% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$709,524

Up $246,181 (+53%) from 2011

Net Assets

$709,524

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$158,241

Down $91,534 (-37%) 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.

$800K$600K$400K$200K$0Assets 2010: $259,020Liabilities 2010: $0Net Assets 2010: $259,0202010Assets 2011: $463,343Liabilities 2011: $02011Assets 2012: $709,524Liabilities 2012: $0Net Assets 2012: $709,5242012Assets 2013: $641,104Liabilities 2013: $0Net Assets 2013: $641,1042013Assets 2014: $586,873Liabilities 2014: $0Net Assets 2014: $586,8732014Assets 2015: $616,769Liabilities 2015: $0Net Assets 2015: $616,7692015Assets 2016: $601,953Liabilities 2016: $0Net Assets 2016: $601,9532016Assets 2017: $723,693Liabilities 2017: $0Net Assets 2017: $723,6932017Assets 2018: $712,637Liabilities 2018: $0Net Assets 2018: $712,6372018Assets 2019: $654,546Liabilities 2019: $0Net Assets 2019: $654,5462019Assets 2020: $633,815Liabilities 2020: $0Net Assets 2020: $633,8152020Assets 2021: $618,736Liabilities 2021: $0Net Assets 2021: $618,7362021Assets 2022: $585,847Liabilities 2022: $0Net Assets 2022: $585,8472022Assets 2023: $549,707Liabilities 2023: $0Net Assets 2023: $549,7072023Assets 2024: $569,689Liabilities 2024: $0Net Assets 2024: $569,6892024

Highlighted filing

2012

Assets$709,524
Liabilities$0
Net Assets$709,524

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $55,0712010Revenue 2011: $454,098Expenses 2011: $249,775Net Income 2011: $204,3232011Expenses 2012: $158,2412012Revenue 2013: $50,440Expenses 2013: $118,860Net Income 2013: -$68,4202013Revenue 2014: $99,061Expenses 2014: $153,292Net Income 2014: -$54,2312014Revenue 2015: $76,931Expenses 2015: $47,035Net Income 2015: $29,8962015Revenue 2016: $40,431Expenses 2016: $55,247Net Income 2016: -$14,8162016Revenue 2017: $192,877Expenses 2017: $71,137Net Income 2017: $121,7402017Revenue 2018: $43,150Expenses 2018: $54,206Net Income 2018: -$11,0562018Revenue 2019: $37,343Expenses 2019: $95,434Net Income 2019: -$58,0912019Revenue 2020: $107,579Expenses 2020: $128,310Net Income 2020: -$20,7312020Revenue 2021: $148,670Expenses 2021: $163,749Net Income 2021: -$15,0792021Revenue 2022: $85,420Expenses 2022: $118,309Net Income 2022: -$32,8892022Revenue 2023: $123,137Expenses 2023: $159,277Net Income 2023: -$36,1402023Revenue 2024: $206,188Expenses 2024: $186,206Net Income 2024: $19,9822024

Highlighted filing

2012

Revenue-
Expenses$158,241
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY WADAPresident &-$0--
JANE WADASecretary &-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEPICENTRE CHURCHSUPPORT FOR THE CHURCHCHURCHPASADENA, CA, US$70,412
Paid GrantGRACE IN CHRIST FOUNDATIONSUPPORT FOR MISSIONARIESCHURCHRANCHO PALOS VERDES, CA, US$26,200
Paid GrantGRACE IN CHRIST INCMISSION WORKPUBLICKENDALLVILLE, IN, US$20,000
Paid GrantCRYSTAL POWERSGENERAL SUPPORTCHURCHFT MYERS, FL, US$10,000
Paid GrantFRONTIERSMISSION TO REACH OUT TO MUSLIMSPUBLICPHOENIX, AZ, US$9,500
Paid GrantBIBLE STUDY FELLOWSHIPMINISTRYPUBLICSAN ANTONIO, TX, US$8,000
Paid GrantUNION RESCUE MISSIONGENERAL CHARITYPUBLICLOS ANGELES, CA, US$2,000
Paid GrantFOCUS ON THE FAMILYCHURCH MINISTRYPUBLICCOLORADO SPRINGS, CO, US$2,000
Paid GrantLA MISSIONHELP FOR POOR AND HOMELESSPUBLICLOS ANGELES, CA, US$2,000
Paid GrantTHRU THE BIBLE RADIOPROPAGATION OF FAITHPUBLICPASADENA, CA, US$2,000
Paid GrantYESHUA GLOW INC (LIGHT & LIFE)PROPAGATION OF FAITHCHURCHLOS ANGELES, CA, US$2,000
Paid GrantCRISIS PREGNANCY CLINICGENERAL SUPPORTPUBLICPASADENA, CA, US$1,500
Paid GrantJEWS FOR CHRISTPROPAGATION OF FAITHCHURCHLOS ANGELES, CA, US$1,000
Paid GrantCONVALESCENT AID SOCIETYGENERAL SUPPORTPUBLICPASADENA, CA, US$500
Filing and Contact Details

Filer

EIN
20-3701540
Raw XML AppendixShowing 400 of 620 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/Amount0800
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0800
CompensationExplanation/Compensation/PersonName0JERRY WADA
CompensationExplanation/Compensation/PersonName1JANE WADA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis08385
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis11236
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2707
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3126
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis411
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis5257
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis6124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis884
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis91206
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis10608
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis113767
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis124316
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1323676
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis143
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis15185925
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1659859
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1711343
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis184062
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis196200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2019110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2116833
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2218202
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis231152
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis248637
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2515101
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis264134
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis274113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2822056
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2917865
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3043222
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3135383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis326827
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired112012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired122011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired132011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired142011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired152007-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired162008-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired172012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired182009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired192012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired202011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired212011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired222011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired232012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired242011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired252011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired262011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired272012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired282012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired292012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired302012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired312012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired322012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold112012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold122012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold132012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold142012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold152012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold162012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold172012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold182012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold192012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold202012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold212012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold222012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold232012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold242012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold252012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold262012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold272012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold282012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold292012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold302012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold312012-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold322012-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice08800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1819
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2641
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice49
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice5333
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice6124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice771
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice883
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice91217
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice10640
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice113463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice123493
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1331228
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice145
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice15196532
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1644307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1711393
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice188791
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice197363
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2030183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2115983
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2213991
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice231151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2410319
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2518189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice266750
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice274319
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2822493
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2917393
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3042255
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3134406
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice326356
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/HowAcquired12DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired13DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired14DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired15DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired16DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired17DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired19DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired20DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired21DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired22DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired23DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired24DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired25DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired26DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired27DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired28DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired29DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired30DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired31DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired32DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0COLUMBIA ACORN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1COLUMBIA ENERGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2DU PONT E
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3FLUOR CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4HALLIBURTON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5NEWELL RUBBER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6PALL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7PETSMART
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name8PROGRESSIVE CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9UNITED PARCEL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10UNITED TECHNOLOGIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11WASTE MANAGEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12BARRICK GOLD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13CERNER CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14COCA COLA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name15COLUMBIA ACORN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name16COLUMBIA ENERGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name17CROWN HOLDINGS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name18DEERE & CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name19DU PONT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name20EQUINIX NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name21FLUOR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22GREEN MTN COFFEE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name23HALLIBURTON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name24NEWELL RUBBERMAID
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name25PALL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name26PETSMART
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name27PROGRESSIVE CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name28SCHLUMBERGER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name29SOC QUIMICA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name30UNITED PARCEL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31UNITED TECHNOLOGIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name32WASTE MANAGEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0415
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-417
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-66
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3-4
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet576
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet610
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet7-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet811
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet932
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet10-304
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11-823
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet127552
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet132
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1410607
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet15-15552
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet174729
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet181163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1911073
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet20-850
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet21-4211
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet22-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet231682
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet243088
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet252616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet26206
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet27437
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet28-472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet29-967
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet30-977
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet31-471
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0622233
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0655198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0VARIOUS PUBLICLY-TRADED SECURI
InvestmentsOtherSchedule2/InvestmentsOther/BookValue025352
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COLUMBIA ENERGY & NATURAL RES.
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1COLUMBIA ACORN FUND CL Z
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2JANUS TWENTY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV028746
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06709
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome018665
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06709
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome018665
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA025374
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm034
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0157112
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0157112
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0379048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06709
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06709
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0246181
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0543256
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss018665
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05614
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0329
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0157112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0158241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0404422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01129
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01129
IRS990PF/BalanceSheets/CashBOY0115
IRS990PF/BalanceSheets/CashEOY0115
IRS990PF/BalanceSheets/CashEOYFMV0115
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0194652
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0622233
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0655198
IRS990PF/BalanceSheets/InvestmentsOtherBOY0255369
IRS990PF/BalanceSheets/InvestmentsOtherEOY025352
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV028746
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0463343
IRS990PF/BalanceSheets/RetainedEarningsEOY0709524
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY013207
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY061824
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV061824
IRS990PF/BalanceSheets/TotalAssetsBOY0463343
IRS990PF/BalanceSheets/TotalAssetsEOY0709524
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0745883
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0463343
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0709524
IRS990PF/BalanceSheets/TotalNetAssetsBOY0463343
IRS990PF/BalanceSheets/TotalNetAssetsEOY0709524
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome034
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0246181
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0709524
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0463343
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0709524
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted015387
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj015387
IRS990PF/DistributableAmount/DistributableAmountBeforeDed015387
IRS990PF/DistributableAmount/MinimumInvestmentReturn015443
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome056
IRS990PF/DistributableAmount/TotalTax056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue056
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0745883
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0313557
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances028075
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0285482
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04703
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015443
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0308854
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0313557
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JERRY WADA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANE WADA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT &
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY &
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10399 FLLINTRIDGE OAKS DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11399 FLINTRIDGE OAKS DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LA CANADA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LA CANADA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode091011
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode191011
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0137710
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0137654
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.445693
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.717969
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.263072
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.607215
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.289880
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.350328
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0308854
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10345586
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20209068
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30159894
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40155102
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50150168
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome056
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0157112
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10248120
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2055000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3097090
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4044961
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5052608
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio02.228464
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0157056
IRS990PF/QualifyingDistributions/ExpensesAndContributions0157112
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm056
IRS990PF/QualifyingDistributions/QualifyingDistributions0157112
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JERRY WADA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08189524120
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10399 FLINTRIDGE OAKS DR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LA CANADA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode091011
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/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$2.06$1.86$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.23$1.59$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.85$1.18$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.49$1.64$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$1.08$1.28$0.21
2019Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.37$0.95$0.58
2018Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.43$0.54$0.11
2017Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$1.93$0.71$1.22
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.40$0.55$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.77$0.47$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.99$1.53$0.54
2013Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.50$1.19$0.68
2012Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.58
2011Summary only. Only limited summary data is available for this year.$4.63$0.00$4.54$2.50$2.04
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.55