Civic Intelligence

Kate L Dunwoody Trust 775

990PF • Fiscal year 2012 • EIN 41-6014903

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 19, 2013

Organization Profile
P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$8,724,309

Flat from 2012

Net Assets

$8,722,440

No earlier filing loaded for comparison.

Liabilities

Flat

$1,869

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$525,876

Flat from 2012

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.

$10M$5.0M$0Assets 2010: $8,314,971Liabilities 2010: $0Net Assets 2010: $8,314,9712010Assets 2011: $8,906,297Liabilities 2011: $417Net Assets 2011: $8,905,8802011Assets 2012: $8,724,309Liabilities 2012: $1,869Net Assets 2012: $8,722,4402012Assets 2012: $8,724,309Liabilities 2012: $1,8692012Assets 2013: $8,805,940Liabilities 2013: $3,320Net Assets 2013: $8,802,6202013Assets 2014: $8,866,226Liabilities 2014: $12014Assets 2015: $8,821,161Liabilities 2015: $0Net Assets 2015: $8,821,1612015Assets 2016: $8,635,246Liabilities 2016: $0Net Assets 2016: $8,635,2462016Assets 2018: $8,391,079Liabilities 2018: $0Net Assets 2018: $8,391,0792018Assets 2019: $8,597,670Liabilities 2019: $0Net Assets 2019: $8,597,6702019Assets 2020: $8,589,647Liabilities 2020: $0Net Assets 2020: $8,589,6472020Assets 2021: $8,802,109Liabilities 2021: $0Net Assets 2021: $8,802,1092021Assets 2022: $8,269,415Liabilities 2022: $0Net Assets 2022: $8,269,4152022Assets 2023: $8,018,598Liabilities 2023: $12023Assets 2024: $7,889,886Liabilities 2024: $0Net Assets 2024: $7,889,8862024

Highlighted filing

2012

Assets$8,724,309
Liabilities$1,869
Net Assets$8,722,440
Open 2012 Filing

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $486,8042010Expenses 2011: $505,9062011Expenses 2012: $525,8762012Revenue 2012: $342,427Expenses 2012: $525,876Net Income 2012: -$183,4492012Revenue 2013: $614,277Expenses 2013: $534,089Net Income 2013: $80,1882013Revenue 2014: $616,720Expenses 2014: $553,107Net Income 2014: $63,6132014Revenue 2015: $539,983Expenses 2015: $579,802Net Income 2015: -$39,8192015Revenue 2016: $383,229Expenses 2016: $569,851Net Income 2016: -$186,6222016Revenue 2018: $480,102Expenses 2018: $542,399Net Income 2018: -$62,2972018Revenue 2019: $730,436Expenses 2019: $521,584Net Income 2019: $208,8522019Revenue 2020: $508,836Expenses 2020: $514,372Net Income 2020: -$5,5362020Revenue 2021: $771,645Expenses 2021: $549,121Net Income 2021: $222,5242021Revenue 2022: $10,015Expenses 2022: $542,630Net Income 2022: -$532,6152022Revenue 2023: $274,645Expenses 2023: $520,782Net Income 2023: -$246,1372023Revenue 2024: $384,901Expenses 2024: $516,556Net Income 2024: -$131,6552024

Highlighted filing

2012

Revenue-
Expenses$525,876
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 19, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corp TrusteePT$61,108-$61,108
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDUNWOODY INSTITUTEGENERAL SUPPORT-MINNEAPOLIS, MN, US$440,159
Filing and Contact Details

Filer

EIN
41-6014903
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35FLUOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38INTERNATIONAL BUSINESS MACH CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39ITC HLDGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40JP MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42LAUDER ESTEE COS IN CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43LEGGETT PLATT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44LORILLARD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45MCCORMICK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47MICROCHIP TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50NEW YORK COMM BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61PRICELINE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66SCHEIN HENRY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67SOUTHERN COPPER CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72VARIAN MED SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74ABB LTD A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75ACCENTURE PIC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76AIR LIQUIDE S A A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77ALLIANZ SE A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78AMERICA MOVIL A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79ARM HLDFS PLC A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80ATLAS COPCO AB SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81B G GROUP P L C A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82BUNGE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83CANADIAN NATL RY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84CANON INC SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85ABERDEEN FD EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86GOLDMAN SACHS M C VALU CL INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87HIGHLAND LONG SHORT EQUITY Z
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88NEUBERGER BERMAN GENESIS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89NUVEEN REAL ESTATE SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90OPPENHEIMER DEV MKTS FDS CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91T ROWE PRICE MID CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92WPP PICSPONSORED A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94CHINA RES ENTERPRISE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95CNOOC LTD A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96COCHLEAR LTD UNSPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97COMPANHIA DE BEBIDAS P R A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98CSI LIMITED A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99DASSAULT SYSTEMES SA A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100DBS GROUPS HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101DIAGEO PLC SPONSORED A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102ERSTE GROUP BANK AG A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103FANUC CORP A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104FRESENIUS MED CARE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105HOYA CORP A D R

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Filings

Displayed year

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

Open filing
Assets
$8,724,309
Liabilities
$1,869
Net assets
$8,722,440
Revenue
-
Expenses
$525,876
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.38$0.52$0.13
2023Summary only. Only limited summary data is available for this year.$8.02$0.00$0.27$0.52$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.01$0.54$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.00$8.80$0.77$0.55$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$0.00$8.59$0.51$0.51$0.01
2019Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.73$0.52$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.00$8.39$0.48$0.54$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$8.64$0.38$0.57$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.54$0.58$0.04
2014Summary only. Only limited summary data is available for this year.$8.87$0.00$0.62$0.55$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.80$0.61$0.53$0.08
2012Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.53
2012Summary only. Only limited summary data is available for this year.$8.72$0.00$0.34$0.53$0.18
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$0.51
2010Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.49