Civic Intelligence

Everett D Mccurdy Fund

990PF • Fiscal year 2012 • EIN 34-1738451

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

Organization Profile

1400 S St Francis Suite D87505

Siviq Scores

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

Higher debt load relative to assets than 68% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets68th percentile

Assets

$374,279

No earlier filing loaded for comparison.

Net Assets

$367,798

No earlier filing loaded for comparison.

Liabilities

$6,481

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$47,815

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.

Highlighted filing

2012

Assets$374,279

Liabilities$6,481

Net Assets$367,798

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$47,815

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 2, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID CARROLL JOHNSON	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	WESTERN RESERVE	CHARITY	-	CLEVELAND HEIGHTS, OH, US	$38,375

Filing and Contact Details

Filer

EIN: 34-1738451

Raw XML Appendix348 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/Amount	0	1623
AccountingFeesSchedule/AccountingFees/Category	0	INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName	0	DAVID CARROLL JOHNSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	0	358
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	1	4533
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name	0	SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name	1	LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet	0	358
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet	1	4533
GeneralExplanationAttachment/GeneralExplanation/Explanation	0	YEAR ENDING: DECEMBER 31, 2012 34-1738451 EVERETT D MCCURDY FUND 1400 S. ST. FRANCIS SUITE D SANTA FE, NM 87505 NOL CARRYBACK ELECTION UNDER IRC SECTION 172(B)(3), THE TAXPAYER ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSS INCURRED DURING THE CURRENT TAX YEAR.
GeneralExplanationAttachment/GeneralExplanation/Identifier	0	GENERAL ELECTIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	25729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	45963
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	48214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	33525
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	12865
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	18881
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	25144
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	21729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	8	21514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	9	30227
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	10	1988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	11	3875
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	31900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	65563
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	29849
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	36885
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	20535
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	25283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	20820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	30650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	10640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	9	47597
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	10	1130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	11	6494
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	FIRST ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	ALLIANCE BERNSTEIN CAP MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	KAYNE ANDERSON ENERGY TOTAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	SPECTRA ENERGY CORP COMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	BP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	ENERGY INCOME & GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	PITNEY BOWES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	CENTURYLINK INC
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	9044
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	1	10708
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	2	25642
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	3	15015
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	4	7080
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	5	3420
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	ALLIANCEBERNSTEIN HOLDING LP UNIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	BUCKEYE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	ENTERPRISE PRODUCTS PARTNERS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	3	PLAINS ALL AMERICAN PIPELINE LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	4	SUNOCO LOGISTICS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	5	ENERGY TRANSFER PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	6	KINDER MORGAN ENERGY PARTNERS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	29848
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	1	27246
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	2	192808
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	3	104414
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	4	96974
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	5	17172
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	6	23937
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	6	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome	0	16023
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/UnrelatedBusinessIncomeAmount	0	4891
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome	0	262
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	0	PLAINS ALL AMERICAN PIPELIN
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	1	BUCKEYE PARTNERS LP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	2	SUNOCO LOGISTICS PARTNERS L
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	3	ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	4	ALLIANCEBERNSTEIN HOLDING L
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	5	ALLIANCEBERNSTEIN HOLDING L
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	6	ENERGY TRANSFER PARTNERS LP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	7	KINDER MORGAN ENERGY PARTNE
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	0	1138
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	1	587
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	2	5503
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	3	-603
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	4	-1779
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	5	-2584
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	6	-1193
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome	7	-1790
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	15564
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	4891
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	20455
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	1623
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome	0	15564
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	38375
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	38375
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm	0	16023
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	16023
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	16023
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-27360
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	4891
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss	0	7817
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	4891
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	16285
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm	0	-721
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	-721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome	0	15564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	38375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	47815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	16285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	20455
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	9440
IRS990PF/BalanceSheets/CashEOY	0	-1
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	289654
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	289654
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	327346
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	87131
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	70909
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	492399
IRS990PF/BalanceSheets/OrgThatFollowSFAS117	0	X
IRS990PF/BalanceSheets/OtherLiabilitiesEOY	0	6481
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	17748
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	13717
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	13717
IRS990PF/BalanceSheets/TotalAssetsBOY	0	394533
IRS990PF/BalanceSheets/TotalAssetsEOY	0	374279
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	833462
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	6481
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	394533
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	374279
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	394533
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	367798
IRS990PF/BalanceSheets/UnrestrictedBOY	0	394533
IRS990PF/BalanceSheets/UnrestrictedEOY	0	367798
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-27360
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	1560
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	2185
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	369358
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	394533
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	367798
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	39635
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	39635
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	39635
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	39961
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	326
IRS990PF/DistributableAmount/TotalTax	0	326
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	326
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	326
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	326
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	326
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	833462
IRS990PF/MethodOfAccountingAccrual	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	811399
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	12529
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	306471
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	12171
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	492399
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	39961
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	799228
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	811399
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	DAVID CARROLL JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	3421 HALLIDAY AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	ST LOUIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	631181101
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	62478
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	62315
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.077969
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.049341
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.115035
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.078886
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.067150
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.079432
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	799228
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	753211
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	331735
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	341098
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	782843
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	1144560
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	163
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	38375
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	37164
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	38161
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	26908
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	52568
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	90915
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.389844
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	38375
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	38375
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	38375
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	DAVID CARROLL JOHNSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	3148989392
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	3421 HALLIDAY AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	ST LOUIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	631181101
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NM
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	38375
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	WESTERN RESERVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	0	RESERVE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	2450 DERBYSHIRE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	CLEVELAND HEIGHTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	44106
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	38375
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	38375
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	39635
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	21880
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	10062
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	13946
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	34307
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	1260
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	1260
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	33047
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	45888
IRS990PF/UndistributedIncome/ExcessFromYear2	0	21880
IRS990PF/UndistributedIncome/ExcessFromYear3	0	10062
IRS990PF/UndistributedIncome/ExcessFromYear4	0	13946
IRS990PF/UndistributedIncome/QualifyingDistributions	0	38375
IRS990PF/UndistributedIncome/TotalCorpus	0	78935
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	80195
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
LegalFeesSchedule/LegalFees/Amount	0	7817
LegalFeesSchedule/LegalFees/Category	0	INDIRECT LEGAL FEES
OtherDecreasesSchedule/OtherDecreases/Amount	0	1212
OtherDecreasesSchedule/OtherDecreases/Amount	1	348
OtherDecreasesSchedule/OtherDecreases/Description	0	NONDEDUCTIBLE PARTNERSHIP EXPENSES
OtherDecreasesSchedule/OtherDecreases/Description	1	FEDERAL INCOME TAX
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	1138
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	1	587
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	2	5503
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	3	-603
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	4	-1779
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	5	-2584
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	6	-1193
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	7	-1790
OtherIncomeSchedule2/OtherIncome/Description	0	PLAINS ALL AMERICAN PIPELINE
OtherIncomeSchedule2/OtherIncome/Description	1	BUCKEYE PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description	2	SUNOCO LOGISTICS PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description	3	ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncome/Description	4	ALLIANCEBERNSTEIN HOLDING LP
OtherIncomeSchedule2/OtherIncome/Description	5	ALLIANCEBERNSTEIN HOLDING LP
OtherIncomeSchedule2/OtherIncome/Description	6	ENERGY TRANSFER PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description	7	KINDER MORGAN ENERGY PARTNERS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	1138
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	587
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	2	5503
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	3	-603
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	4	-1779
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	5	-2584
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	6	-1193
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	7	-1790
OtherIncreasesSchedule/OtherIncreases/Amount	0	2185
OtherIncreasesSchedule/OtherIncreases/Description	0	NONTAXABLE DISTRIBUTIONS
OtherLiabilitiesSchedule/OtherLiabilities/Description	0	ALLIANCE BERNSTEIN HOLDING LP
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue	0	6481
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	341738451
ReturnHeader/Filer/Name/BusinessNameLine1	0	EVERETT D MCCURDY FUND
ReturnHeader/Filer/NameControl	0	EVER
ReturnHeader/Filer/Phone	0	5059826804
ReturnHeader/Filer/USAddress/AddressLine1	0	1400 S ST FRANCIS SUITE D
ReturnHeader/Filer/USAddress/City	0	SANTA FE
ReturnHeader/Filer/USAddress/State	0	NM
ReturnHeader/Filer/USAddress/ZIPCode	0	87505
ReturnHeader/Officer/DateSigned	0	2013-05-02
ReturnHeader/Officer/Name	0	DAVID CARROLL JOHNSON
ReturnHeader/Officer/Phone	0	5059826804
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2013-08-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	RAEL & WITH CPAS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1400 S ST FRANCIS DR SUITE D
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SANTA FE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	87505
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-08-13T14:38:51-05:00

Document Assets

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Filings

Displayed year

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

Assets: $374,279
Liabilities: $6,481
Net assets: $367,798
Revenue: -
Expenses: $47,815
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$3.68	$0.33	$3.35	$0.52	$0.54	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$3.53	$0.16	$3.37	$0.23	$0.54	$0.31
2012Detailed filing. Detailed filing data is available for this year.	$3.74	$0.06	$3.68		$0.48