Civic Intelligence

William and Louise Allen Scholarship Tr 230008372146

990PF • Fiscal year 2014 • EIN 26-6010234

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

Organization Profile
PO Box 3636Grand Rapids, MI 49501-3636

(800) 400-0439

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

34th percentile

-3.8%

Higher net margin than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$480,516

Down $1,141 (-0.2%) from 2013

Net Assets

Down

$480,516

Down $1,141 (-0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin34th percentile

Revenue

Down

$29,797

Down $11,916 (-29%) from 2013

Expenses

Down

$30,938

Down $1,923 (-5.9%) from 2013

Net Income

Down

-$1,141

Down $9,993 (-113%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $498,219Liabilities 2010: $0Net Assets 2010: $498,2192010Assets 2011: $488,512Liabilities 2011: $0Net Assets 2011: $488,5122011Assets 2012: $472,805Liabilities 2012: $0Net Assets 2012: $472,8052012Assets 2013: $481,657Liabilities 2013: $0Net Assets 2013: $481,6572013Assets 2014: $480,516Liabilities 2014: $0Net Assets 2014: $480,5162014Assets 2015: $539,069Liabilities 2015: $0Net Assets 2015: $539,0692015Assets 2016: $495,066Liabilities 2016: $0Net Assets 2016: $495,0662016Assets 2018: $493,720Liabilities 2018: $0Net Assets 2018: $493,7202018Assets 2019: $538,275Liabilities 2019: $0Net Assets 2019: $538,2752019Assets 2022: $473,382Liabilities 2022: $0Net Assets 2022: $473,3822022

Highlighted filing

2014

Assets$480,516
Liabilities$0
Net Assets$480,516
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KExpenses 2010: $62,8912010Expenses 2011: $31,6272011Expenses 2012: $32,0922012Revenue 2013: $41,713Expenses 2013: $32,861Net Income 2013: $8,8522013Revenue 2014: $29,797Expenses 2014: $30,938Net Income 2014: -$1,1412014Revenue 2015: $82,929Expenses 2015: $25,665Net Income 2015: $57,2642015Revenue 2016: -$12,140Expenses 2016: $31,971Net Income 2016: -$44,1112016Revenue 2018: $28,238Expenses 2018: $23,314Net Income 2018: $4,9242018Revenue 2019: $63,496Expenses 2019: $18,929Net Income 2019: $44,5672019Revenue 2022: $18,187Expenses 2022: $48,775Net Income 2022: -$30,5882022

Highlighted filing

2014

Revenue$29,797
Expenses$30,938
Net Income-$1,141
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
CHANCELLOR OF INDIANA UNIV NWOfficer-$0--
CHANCELLOR OF PURDUE UNIV CALUMETOfficer-$0--
SUPERINTENDENT MERRILLVILLE SCHOOLSOfficer-$0--
SUPERINTENDENT CROWN POINT COMM SCHOfficer-$0--
PRINCIPAL ANDREAN HIGH SCHOOLOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPURDUE UNIVERSITY & DESTINY BARAJASEDUCATIONAL SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,893
Paid GrantINDIANA UNIVERSITY & & CAYLEE ROSE ADAMSEDUCATIONAL/SCHOLARSHIP501(C)(3)BLOOMINGTON, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - & GRACE WILKEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY CALUMET & ANDREW SHANTZEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & DARIUS L BRANNONEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & DEJON GONZALEZEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY & DESTINY MACONEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY & & ERIC RAPACZEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantINDIANA UNIVERSITY & KATHLEEN BARANEDUCATIONAL/SCHOLARSHIP501(C)(3)GARY, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & JADE G PORTNEYEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & KAITLIN WILKEYEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & KARLIE J MCCULLOUGHEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & BOJAN JASNICEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & KASEY KULESAEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET LUKE ERICKSON SCOTTEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & MIRANDA PETERSONEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY - CALUMET & NATE BILLINGSLY-WALTONEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY & & SALLY MOHAMEDEDUCATIONAL/SCHOLARSHIP501(C)(3)HAMMOND, IN, US$1,000
Paid GrantPURDUE UNIVERSITY & & STEPHANIE HADDADEDUCATIONAL/SCHOLARSHIP501(C)(3)FORT WAYNE, IN, US$1,000
Paid GrantPURDUE UNIVERSITY CALUMET& & SAMANTHA KOWALSKIEDUCATIONAL/SCHOLARSHIP501(C)(3)FORT WAYNE, IN, US$1,000
Paid GrantINDIANA UNIVERSITY & MIRANDA VEGAEDUCATIONAL/SCHOLARSHIP501(C)(3)BLOOMINGTON, IN, US$1,000
Filing and Contact Details

Filer

Filer Name
Allen Scholarship Trust
EIN
26-6010234
Phone
8004000439
Address
PO BOX 3636, GRAND RAPIDS, MI 49501-3636

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2015-04-22
Raw XML AppendixShowing 400 of 771 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/AccountingFeesDetail/Amt0660
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0330
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt424031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt524875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt627934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt921171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1041812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1115404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1329323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1410612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1528608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1628969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1728831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1821024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1914687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt205291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OPPENHEIMER INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES RUSSELL 2000 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HARBOR INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4TCW EMERGING MKTS INC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DIAMOND HILL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7RIDGEWORTH MIDCAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8TOUCHSTONE GROWTH OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TOUCHSTONE LG CAP GR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VIRTUS INSIGHT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11UBS E-TRACS ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BLACKROCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DUPONT EI NEMOUR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14EATON VANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GEN ELECTRIC CAP CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PHILIP MORRIS INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WELLS FARGO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18MAINSTAY MARKETFIELD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19WILLIAM BLAIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SPDR INTL R E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AVENUE FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt356374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt538217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt646753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt712000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt816001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt925715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1041860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1117661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1328471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1410355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1527751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1628166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1727808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1819910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1914297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt205196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2118301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt015189
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt014608
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt029797
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029797
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014608
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021893
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021893
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015189
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1141
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0127636
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014608
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022249
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt030938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0330
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09045
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162002-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt728462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1210066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt176977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt728347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt167140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0494.254 AQR FDS RISK PARITY FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1539. ARBITRAGE EVENT-DRIVEN CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21323. J P MORGAN TR INCOME OPP SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3776.288 RIDGEWORTH FDS MICAP VAL EQ I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41220.065 TOUCHSTONE INVT TR HI YLD FD CLY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5377. VIRTUS EMERGING MARKETS OPPORTUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6132.684 VIRTUS EMERGING MARKETS OPPORTUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725000. BOTTLING GROUP LLC 01/20/09 5.125 01/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc860. ISHARES RUSSELL 2000 GROWTH INDEX FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9344.712 RIDGEWORTH FDS MICAP VAL EQ I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102.132 RIDGEWORTH FDS MICAP VAL EQ I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11342.336 RIDGEWORTH FDS MICAP VAL EQ I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121100.11 EATON VANCE FLOATING RATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1311.85 TOUCHSTONE GROWTH OPP FD SER RIC CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1418.538 TOUCHSTONE GROWTH OPP FD SER RIC CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1551.926 TOUCHSTONE GROWTH OPP FD SER RIC CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16205.456 TOUCHSTONE GROWTH OPP FD SER RIC CLASS Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014608
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1141
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0480516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0481657
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0480516
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026505
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026505
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026505
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026950
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0445
IRS990PF/DistributableAmountGrp/TotalTaxAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0688
IRS990PF/FMVAssetsEOYAmt0534944
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0513826
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0527462
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-240
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-240
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01931
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0185
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0477229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0458626
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0513239
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-32169
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-46946
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021945
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0481657
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0480516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0534944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0481657
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0480516
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0481657
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0480516
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0547205
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012666
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0534539
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08208
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026950
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0538997
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0547205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIFTH THIRD BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHANCELLOR OF INDIANA UNIV NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHANCELLOR OF PURDUE UNIV CALUMET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUPERINTENDENT MERRILLVILLE SCHOOLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUPERINTENDENT CROWN POINT COMM SCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PRINCIPAL ANDREAN HIGH SCHOOL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt038 FOUNTAIN SQUARE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13400 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22200 - 169TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36701 DELAWARE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4401 W JOLIET ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55959 BROADWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAMMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MERRILLVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CROWN POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MERRILLVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd246323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd346410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd446307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd546410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt056743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt064275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.078467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.114007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.130351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0538997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0532183

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,516
Liabilities
$0
Net assets
$480,516
Revenue
$29,797
Expenses
$30,938
Net income
-$1,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.18$0.49$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.63$0.19$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.00$4.94$0.28$0.23$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$0.12$0.32$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.83$0.26$0.57
2014Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.30$0.31$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.42$0.33$0.09
2012Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.32
2011Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.32
2010Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.63