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Balance Sheet
Assets
$10,091,970
No earlier filing loaded for comparison.
Net Assets
$10,091,970
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
$397,919
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2011 to Jul 31, 2012
- Signed
- Jun 17, 2013
- Return Version
- 2011v1.5
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFFREY L RICHARDSON | President, Board Chair | PT | $78,000 | - | $78,000 |
| JOHN G CRABTREE | CFO, Director | PT | $47,323 | - | $47,323 |
| JENNIFER DULAY | Secretary, Director | - | $0 | - | - |
| MATT J RAILO | Director | - | $0 | - | - |
| DAVID KRAHULIK | Director | - | $0 | - | - |
| MARK MORRISON | Director | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | PHOENIX SOCIETY FOR BURN SURVIVORS INC | GENERAL | PUBLIC | GRAND RAPIDS, MI, US | $10,000 |
| Paid Grant | BURN INSTITUTE | GENERAL | PUBLIC | SAN DIEGO, CA, US | $9,000 |
| Paid Grant | CHILDREN'S BURN FOUNDATION | GENERAL | PUBLIC | SHERMAN OAKS, CA, US | $9,000 |
| Paid Grant | ILLINOIS FIRE SAFETY ALLIANCE | GENERAL | PUBLIC | MOUNT PROSPECT, IL, US | $9,000 |
| Paid Grant | INTERNATIONAL ASSOCIATION OF BURN CAMPS INC | GENERAL | PUBLIC | SALT LAKE CITY, UT, US | $9,000 |
| Paid Grant | ALISA ANN RUCH BURN FOUNDATION | GENERAL | PUBLIC | BURBANK, CA, US | $8,000 |
| Paid Grant | ALUMINUM CANS FOR BURNED CHILDREN OF NORTHEAST OHIO | GENERAL | PUBLIC | CLEVELAND, OH, US | $7,000 |
| Paid Grant | BURNED CHILDREN RECOVERY FOUNDATION | GENERAL | PUBLIC | EVERETT, WA, US | $7,000 |
| Paid Grant | CHILDREN'S HOSPITAL OF ALABAMA (NOW PEDIATRIC BURN FOUNDATION OF AMERICA) | GENERAL | PUBLIC | BIRMINGHAM, AL, US | $7,000 |
| Paid Grant | BURN INSTITUTE - INLAND EMPIRE | GENERAL | PUBLIC | COLTON, CA, US | $6,000 |
| Paid Grant | BURNS RECOVERED SUPPORT GROUP INC | GENERAL | PUBLIC | ST LOUIS, MO, US | $6,000 |
| Paid Grant | CHILDREN'S HOSPITAL COLORADO | GENERAL | PUBLIC | AURORA, CO, US | $6,000 |
| Paid Grant | ST FLORIAN FIRE & BURN SURVIVORS | GENERAL | PUBLIC | SIOUX CITY, IA, US | $6,000 |
| Paid Grant | WISCONSIN ALLIANCE FOR FIRE SAFETY INC | GENERAL | PUBLIC | BROOKFIELD, WI, US | $6,000 |
| Paid Grant | HOOSIER BURN CAMP INC | GENERAL | PUBLIC | BATTLE GROUND, IN, US | $5,000 |
| Paid Grant | SERTOMA INC | GENERAL | GROUP | PHILADELPHIA, PA, US | $5,000 |
| Paid Grant | TEXAS BURN SURVIVOR SOCIETY INC | GENERAL | PUBLIC | SAN ANTONIO, TX, US | $5,000 |
| Paid Grant | UNIVERSITY HOSPITAL FOUNDATION | GENERAL | PUBLIC | SALT LAKE CITY, UT, US | $5,000 |
| Paid Grant | INTERNATIONAL ASSOCIATION OF FIREFIGHTERS FOUNDATION | GENERAL | PUBLIC | WASHINGTON, DC, US | $4,000 |
| Paid Grant | PEOPLE'S BURN FOUNDATION OF INDIANA INC | GENERAL | PUBLIC | INDIANAPOLIS, IN, US | $4,000 |
| Paid Grant | ARIZONA BURN FOUNDATION INC | GENERAL | PUBLIC | PHOENIX, AZ, US | $3,000 |
| Paid Grant | FIREFIGHTERS BURN INSTITUTE | GENERAL | PUBLIC | SACRAMENTO, CA, US | $3,000 |
| Paid Grant | CONNECTICUT BURNS CARE FOUNDATION INC | GENERAL | PUBLIC | MILFORD, CT, US | $2,000 |
| Paid Grant | CENTRAL VIRGINIA BURN CAMP | GENERAL | PUBLIC | CHARLOTTESVILLE, VA, US | $1,000 |
Filing and Contact Details
Filer
- EIN
- 27-1444039
Raw XML AppendixShowing 400 of 819 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.
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| AccountingFeesSchedule/AccountingFees/Category | 0 | ACCOUNTING FEES |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 979 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 0 |
| GeneralExplanationAttachment/GeneralExplanation/Explanation | 0 | THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, JOHN G. CRABTREE, EARNED A PORTION OF HIS COMPENSATION IN THE PRIOR FISCAL YEAR ENDED 7/31/2011; HOWEVER, IT WAS NOT PAID OUT UNTIL THE CURRENT FISCAL YEAR ENDED 7/31/2012. UNDER THE CASH BASIS, THE PRIOR YEAR COMPENSATION THAT WAS EARNED IS INCLUDED IN THE $47,323 COMPENSATION AMOUNT REPORTED ON FORM 990-PF, PART I, LINE 13 AND PART VII, LINE 1. |
| GeneralExplanationAttachment/GeneralExplanation/ReturnReference | 0 | FORM 990-PF, PART VII, LINE 1: |
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| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 7394917 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | INVESTMENT |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 1 | MARKETABLE SECURITIES |
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| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 1 | 7562982 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | AT COST |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2011-08-24 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 4 | 2011-08-24 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 6 | 2011-08-24 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 8 | 2011-09-30 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 13 | 2011-08-31 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 14 | 2011-09-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 15 | 2011-09-30 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 16 | 2011-10-31 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 17 | 2011-11-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 18 | 2011-11-30 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 19 | 2011-12-30 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 22 | 2011-09-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 23 | 2011-08-19 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 24 | 2011-08-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 25 | 2011-09-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 26 | 2011-09-20 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 27 | 2011-10-25 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 28 | 2011-11-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 29 | 2011-12-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 30 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 31 | 2012-01-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 32 | 2012-02-22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 33 | 2012-07-31 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 2 | 2011-10-31 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 3 | 2011-11-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 4 | 2011-11-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 5 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 6 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 7 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 8 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 9 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 10 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 11 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 12 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 13 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 14 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 15 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 16 | 2012-01-12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 17 | 2012-01-12 |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 24 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 25 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 26 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 27 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 28 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 29 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 30 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 31 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 32 | 2012-03-23 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 33 | 2012-07-31 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | 139926.772 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 1 | 168068.627 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 2 | 135515.421 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 3 | 1398.672 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 4 | 18692.991 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 5 | 578 SHS OF ISHARES CORE S&P 500 ETF |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 6 | 4648.196 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 7 | 224.4 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 8 | 509.741 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 9 | 364.316 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 10 | 15.437 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 11 | 13.146 SHS OF VANGUARD S/T INV GRADE - ADMRL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 12 | 4623.959 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 13 | 1.802 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 14 | 6200.859 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 15 | 11.347 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 16 | 11.791 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 17 | 2922.515 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 18 | 17.011 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 19 | 19.272 SHS OF PIMCO EMG MKTS CURNCT FD |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 20 | 4458.965 SHS OF DOUBLELINE TOTAL RET BD - I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 21 | 29.805 SHS OF DOUBLELINE TOTAL RET BD - I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 22 | 21.149 SHS OF DOUBLELINE TOTAL RET BD - I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 23 | 2039.086 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 24 | 15.713 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 25 | 3480.85 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 26 | 29.067 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 27 | 30.623 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 28 | 27.655 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 29 | 71.435 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 30 | 2827.793 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 31 | 29.759 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 32 | 36.626 SHS OF LOOMIS SAYLES BOND FD - INS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 33 | PIMCO COMMODITY REAL RETURN STRAT INSTL |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | 1380 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 1 | -20 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 2 | -1375 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 3 | -343 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 4 | -203 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 5 | 9309 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 6 | -198 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 7 | -12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 8 | 4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 9 | -12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 10 | 1 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 11 | 0 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 12 | -3627 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 13 | -2 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 14 | -2812 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 15 | 1 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 16 | -4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 17 | -690 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 18 | 0 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 19 | 2 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 20 | -565 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 21 | -4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 22 | -4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 23 | 171 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 24 | 3 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 25 | 919 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 26 | 10 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 27 | 11 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 28 | 21 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 29 | 65 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 30 | 1366 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 31 | 10 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 32 | 2 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 33 | 942 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | 1380 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 1 | -20 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 2 | -1375 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 3 | -343 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 4 | -203 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 5 | 9309 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 6 | -198 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 7 | -12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 8 | 4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 9 | -12 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 10 | 1 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 11 | 0 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 12 | -3627 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 13 | -2 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 14 | -2812 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 15 | 1 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 16 | -4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 17 | -690 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 18 | 0 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 19 | 2 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 20 | -565 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 21 | -4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 22 | -4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 23 | 171 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 24 | 3 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 25 | 919 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 26 | 10 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 27 | 11 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 28 | 21 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 29 | 65 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 30 | 1366 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 31 | 10 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 32 | 2 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 33 | 942 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 1500000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 1 | 1800000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 2 | 1450000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 3 | 20000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 4 | 200000 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 5 | 75038 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 6 | 49584 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 7 | 2394 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 8 | 5438 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 9 | 3886 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 10 | 165 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 11 | 140 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 12 | 46373 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 13 | 18 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 14 | 62188 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 15 | 114 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 16 | 118 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 17 | 29310 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 18 | 171 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 19 | 193 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 20 | 49435 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 21 | 330 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 22 | 234 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 23 | 29828 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 24 | 230 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 25 | 50919 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 26 | 425 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 27 | 448 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 28 | 405 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 29 | 1045 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 30 | 41366 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 31 | 435 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 32 | 536 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 33 | 942 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 0 | P |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -48101 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 10091970 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 10140071 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 10091970 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 528284 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 528284 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 528284 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 528691 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 407 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 407 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 9593 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 407 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 9593 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 407 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 407 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 10000 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 10000 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 10620914 |
| IRS990PF/MethodOfAccountingCash | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 10734837 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 846190 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 6924552 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 161023 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 2964095 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 528691 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 10573814 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 10734837 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine1 | 0 | CONVERGENT WEALTH ADVISORS |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation | 0 | 63879 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService | 0 | INVESTMENT MANAGEMENT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine1 | 0 | 2000 AVENUE OF THE STARS 550 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City | 0 | LOS ANGELES |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State | 0 | CA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode | 0 | 90067 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 15.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 1 | 5.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 2 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 3 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 4 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 5 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 78000 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 1 | 47323 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 5 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 5 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 5 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | JEFFREY L RICHARDSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | JOHN G CRABTREE |
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.
- Assets
- $10,091,970
- Liabilities
- $0
- Net assets
- $10,091,970
- Revenue
- -
- Expenses
- $397,919
- Net income
- -