Liabilities / Assets
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Joseph T and Helen M Simpson Foundation
990PF • Fiscal year 2011 • EIN 23-6242538
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Asset Growth
24th percentile
Faster asset growth than 24% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$2,486,561
Down $124,841 (-4.8%) from 2010
Net Assets
Down$2,486,561
Down $124,841 (-4.8%) from 2010
Liabilities
Flat$0
Flat from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$408,222
Down $89,432 (-18%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Mar 13, 2012
- Return Version
- 2011v1.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HUGH J T SIMPSON | Executive Director | PT | $24,000 | - | $24,000 |
| M AND T TRUST CO | Trustee | PT | $17,907 | - | $17,907 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | PINNACLE HEALTH FOUNDATION | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $120,500 |
| Paid Grant | UNITED WAY OF THE CAPITAL | PUBLIC SUPPORT | CHARITABLE | ENOLA, PA, US | $35,000 |
| Paid Grant | SILVER SPRING PRES CHURCH | PUBLIC SUPPORT | CHARITABLE | MECHANICSBURG, PA, US | $5,000 |
| Paid Grant | YMCA | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $5,000 |
| Paid Grant | CULTURAL ENRICHMENT FUND | PUBLIC SUPPORT | N/A | HARRISBURG, PA, US | $4,000 |
| Paid Grant | SONSHINE MINISTRIES | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $3,500 |
| Paid Grant | SALVATION ARMY INC OF HBG | PUBLIC SUPPORT | N/A | HARRISBURG, PA, US | $3,500 |
| Paid Grant | BOYS AND GIRLS CLUB OF | PUBLIC SUPPORT | PUBLIC SUPPORT | HARRISBURG, PA, US | $3,000 |
| Paid Grant | FOUNDATION FOR ENHANCING COMMUNITIE | PUBLIC AWARENESS | N/A | HARRISBURG, PA, US | $2,750 |
| Paid Grant | HARRISBURG SYMPHONY | PUBLIC SUPPORT | EDUCATIONAL | HARRISBURG, PA, US | $2,500 |
| Paid Grant | HERITAGE FOUNDATION | PUBLIC SUPPORT | EDUCATIONAL | WASHINGTON, DC, US | $2,500 |
| Paid Grant | THEATRE HARRISBURG | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $2,500 |
| Paid Grant | WITF | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $2,500 |
| Paid Grant | AMERICAN RED CROSS OF | PUBLIC SUPPORT | CHARITABLE WORK | HARRISBURG, PA, US | $2,000 |
| Paid Grant | YOUNG WOMEN'S CHRISTIAN | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $2,000 |
| Paid Grant | TRINITY HIGH SCHOOL | EDUCATION | N/A | CAMP HILL, PA, US | $2,000 |
| Paid Grant | LEADERSHIP INSTITUTE | PUBLIC SUPPORT | EDUCATION | ARLINGTON, VA, US | $2,000 |
| Paid Grant | BETHESDA MISSION | PUBLIC SUPPORT | CHARITABLE WORK | HARRISBURG, PA, US | $1,500 |
| Paid Grant | MARKET SQUARE CONCERTS | PUBLIC SUPPORT | EDUCATION | MECHANICSBURG, PA, US | $1,500 |
| Paid Grant | MCDANIEL COLLEGE | PUBLIC SUPPORT | EDUCATION | WESTMINSTER, MD, US | $1,500 |
| Paid Grant | HOMELAND CENTER | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $1,500 |
| Paid Grant | NEW HOPE MINISTRIES | PUBLIC SUPPORT | CHARITABLE | MECHANICSBURG, PA, US | $1,500 |
| Paid Grant | GOODWILL IND OF CENTRAL PENNA | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $1,500 |
| Paid Grant | HOSPICE OF CENTRAL PENNSYLVANIA | PUBLIC SUPPORT | MEDICAL SUPPORT | HARRISBURG, PA, US | $1,500 |
| Paid Grant | JOSEPH T SIMPSON PUBLIC | PUBLIC SUPPORT | EDUCATIONAL | MECHANICSBURG, PA, US | $1,100 |
| Paid Grant | AMERICAN CANCER SOCIETY | PUBLIC SUPPORT | EDUCATIONAL | BOILING SPRINGS, PA, US | $1,000 |
| Paid Grant | CARE | PUBLIC SUPPORT | CHARITABLE WORK | PHILADELPHIA, PA, US | $1,000 |
| Paid Grant | METROPOLITAN OPERA GUILD | PUBLIC SUPPORT | EDUCATION | NEW YORK, NY, US | $1,000 |
| Paid Grant | PHILADELPHIA ORCHESTRA | PUBLIC SUPPORT | EDUCATION | PHILADELPHIA, PA, US | $1,000 |
| Paid Grant | CENTRAL PA FOOD BANK | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $1,000 |
| Paid Grant | COMMONWEALTH FOUNDATION | PUBLIC AWARENESS | N/A | HARRISBURG, PA, US | $1,000 |
| Paid Grant | FUND FOR AMERICAN STUDIES | EDUCATIONAL | N/A | WASHINGTON, DC, US | $1,000 |
| Paid Grant | WORLD SURGICAL FOUNDATION | CHARITABLE | N/A | HARRISBURG, PA, US | $1,000 |
| Paid Grant | CAPITAL AREA SCHOOL FOR THE ARTS | EDUCATION | N/A | HARRISBURG, PA, US | $1,000 |
| Paid Grant | CUMBERLAND COUNTY HISTORICAL SOCIET | PUBLIC SUPPORT | N/A | CARLISLE, PA, US | $1,000 |
| Paid Grant | WYOMING SEMINARY | EDUCATION | N/A | KINGSTON, PA, US | $1,000 |
| Paid Grant | VERMONT ACADEMY | PUBLIC SUPPORT | EDUCATION | SAXTONS RIVER, VT, US | $1,000 |
| Paid Grant | US FUND FOR UNICEF | PUBLIC SUPPORT | CHARITABLE | NEW YORK, NY, US | $1,000 |
| Paid Grant | MESSIAH COLLEGE | PUBLIC SUPPORT | EDUCATION | GRANTHAM, PA, US | $1,000 |
| Paid Grant | CUMB-PERRY ASSN RET CIT CTR IND | PUBLIC SUPPORT | EDUCATION | MECHANICSBURG, PA, US | $1,000 |
| Paid Grant | UCP CENTRAL PA | PUBLIC SUPPORT | EDUCATION | CAMP HILL, PA, US | $900 |
| Paid Grant | RONALD MCDONALD HOUSE | PUBLIC SUPPORT | N/A | HERSHEY, PA, US | $800 |
| Paid Grant | OPEN STAGE OF HARRISBURG | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $750 |
| Paid Grant | METHODIST HOME FOR CHILDREN | PUBLIC SUPPORT | CHARITABLE | MECHANICSBURG, PA, US | $750 |
| Paid Grant | ST LABRE INDIAN SCHOOL | PUBLIC SUPPORT | EDUCATION | ASHLAND, MT, US | $700 |
| Paid Grant | ARTHRITIS FOUNDATION | PUBLIC SUPPORT | EDUCATIONAL | HARRISBURG, PA, US | $500 |
| Paid Grant | CHILDREN FIRST FAIR WINDS | PUBLIC SUPPORT | PUBLIC SUPPORT | DETROIT, MI, US | $500 |
| Paid Grant | SAVE THE CHILDREN | PUBLIC SUPPORT | CHARITABLE | CHELSEA, MA, US | $500 |
| Paid Grant | ASSOC OF SMALL FOUNDATION | PUBLIC SUPPORT | CHARITABLE | BETHESDA, MD, US | $500 |
| Paid Grant | CYSTIC FIBROSIS | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $500 |
| Paid Grant | HARRISBURG SHAKESPEARE | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $500 |
| Paid Grant | MECHANICSBURG AREA | PUBLIC SUPPORT | CHARITABLE | MECHANICSBURG, PA, US | $500 |
| Paid Grant | WEDNESDAY CLUB | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $500 |
| Paid Grant | STATE STREET ACADEMY OF MUSIC | EDUCATION | N/A | HARRISBURG, PA, US | $500 |
| Paid Grant | CENTRAL PA YOUTH BALLET | PUBLIC SUPPORT | N/A | CARLISLE, PA, US | $500 |
| Paid Grant | NATIVITY SCHOOL OF HARRISBURG | EDUCATION | NONE | HARRISBURG, PA, US | $500 |
| Paid Grant | SIDNEY KIMMEL CANCER CENTER | CANCER CARE AND RESEARCH | N/A | BALTIMORE, MD, US | $500 |
| Paid Grant | DAUPHIN COUNTY LIBRARY SYSTEMS | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $500 |
| Paid Grant | HUMANE SOCIETY OF HARRISBURG | PUBLIC SUPPORT | PUBLIC SAFETY | HARRISBURG, PA, US | $500 |
| Paid Grant | WORLD YOUTH CRUSADE FOR FREEDOM | PUBLIC SUPPORT | EDUCATION | HERNDON, VA, US | $500 |
| Paid Grant | WASHINGTON LEGAL FDN | PUBLIC SUPPORT | CHARITABLE | WASHINGTON, DC, US | $500 |
| Paid Grant | FOUNDATION ENDOWMENT | EDUCATIONAL | N/A | ALEXANDRIA, VA, US | $500 |
| Paid Grant | SPECIAL OLYMPICS PA | PUBLIC SUPPORT | CHARITABLE | CAMP HILL, PA, US | $450 |
| Paid Grant | MENTAL HEALTH ASSOC | PUBLIC SUPPORT | EDUCATION | MECHANICSBURG, PA, US | $450 |
| Paid Grant | FRIENDS OF THE STATE | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $400 |
| Paid Grant | FAMILY & CHILDRENS | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $400 |
| Paid Grant | GUIDING EYES FORTHE BLIND | PUBLIC SUPPORT | CHARITABLE | YORKTOWN HEIGHTS, NY, US | $400 |
| Paid Grant | NATIONAL CIVIL WAR MUSEUM | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $400 |
| Paid Grant | TEEN CHALLENGE-HARRISBURG | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $400 |
| Paid Grant | CITIZENS AGAINST GOVT | PUBLIC SUPPORT | EDUCATION | WASHINGTON, DC, US | $350 |
| Paid Grant | ALZHEIMERS DISEASE RESEAR | PUBLIC SUPPORT | MEDICAL RESEARCH | ROCKVILLE, MD, US | $300 |
| Paid Grant | HARRISBURG AREA RIVERBOAT | PUBLIC SUPPORT | EDUCATIONAL | HARRISBURG, PA, US | $300 |
| Paid Grant | ST JUDE CHILDRENS | PUBLIC SUPPORT | CHARITABLE | MEMPHIS, TN, US | $300 |
| Paid Grant | BILL OF RIGHTS INSTITUTE | PUBLIC SUPPORT | N/A | ARLINGTON, VA, US | $300 |
| Paid Grant | CHILDRENS MIRACLE NETWORK-PENN | PROVIDE MEDICAL CARE FOR CHILDREN | NONE | HERSHEY, PA, US | $300 |
| Paid Grant | GAUDENZIA | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $300 |
| Paid Grant | CONCERTANTE | PUBLIC SUPPORT | EDUCATION | WORMLEYSBURG, PA, US | $300 |
| Paid Grant | AMERICAN HEART ASSOCIATIO | PUBLIC SUPPORT | EDUCATIONAL | WORMLEYSBURG, PA, US | $250 |
| Paid Grant | LINCOLN INSTITUTE | PUBLIC SUPPORT | EDUCATION | WASHINGTON, DC, US | $250 |
| Paid Grant | WESLEY PRE-SCHOOL | PUBLIC SUPPORT | EDUCATION | MECHANICSBURG, PA, US | $250 |
| Paid Grant | WETA | PUBLIC SUPPORT | CHARITABLE | ARLINGTON, VA, US | $250 |
| Paid Grant | TRI-CNTY MENTAL HEALTH ASSN NKA | MENTAL HEALTH EDUCATION AND SUPPORT | N/A | MARYSVILLE, PA, US | $250 |
| Paid Grant | HUMMELSTOWN HISTORICAL SOCIETY | PUBLIC SUPPORT | EDUCATION | HUMMELSTOWN, PA, US | $250 |
| Paid Grant | SUSQUEHANNA ART MUSEUM | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $250 |
| Paid Grant | HARRISBURG CHORAL | PUBLIC SUPPORT | EDUCATIONAL | HARRISBURG, PA, US | $200 |
| Paid Grant | NATL RIGHT TO WORK LEGAL | PUBLIC SUPPORT | PUBLIC SUPPORT | SPRINGFIELD, VA, US | $200 |
| Paid Grant | WXPN | PUBLIC SUPPORT | CHARITABLE | PHILADELPHIA, PA, US | $200 |
| Paid Grant | WEST SHORE E M S | PUBLIC SUPPORT | CHARITABLE | CAMP HILL, PA, US | $200 |
| Paid Grant | COMMUNITY LIFE TEAM | PUBLIC SUPPORT | PUBLIC SAFETY | HARRISBURG, PA, US | $200 |
| Paid Grant | HELP HOSPITALIZED | PUBLIC SUPPORT | CHARITABLE | WASHINGTON, DC, US | $200 |
| Paid Grant | HEMLOCK GIRL SCOUT | PUBLIC SUPPORT | SERVICE | HARRISBURG, PA, US | $200 |
| Paid Grant | HISTORICAL SOCIETY OF | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $200 |
| Paid Grant | NATIONAL MS SOCIETY OF | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $200 |
| Paid Grant | PA RIGHT TO WORK DEFENSE | PUBLIC SUPPORT | EDUCATION | HARRISBURG, PA, US | $200 |
| Paid Grant | PROJECT HOPE | PUBLIC SUPPORT | CHARITABLE | WASHINGTON, DC, US | $200 |
| Paid Grant | US SKI TEAM FOUNDATION | PUBLIC SUPPORT | CHARITABLE | WASHINGTON, DC, US | $200 |
| Paid Grant | UPPER ALLEN TOWNSHIP | PUBLIC SUPPORT | CHARITABLE | MECHANICSBURG, PA, US | $200 |
| Paid Grant | USO | PUBLIC SUPPORT | CHARITABLE | MERRIFIELD, VA, US | $200 |
| Paid Grant | TAX FOUNDATION | PUBLIC INTEREST | N/A | WASHINGTON, DC, US | $200 |
| Paid Grant | LEUK & LYMP SOC CENT PA CHAP | PUBLIC SUPPORT | CHARITABLE | HARRISBURG, PA, US | $200 |
| Paid Grant | WCNY | PUBLIC SUPPORT | EDUCATION | SYRACUSE, NY, US | $200 |
| Paid Grant | HARRISBURG ACADEMY | PUBLIC SUPPORT | EDUCATION | WORMLEYSBURG, PA, US | $200 |
| Paid Grant | BIG BROTHERS BIG SISTERS OF CAP REG | PUBLIC SUPPORT | EDUCATION | HARISBURG, PA, US | $200 |
| Paid Grant | NATIONAL PARKINSON FOUNDATION | PUBLIC SUPPORT | CHARITABLE | MIAMI, FL, US | $200 |
| Paid Grant | SOUTHWEST INDIAN FOUNDATION | PUBLIC SUPPORT | EDUCATION | GALLUP, NM, US | $200 |
Filing and Contact Details
Filer
- EIN
- 23-6242538
Raw XML AppendixShowing 400 of 1,457 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 |
|---|---|---|
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | JP MORGAN CHASE 5.75% 01/02/13 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 41259 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 44087 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 65721 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 40324 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 76440 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 29864 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 145541 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 29295 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 26864 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 47520 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 31709 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 27108 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 12 | 53564 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 13 | 49833 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 14 | 281339 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 15 | 77528 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 16 | 43760 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 17 | 35570 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 18 | 96401 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 19 | 41590 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 20 | 33401 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 21 | 42872 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 22 | 43600 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 23 | 58640 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 24 | 56847 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 25 | 38220 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 26 | 55850 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 27 | 50533 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 28 | 54330 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 29 | 81240 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 30 | 36616 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 31 | 37750 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 32 | 178042 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 33 | 52127 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 34 | 30646 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 35 | 16417 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 36 | 32302 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 37 | 37748 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 38 | 28212 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 39 | 21912 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 40 | 21840 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 41 | 40490 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 42 | 23590 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 43 | 28064 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 44 | 31164 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 45 | 35000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 73912 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 66350 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 78696 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 55120 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 212800 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 44010 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 658860 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 40360 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 25960 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 51368 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 178760 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 23275 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 12 | 72320 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 13 | 91940 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 14 | 308428 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 15 | 139770 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 16 | 60180 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 17 | 84760 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 18 | 221671 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 19 | 56230 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 20 | 43370 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 21 | 58472 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 22 | 40976 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 23 | 108883 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 24 | 66710 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 25 | 49480 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 26 | 81860 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 27 | 68957 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 28 | 47817 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 29 | 45215 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 30 | 162000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 31 | 54700 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 32 | 172914 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 33 | 37899 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 34 | 62784 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 35 | 12776 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 36 | 138903 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 37 | 38828 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 38 | 25557 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 39 | 18312 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 40 | 14716 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 41 | 33995 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 42 | 15590 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 43 | 22780 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 44 | 32295 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 45 | 31711 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | COLGATE PALMOLIVE COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | PEPSICO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | JOHNSON & JOHNSON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | WELLS FARGO & COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | CHEVRONTEXACO CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | BOEING COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | HARSCO CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | TEVA PHARMACEUTICALS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | MICROSOFT CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | AMGEN INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | EXPRESS SCRIPTS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | J P MORGAN CHASE & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | CISCO SYSTEMS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | INTERNATIONAL BUSINESS MACHINE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | HARBOR INT'L FUND #11 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | EMERSON ELECTRIC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | VERIZON COMMUNICATIONS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | EXXON MOBIL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | CONOCOPHILLIPS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | ABBOTT LABORATORIES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | LOCKHEED MARTIN |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 21 | EXELON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 22 | UNITED TECHNOLOGIES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 23 | TARGET CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 24 | CVS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 25 | PROCTOR AND GAMBLE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 26 | BAXTER INTERNATIONAL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 27 | GENZYME |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 28 | GILEAD SCIENCES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 29 | NOVARTIS AG |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 30 | EOG RESOURCES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 31 | SCHLUMBERGER LTD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 32 | GOLDMAN SACHS GROUP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 33 | APPLE COMPUTER INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 34 | HEWLETT PACKARD CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 35 | QUALCOMM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 36 | CRM MID CAP VALUE FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 37 | FEDERATED STRAT VAL FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 38 | PHILIP MORRIS INTERNATIONAL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 39 | SOUTHWESTERN ENERGY CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 40 | INTUITIVE SURGICAL INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 41 | FRONTIER COMMUNICATIONS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 42 | RS GLOBAL NATURAL RESOURCES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 43 | AIR PRODUCTS & CHEMICALS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 44 | DUPONT E I DE NE MOURS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 45 | FREEPORT MCMORAN COPPER & GOLD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 46 | NATIONAL OILWELL VARCO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 47 | METLIFE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 48 | T ROWE PRICE GRP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 49 | GOOGLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 50 | VANGUARD SM CAP VALUE #860 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 2 | 2003-01-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 3 | 2004-03-15 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 4 | 2005-09-26 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 5 | 2006-11-07 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 6 | 2009-03-23 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 1 | 2011-02-16 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 2 | 2011-02-16 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 3 | 2011-02-16 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 4 | 2011-02-16 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 6 | 100000. JP MORGAN CHASE 5.750% 1/02/13 |
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| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 4577061 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 1 | 24000 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | M AND T TRUST CO |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | HUGH J T SIMPSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | TRUSTEE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 1 | EXECUTIVE DIRECTOR |
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| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.074665 |
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| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.079284 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.059613 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.05795 |
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| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 6405134 |
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| IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 250550 |
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| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 250550 |
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| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
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| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
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| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
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| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 300 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 1 | 1000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 2 | 250 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 3 | 2000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 4 | 500 |
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.
- Assets
- $2,486,561
- Liabilities
- $0
- Net assets
- $2,486,561
- Revenue
- -
- Expenses
- $408,222
- Net income
- -