Civic Intelligence

The Mcshane Foundation

990PF • Fiscal year 2012 • EIN 36-3627198

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

9550 W Higgins Rd Suite 20060018
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$798,043

No earlier filing loaded for comparison.

Net Assets

$798,043

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$86,272

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $798,043Liabilities 2012: $0Net Assets 2012: $798,0432012Assets 2013: $862,061Liabilities 2013: $0Net Assets 2013: $862,0612013Assets 2020: $1,274,920Liabilities 2020: $0Net Assets 2020: $1,274,9202020Assets 2021: $1,331,439Liabilities 2021: $0Net Assets 2021: $1,331,4392021Assets 2022: $1,311,296Liabilities 2022: $0Net Assets 2022: $1,311,2962022Assets 2023: $1,340,798Liabilities 2023: $0Net Assets 2023: $1,340,7982023Assets 2024: $1,276,421Liabilities 2024: $0Net Assets 2024: $1,276,4212024

Highlighted filing

2012

Assets$798,043
Liabilities$0
Net Assets$798,043

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $86,2722012Revenue 2013: $137,373Expenses 2013: $73,355Net Income 2013: $64,0182013Revenue 2020: $88,976Expenses 2020: $92,097Net Income 2020: -$3,1212020Revenue 2021: $198,843Expenses 2021: $142,323Net Income 2021: $56,5202021Revenue 2022: $142,029Expenses 2022: $162,172Net Income 2022: -$20,1432022Revenue 2023: $153,771Expenses 2023: $124,269Net Income 2023: $29,5022023Revenue 2024: $67,261Expenses 2024: $131,638Net Income 2024: -$64,3772024

Highlighted filing

2012

Revenue-
Expenses$86,272
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A MCSHANEPres/Sec/Director-$0--
MARY G MCSHANEDirector-$0--
PAT GLASCOWDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONCERN WORLDWIDEUNRESTRICTEDPUBLIC CHARITYCHICAGO, IL, US$40,000
Paid GrantMARQUETTE UNIVERSITYUNRESTRICTEDPUBLIC CHARITYMILWAUKEE, WI, US$10,000
Paid GrantBUILD INCUNRESTRICTEDPUBLIC CHARITYCHICAGO, IL, US$7,500
Paid GrantANNUAL CATHOLIC APPEALUNRESTRICTEDPUBLIC CHARITYCHICAGO, IL, US$5,000
Paid GrantCATHOLIC CHARITIESUNRESTRICTEDPUBLIC CHARITYCHICAGO, IL, US$5,000
Paid GrantLOYOLA ACADEMYUNRESTRICTEDPUBLIC CHARITYWILMETTE, IL, US$5,000
Paid GrantTRIANGLE EDUCATION FOUNDATIONUNRESTRICTEDPUBLIC CHARITYMILWAUKEE, WI, US$5,000
Filing and Contact Details

Filer

EIN
36-3627198
Raw XML AppendixShowing 400 of 665 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/Amount02500
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01250
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01250
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0223551
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue152776
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0242663
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV150884
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MFB NORTHERN FDS FIXED INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1MFB NORTHERN HIGH YIELD FIXED INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25256
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue49709
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue57862
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue66157
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue75870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue86546
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue108514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue118486
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue127910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue136111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue149197
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue166804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue197937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2040285
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2115892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225778
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue245633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue277612
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue287633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue296998
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue307857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue316745
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue326273
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue336669
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue348294
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue366266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue374106
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue385324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue397800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue409696
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4264584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue435914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue446466
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue455363
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue467543
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue477748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue486532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue496102
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue506479
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue517209
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5220318
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16301
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV326651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV410335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV512346
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV68661
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV78385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV85819
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV108655
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV115247
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV129092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1310119
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1410515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV158794
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1610656
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV197278
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2041024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2124142
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV226518
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV246835
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV279163
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV288554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV298486
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3012608
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV315197
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV328214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV336596
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV348876
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV368201
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV379582
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV388713
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV398545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV409578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4267024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV436245
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV446518
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV455799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV467770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV478130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV486750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV496202
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV506780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV516810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5219948
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AIR PRODUCTS AND CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4BLACKROCK INC COM STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5COSTCO WHOLESALE CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DANAHER CORP COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8EMC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12GENERAL MILLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13GRAINGER WW INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17MFB NORTHERN FDS SMALL CAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MFB NORTHERN INTL EQUITY FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MFC ISHARES TR DOW JONES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20MFC ISHARES TR MCSI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MFC MIDCAP SPDR TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24NATIONAL OILWELL VARCO COM STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31SCHLUMBERGER LTD COM COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33SUNCOR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34TARGET CORP COM STK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35TEVA PHARMACEUTICAL INDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41HJ HEINZ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42MFC VANGUARD INTL EQUITY INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46DOMINION RES INC VA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48EXPRESS SCRIPTS HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50UNITED HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51INTERCONTINENTAL EXCHANGE INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52MFO DFA US SMALL CAP PORTFOLIO
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount026622
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount07571
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount034193
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA034193
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm07571
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps077500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss077500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm026622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss026622
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses047921
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0134891
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07571
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome026826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm05859
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss05859
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0253
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps078760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss086272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome034193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0134193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08772
IRS990PF/BalanceSheets/CapitalStockBOY0750122
IRS990PF/BalanceSheets/CapitalStockEOY0798043
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0271276
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0276327
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0293547
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0375064
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0416836
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0493410
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0103782
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0104880
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0104880
IRS990PF/BalanceSheets/TotalAssetsBOY0750122
IRS990PF/BalanceSheets/TotalAssetsEOY0798043
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0891837
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0750122
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0798043
IRS990PF/BalanceSheets/TotalNetAssetsBOY0750122
IRS990PF/BalanceSheets/TotalNetAssetsEOY0798043
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07571
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01543
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis25985
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis37669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis44955
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis56595
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis69769
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis76272
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis87375
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis941368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1017572
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis116669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis128535
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis131322
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0ADR NOVARTIS AG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PHILLIPS 66
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2THE TRAVELERS COMPANIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3EATON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4EXELON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6NEXTERA E
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7ADR NOVARTIS AG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8TEVA PHARMACEUTICALS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9MFB NORTHERN FDS GROWTH EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10MFB NORTHERN FDS SM CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11HJ HEINZ CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4197
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-1648
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-3702
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss106292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11513
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss121080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13281
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss141984
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4197
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-1648
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-3702
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses106292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11513
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses121080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13281
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses141984
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice27090
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice37748
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice45152
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice57583
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice69009
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice76950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85727
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice937666
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1023864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice117182
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice129615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice131603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice141984
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses047921
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0798043
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0750122
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0798043
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted038981
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038981
IRS990PF/DistributableAmount/DistributableAmountBeforeDed038981
IRS990PF/DistributableAmount/MinimumInvestmentReturn039518
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0537
IRS990PF/DistributableAmount/TotalTax0537
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0537
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0537
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0537
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0541
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0891837
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0802386
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances030542
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0771844
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012036
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn039518
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0790350
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0802386
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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/PersonName0JAMES A MCSHANE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings