Civic Intelligence

Tummala Charitable Foundation

990PF • Fiscal year 2011 • EIN 20-8021751

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

Organization Profile
1240 Woodkrest Drive48532
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.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

72nd percentile

8.5%

Faster asset growth than 72% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$886,562

Up $69,407 (+8.5%) from 2010

Net Assets

Up

$886,562

Up $69,407 (+8.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$50,260

Up $6,846 (+16%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.0M$500K$0Assets 2010: $817,155Liabilities 2010: $0Net Assets 2010: $817,1552010Assets 2011: $886,562Liabilities 2011: $0Net Assets 2011: $886,5622011Assets 2012: $880,533Liabilities 2012: $0Net Assets 2012: $880,5332012Assets 2013: $895,826Liabilities 2013: $0Net Assets 2013: $895,8262013Assets 2014: $872,189Liabilities 2014: $0Net Assets 2014: $872,1892014Assets 2015: $882,861Liabilities 2015: $0Net Assets 2015: $882,8612015Assets 2016: $839,293Liabilities 2016: $0Net Assets 2016: $839,2932016Assets 2017: $857,840Liabilities 2017: $0Net Assets 2017: $857,8402017Assets 2018: $858,068Liabilities 2018: $1,500Net Assets 2018: $856,5682018Assets 2019: $834,961Liabilities 2019: $0Net Assets 2019: $834,9612019Assets 2020: $990,836Liabilities 2020: $0Net Assets 2020: $990,8362020Assets 2021: $959,892Liabilities 2021: $0Net Assets 2021: $959,8922021Assets 2022: $887,521Liabilities 2022: $0Net Assets 2022: $887,5212022Assets 2023: $952,210Liabilities 2023: $0Net Assets 2023: $952,2102023Assets 2024: $927,969Liabilities 2024: $0Net Assets 2024: $927,9692024

Highlighted filing

2011

Assets$886,562
Liabilities$0
Net Assets$886,562
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $43,4142010Expenses 2011: $50,2602011Expenses 2012: $58,9752012Revenue 2013: $74,435Expenses 2013: $59,220Net Income 2013: $15,2152013Revenue 2014: $40,996Expenses 2014: $64,699Net Income 2014: -$23,7032014Revenue 2015: $73,317Expenses 2015: $62,645Net Income 2015: $10,6722015Revenue 2016: $13,154Expenses 2016: $56,722Net Income 2016: -$43,5682016Revenue 2017: $68,180Expenses 2017: $49,633Net Income 2017: $18,5472017Revenue 2018: $51,160Expenses 2018: $52,432Net Income 2018: -$1,2722018Revenue 2019: $34,864Expenses 2019: $56,471Net Income 2019: -$21,6072019Revenue 2020: $211,244Expenses 2020: $55,369Net Income 2020: $155,8752020Revenue 2021: $28,031Expenses 2021: $58,975Net Income 2021: -$30,9442021Revenue 2022: $714Expenses 2022: $73,085Net Income 2022: -$72,3712022Revenue 2023: $120,472Expenses 2023: $55,783Net Income 2023: $64,6892023Revenue 2024: $49,035Expenses 2024: $73,276Net Income 2024: -$24,2412024

Highlighted filing

2011

Revenue-
Expenses$50,260
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MADHUSUDANA RAO TUMMALAPresident-$0--
SABITA TUMMALASecretary-$0--
PRADYUMNA E TUMMALADirector-$0--
PRATYUSHA TUMMALA-NARRADirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL-ATLANTA, GA, US$15,000
Paid Grant-GENERAL-APOPKA, FL, US$5,000
Paid Grant-GENERAL-FLINT, MI, US$5,000
Paid Grant-GENERAL-FLINT, MI, US$4,250
Paid Grant-GENERAL-FLINT, MI, US$3,000
Paid Grant-GENERAL-NEW YORK, NY, US$2,000
Paid Grant-GENERAL-FLINT, MI, US$2,000
Paid Grant-GENERAL-FLINT, MI, US$2,000
Paid Grant-GENERAL-FLINT, MI, US$1,000
Paid Grant-GENERAL-FLINT, MI, US$1,000
Paid Grant-GENERAL-EAST BOSTON, MA, US$1,000
Paid Grant-GENERAL-FREMONT, CA, US$1,000
Paid Grant-GENERAL-FLINT, MI, US$1,000
Paid Grant-GENERAL-LIVONIA, MI, US$500
Paid Grant-GENERAL-RAPID CITY, SD, US$300
Paid Grant-GENERAL-MERRIFIELD, VA, US$250
Paid Grant-GENERAL-SAGINAW, MI, US$250
Paid Grant-GENERAL-FLINT, MI, US$100
Paid Grant-GENERAL-MONROEWILLE, PA, US$100
Paid Grant-GENERAL-NAPERVILLE, IL, US$100
Paid Grant-GENERAL-ALEXANDRIA, VA, US$100
Paid Grant-GENERAL-PHOENIX, AZ, US$100
Paid Grant-GENERAL-NEW YORK, NY, US$100
Paid Grant-GENERAL-SOUTHFIELD, MI, US$100
Paid Grant-GENERAL-NEW YORK, NY, US$100
Paid Grant-GENERAL-WESTPORT, CT, US$100
Paid Grant-GENERAL-ROCHESTER HILLS, MI, US$100
Filing and Contact Details

Filer

EIN
20-8021751
Raw XML AppendixShowing 400 of 929 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/Amount02400
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTANT FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01200
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01200
CompensationExplanation/Compensation/PersonName0MADHUSUDANA RAO TUMMALA
CompensationExplanation/Compensation/PersonName1SABITA TUMMALA
CompensationExplanation/Compensation/PersonName2PRADYUMNA E TUMMALA
CompensationExplanation/Compensation/PersonName3PRATYUSHA TUMMALA-NARRA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0136707
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1174167
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis225030
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis324541
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis430509
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis5944
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12008-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0138348
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1216964
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice221774
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice325784
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice427724
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice5679
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice61329
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED - NFS - ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1SEE ATTACHED - NFS - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2SEE ATTACHED - WELLS FARGO - ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3SEE ATTACHED - WELLS FARGO - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4SEE ATTACHED - CHASE - ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5SEE ATTACHED - CHASE - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6CAPITAL GAIN DISTRIBUTION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01641
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet142797
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-3256
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet31243
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-2785
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5-265
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet61329
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue055406
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue124061
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue254432
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV056408
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV121957
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV254658
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0JPMORGAN CORE BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPMORGAN GOVERMENT BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPMORGAN CORE PLUS BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPMORGAN CORE BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JP MORGAN HIGH YIELD BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JP MORGAN SHORT DURATION BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6T ROWE PRICE NEW INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue09549
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2684
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue38348
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue51570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6736
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue73496
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9579
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10414
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11413
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12786
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1357643
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue156462
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19583
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20923
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22615
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23716
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24828
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue251224
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue261116
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue27288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue28609
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue29928
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30519
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue31853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue321191
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue33850
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue34415
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue368000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue37333
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue38450
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue391592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue40666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41679
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue42424
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue43410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue442023
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue45618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue46594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue47576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue48701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue49353
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue501140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5113615
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52368
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue53916
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue54896
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue55225
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue56594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue574086
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue581263
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue591731
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue609595
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue615522
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue629336
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6317853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue647953
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue651116
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue661027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue67221
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue68315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue691098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue70285
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue712026
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue721210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue73198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue742481
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue75342
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue76215
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue77576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue78651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue791776
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8015453
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue811957
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue821356
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue831031
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue841751
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8541325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue86218
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue871515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue88833
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue891246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue901838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91234
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue92571
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue93375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9417792
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue951671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue96807
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue971906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue98740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue99566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1001051
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue101338
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1021846
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue103721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue104784
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1051197
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV07908
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1787
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV37271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4439
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6763
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV74050
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8877
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11340
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1353410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV155228
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16235
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17344
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22616
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV23811
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV24864
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV251284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26737
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27304
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV28630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV29836
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31868
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV321239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV33720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV34449
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV35319
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV366233
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV37248
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV38478
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV391465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV41606
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42394
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV43449
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV442119
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV45478
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV46663
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV47606
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV48486
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV49332
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50814
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5110315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52462
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV53870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV54964
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV55241
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV56563
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV573688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV581246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV591469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV608179
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV615187
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV629059
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6314490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV647162
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV65776
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV661121
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV67185
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV68413
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV691294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV70373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV712149
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV72967
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV73186
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV742648
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV75350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV76218
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV77609
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV78771
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV791822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8014766
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV811874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV821077
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV83824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV841839
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8540688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV86268
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV871534
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV88702
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV891203
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV901503
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91192
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV92615
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV93313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9414730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV951699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV96794
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV971681
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV98760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV99622
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1001163
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV101332
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1021902
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV103792
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV104737
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1051298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AAM GLOBAL INFLATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ADVISORS ASSET MGMT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ALCOA INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ALLERGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ANADARKO PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8APPLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10AUTOZONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BAIDU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12BAKER HUGHES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13BANK OF AMER NON CUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18BEST BUY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19BIOGEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20BLACKROCK US OPPOR INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22CAMERON INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23CAMPBELL SOUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25CARDINAL HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27CBS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28CELGENE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29CENTERPOINT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30CISCO SYS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32CITRIX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35COLGATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39CVS CAREMARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40DARDEN RESTAURANTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41DELAWARE GROUP EMG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42DEVON ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44DOMINION RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45DUPONT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46DWS BLUE CHIP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47E I DU PONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48EATON VANCE LG CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50EMMERSON ELECTIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51EOG RES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52ESTEE LAUDER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53EXXON MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54FED NATL MTG ASSN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55FEDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56FREEPORT MCMORAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63GLOBAL PAYMENTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64GOLDMAN SACH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66GROUPON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67HOME DEPOST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70HUMANA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72INTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75ISHARES TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79JP MORGAN EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80JP MORGAN MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81JP MORGAN US EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82JP MORGAN US REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83JPM TRUST PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85JPMORGAN INTGREPID MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86JPMORGAN INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87JPMORGAN INTL VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88JPMORGAN INTREPID AMERICA FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89JPMORGAN SMALL CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90JUNIPER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93LAM RESEARCH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95LLOYDS TSB GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100MICROS SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102MONSANTO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103NETAPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106NORFOLK SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107OAKMARK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108OCCIDENTAL PETE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110PACCAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113PIONEER NATURAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116PRUDENTIAL LARGE CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118SCHLUMBERGER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$886,562
Liabilities
$0
Net assets
$886,562
Revenue
-
Expenses
$50,260
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.49$0.73$0.24
2023Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$1.20$0.56$0.65
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.01$0.73$0.72
2021Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$0.28$0.59$0.31
2020Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$2.11$0.55$1.56
2019Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.35$0.56$0.22
2018Detailed filing. Detailed filing data is available for this year.$8.58$0.02$8.57$0.51$0.52$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.68$0.50$0.19
2016Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.13$0.57$0.44
2015Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.73$0.63$0.11
2014Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.41$0.65$0.24
2013Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.74$0.59$0.15
2012Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.59
2011Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.50
2010Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.43