Civic Intelligence

Gladys Bradstrum Charitable Trust 13033-014

990PF • Fiscal year 2013 • EIN 38-3189696

Apr 01, 2012 to Mar 31, 2013 • Filed on May 03, 2013

Organization Profile
PO Box 3636Cincinnati, OH 49501-3636
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

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

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

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

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% 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

$1,145,063

Up $33 (+0.0%) from 2012

Net Assets

Up

$1,145,063

Up $33 (+0.0%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin41st percentile

Revenue

$81,811

No earlier filing loaded for comparison.

Expenses

Down

$81,777

Down $3,024 (-3.6%) from 2012

Net Income

$34

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,178,305Liabilities 2011: $0Net Assets 2011: $1,178,3052011Assets 2012: $1,145,030Liabilities 2012: $0Net Assets 2012: $1,145,0302012Assets 2013: $1,145,063Liabilities 2013: $1Net Assets 2013: $1,145,0632013Assets 2014: $1,174,263Liabilities 2014: $1Net Assets 2014: $1,174,2632014Assets 2015: $1,167,373Liabilities 2015: $12015Assets 2016: $1,124,315Liabilities 2016: $1Net Assets 2016: $1,124,3152016Assets 2018: $1,174,740Liabilities 2018: $0Net Assets 2018: $1,174,7402018Assets 2020: $1,250,109Liabilities 2020: $1Net Assets 2020: $1,250,1092020Assets 2021: $1,251,504Liabilities 2021: $1Net Assets 2021: $1,251,5042021Assets 2022: $1,239,077Liabilities 2022: $1Net Assets 2022: $1,239,0772022Assets 2023: $1,228,122Liabilities 2023: $1Net Assets 2023: $1,228,1222023Assets 2024: $1,216,906Liabilities 2024: $12024Assets 2025: $1,237,401Liabilities 2025: $0Net Assets 2025: $1,237,4012025

Highlighted filing

2013

Assets$1,145,063
Liabilities$1
Net Assets$1,145,063
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $76,3382011Expenses 2012: $84,8012012Revenue 2013: $81,811Expenses 2013: $81,777Net Income 2013: $342013Revenue 2014: $115,339Expenses 2014: $86,139Net Income 2014: $29,2002014Revenue 2015: $80,558Expenses 2015: $87,448Net Income 2015: -$6,8902015Revenue 2016: $45,747Expenses 2016: $88,805Net Income 2016: -$43,0582016Revenue 2018: $58,865Expenses 2018: $87,414Net Income 2018: -$28,5492018Revenue 2020: $174,896Expenses 2020: $81,562Net Income 2020: $93,3342020Revenue 2021: $87,278Expenses 2021: $86,265Net Income 2021: $1,0132021Revenue 2022: $83,132Expenses 2022: $95,536Net Income 2022: -$12,4042022Revenue 2023: $84,358Expenses 2023: $95,312Net Income 2023: -$10,9542023Revenue 2024: $75,133Expenses 2024: $86,352Net Income 2024: -$11,2192024Revenue 2025: $107,835Expenses 2025: $87,333Net Income 2025: $20,5022025

Highlighted filing

2013

Revenue$81,811
Expenses$81,777
Net Income$34
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
May 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantADRIAN COLLEGEEDUCATION501 (C) 3ADRIAN, MI, US$32,500
Paid GrantALBION COLLEGEEDUCATION501 (C) 3ALBION, MI, US$32,500
Filing and Contact Details

Filer

EIN
38-3189696
Raw XML AppendixShowing 400 of 878 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332011-01-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372011-07-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired422011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442011-07-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired492012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired512012-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522012-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired532012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired542012-03-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired552008-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired562010-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired572010-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582009-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired592009-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired602010-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired612012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired622012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired632011-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired642012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired652012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired662011-07-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired672012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired682012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired692012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired702010-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired712012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired722013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired732013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-11-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold672013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold702013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold712013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold722013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold732013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0115.094 HARBOR CAPITAL APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset194. ISHARES BARCLAYS TIPS BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset213. ISHARES BARCLAYS TIPS BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset361. ISHARES COHEN & STEERS REALTY ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4133.532 MFS VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5109.04 T ROWE PRICE US TREAS FDS LONG TERM FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6348.304 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7518.667 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8744.364 T ROWE PRICE US TREAS FDS LONG TERM FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset925.16 BARON ASSET FD GROWTH & INCM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1073.864 HARBOR CAPITAL APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11122.236 HARBOR CAPITAL APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12518.146 MFS VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset138399.839 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141497.455 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15155.873 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16317.99 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171085.403 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18532.134 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset191045.933 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20937.573 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21425.133 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221069.965 LORD ABBETT BOND DEBENTURE FD CL-A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2388.043 EUROPACIFIC GROWTH FD CL F-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2451.675 EUROPACIFIC GROWTH FD CL F-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2548.686 GOLDMAN SACHS M/C VALUE-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26618.09 HARBOR CAPITAL APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271. ISHARES BARCLAYS TIPS BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28105. ISHARES BARCLAYS TIPS BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29984.919 MFS VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30202.656 OPPENHEIMER DVLPING MKTS-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31148.427 BARON ASSET FD GROWTH & INCM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3274.887 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3336.356 EUROPACIFIC GROWTH FD CL F-2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34170.274 GOLDMAN SACHS M/C VALUE-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset351051.092 HOTCHKIS & WILEY FUNDS HIGH YIELD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset361944.518 HOTCHKIS & WILEY FUNDS HIGH YIELD

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,145,063
Liabilities
$1
Net assets
$1,145,063
Revenue
$81,811
Expenses
$81,777
Net income
$34
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.09$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.10$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.17$0.08$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.06$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.05$0.09$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$0.08$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits