Civic Intelligence

Stevens Family Charitable Trust

990PF • Fiscal year 2012 • EIN 26-6824259

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
123 West Mills Avenue Suite 60079901
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.09x

Higher debt load relative to assets than 42% of similar nonprofits.

2012 filings • $10M-$25M 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

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

4th percentile

-18%

Faster asset growth than 4% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$10,880,761

Down $2,453,423 (-18%) from 2011

Net Assets

Down

$9,896,804

Down $2,287,380 (-19%) from 2011

Liabilities

Down

$983,957

Down $166,043 (-14%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,588,957

Up $2,761,179 (+98%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$40M$30M$20M$10M$0Assets 2010: $11,974,807Liabilities 2010: $5,810,000Net Assets 2010: $6,164,8072010Assets 2011: $13,334,184Liabilities 2011: $1,150,000Net Assets 2011: $12,184,1842011Assets 2012: $10,880,761Liabilities 2012: $983,957Net Assets 2012: $9,896,8042012Assets 2013: $13,012,619Liabilities 2013: $800,000Net Assets 2013: $12,212,6192013Assets 2014: $4,521,270Liabilities 2014: $302,975Net Assets 2014: $4,218,2952014Assets 2015: $7,364,008Liabilities 2015: $302,375Net Assets 2015: $7,061,6332015Assets 2016: $5,775,538Liabilities 2016: $300,000Net Assets 2016: $5,475,5382016Assets 2017: $6,732,707Liabilities 2017: $340,356Net Assets 2017: $6,392,3512017Assets 2018: $28,434,072Liabilities 2018: $613,180Net Assets 2018: $27,820,8922018Assets 2019: $29,607,315Liabilities 2019: $24,904Net Assets 2019: $29,582,4112019Assets 2020: $27,774,695Liabilities 2020: $81,575Net Assets 2020: $27,693,1202020Assets 2021: $27,058,457Liabilities 2021: $4,133,728Net Assets 2021: $22,924,7292021Assets 2022: $30,696,772Liabilities 2022: $4,189,596Net Assets 2022: $26,507,1762022Assets 2023: $30,022,632Liabilities 2023: $4,237,639Net Assets 2023: $25,784,9932023Assets 2024: $28,024,911Liabilities 2024: $4,043,678Net Assets 2024: $23,981,2332024

Highlighted filing

2012

Assets$10,880,761
Liabilities$983,957
Net Assets$9,896,804
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $1,112,3002010Expenses 2011: $2,827,7782011Expenses 2012: $5,588,9572012Revenue 2013: $3,959,973Expenses 2013: $1,644,158Net Income 2013: $2,315,8152013Revenue 2014: $65,126Expenses 2014: $8,059,450Net Income 2014: -$7,994,3242014Revenue 2015: $9,231,231Expenses 2015: $6,387,893Net Income 2015: $2,843,3382015Revenue 2016: $79,673Expenses 2016: $1,665,768Net Income 2016: -$1,586,0952016Revenue 2017: $2,017,968Expenses 2017: $1,101,155Net Income 2017: $916,8132017Revenue 2018: $23,102,121Expenses 2018: $1,673,580Net Income 2018: $21,428,5412018Revenue 2019: $2,974,772Expenses 2019: $1,213,253Net Income 2019: $1,761,5192019Revenue 2020: -$1,052,185Expenses 2020: $837,106Net Income 2020: -$1,889,2912020Revenue 2021: $2,640,309Expenses 2021: $5,088,854Net Income 2021: -$2,448,5452021Revenue 2022: $3,819,015Expenses 2022: $236,568Net Income 2022: $3,582,4472022Revenue 2023: $1,402,047Expenses 2023: $2,124,230Net Income 2023: -$722,1832023Revenue 2024: $1,403,203Expenses 2024: $3,206,963Net Income 2024: -$1,803,7602024

Highlighted filing

2012

Revenue-
Expenses$5,588,957
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF ALLAN STEVENSTrustee-$0--
SHARON ANN STEVENSTrustee-$0--
ALEXANDRA MARIE STEVENSTrustee-$0--
COLIN MICHAEL STEVENSTrustee-$0--
TIMOTHY ALLAN DEMOREIndependent Trustee-$0--
WILLIAM WALLACE SHEELYIndependent Trustee-$0--
KEVIN MICHAEL REISIndependent Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGONZAGA UNIVERSITYSUPPORT GONZAGA UNIVERSITY TENNIS AND GOLF CENTER170(B)(1)(A)(VI)SPOKANE, WA, US$4,400,000
Paid GrantSALPOINTE CATHOLIC HIGH SCHOOLSUPPORT SALPOINTE CATHOLIC HIGH SCHOOL CAPITAL CAMPAIGN BUILDING LEADERS AND LEGACYPUBLIC CHARITABLE ORTUCSON, AZ, US$1,000,000
Paid GrantGONZAGA UNIVERSITYSUPPORT GONZAGA UNIVERSITY ATHLETIC DEPARTMENT170(B)(1)(A)(VI)SPOKANE, WA, US$200,000
Approved Future GrantUNIVERSITY OF ARIZONA FOUNDATIONSUPPORT UNIVERSITY OF ARIZONA FOUNDATION (ICA CAPITAL CAMPAIGN PHASE II SOFTBALL)170(B)(1)(A)(VI)TUCSON, AZ, US$75,000
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONSUPPORT UNIVERSITY OF ARIZONA FOUNDATION (ICA CAPITAL CAMPAIGN PHASE II)170(B)(1)(A)(VI)TUCSON, AZ, US$50,000
Paid GrantSTREETLIGHT USASUPPORT STREETLIGHT USAPUBLIC CHARITABLE ORPEORIA, AZ, US$50,000
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONSUPPORT UNIVERSITY OF ARIZONA FOUNDATION (ICA CAPITAL CAMPAIGN PHASE II SOFTBALL)170(B)(1)(A)(VI)TUCSON, AZ, US$25,000
Paid GrantUNITED WAY OF EL PASOSUPPORT UNITED WAY OF EL PASOPUBLIC CHARITABLE OREL PASO, TX, US$10,000
Paid GrantEL PASOANS FIGHTING HUNGERSUPPORT EL PASOANS FIGHTING HUNGERPUBLIC CHARITABLE OREL PASO, TX, US$10,000
Paid GrantBOARD OF VISITORSSUPPORT BOARD OF VISITORSPUBLIC CHARITABLE ORPHOENIX, AZ, US$5,000
Paid GrantST PIUS X CATHOLIC CHURCHSUPPORT ST. PIUS X CATHOLIC CHURCH SOUTHWEST YOUTH CONFERENCEPUBLIC CHARITABLE OREL PASO, TX, US$5,000
Filing and Contact Details

Filer

EIN
26-6824259
Raw XML AppendixShowing 400 of 638 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/Amount06900
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome06900
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0225000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0276815
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0$250,000 BANK OF AMER CORP PERP NON CUMULATIVE DEP SHS FIXED TO FLOAT 8.125%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03444000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1125708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2125449
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3126211
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4250406
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV05638000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1142782
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2125195
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3134406
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4269700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0WESTERN REFINING, INC. COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DEUTSCHE BK 7.60% CONTINGENT CAP TR III SECS CALLABLE 02/20/2018 @$25.00 PRE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPMORGAN CHASE CAP XXIX GTD CAP SECS SER CC EXP 04/02/40 PREFERRED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MORGAN STANLEY CAP TR VIII GTD CAP SEC 6.45% MAT 04/15/2067 CALLABLE 07/15/1
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4VORNADO RLTY TR 6.875% PFD CUMULATIVE RED SER J_CALLABLE REAL ESTATE INVESTM
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0693313
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount02608264
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount03301577
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA03301577
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm06900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss06900
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02608264
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05755000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05580000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0693313
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0693313
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2287380
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice08642064
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02608264
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03292620
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm02057
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps05755000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm08957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss05588957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03301577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses03301577
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm08957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08957
IRS990PF/BalanceSheets/AccountsPayableEOY08957
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY03238956
IRS990PF/BalanceSheets/CashEOY06577638
IRS990PF/BalanceSheets/CashEOYFMV06577638
IRS990PF/BalanceSheets/GrantsPayableBOY01150000
IRS990PF/BalanceSheets/GrantsPayableEOY0975000
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0478125
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0225000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0276815
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY09612806
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY04071774
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV06310083
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY04297
IRS990PF/BalanceSheets/OtherAssetsEOY06349
IRS990PF/BalanceSheets/OtherAssetsEOYFMV06349
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY012184184
IRS990PF/BalanceSheets/RetainedEarningsEOY09896804
IRS990PF/BalanceSheets/TotalAssetsBOY013334184
IRS990PF/BalanceSheets/TotalAssetsEOY010880761
IRS990PF/BalanceSheets/TotalAssetsEOYFMV013170885
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01150000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0983957
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY013334184
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY010880761
IRS990PF/BalanceSheets/TotalNetAssetsBOY012184184
IRS990PF/BalanceSheets/TotalNetAssetsEOY09896804
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02608264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis035578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis152181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis237950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3253125
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis438403
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis551204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis635843
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis746745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis835059
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis942070
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10326267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11861000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12110208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13750792
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis143117733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15121762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1650806
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1739112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1819122
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis191082
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis202671
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis215087
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172012-02-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182012-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-07-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-07-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-06-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01,500 SHS. DEUTSCHE BK 7.60% CONTINGENT CAP TR III TR PFD SECS CALLABLE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12,200 SHS. DEUTSCHE BK 7.60% CONTINGENT CAP TR III TR PFD SECS CALLABLE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21,600 SHS. DEUTSCHE BK 7.60% CONTINGENT CAP TR III TR PFD SECS CALLABLE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3$250,000 BANK AMER CORP PERP NON COMULATIVE DEP SHS FIXED TO FLOAT 8
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41,500 SHS. JPMORGAN CHASE CAP X XIX GTD CAP SECS SER CC EXP 04/02/40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52,000 SHS. JPMORGAN CHASE CAP X XIX GTD CAP SECS SER CC EXP 04/02/40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61,400 SHS. JPMORGAN CHASE CAP X XIX GTD CAP SECS SER CC EXP 04/02/40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72,000 SHS. MORGAN STANLEY CAP T R VIII GTD CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81,500 SHS. MORGAN STANLEY CAP T R VIII GTD CAP SEC 6.45% MAT 04/15/2067
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91,800 SHS. MORGAN STANLEY CAP T R VIII GTD CAP SEC 6.45% MAT 04/15/2067
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1018,947 SHS. WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1150,000 SHS. WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset126,400 SHS. WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1343,600 SHS. WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14181,053 SHS. WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15500 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16500 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17500 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18500 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19163 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20337 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21500 SHS. CALL OPTION WESTERN REFINING, INC. COMMON STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss04007
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15879
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss318125
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4972
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6906
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss73094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss82320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss92776
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10188354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11305623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1229296
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13199578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss141799864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-80274
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-27318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17-2975
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1862364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1913453
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2027381
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2142852
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss226416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses04007
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15879
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses318125
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4972
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6906
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses73094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses82320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses92776
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10188354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11305623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1229296
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13199578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses141799864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-80274
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-27318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17-2975
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1862364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1913453
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2027381
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2142852
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses226416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice039585
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice158060
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice242203
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3271250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice439375
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice552522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice636749
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice749839
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice837379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice944846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10514621
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice111166623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12139504
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13950370
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice144917597
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1541488
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1623488
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1736137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1881486
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1914535
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2030052
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2147939
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice226416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired17P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired20P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired21P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired22P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2287380
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal09896804
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY012184184
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09896804
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0646583
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0646583
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0646583
IRS990PF/DistributableAmount/MinimumInvestmentReturn0679509
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome032926
IRS990PF/DistributableAmount/TotalTax032926
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear017022
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax032926
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment017022
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal032926
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome032926
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension050000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments050000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY013170885
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets013797138
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04484444
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities09312694
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0206957
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0679509
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets013590181
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets013797138
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition50.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition60.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEFF ALLAN STEVENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SHARON ANN STEVENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ALEXANDRA MARIE STEVENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3COLIN MICHAEL STEVENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4TIMOTHY ALLAN DEMORE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5WILLIAM WALLACE SHEELY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6KEVIN MICHAEL REIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4INDEPENDENT TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5INDEPENDENT TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6INDEPENDENT TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine141250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine151250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine161250 WEST WASHINGTON STREET SUITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine22101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine23101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine24101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine25101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine26101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6TEMPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode085281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode185281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode285281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode385281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode485281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode585281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode685281
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct04872430
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets04839504
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.356103
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.540384
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.390001
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.137925
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets013590181
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1013842338

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,880,761
Liabilities
$983,957
Net assets
$9,896,804
Revenue
-
Expenses
$5,588,957
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.0$4.04$24.0$1.40$3.21$1.80
2023Detailed filing. Detailed filing data is available for this year.$30.0$4.24$25.8$1.40$2.12$0.72
2022Detailed filing. Detailed filing data is available for this year.$30.7$4.19$26.5$3.82$0.24$3.58
2021Detailed filing. Detailed filing data is available for this year.$27.1$4.13$22.9$2.64$5.09$2.45
2020Detailed filing. Detailed filing data is available for this year.$27.8$0.08$27.7$1.05$0.84$1.89
2019Detailed filing. Detailed filing data is available for this year.$29.6$0.02$29.6$2.97$1.21$1.76
2018Detailed filing. Detailed filing data is available for this year.$28.4$0.61$27.8$23.1$1.67$21.4
2017Detailed filing. Detailed filing data is available for this year.$6.73$0.34$6.39$2.02$1.10$0.92
2016Detailed filing. Detailed filing data is available for this year.$5.78$0.30$5.48$0.08$1.67$1.59
2015Detailed filing. Detailed filing data is available for this year.$7.36$0.30$7.06$9.23$6.39$2.84
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.30$4.22$0.07$8.06$7.99
2013Detailed filing. Detailed filing data is available for this year.$13.0$0.80$12.2$3.96$1.64$2.32
2012Detailed filing. Detailed filing data is available for this year.$10.9$0.98$9.90$5.59
2011Detailed filing. Detailed filing data is available for this year.$13.3$1.15$12.2$2.83
2010Detailed filing. Detailed filing data is available for this year.$12.0$5.81$6.16$1.11