Civic Intelligence

The Artzt Howard Foundation

990PF • Fiscal year 2010 • EIN 23-6245585

Oct 01, 2009 to Sep 30, 2010 • Filed on Feb 01, 2011

C/O Karen Artzt901 West 9th St78703
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$606,845

No earlier filing loaded for comparison.

Net Assets

$606,845

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$106,288

No earlier filing loaded for comparison.

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: $606,845Liabilities 2010: $0Net Assets 2010: $606,8452010Assets 2011: $521,704Liabilities 2011: $0Net Assets 2011: $521,7042011Assets 2012: $505,016Liabilities 2012: $958Net Assets 2012: $504,0582012Assets 2013: $415,317Liabilities 2013: $461Net Assets 2013: $414,8562013Assets 2014: $396,010Liabilities 2014: $497Net Assets 2014: $395,5132014Assets 2015: $355,669Liabilities 2015: $0Net Assets 2015: $355,6692015Assets 2016: $515,622Liabilities 2016: $2,275Net Assets 2016: $513,3472016Assets 2017: $528,583Liabilities 2017: $0Net Assets 2017: $528,5832017Assets 2018: $617,643Liabilities 2018: $0Net Assets 2018: $617,6432018Assets 2019: $642,264Liabilities 2019: $0Net Assets 2019: $642,2642019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2010

Assets$606,845
Liabilities$0
Net Assets$606,845

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $106,2882010Expenses 2011: $90,7652011Expenses 2012: $73,3862012Expenses 2013: $76,8292013Revenue 2014: $49,218Expenses 2014: $68,561Net Income 2014: -$19,3432014Revenue 2015: $39,589Expenses 2015: $79,433Net Income 2015: -$39,8442015Revenue 2016: $246,868Expenses 2016: $89,190Net Income 2016: $157,6782016Revenue 2017: $58,234Expenses 2017: $42,998Net Income 2017: $15,2362017Revenue 2018: $120,610Expenses 2018: $31,550Net Income 2018: $89,0602018Revenue 2019: $94,688Expenses 2019: $70,067Net Income 2019: $24,6212019Revenue 2020: $28,636Expenses 2020: $638,408Net Income 2020: -$609,7722020

Highlighted filing

2010

Revenue-
Expenses$106,288
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2009 to Sep 30, 2010
Signed
Feb 1, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN ARTZTPresidentPT$0--
PAULETTE HOWARDVice President-$0--
KENNETH HOWARDTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEORGIA TECH UNIVERSITYEDUCATIONALPUBLIC CHARITYATLANTIC, GA, US$50,000
Paid GrantFLORIDA STATE UNIVERSITYEDUCATIONALPUBLIC CHARITYTALLAHASSEE, FL, US$25,000
Paid GrantCONGREGATION B'NAI ISRAELRELIGIOUSPUBLIC CHARITYBridgeport, CT, US$12,200
Paid GrantB'NAI AVIVRELIGIOUSPUBLIC CHARITYWESTON, FL, US$4,016
Paid GrantTEMPLE DOR DORIMRELIGIOUSPUBLIC CHARITYWESTON, FL, US$3,100
Paid GrantAAASSCIENTIFIC ACTIVITIESPUBLIC CHARITYWashington, DC, US$2,500
Paid GrantAMERICAN JEWISH WORLD SERVICESRELIGIOUSPUBLIC CHARITYNew York, NY, US$2,000
Paid GrantTEMPLE BETH EL SAN ANTONIRELIGIOUSPUBLIC CHARITYSAN ANTONIO, TX, US$2,000
Paid GrantTHE JACKSEN LABORATORYSCIENTIFIC ACTIVITIESPUBLIC CHARITYBAR HARBOR, ME, US$1,000
Paid GrantORLOFF CAJE JUDAICARELIGIOUSPUBLIC CHARITYDAVIE, FL, US$410
Paid GrantMORIKAMI MUSEUMCHARITABLEPUBLIC CHARITYDELRAY BEACH, FL, US$275
Filing and Contact Details

Filer

EIN
23-6245585
Raw XML AppendixShowing 400 of 563 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
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue017350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue137148
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue251439
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue40
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue511755
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue635858
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue824382
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1015618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1132011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1313841
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1423847
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1725000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1849880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1945432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV023784
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1141875
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV214066
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV514735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV647321
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV826020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1019932
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1145768
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1325769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1427403
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1723020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19783
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SB-ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SB-APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SB-BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3SB-BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4SB-CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5SB-FIRST SOLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6SB-GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7SB-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8SB-KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9SB-KRAFT FOODS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10SB-PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11SB-PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12SB-RESEARCH IN MOTION LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13SB-SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14SB-WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15USB CAPITAL VII 5.875
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VORNADO REALTY TR 6.625
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CITIGROUP CAPITAL XVI 6.45
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18FREDDIE MAC 8.375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19FANNIE MAE FIXED/FLOAT 8.25
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue015183
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV014453
InvestmentsOtherSchedule2/InvestmentsOther/BookValue00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue10
InvestmentsOtherSchedule2/InvestmentsOther/BookValue231755
InvestmentsOtherSchedule2/InvestmentsOther/BookValue30
InvestmentsOtherSchedule2/InvestmentsOther/BookValue40
InvestmentsOtherSchedule2/InvestmentsOther/BookValue552324
InvestmentsOtherSchedule2/InvestmentsOther/BookValue640469
InvestmentsOtherSchedule2/InvestmentsOther/BookValue750000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0KAYNE ANDERSON ENERGY
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1NICHOLAS-APPLEGATE EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2EATON VANCE LTD DURATION FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3CLAYMORE MAC GLOBAL SOLAR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4PIMCO TOTAL RETURN FUND CL A
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5WESTERN ASSET GLOBAL GP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6NUVEEN BUILD AMERICA BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7HARTFORD FLOATING RATE FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV00
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV10
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV232840
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV30
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV40
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV549708
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV641522
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV749489
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount022315
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-62383
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-40068
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-40068
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02310
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0690
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0102501
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0102501
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm022315
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss022315
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-146356
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0292538
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-62383
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome021625
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0104811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0106288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome022315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-40068
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02310
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03787
IRS990PF/BalanceSheets/AccountsPayableBOY00
IRS990PF/BalanceSheets/AccountsPayableEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0526741
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0383561
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0411336
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY015259
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY015183
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV014453
IRS990PF/BalanceSheets/InvestmentsOtherBOY0196581
IRS990PF/BalanceSheets/InvestmentsOtherEOY0174548
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0173559
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY0344
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0344
IRS990PF/BalanceSheets/RetainedEarningsBOY0753201
IRS990PF/BalanceSheets/RetainedEarningsEOY0606845
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY014620
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY033209
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV033209
IRS990PF/BalanceSheets/TotalAssetsBOY0753201
IRS990PF/BalanceSheets/TotalAssetsEOY0606845
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0632901
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0753201
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0606845
IRS990PF/BalanceSheets/TotalNetAssetsBOY0753201
IRS990PF/BalanceSheets/TotalNetAssetsEOY0606845
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-62383
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010632
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis230000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis325000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis438000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis647158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis714166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis850000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis946901
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis106960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1113519
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis126444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis138460
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1411882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1542988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis162184
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis17267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-03-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32005-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52004-12-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62008-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02009-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12009-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-06-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0207.1812 SH BOEING - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18.469 SH BOEING - ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22868.069 SH PIMCO TOTAL RETURN FUND-ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31000 SH VORNADO REALTY TR - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4986.7965 ST CITIRGROUP INC -LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56.4497 SH CITIGROUP INC - ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62000 SH KAYNE ANDERSON ENERGY- LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7200 SH RESEARCH IN MOTION LTD-ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82000 SH USB CAPITAL VII - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91932.0056 SH KAYNE ANDERSON ENERGY - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10417.2336 SH KAYNE ANDERSON ENERGY-ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11500 SH KRAFT FOOD - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12400 SH WILLIAMS COS INC - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131000 SH CLAYMORE MAC GLOBAL SOLAR - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14200 SH JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151900.8687 SH AGIC EQUITY & CONV INCOME FD - LT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16135.7775 SH AGIC EQUITY & CONV INCOME - ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17MISCELLANEOUS CG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-192
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss176
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-5558
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-34300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-3206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-2080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-6895
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-1612
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss102820
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111185
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12878
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-13398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17-267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-192
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses176
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-5558
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-34300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-3206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-2080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-6895
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-1612
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses102820
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses111185
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12878
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-13398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17-267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice010440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice231319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice319442
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice43700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice643952
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice712086
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice843105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice945289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice109780
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1114704
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice127322
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice137921
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1411325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1529590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice162113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-146356
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0606845
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0753201
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0606845
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031480
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031480
IRS990PF/DistributableAmount/DistributableAmountBeforeDed031480
IRS990PF/DistributableAmount/MinimumInvestmentReturn031696
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0216
IRS990PF/DistributableAmount/TotalTax0216
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0560
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0216
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0216
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0216
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0560
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0632901
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0643565
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances041714
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0601851
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09653
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn031696
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0633912
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0643565
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KAREN ARTZT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAULETTE HOWARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KENNETH HOWARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10901 WEST 9TH STREET APT 704
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111180 SOUTH OCEAN BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121180 SOUTH OCEAN BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0AUSTIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BOCA RATON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOCA RATON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode078703
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode133432
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode233432
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct047338
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets047122
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.074336
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.173294
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.08921
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.043889
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.025538
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.03975
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0633912
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10560539
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20937295
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30996141
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40907361
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50900848
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0216
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0104811
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1097138
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2083616
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3043720
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4023172
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5035809
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.371681
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0104595
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0104811
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0216
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0104811
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10KAREN ARTZT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05126957249
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10901 WEST 9TH STREET APT 704
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0AUSTIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode078703
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE PURPOSE OF THE FOUNDATION IS SOLELY TO SUPPORT THROUGH CONTRIBUTIONS VARIOUS PRESELECTED NON-PROFIT ORGANIZATIONS. THERE ARE NO ORGANIZED ACTIVITIES.
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0KAREN ARTZT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings