Civic Intelligence

W Richison Schofield Scholarship Trust

990PF • Fiscal year 2011 • EIN 23-6674798

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 23, 2012

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

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

95th percentile

$38,840

Higher top officer pay than 95% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

38th percentile

-2.1%

Faster asset growth than 38% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$4,609,111

No earlier filing loaded for comparison.

Net Assets

$4,609,111

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$270,352

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,609,111Liabilities 2011: $0Net Assets 2011: $4,609,1112011Assets 2012: $4,657,707Liabilities 2012: $0Net Assets 2012: $4,657,7072012Assets 2018: $4,261,663Liabilities 2018: $0Net Assets 2018: $4,261,6632018Assets 2019: $4,181,022Liabilities 2019: $0Net Assets 2019: $4,181,0222019Assets 2020: $3,934,790Liabilities 2020: $0Net Assets 2020: $3,934,7902020Assets 2021: $4,473,193Liabilities 2021: $0Net Assets 2021: $4,473,1932021Assets 2022: $4,388,601Liabilities 2022: $0Net Assets 2022: $4,388,6012022

Highlighted filing

2011

Assets$4,609,111
Liabilities$0
Net Assets$4,609,111
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $270,3522011Expenses 2012: $311,0672012Revenue 2018: $294,617Expenses 2018: $323,189Net Income 2018: -$28,5722018Revenue 2019: $219,968Expenses 2019: $299,861Net Income 2019: -$79,8932019Revenue 2020: $51,589Expenses 2020: $297,642Net Income 2020: -$246,0532020Revenue 2021: $847,812Expenses 2021: $309,457Net Income 2021: $538,3552021Revenue 2022: $230,433Expenses 2022: $313,386Net Income 2022: -$82,9532022

Highlighted filing

2011

Revenue-
Expenses$270,352
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo TrusteeFT$38,840-$38,840
Frederick J M Lavalley EsqCo TrusteePT$1,061-$1,061
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRUSTEES OF THE UNIVERSITY OF PAGENERAL SUPPORTQPUBLIC CHARITYPHILADELPHIA, PA, US$220,000
Filing and Contact Details

Filer

EIN
23-6674798
Raw XML Appendix394 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFees/Amount04003
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps04003
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0136000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1375000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2114000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3375000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4375000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue557000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue6136000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue757000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0132015
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1400417
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2136202
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV3388171
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4410857
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV564501
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV6141964
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV765764
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond04812C0803 JPMORGAN HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1693390700 PIMCO TOTAL RTN FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2922031869 VANGUARD INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3921937207 VANGUARD ST BD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4921937868 VANGUARD TOTAL BD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond594985D582 WELLS FARGO ADVTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6315920702 FIDELITY ADVISOR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7693390882 PIMCO FOREIGN BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond804314H709 ARTISAN MID CAP VALU
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9256219106 DODGE & COX STOCK FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1038142Y401 GOLDMAN SACHS GRWTH
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11411511843 HARBOR SMALL CAP VAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12779547108 T ROWE PRICE EQUITY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1394984B348 WELLS FARGO ADVTG IN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1494984B397 WELLS FARGO ADVTG SP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1594985D277 WELLS FARGO ADVTG ST
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1694985D244 WELLS FARGO ADVTG TR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17246248306 DELAWARE POOLED TR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1852106N889 LAZARD EMERGING MKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue090000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1311266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2247114
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3136000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue490000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5119605
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6228000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7200415
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8136000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9245983
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10249564
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1154759
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12214951
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13452259
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV097257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1200359
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2216541
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3118890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV494584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5132527
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6292030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7154864
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8109000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9231809
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10236617
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1163584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12283650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13548756
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock004314H709 ARTISAN MID CAP VALU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1246248306 DELAWARE POOLED TR I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2256219106 DODGE & COX STOCK F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock326852M105 EII INTERNATIONAL PR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock438142Y401 GOLDMAN SACHS GRTH O
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5411511843 HARBOR SMALL-CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock644981V706 ING REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock752106N889 LAZARD EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9779547108 T ROWE PRICE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1094984B348 WELLS FARGO ADV INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1194984B397 WELLS FARGO ADV SM C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1294985D244 WF ADV TRAD S/C GRWT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1394985D277 WELLS FARGO ADV LG C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem026852M105 EII INTERNATIONAL PR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem144981V706 ING REAL RE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2722005667 PIMCO COMMODITY RTN
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0146302
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount029675
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0175977
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0175977
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps04003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04003
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm029675
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps010771
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm029130
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss039901
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0220000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0220000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0146302
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0146302
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-94375
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice029675
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps03967
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss03967
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss029675
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0145328
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/TaxesNetInvstIncm01519
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0238741
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm030649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0270352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0175977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0175977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps018741
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm030649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss050352
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY04709205
IRS990PF/BalanceSheets/CapitalStockEOY04609111
IRS990PF/BalanceSheets/CashEOY017253
IRS990PF/BalanceSheets/CashEOYFMV017253
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY03900916
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01625000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01739891
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02775916
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02780468
IRS990PF/BalanceSheets/InvestmentsOtherBOY0500000
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0308289
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0190942
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0190942
IRS990PF/BalanceSheets/TotalAssetsBOY04709205
IRS990PF/BalanceSheets/TotalAssetsEOY04609111
IRS990PF/BalanceSheets/TotalAssetsEOYFMV04728554
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04709205
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04609111
IRS990PF/BalanceSheets/TotalNetAssetsBOY04709205
IRS990PF/BalanceSheets/TotalNetAssetsEOY04609111
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome029675
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-94375
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases015806
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases010087
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04624917
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04709205
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04609111
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0248958
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0248958
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0248958
IRS990PF/DistributableAmount/MinimumInvestmentReturn0250411
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01453
IRS990PF/DistributableAmount/TotalTax01453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0788
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0665
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0788
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04728554
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05084495
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0324795
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04759700
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable076267
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0250411
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05008228
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05084495
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation038840
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation11061
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Frederick J M Lavalley Esq
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Co Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Co Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11315 South 12th Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Norwich
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode028288
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119107
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0103871
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0102418
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.02045
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.021304
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.036321
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.044625
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets05008228
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear104640144
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204048496
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear305072205
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear400
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01453
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0238741
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1098854
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20147045
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30226345
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.10225
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0237288
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0238741
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01453
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0238741
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101525 WEST WT HARRIS BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHARLOTTE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0282885709
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/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/FurnishedGoodsWithDsqflyPerson0true
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/Amount0220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORTQ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TRUSTEES OF THE UNIVERSITY OF PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN M HEER TREAS OFFICE 305
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0191046205
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0220000
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/AppliedToCurrentYear030385
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10208356
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0248958
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0238741
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0218573
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0208356
LegalFeesSchedule/LegalFees/Amount03967
LegalFeesSchedule/LegalFees/Category0LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps03967
OtherDecreasesSchedule/OtherDecreases/Amount015806
OtherDecreasesSchedule/OtherDecreases/Description0MUTUAL FUND POSTING DATE AFTER TYE
OtherIncreasesSchedule/OtherIncreases/Amount010086
OtherIncreasesSchedule/OtherIncreases/Amount11
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
TaxesSchedule/Taxes/Amount0174
TaxesSchedule/Taxes/Amount1788
TaxesSchedule/Taxes/Amount21305
TaxesSchedule/Taxes/Amount3214
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome21305
TaxesSchedule/Taxes/NetInvestmentIncome3214
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236674798
ReturnHeader/Filer/Name/BusinessNameLine10SCHOFIELD W RICHISON TW
ReturnHeader/Filer/NameControl0SCHO
ReturnHeader/Filer/Phone03367478186
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/Officer/DateSigned02012-03-23
ReturnHeader/Officer/Name0WELLS FARGO BANK NA
ReturnHeader/Officer/Phone03367478186
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T16:56:06-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,609,111
Liabilities
$0
Net assets
$4,609,111
Revenue
-
Expenses
$270,352
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.23$0.31$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.85$0.31$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.05$0.30$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.22$0.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.29$0.32$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.27