Civic Intelligence

Benners E FBO Franklin Inst Tuw

990PF • Fiscal year 2012 • EIN 23-6427063

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 08, 2013

Organization Profile
1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

83rd percentile

$16,336

Higher top officer pay than 83% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,089,749

Up $7,642 (+0.7%) from 2011

Net Assets

Up

$1,089,749

Up $7,642 (+0.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$76,018

Up $32,542 (+75%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,070,912Liabilities 2010: $0Net Assets 2010: $1,070,9122010Assets 2011: $1,082,107Liabilities 2011: $0Net Assets 2011: $1,082,1072011Assets 2012: $1,089,749Liabilities 2012: $0Net Assets 2012: $1,089,7492012Assets 2018: $1,099,195Liabilities 2018: $0Net Assets 2018: $1,099,1952018Assets 2019: $1,066,767Liabilities 2019: $0Net Assets 2019: $1,066,7672019Assets 2020: $1,017,202Liabilities 2020: $0Net Assets 2020: $1,017,2022020Assets 2021: $987,766Liabilities 2021: $0Net Assets 2021: $987,7662021Assets 2022: $816,859Liabilities 2022: $0Net Assets 2022: $816,8592022Assets 2023: $777,106Liabilities 2023: $0Net Assets 2023: $777,1062023Assets 2024: $756,766Liabilities 2024: $0Net Assets 2024: $756,7662024

Highlighted filing

2012

Assets$1,089,749
Liabilities$0
Net Assets$1,089,749
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $61,4692010Expenses 2011: $43,4762011Expenses 2012: $76,0182012Revenue 2018: $40,794Expenses 2018: $87,713Net Income 2018: -$46,9192018Revenue 2019: $50,422Expenses 2019: $83,560Net Income 2019: -$33,1382019Revenue 2020: $34,021Expenses 2020: $83,436Net Income 2020: -$49,4152020Revenue 2021: $56,548Expenses 2021: $85,945Net Income 2021: -$29,3972021Revenue 2022: $25,341Expenses 2022: $195,996Net Income 2022: -$170,6552022Revenue 2023: $41,218Expenses 2023: $80,462Net Income 2023: -$39,2442023Revenue 2024: $63,005Expenses 2024: $82,565Net Income 2024: -$19,5602024

Highlighted filing

2012

Revenue-
Expenses$76,018
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$16,336-$16,336
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRANKLIN INSTITUTE OF PHILADELPHIAGENERAL SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$58,245
Filing and Contact Details

Filer

EIN
23-6427063
Raw XML AppendixShowing 400 of 480 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/EOYBookValue014933
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV016021
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond004315J209 ARTIO TOTAL RETURN B
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1256210105 DODGE & COX INCOME F
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond24812C0803 JPMORGAN HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3693390700 PIMCO TOTAL RET FD-I
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4693390882 PIMCO FOREIGN BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5693391559 PIMCO EMERG MKTS BD-
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond694985D582 WELLS FARGO ADV INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue031261
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue172814
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225178
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue349374
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue435000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue526122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue669857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue724000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue820000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue935267
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1035000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1170248
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1246974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1317163
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1470000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1525000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1618000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1733000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV039848
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV179028
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV242725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV363398
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV442275
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV535156
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV689027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV727428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV817056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV936861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1041819
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1160207
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1261381
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1319664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1486263
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1527336
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1618184
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1734815
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock004315J209 ARTIO TOT RTN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104315J837 ARTIO INT EQ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2256206103 DODGE & COX INT'L ST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3256210105 DODGE & COX INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock434984T881 GOLDEN LARGE CAP COR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock538142Y401 GOLDMAN SACHS GRTH O
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock638142Y773 GOLDMAN SACHS L/C VA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7411511306 HARBOR INTERNATION F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock847103C241 PERKINS MID CAP VALU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94812C0803 JPMORGAN HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1052106N889 LAZARD EMERGING MKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11693390700 PIMCO TOT. RTN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12693390882 PIMCO FOREIGN BD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13693391559 PIMCO EMERGING MARKE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14780905212 ROYCE VALUE PLUS FUN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1594984B181 WELLS FARGO ADV INT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1694985D582 WELLS FARGO ADV. INT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17949915565 WF ADV ENDEAVOR SELE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1825264S833 DIAMOND HILL LONG-SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19256206103 DODGE & COX INT'L ST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20448108100 HUSSMAN STRATEGIC GR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2144980Q518 ING INTERNATIONAL RE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2261744J408 MORGN STANLY INSTL F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24779919109 T ROWE PRICE REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25780905212 ROYCE VALUE PLUS FUN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26921909701 VANGUARD DEVELOPED M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27003021714 ABERDEEN EMERG MARKE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2815649P208 CENTURY SMALL CAP SE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29589509108 MERGER FD SH BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30641233200 NEUBERGER BERMAN GEN
InvestmentsOtherSchedule2/InvestmentsOther/BookValue041135
InvestmentsOtherSchedule2/InvestmentsOther/BookValue162556
InvestmentsOtherSchedule2/InvestmentsOther/BookValue245540
InvestmentsOtherSchedule2/InvestmentsOther/BookValue334000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue478820
InvestmentsOtherSchedule2/InvestmentsOther/BookValue529660
InvestmentsOtherSchedule2/InvestmentsOther/BookValue646586
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem044980Q518 ING INTER. RE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1722005667 PIMCO COMMODITY REA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2779919109 T ROWE PRICE RE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem325264S833 DIAMOND HILL L-S
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4448108100 HUSSMAN STRAT GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem504315J209 ARTIO TOTAL RETURN B
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem74812C0803 JPMORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8693390304 PIMCO LOW DURATION F
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9693390700 PIMCO TOTAL RET FD-I
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10693390882 PIMCO FOREIGN BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11693391559 PIMCO EMERG MKTS BD-
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV046192
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV173464
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV252471
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV334195
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV483592
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV531563
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV656332
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount029269
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount052455
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount081727
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA081727
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm052455
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps04084
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm012252
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss016336
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps058245
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss058245
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm029046
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss029269
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses05709
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0278004
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss052455
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome068844
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0408
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps062329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss076018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome081504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses081727
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss017773
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01082107
IRS990PF/BalanceSheets/CapitalStockEOY01089749
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0353733
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY014933
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV016021
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0692898
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0704258
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0822471
IRS990PF/BalanceSheets/InvestmentsOtherEOY0338297
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0377809
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY035476
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY032261
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV032261
IRS990PF/BalanceSheets/TotalAssetsBOY01082107
IRS990PF/BalanceSheets/TotalAssetsEOY01089749
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01248562
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01082107
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01089749
IRS990PF/BalanceSheets/TotalNetAssetsBOY01082107
IRS990PF/BalanceSheets/TotalNetAssetsEOY01089749
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome052455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis05249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis128331
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis217791
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis349887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis429172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis552423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis68837
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis716669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis817190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-11-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82008-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0149.254 DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12197.802 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21744.186 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33073.749 LAZARD EMERGING MKTS PTFL #638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42664.298 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55822.735 ROYCE VALUE PLUS FUND-INVT #271
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61038.422 VANGUARD DEVELOPED MKTS INDEX #227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71750.973 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81805.675 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss518731
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss61163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71331
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss83810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses518731
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses61163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses71331
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses83810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice05000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice130000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice221000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice351885
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice430000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice571154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice610000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice718000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice821000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses05709
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0595
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02528
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01090344
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01082107
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01089749
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted060276
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj060276
IRS990PF/DistributableAmount/DistributableAmountBeforeDed060276
IRS990PF/DistributableAmount/MinimumInvestmentReturn060964
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0688
IRS990PF/DistributableAmount/TotalTax0688
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0896
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0688
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0688
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0688
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0896
IRS990PF/FMVAssetsEOY01248562
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01237846
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances028531
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01209315
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable018568
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn060964
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01219278
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01237846
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation016336
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282885709
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct055886
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets055198
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045271
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.024728
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.044225
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.059051
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053777
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.044576
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01219278
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101207529
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201138924
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30983523
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401225304
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501482451
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0688
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions062329
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1029860
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2050369
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3058078
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4065893
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5066081
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.226357
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions061641
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions062329
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0688
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions062329
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANKNA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W 4TH ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0271014047
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
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/PayCompensationToDsqflyPerson0true
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/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount058245
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FRANKLIN INSTITUTE OF PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10222 NORTH 20TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0191031194
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear058245
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear016443
IRS990PF/UndistributedIncome/AppliedToPriorYears00

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
$1,089,749
Liabilities
$0
Net assets
$1,089,749
Revenue
-
Expenses
$76,018
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.06$0.08$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.20$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.03$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.05$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.04$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06