Civic Intelligence

Ena Zucchi Charitable Trust

990PF • Fiscal year 2012 • EIN 23-2667612

Jun 01, 2011 to May 31, 2012 • Filed on Sep 25, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

96th percentile

$5,948

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$343,336

No earlier filing loaded for comparison.

Net Assets

$343,336

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$23,406

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2012: $343,336Liabilities 2012: $0Net Assets 2012: $343,3362012Assets 2013: $336,247Liabilities 2013: $02013Assets 2014: $334,007Liabilities 2014: $02014Assets 2015: $338,413Liabilities 2015: $02015Assets 2016: $325,949Liabilities 2016: $02016Assets 2019: $329,474Liabilities 2019: $0Net Assets 2019: $329,4742019Assets 2020: $325,775Liabilities 2020: $0Net Assets 2020: $325,7752020Assets 2021: $339,618Liabilities 2021: $0Net Assets 2021: $339,6182021Assets 2022: $340,541Liabilities 2022: $0Net Assets 2022: $340,5412022Assets 2023: $318,657Liabilities 2023: $0Net Assets 2023: $318,6572023Assets 2024: $307,140Liabilities 2024: $0Net Assets 2024: $307,1402024Assets 2025: $300,830Liabilities 2025: $0Net Assets 2025: $300,8302025

Highlighted filing

2012

Assets$343,336
Liabilities$0
Net Assets$343,336
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2012: $23,4062012Revenue 2013: $15,943Expenses 2013: $23,440Net Income 2013: -$7,4972013Revenue 2014: $17,085Expenses 2014: $19,158Net Income 2014: -$2,0732014Revenue 2015: $22,649Expenses 2015: $18,133Net Income 2015: $4,5162015Revenue 2016: $8,499Expenses 2016: $20,764Net Income 2016: -$12,2652016Revenue 2019: $33,277Expenses 2019: $23,637Net Income 2019: $9,6402019Revenue 2020: $21,785Expenses 2020: $25,470Net Income 2020: -$3,6852020Revenue 2021: $36,187Expenses 2021: $22,352Net Income 2021: $13,8352021Revenue 2022: $24,307Expenses 2022: $23,406Net Income 2022: $9012022Revenue 2023: -$232Expenses 2023: $21,715Net Income 2023: -$21,9472023Revenue 2024: $10,828Expenses 2024: $22,283Net Income 2024: -$11,4552024Revenue 2025: $18,283Expenses 2025: $24,571Net Income 2025: -$6,2882025

Highlighted filing

2012

Revenue-
Expenses$23,406
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Sep 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$5,948-$5,948
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGOVERNOR'S SCHOOL IN THEGENERALEXEMPTMADISON, NJ, US$5,334
Paid GrantNEW JERSEY HEALTH FOUNDATIONGENERALEXEMPTPISCATAWAY, NJ, US$5,334
Paid GrantGREATER LIFE INCGENERALEXEMPTNEWARK, NJ, US$5,334
Filing and Contact Details

Filer

EIN
23-2667612
Raw XML AppendixShowing 400 of 811 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342009-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362009-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392008-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402010-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412008-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired422011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432011-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired492010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired512010-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522009-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired532011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired542010-05-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-04-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0350. ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1490.78 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21294.424 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset351.576 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4325.541 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5114. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6466. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7320.122 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8583.878 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9111. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1030. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1120. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1240. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13458. GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14903.627 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1593. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1635. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1715. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18369.699 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19712. GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20347.088 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2155. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2217. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset234. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2439. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2514.932 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2639.068 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27360. MFS VALUE FUND-CLASS I #893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28411. MAINSTAY EP US EQUITY-INS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2938. MAINSTAY EP US EQUITY-INS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30555. PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31739.331 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32383.669 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3382.567 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset341125.59 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3540. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36631.622 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3754.496 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3885.924 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39603.076 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40952.974 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset411084.806 PIONEER HIGH YIELD FD-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4237. RIDGEWORTH SEIX HY BD-I #5855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset432605. ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset441874. ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4531. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4619. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset479. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48148. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4924. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5010. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5198. WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52496.089 WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5352.493 WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset541089.832 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1711

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$343,336
Liabilities
$0
Net assets
$343,336
Revenue
-
Expenses
$23,406
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.18$0.25$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.11$0.22$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.00$0.22$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.24$0.23$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.36$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.22$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.33$0.24$0.10
2016Summary only. Only limited summary data is available for this year.$3.26$0.00$0.08$0.21$0.12
2015Summary only. Only limited summary data is available for this year.$3.38$0.00$0.23$0.18$0.05
2014Summary only. Only limited summary data is available for this year.$3.34$0.00$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$3.36$0.00$0.16$0.23$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.23