Civic Intelligence

Henry S Pernot Scholarship Fund

990PF • Fiscal year 2013 • EIN 23-7385854

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 05, 2013

P O Box 316897208
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

81st percentile

$7,248

Higher top officer pay than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$306,194

Down $6,158 (-2.0%) from 2012

Net Assets

Down

$306,194

Down $6,158 (-2.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$24,040

Up $960 (+4.2%) from 2012

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.

$400K$300K$200K$100K$0Assets 2012: $312,352Liabilities 2012: $0Net Assets 2012: $312,3522012Assets 2013: $306,194Liabilities 2013: $0Net Assets 2013: $306,1942013Assets 2014: $291,075Liabilities 2014: $0Net Assets 2014: $291,0752014Assets 2019: $271,303Liabilities 2019: $0Net Assets 2019: $271,3032019Assets 2020: $277,631Liabilities 2020: $0Net Assets 2020: $277,6312020Assets 2021: $272,201Liabilities 2021: $0Net Assets 2021: $272,2012021Assets 2022: $274,298Liabilities 2022: $0Net Assets 2022: $274,2982022Assets 2023: $260,720Liabilities 2023: $0Net Assets 2023: $260,7202023Assets 2025: $265,999Liabilities 2025: $0Net Assets 2025: $265,9992025

Highlighted filing

2013

Assets$306,194
Liabilities$0
Net Assets$306,194

Operations Trend

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

$40K$20K$0-$20KExpenses 2012: $23,0802012Expenses 2013: $24,0402013Revenue 2014: $9,147Expenses 2014: $24,268Net Income 2014: -$15,1212014Revenue 2019: $21,550Expenses 2019: $22,032Net Income 2019: -$4822019Revenue 2020: $29,671Expenses 2020: $23,326Net Income 2020: $6,3452020Revenue 2021: $17,134Expenses 2021: $22,564Net Income 2021: -$5,4302021Revenue 2022: $26,896Expenses 2022: $24,782Net Income 2022: $2,1142022Revenue 2023: $10,520Expenses 2023: $24,096Net Income 2023: -$13,5762023Revenue 2025: $28,782Expenses 2025: $21,949Net Income 2025: $6,8332025

Highlighted filing

2013

Revenue-
Expenses$24,040
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 5, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,248-$7,248
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON HEALTH SCIENCES UNIVERSITYGENERAL SUPPORTPUBLICPORTLAND, OR, US$16,000
Filing and Contact Details

Filer

EIN
23-7385854
Raw XML AppendixShowing 400 of 531 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/Amount01500
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue06910
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue16909
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue215840
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue312785
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue47178
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV06437
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV16658
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV215257
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV313503
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV46591
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0ING GLOBAL BOND FUND I
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1AMERICAN CENTY INTL BOND FD IN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2AMER CENT DIVERSIFI BOND INS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3NUVEEN HIGH INCOME BOND FD CL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4T ROWE PRICE INTL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue015294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue210364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue310364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue45578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue56910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue615720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue721531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue815255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue919929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1020068
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue116770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1218765
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1318298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1413787
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue159590
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1618051
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1710364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue186909
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV015111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV110423
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV29391
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV310241
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV46919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV56811
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV615212
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV724234
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV815739
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV921115
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1024467
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV116468
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1222931
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1323861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1415010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1511253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1623466
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1710734
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV186375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PIMCO TOTAL RETURN FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1BLACKROCK EMERGING MKTS L S EQ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3DRIEHAUS SELECT CREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4NUVEEN REAL ESTATE SEC FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5PRINCIPAL GL R E SEC INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6COLUMBIA INCOME FD CL Z
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AMERICAN EUROPACIFIC GRTH F2
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10IPATH DOW JONES UBS COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12NUVEEN INFLATION PRO SEC CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13NUVEEN SANTA BARBARA DIV GROWT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14PRICE T ROWE GROWTH STK FD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ROWE T PRICE MID-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17VANGUARD EQUITY INCOME INV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ROBECO BP LNG SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19TCW EMERGING MARKETS INCOME FD
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount07347
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount010539
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount017886
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA017886
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm010539
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0575
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05173
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05748
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps016000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss016000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm07347
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss07347
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-6154
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0111837
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss010539
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome012513
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps018116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss024040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome017886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02116
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05373
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08040
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableBOY0237
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0312352
IRS990PF/BalanceSheets/CapitalStockEOY0306194
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY053132
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY049622
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV048446
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0257786
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0253911
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0279761
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01197
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02661
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02661
IRS990PF/BalanceSheets/TotalAssetsBOY0312352
IRS990PF/BalanceSheets/TotalAssetsEOY0306194
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0330868
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0312352
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0306194
IRS990PF/BalanceSheets/TotalNetAssetsBOY0312352
IRS990PF/BalanceSheets/TotalNetAssetsEOY0306194
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome010539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis113455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis28956
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis36163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41244
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis58929
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61565
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis713345
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis83286
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis97435
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10388
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis114650
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1212222
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis134892
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis151553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis163202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis171848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis181472
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis191679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis201864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132013-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0153.373 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1323. IPATH DOW JONES UBS COMMODITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2494.156 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3528.577 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset492.159 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5802.207 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset665.332 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71225.397 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8102.057 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9732.539 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1011.563 T ROWE PRICE SC STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11274.016 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12374.686 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13110.543 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14133.015 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15147.811 COLUMBIA INCOME FD CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1676.033 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1777.148 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18135.14 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1952.155 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2042.12 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4218
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-33
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8759
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-278
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1038
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss131128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17436
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1854
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19470
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2129
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4218
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-33
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8759
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-278
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1038
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses111011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses131128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17436
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1854
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19470
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01776
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice113023
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice210970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice36290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice41462
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice58896
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice61858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice713761
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice84045
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice97157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice115661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1212702
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice136020
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice141479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice151567
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice163272
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice172284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice181526
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice192149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice202404
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6154
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases04
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0306198
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0312352
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0306194
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted016484
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016484
IRS990PF/DistributableAmount/DistributableAmountBeforeDed016484
IRS990PF/DistributableAmount/MinimumInvestmentReturn016734
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0250
IRS990PF/DistributableAmount/TotalTax0250
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0308
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0250
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0250
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0250
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0308
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0330868
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0339782
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05680
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0334102
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05097
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn016734
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0334685
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0339782
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation07248
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097208
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct021630
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021505
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.064255
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.055825
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.053903
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.056994
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.072995
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.08156
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0334685
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10323741
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20334433
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30314049
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40299008
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50401127
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0125
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions018116
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1018073
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2018027
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3017899
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4021826
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5032716
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.321277
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions018116
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions018116
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions018116
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032754327
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10555 SW OAK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097204
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings