Civic Intelligence

Lt Robert B Ritchie Mem Fund

990PF • Fiscal year 2012 • EIN 23-6718706

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 19, 2013

1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

94th percentile

$12,612

Higher top officer pay than 94% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

28th percentile

-3.9%

Faster asset growth than 28% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$753,717

Down $30,364 (-3.9%) from 2011

Net Assets

Down

$753,717

Down $30,364 (-3.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$58,916

Up $1,599 (+2.8%) from 2011

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.

$1.0M$500K$0Assets 2011: $784,081Liabilities 2011: $0Net Assets 2011: $784,0812011Assets 2012: $753,717Liabilities 2012: $0Net Assets 2012: $753,7172012Assets 2018: $852,148Liabilities 2018: $0Net Assets 2018: $852,1482018Assets 2019: $857,108Liabilities 2019: $0Net Assets 2019: $857,1082019Assets 2020: $855,008Liabilities 2020: $0Net Assets 2020: $855,0082020Assets 2021: $918,773Liabilities 2021: $0Net Assets 2021: $918,7732021Assets 2022: $887,318Liabilities 2022: $0Net Assets 2022: $887,3182022Assets 2023: $860,747Liabilities 2023: $0Net Assets 2023: $860,7472023Assets 2024: $847,092Liabilities 2024: $0Net Assets 2024: $847,0922024

Highlighted filing

2012

Assets$753,717
Liabilities$0
Net Assets$753,717

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $57,3172011Expenses 2012: $58,9162012Revenue 2018: $51,517Expenses 2018: $54,521Net Income 2018: -$3,0042018Revenue 2019: $58,431Expenses 2019: $53,352Net Income 2019: $5,0792019Revenue 2020: $51,798Expenses 2020: $53,742Net Income 2020: -$1,9442020Revenue 2021: $108,210Expenses 2021: $47,574Net Income 2021: $60,6362021Revenue 2022: $31,916Expenses 2022: $66,219Net Income 2022: -$34,3032022Revenue 2023: $36,866Expenses 2023: $62,424Net Income 2023: -$25,5582023Revenue 2024: $40,522Expenses 2024: $55,016Net Income 2024: -$14,4942024

Highlighted filing

2012

Revenue-
Expenses$58,916
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 19, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells FargoTrustee-$12,612-$12,612
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCenter for Scholarship AdministrationSCHOLARSHIP AWARDSPUBLIC CHARITYTaylors, SC, US$42,000
Filing and Contact Details

Filer

EIN
23-6718706
Raw XML AppendixShowing 400 of 474 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/Amount0750
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue032786
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV036007
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0256210105 DODGE & COX
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1693390841 PIMCO HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2922031869 VANGUARD INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3921937850 VANGUARD SHORT-TERM
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond494985D582 WELLS FARGO ADV INTL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5693991559 PIMCO EMERGING MRKT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond625083320 AMERICAN CENTURY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7256219106 DODGE & COX STOCK
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8784924425 SSGA EMERGING MRKT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond989155H793 TOUCHSTONE MID CAP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1094984B348 WELLS FARGO ADVANT.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1194984B397 WELLS FARGO ADVANT.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1294985D277 WELLS FARGO ADVANT.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1304315J837 ARTIO INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1444980Q518 ING INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15722005667 PIMCO COMMODITY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1644981V706 ING REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue026504
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134426
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue244851
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue313097
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue422244
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue530063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue641906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue767009
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue834141
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue940000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1050000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1123310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1271036
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV033139
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV264291
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV319348
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV457720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV529145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV645181
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV777188
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV845015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV942403
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1045038
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1131699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1294550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0025083320 AMER CENT SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104315J837 ARTIO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2256219106 DODGE & COX STOCK FU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock344980Q518 ING INTERNATIONAL RE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock444981V706 ING REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6784924425 SSGA EMERGING MARKET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock789155H793 TOUCHSTONE MID CAP F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock894984B348 WELLS FARGO ADV INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock994984B397 WELLS FARGO ADV SM C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1094985D277 WELLS FARGO ADV LG C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1125264S833 DIAMOND HILL LONG-SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12448108100 HUSSMAN STRATEGIC GR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1394975P447 WELLS FARGO ADV SP S
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1494975P512 WFA LARGE CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/BookValue046372
InvestmentsOtherSchedule2/InvestmentsOther/BookValue154802
InvestmentsOtherSchedule2/InvestmentsOther/BookValue235096
InvestmentsOtherSchedule2/InvestmentsOther/BookValue348781
InvestmentsOtherSchedule2/InvestmentsOther/BookValue423
InvestmentsOtherSchedule2/InvestmentsOther/BookValue516002
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1693390841 PIMCO HIGH YIELD FD-
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2693391559 PIMCO EMERG MKTS BD-
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3921937827 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4921937850 VANGUARD S/T BD IND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5922031869 VANGUARD INFLAT PROT
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV052253
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV154530
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV239702
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV350943
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV424
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV519441
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount021197
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount09011
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount030209
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA030209
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm09011
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03153
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm09459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss012612
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps042000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss042000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm021197
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss021197
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-28707
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0126244
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss09011
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome020299
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps02940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss02940
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0451
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps048843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss058916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome030209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses030209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps06843
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss016916
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0784081
IRS990PF/BalanceSheets/CapitalStockEOY0753717
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0324662
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY032786
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV036007
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0434428
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0498587
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0628081
IRS990PF/BalanceSheets/InvestmentsOtherEOY0201076
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0216893
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY024991
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY021268
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV021268
IRS990PF/BalanceSheets/TotalAssetsBOY0784081
IRS990PF/BalanceSheets/TotalAssetsEOY0753717
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0902249
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0784081
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0753717
IRS990PF/BalanceSheets/TotalNetAssetsBOY0784081
IRS990PF/BalanceSheets/TotalNetAssetsEOY0753717
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome09011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis036124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis19883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis238145
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3451
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis412468
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis548
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis63879
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7278
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis85020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis910937
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-03-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-12-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82006-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired91994-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02923.977 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1648.088 TOUCHSTONE MID CAP FD Y #354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23716.793 VANGUARD S/T BD IND SIGNAL #1349
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset342.605 VANGUARD S/T BD IND SIGNAL #1349
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41028.197 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53.44 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6324.301 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset719.106 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8146.284 WFA LARGE CAP GROWTH-I #4137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9301.932 WELLS FARGO ADV LG CP GR FD-INS #440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss52
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-937
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03876
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses42482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses52
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-937
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice040000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice110000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice239547
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3453
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice414950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice550
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice64722
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7278
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice910000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-28707
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01657
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0755374
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0784081
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0753717
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted043641
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj043641
IRS990PF/DistributableAmount/DistributableAmountBeforeDed043641
IRS990PF/DistributableAmount/MinimumInvestmentReturn043844
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0203
IRS990PF/DistributableAmount/TotalTax0203
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0203
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0203
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0203
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0200
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0902249
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0890223
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances013238
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0876985
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable013353
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn043844
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0876870
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0890223
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation012612
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Wells Fargo
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282881161
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct044996
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets044793
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051083
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053418
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.054226
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.063211
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.054326
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.030234
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0876870
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10893858
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20848054
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30760497
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40915730
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501083201
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0203
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions048843
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1047748
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2045987
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3048072
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4049748
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5032750
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.255415
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions048640
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions048843
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0203
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions048843
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478166
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W 4TH ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTONSALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027101
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/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
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/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0www.csascholars.org
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Center for Scholarship Administrati
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08666080001
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine104320-G Wade Hampton Blvd
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Taylors
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0SC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode029687
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Requirement: High School Seniors attending public school located in Chester County, PA.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0March 28th-Annually
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount042000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP AWARDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Center for Scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20Administration
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104320G WADE HAMPTON BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Taylors
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0SC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode029687
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear042000
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/AppliedToCurrentYear020759
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1028084
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043641

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings