Civic Intelligence

Wood Foundation Inc C/O James F Keenan

990PF • Fiscal year 2013 • EIN 33-1067481

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
211 W WashingtonSuite 240046601

(269) 684-3248

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$4,200

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,877,567

Up $33,402 (+1.2%) from 2012

Net Assets

Up

$2,877,567

Up $33,402 (+1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin70th percentile

Revenue

$204,328

No earlier filing loaded for comparison.

Expenses

Up

$170,926

Up $3,531 (+2.1%) from 2012

Net Income

$33,402

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,911,929Liabilities 2010: $0Net Assets 2010: $2,911,9292010Assets 2011: $2,812,296Liabilities 2011: $0Net Assets 2011: $2,812,2962011Assets 2012: $2,844,165Liabilities 2012: $0Net Assets 2012: $2,844,1652012Assets 2013: $2,877,567Liabilities 2013: $0Net Assets 2013: $2,877,5672013Assets 2014: $2,867,105Liabilities 2014: $0Net Assets 2014: $2,867,1052014Assets 2015: $2,941,275Liabilities 2015: $0Net Assets 2015: $2,941,2752015Assets 2016: $3,012,681Liabilities 2016: $0Net Assets 2016: $3,012,6812016Assets 2017: $2,986,744Liabilities 2017: $0Net Assets 2017: $2,986,7442017Assets 2018: $3,912,746Liabilities 2018: $0Net Assets 2018: $3,912,7462018Assets 2019: $11,659,530Liabilities 2019: $0Net Assets 2019: $11,659,5302019Assets 2020: $11,797,319Liabilities 2020: $0Net Assets 2020: $11,797,3192020Assets 2021: $12,903,763Liabilities 2021: $0Net Assets 2021: $12,903,7632021Assets 2022: $12,773,965Liabilities 2022: $0Net Assets 2022: $12,773,9652022Assets 2023: $12,788,050Liabilities 2023: $0Net Assets 2023: $12,788,0502023Assets 2024: $12,943,684Liabilities 2024: $0Net Assets 2024: $12,943,6842024

Highlighted filing

2013

Assets$2,877,567
Liabilities$0
Net Assets$2,877,567
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $153,9152010Expenses 2011: $137,6202011Expenses 2012: $167,3952012Revenue 2013: $204,328Expenses 2013: $170,926Net Income 2013: $33,4022013Revenue 2014: $173,047Expenses 2014: $183,509Net Income 2014: -$10,4622014Revenue 2015: $213,369Expenses 2015: $139,199Net Income 2015: $74,1702015Revenue 2016: $273,359Expenses 2016: $201,953Net Income 2016: $71,4062016Revenue 2017: $156,938Expenses 2017: $182,875Net Income 2017: -$25,9372017Revenue 2018: $1,161,906Expenses 2018: $235,904Net Income 2018: $926,0022018Revenue 2019: $9,067,658Expenses 2019: $215,290Net Income 2019: $8,852,3682019Revenue 2020: $871,499Expenses 2020: $733,710Net Income 2020: $137,7892020Revenue 2021: $1,866,329Expenses 2021: $758,640Net Income 2021: $1,107,6892021Revenue 2022: $779,279Expenses 2022: $906,429Net Income 2022: -$127,1502022Revenue 2023: $857,089Expenses 2023: $843,004Net Income 2023: $14,0852023Revenue 2024: $1,073,891Expenses 2024: $918,257Net Income 2024: $155,6342024

Highlighted filing

2013

Revenue$204,328
Expenses$170,926
Net Income$33,402
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J EDWARD FRENCHChairman-$4,200-$4,200
JERRY E FRENCHPresident-$4,200-$4,200
JAMES F KEENANVice President & Secretary-$4,200-$4,200
DONALD F WALTERTreasurer-$4,200-$4,200
BRIAN M FRENCHOfficer-$4,200-$4,200
Filing and Contact Details

Filer

EIN
33-1067481
In Care Of
% JAMES F KEENAN
Phone
2696843248

Signing Officer

Name
James F Keenan
Title
Trustee
Phone
5742323992
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Phone
5742323992
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0514248
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075245
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0189581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0153329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0170926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0204328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0204328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt026844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt034643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt418689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt647780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt99744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt109552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1151449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1248816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1388536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1447814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-11209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt86125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt108888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1321373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1410874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt152766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-11209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1321373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1410874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt033040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt426814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt636571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt817907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt912655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1018440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1153602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1252280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13109909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1458688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500.00 DIGITAL REALTY TRUST INCREIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,000.00 GEN ELECTRIC CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500.00 PHILLIPS 66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300.00 WALGREEN COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100.00 BLACKROCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5166.00 DUKE ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,200.00 EXELON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100.00 JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8400.00 MATTEL INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200.00 NATIONAL GRID PLC ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10300.00 PHILLIPS 66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,300.00 SPDR BARCLAYS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123,000 TEMPLETN EMRG MKTS INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131,814.3090 VANGUARD WELLESLEY ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141,750.00 VODAFONE GROUP NEW ADR FSPONSORED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075245
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt033402
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02877567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02844165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02877567
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0150621
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0150621
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0150621
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0154413
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03792
IRS990PF/DistributableAmountGrp/TotalTaxAmt03792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04790
IRS990PF/FMVAssetsEOYAmt03235607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0333921
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0333921
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0330479
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01968444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02118314
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02513807
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0413400
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0331007
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0296996
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02844165
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02877567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0128400
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt094325
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt094325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02844165
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02877567

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,877,567
Liabilities
$0
Net assets
$2,877,567
Revenue
$204,328
Expenses
$170,926
Net income
$33,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.07$0.92$0.16
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.86$0.84$0.01
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.78$0.91$0.13
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.87$0.76$1.11
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.87$0.73$0.14
2019Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$9.07$0.22$8.85
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$1.16$0.24$0.93
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.16$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.27$0.20$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.21$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.17$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.20$0.17$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.15