Civic Intelligence

Henry H Uihlein and Marion S Uihlein Foundation Inc.

990PF • Fiscal year 2014 • EIN 39-6077488

Nov 01, 2013 to Oct 31, 2014 • Filed on Jun 11, 2015

Organization Profile
PO Box 245040Mequon, WI 53224-9540

(414) 354-0300

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

26th percentile

-2.8%

Faster asset growth than 26% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,189,601

Down $63,599 (-2.8%) from 2013

Net Assets

Down

$2,189,601

Down $63,599 (-2.8%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin7th percentile

Revenue

Up

$98,110

Up $23,081 (+31%) from 2013

Expenses

Up

$161,709

Up $8,262 (+5.4%) from 2013

Net Income

Up

-$63,599

Up $14,819 (+19%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,461,373Liabilities 2011: $02011Assets 2012: $2,331,618Liabilities 2012: $02012Assets 2013: $2,253,200Liabilities 2013: $1Net Assets 2013: $2,253,2002013Assets 2014: $2,189,601Liabilities 2014: $1Net Assets 2014: $2,189,6012014Assets 2015: $2,208,083Liabilities 2015: $1Net Assets 2015: $2,208,0832015Assets 2016: $2,128,354Liabilities 2016: $0Net Assets 2016: $2,128,3542016Assets 2017: $2,230,536Liabilities 2017: $0Net Assets 2017: $2,230,5362017Assets 2018: $2,218,416Liabilities 2018: $0Net Assets 2018: $2,218,4162018Assets 2019: $2,136,852Liabilities 2019: $1Net Assets 2019: $2,136,8522019Assets 2020: $1,982,400Liabilities 2020: $1Net Assets 2020: $1,982,4002020Assets 2021: $2,168,679Liabilities 2021: $1Net Assets 2021: $2,168,6792021Assets 2022: $2,227,733Liabilities 2022: $1Net Assets 2022: $2,227,7332022Assets 2023: $2,114,253Liabilities 2023: $1Net Assets 2023: $2,114,2532023Assets 2024: $2,080,444Liabilities 2024: $0Net Assets 2024: $2,080,4442024

Highlighted filing

2014

Assets$2,189,601
Liabilities$1
Net Assets$2,189,601
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KRevenue 2011: $124,731Expenses 2011: $156,963Net Income 2011: -$32,2322011Revenue 2012: $24,713Expenses 2012: $154,468Net Income 2012: -$129,7552012Revenue 2013: $75,029Expenses 2013: $153,447Net Income 2013: -$78,4182013Revenue 2014: $98,110Expenses 2014: $161,709Net Income 2014: -$63,5992014Revenue 2015: $168,620Expenses 2015: $150,138Net Income 2015: $18,4822015Revenue 2016: $84,550Expenses 2016: $164,279Net Income 2016: -$79,7292016Revenue 2017: $262,847Expenses 2017: $160,665Net Income 2017: $102,1822017Revenue 2018: $151,592Expenses 2018: $163,712Net Income 2018: -$12,1202018Revenue 2019: $87,387Expenses 2019: $168,951Net Income 2019: -$81,5642019Revenue 2020: $16,788Expenses 2020: $171,240Net Income 2020: -$154,4522020Revenue 2021: $372,946Expenses 2021: $186,667Net Income 2021: $186,2792021Revenue 2022: $272,264Expenses 2022: $213,210Net Income 2022: $59,0542022Revenue 2023: $92,896Expenses 2023: $206,376Net Income 2023: -$113,4802023Revenue 2024: $181,469Expenses 2024: $215,278Net Income 2024: -$33,8092024

Highlighted filing

2014

Revenue$98,110
Expenses$161,709
Net Income-$63,599
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jun 11, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY H UIHLEIN JRDirector-$0--
JAMES B KITZINGERDirector-$0--
PHILIP J UIHLEIN JRDirector-$0--
PHILIP J UIHLEIN SRDirector-$0--
RICHARD A UIHLEINDirector-$0--
MARNIE OMERPresident-$0--
REBECCA U SCOTTSecretary-$0--
JAMES C UIHLEINTreasurer-$0--
JENNIFER STRASZEWSKIVice President-$0--
Filing and Contact Details

Filer

EIN
39-6077488
Phone
4143540300

Signing Officer

Name
Marnie Omer
Title
President
Phone
4143540300
Signed
2015-06-11
Discuss with paid preparer
Yes

Preparer

Phone
4142767471
Raw XML AppendixShowing 400 of 831 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/AccountingFeesDetail/Amt02635
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02635
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ZIONS BANCORPORATION SR NOTE, 9/23/14, 100,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FREEPORT MCMORAN COPPER, 100,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CITIGROUP CAP XIII, 3,600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3WALGREEN CO, 9/15/17, 100,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4US BANCORP NOTE,2/1/16, 100,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5GENERAL ELECTRIC CAP CORP, 8/15/16, 100,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt098388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1100722
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2100908
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3102417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4105669
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5114510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt099864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1100158
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt295832
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3100365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4102992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5106468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt424599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt631014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt836789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt939148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1042642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1142996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1245722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1346170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1449341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1549805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1650932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1752808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1854195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1955030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2058770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2159607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2261608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2369858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2470988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2573878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2674216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27100237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt062251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt243590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt470352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt549320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt683856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt747940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt873568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt972150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1075375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1157928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1292262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1373147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1476936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1551398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1686224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1776270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1856238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1987270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2075600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2164896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2272600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2357000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24102030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2568340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2678928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27106297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0OCCIDENTAL PETROLEUM CORP, 700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STERICYCLE, INC, 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBOTT LABORATORIES, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ABBVIE, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4OREILLY AUTOMOTIVE INC, 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5IBM, 300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GENERAL DYNAMICS CORP, 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COVANCE, INC, 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COLGATE PALMOLIVE, 1,100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CONOCOPHILLIPS, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VERIZON COMMUNICATIONS, 1,500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHURCH & DWIGHT CO INC 800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123M CO, 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13NESTLE SA, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PEPSICO INC, 800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15WELLS FARGO & CO 1750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON, 800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17WAL-MART STORES INC, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MCDONALDS CORP, 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PROCTER & GAMBLE CO, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20APPLE, 700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ACCENTURE PLC, 800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BANK OF MONTREAL, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FREEPORT MCMORAN INC, 2,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTEL CORP, 3,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25POTASH CORP OF SASKATCHEWAN, 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SCHLUMBERGER, 800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ASSOCIATED BANC CORP 3,825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt036720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CENTRAL GOLDTRUST, 1,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt085650
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012460
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt098110
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt098110
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02635
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02635
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt085650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085650
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63599
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0420506
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012460
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt077901
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015177
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02397
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0161709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt098110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt098110
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22003-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32006-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42007-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82003-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92003-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102005-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112006-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122007-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172008-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202005-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212005-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt432071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt722493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt128532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1412053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1712270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1824541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1921951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt204962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22110884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-26979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-8471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-3119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-4243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-3760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-3534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-4895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt168949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-6030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-12061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-9471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2018282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-10884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-26979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-8471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-3119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-4243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-3760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-3534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-4895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt159244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt168949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-6030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-12061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-9471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2018282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-10884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt063190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt441088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt623371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt147158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1615099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt176240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1812480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1912480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2023244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2111470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BERKSHIRE HATHAWAY INC 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BERKSHIRE HATHAWAY INC 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COLGATE PALMOLIVE 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COLGATE PALMOLIVE 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COVANCE, INC. 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5IBM 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MARKET VECTORS GOLD MINERS ETF 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MARKET VECTORS GOLD MINERS ETF 600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NEWMONT MINING CORP 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NEWMONT MINING CORP 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NEWMONT MINING CORP 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11NEWMONT MINING CORP 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12NEWMONT MINING CORP 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NEWMONT MINING CORP 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14NEWMONT MINING CORP 300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15OREILLY AUTOMOTIVE INC 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16OREILLY AUTOMOTIVE INC 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17POTASH CORP OF SASKATCHEWAN 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18POTASH CORP OF SASKATCHEWAN 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19POTASH CORP OF SASKATCHEWAN 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20STERICYCLE, INC. 200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21STERICYCLE, INC. 100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22ZIONS BANCORP SR NT 100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012460
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-63599
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02189601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02253200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02189601
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0141116
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0141116
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0141116
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0141895
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0779
IRS990PF/DistributableAmountGrp/TotalTaxAmt0779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0779
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0779
IRS990PF/FMVAssetsEOYAmt02853561
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07102
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06183
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0635110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0622614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0605679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01270088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01322491
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02000826
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0109563
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt036720
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt039280
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02253200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02189601
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0231337
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0201593
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0201593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02253200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02189601
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02853561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02253200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02189601
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02253200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02189601
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02881126
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0206972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02674154
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt043217
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0141895
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02837909
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02881126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,189,601
Liabilities
$1
Net assets
$2,189,601
Revenue
$98,110
Expenses
$161,709
Net income
-$63,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.18$0.22$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.27$0.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.37$0.19$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.02$0.17$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.09$0.17$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.15$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.26$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.17$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.16$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.08$0.15$0.08
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.02$0.15$0.13
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$0.12$0.16$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits