Civic Intelligence

David Meade Massie Trust

990PF • Fiscal year 2011 • EIN 31-6022292

Jan 01, 2011 to Dec 31, 2011 • Filed on May 22, 2012

Organization Profile
PO Box 4145601
Siviq Scores

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

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

75th percentile

$10,000

Higher top officer pay than 75% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$3,884,950

No earlier filing loaded for comparison.

Net Assets

$3,443,338

No earlier filing loaded for comparison.

Liabilities

$441,612

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$343,642

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,884,950Liabilities 2011: $441,612Net Assets 2011: $3,443,3382011Assets 2012: $3,895,014Liabilities 2012: $363,862Net Assets 2012: $3,531,1522012Assets 2013: $3,902,906Liabilities 2013: $320,706Net Assets 2013: $3,582,2002013Assets 2014: $3,614,789Liabilities 2014: $15,444Net Assets 2014: $3,599,3452014Assets 2015: $3,656,767Liabilities 2015: $18,925Net Assets 2015: $3,637,8422015Assets 2016: $3,641,427Liabilities 2016: $13,388Net Assets 2016: $3,628,0392016Assets 2017: $4,080,171Liabilities 2017: $45,667Net Assets 2017: $4,034,5042017Assets 2018: $4,054,654Liabilities 2018: $72,154Net Assets 2018: $3,982,5002018Assets 2019: $4,143,740Liabilities 2019: $227,788Net Assets 2019: $3,915,9522019Assets 2020: $4,630,028Liabilities 2020: $45,280Net Assets 2020: $4,584,7482020Assets 2021: $4,492,350Liabilities 2021: $424Net Assets 2021: $4,491,9262021Assets 2022: $4,715,973Liabilities 2022: $424Net Assets 2022: $4,715,5492022

Highlighted filing

2011

Assets$3,884,950
Liabilities$441,612
Net Assets$3,443,338
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $343,6422011Expenses 2012: $161,1922012Revenue 2013: $228,636Expenses 2013: $220,745Net Income 2013: $7,8912013Revenue 2014: $188,127Expenses 2014: $476,336Net Income 2014: -$288,2092014Revenue 2015: $250,252Expenses 2015: $208,255Net Income 2015: $41,9972015Revenue 2016: $243,092Expenses 2016: $258,395Net Income 2016: -$15,3032016Revenue 2017: $589,723Expenses 2017: $150,683Net Income 2017: $439,0402017Revenue 2018: $193,399Expenses 2018: $173,516Net Income 2018: $19,8832018Revenue 2019: $306,812Expenses 2019: $218,142Net Income 2019: $88,6702019Revenue 2020: $944,125Expenses 2020: $462,580Net Income 2020: $481,5452020Revenue 2021: $221,774Expenses 2021: $359,452Net Income 2021: -$137,6782021Revenue 2022: $473,637Expenses 2022: $250,014Net Income 2022: $223,6232022

Highlighted filing

2011

Revenue-
Expenses$343,642
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 22, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH P SULZERTrusteePT$10,000-$10,000
THOMAS M SPETNAGELTrusteePT$10,000-$10,000
JAMES M CALDWELLTrusteePT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantADENA HEALTH FOUNDATIONSPECIAL GRANT FOR PACCAR MEDICAL EDUCATION CENTER501C(3)CHILLICOTHE, OH, US$290,000
Paid GrantCHILLICOTHE CITY SCHOOL DISTRICTSPECIAL GRANT BY COURT (BLEACHERS)SCHOOLCHILLICOTHE, OH, US$151,260
Paid GrantCHILLICOTHE EDUCATION FOUNDATION5 SCHOLARSHIPS501C(3)CHILLICOTHE, OH, US$12,500
Paid GrantREINSTORM THERAPEUTIC RIDING CENTERTHERAPY RIDING FOR PIONEER STUDENTSCORPORATIONCHILLICOTHE, OH, US$5,000
Paid GrantSOUTH SALEM UNITED METHODIST CHURCHRENOVATE FELLOWSHIP HALLCHURCHSOUTH SALEM, OH, US$5,000
Paid GrantBISHOP FLAGET SCHOOLROOF PROJECTSCHOOLCHILLICOTHE, OH, US$5,000
Paid GrantVILLAGE OF KINGSTONFIRE HYDRANTSTATUTORYKINGSTON, OH, US$5,000
Paid GrantCHILLICOTHE PARKS AND RECREATION DEPARTMENT4TH OF JULY FIREWORKS DISPLAYGOVERNMENTCHILLICOTHE, OH, US$5,000
Paid GrantROSS COUNTY CHRISTIAN ACADEMYTEXTBOOKS501C(3)CHILLICOTHE, OH, US$5,000
Paid GrantTRADITIONS OF CHILLICOTHE FOUNDATIONPERSONAL NEEDS OF PATIENTS501C(3)CHILLICOTHE, OH, US$5,000
Paid GrantADENA MANSION AND GARDENS SOCIETYSTONE EDGING501C(3)CHILLICOTHE, OH, US$5,000
Paid GrantPICKAWAY-ROSS CAREER & TECHNOLOGY CENTERCAREER PASSPORTS, ETC.SCHOOLCHILLICOTHE, OH, US$5,000
Paid GrantDUGOUT CLUB UNLIMITEDFOR BATHROOMS, SOFTBALL/BASEBALL FIELDS501C(3)WILLIAMSPORT, OH, US$5,000
Paid GrantHOPE CLINIC OF ROSS COUNTY INCBACKGROUND CHECKS, MEDICAL EQUIPMENT, PRESCRIPTIONS, TESTS501C(3)FRANKFORT, OH, US$5,000
Paid GrantCHILLICOTHE FIRE DEPARTMENTHAZ MAT MATERIALS AND DIGITAL CAMERAGOVERNMENTCHILLICOTHE, OH, US$5,000
Paid GrantROSS COUNTY COALITION AGAINST DOMESTIC VIOLENCEHEAT AND ELECTRIC BILLS FOR SHELTER501C(3)CHILLICOTHE, OH, US$5,000
Paid GrantCHILLICOTHE COLTS BASEBALLDESTROY OLD AND BUILD NEW BACK STOP AT MARY PATTON PARK501C(3)CHILLICOTHE, OH, US$5,000
Paid GrantLUCY WEBB HAYES HERITAGE CENTERREPAIRS TO INTERIOR OF BUILDING501C(3)CHILLICOTHE, OH, US$4,896
Paid GrantTHE ASSISTANCE HOUSEWATER SHUT-OFF PREVENTION FOR NEEDY ROSS COUNTY RESIDENTS501C(3)CHILLICOTHE, OH, US$4,000
Paid GrantUNITED WAY OF ROSS COUNTYFOUR COMPUTERS AND VIDEO PROJECTOR501C(3)CHILLICOTHE, OH, US$3,806
Paid GrantTHE SCIOTO SOCIETYNEW DRYERS501C(3)CHILLICOTHE, OH, US$3,007
Paid GrantST VINCENT DE PAUL SOCIETYFOOD, CLOTHING FOR THE NEEDYCHURCHCHILLICOTHE, OH, US$2,500
Paid GrantROSS COUNTY DARE PROGRAMEDUCATIONAL MATERIALS FOR COUNTY SCHOOLS501C(3)CHILLICOTHE, OH, US$2,500
Paid GrantADENA PEE WEE TACKLE FOOTBALLSLED, HELMETS, FOOTBALLS501C(3)FRANKFORT, OH, US$2,500
Paid GrantSOUTHERN OHIO STORYTELLING INCRENTALS AND SOUND501C(3)CHILLICOTHE, OH, US$2,500
Paid GrantSALT CREEK VALLEY FESTIVALELECTRICAL EQUIPMENT FOR FESTIVAL501C(3)CHILLICOTHE, OH, US$2,500
Paid GrantJEFFERSON TOWNSHIP FIRE & RESCUEREPLACING PAGERS AND RADIOSGOVERNMENTRICHMOND DALE, OH, US$2,500
Paid GrantLIBERTY HILL CU CHURCHVINYL SIDING FOR CHURCHCHURCHCHILLICOTHE, OH, US$2,000
Paid GrantROSS COUNTY GENEALOGICAL SOCIETYCOMPUTERS501C(3)CHILLICOTHE, OH, US$1,440
Paid GrantSIMON KENTON COUNCIL BOY SCOUTS OF AMERICARECRUITMENT DVDS, FEES, UNIFORMS AND HANDBOOKS501C(3)CHILLICOTHE, OH, US$1,425
Paid GrantCHILLICOTHE ART LEAGUE INCFACILITY RENT AND TENT RENTAL FOR EARTH GATHERING GRANT501C(3)CHILLICOTHE, OH, US$1,000
Filing and Contact Details

Filer

EIN
31-6022292
Raw XML AppendixShowing 400 of 896 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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DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense2169
DepreciationSchedule/Depreciation/DateAcquired02000-01-09
DepreciationSchedule/Depreciation/DateAcquired12003-02-03
DepreciationSchedule/Depreciation/DateAcquired22009-11-15
DepreciationSchedule/Depreciation/DescriptionOfProperty0OFFICE EQUIPMENT
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DepreciationSchedule/Depreciation/PriorYearsDepreciation2379
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV20367290
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AEP JR SUB DEBENTURE 8.75%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1BANCAMERICA CAP TR III PFD 7%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2CITIGROUP CAPITAL XVII 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3DEUTSCHE BANK CAP TRUST PFD 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4FIFTH THIRD CAP TRUST VI PFD 7.25%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5ING GROUP 7.2% (4000 SHS)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JP MORGAN CHASE 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7MERRILL LYNCH CAP III PFD 7.375%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8METLIFE 6.5% (SERIES B)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9MORGAN STANLEY CAP VIII PFD 6.45%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10MORGAN STANLEY CAP III PFD 6.25%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11NATIONAL CITY CAP IV PFD 8%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12PRUDENTIAL PLC 6.5%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13ROYAL BANK SCOTLAND 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14ROYAL BANK SCOTLAND 6.125%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15SUNTRUST CAP IX PFD 7.875%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16WACHOVIA 7.5% (4000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17JOHN HANCOCK BD FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18LOOMIS SAYLES FDS BD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond19PUTNAM INCOME FUND (8787.654 SHS)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond20PIMCO FDS (33789.294 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012307
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue159426
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue269782
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue121568
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1337284
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1770615
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue290
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV033213
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2759598
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2816804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2917896
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMERICAN ELECTRIC POWER (804 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AT&T INC (3946 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2BRISTOL MYERS (3350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CHEMED NEW (1340 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CITIGROUP (4979 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5COMCAST CORP NEW (730 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6CORN PRODUCTS (500 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DUKE ENERGY (1750 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8E.I. DUPONT (1340 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9EXXON-MOBIL CP (2814 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10NEXTERA ENERGY INC (1470 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11GENERAL ELECTRIC (6000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12HUNTINGTON BANCSHARES (4045 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13INTEGRYS ENERGY (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14LILLY ELI & COMPANY (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NORFOLK SOUTHERN (2000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16PFIZER INC (817 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PROCTER & GAMBLE (3200 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18SOUTHERN COMPANY (1675 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SPECTRA ENERGY (875 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20VERIZON (427 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FONTIER COMMUNICATIONS (102 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22WISCONSIN ENERGY (1350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23COLUMBIA ACORN TR INTL (792.307 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24EATON VANCE GR TR (3389.831 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HENDERSON GLOBAL FDS (3120 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26OPPENHEIMER DVLP (1766.784 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27THORNBURG INTL (2621.934 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28TRAVELERS COMPANIES INC (284 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29ZIMMER HOLDINGS INC (335 SHS)
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0NUVEEN PFD. CVRT (15000 SHS)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FRANKLIN INCOME FUND (9478.701 SHS)
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm016547
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss033094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps01506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0624
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps01313
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm037573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0343642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0256807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0256807
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps035566
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss073308
IRS990PF/BalanceSheets/AccountsPayableBOY0408
IRS990PF/BalanceSheets/AccountsPayableEOY0352
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip019139
IRS990PF/BalanceSheets/CashBOY00
IRS990PF/BalanceSheets/GrantsPayableBOY0355418
IRS990PF/BalanceSheets/GrantsPayableEOY0441260
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY02719973
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY02517825
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV02233963
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0826920
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0928048
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01925717
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY058323
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY055012
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV052633
IRS990PF/BalanceSheets/InvestmentsOtherBOY0225922
IRS990PF/BalanceSheets/InvestmentsOtherEOY0370258
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0266435
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis020048
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY01077
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY0909
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV0909
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY061490
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY012898
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV012898
IRS990PF/BalanceSheets/TemporarilyRestrictedBOY03537879
IRS990PF/BalanceSheets/TemporarilyRestrictedEOY03443338
IRS990PF/BalanceSheets/TotalAssetsBOY03893705
IRS990PF/BalanceSheets/TotalAssetsEOY03884950
IRS990PF/BalanceSheets/TotalAssetsEOYFMV04492555
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0355826
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0441612
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03893705
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03884950
IRS990PF/BalanceSheets/TotalNetAssetsBOY03537879
IRS990PF/BalanceSheets/TotalNetAssetsEOY03443338
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome032877
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis096
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3192544
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis43311
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis51140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-09-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21988-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-02-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52006-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset037000 SHARES REDEMPTION- RESIDENTIAL ASSET MTG 2005-SP1 5.25%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset135000 SHARES REDEMPTION - FIRST HORIZON MTG TR 5.25%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CASH IN LIEU 0.90 SHARE - CITIGROUP INC NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3NATIONAL CITY CAPITAL GTD TRUST II PFD 6.625%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4RETURN OF PRINCIPAL - BANK AMERICA MTG 2005-5 CL 1A1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5PRINCIPAL RETURN - FHMT 03-81A5 5.25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss239
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss332456
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses239
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses332456
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice090
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11012
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice240
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3225000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice43348
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice51140
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/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-86835
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases07706
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03451044
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03537879
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03443338
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0224321
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0224321
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0224321
IRS990PF/DistributableAmount/MinimumInvestmentReturn0226513
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02192
IRS990PF/DistributableAmount/TotalTax02192
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02192
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment053
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02192
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02192
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue059
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension02186
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02186
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04492555
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04599247
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances065284
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04533963
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable068989
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0226513
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04530258
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04599247
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition08.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition18.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition28.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation010000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation110000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation210000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOSEPH P SULZER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1THOMAS M SPETNAGEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES M CALDWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1014 S PAINT STREET SUITE 15
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1142 EAST FIFTH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 1460
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHILLICOTHE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CHILLICOTHE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CHILLICOTHE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode045601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode145601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode245601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0264557
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0262365
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.057914

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,884,950
Liabilities
$441,612
Net assets
$3,443,338
Revenue
-
Expenses
$343,642
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$0.47$0.25$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.22$0.36$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.05$4.58$0.94$0.46$0.48
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.23$3.92$0.31$0.22$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.07$3.98$0.19$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.05$4.03$0.59$0.15$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.01$3.63$0.24$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.02$3.64$0.25$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.02$3.60$0.19$0.48$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.90$0.32$3.58$0.23$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.90$0.36$3.53$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.88$0.44$3.44$0.34