Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Montgomery Isabel Testamentary Tru 03727360
990PF • Fiscal year 2013 • EIN 42-6504685
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 12.9% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$342,802
Up $19,650 (+6.1%) from 2012
Net Assets
Up$342,802
Up $19,650 (+6.1%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue And Expenses
Revenue
$42,433
No earlier filing loaded for comparison.
Expenses
Up$22,783
Up $329 (+1.5%) from 2012
Net Income
$19,650
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- May 9, 2014
- Return Version
- 2013v3.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee | FT | $5,454 | - | $5,454 |
Filing and Contact Details
Filer
- EIN
- 42-6504685
- Phone
- 3193569147
Signing Officer
- Name
- U S Bank N a
- Title
- Trustee
- Phone
- 3193569147
- Signed
- 2014-05-09
Raw XML AppendixShowing 400 of 499 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/Amt | 0 | 750 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | U.S. BANK, N.A., TAX PREP FEE |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 750 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 10628 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 9321 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 24242 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 3 | 8942 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 4 | 22226 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 5 | 11842 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 6 | 29310 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 7 | 12846 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 8 | 6259 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 9 | 13234 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 10 | 7496 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 11 | 11244 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 12 | 15200 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 13 | 15515 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 14 | 11244 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 15 | 45516 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 16 | 33093 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 17 | 7496 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 18 | 16911 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 19 | 18740 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | NUVEEN CORE BOND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | NUVEEN INFLATION PRO SEC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | NUVEEN LARGE CAP GROWTH FND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | NUVEEN REAL ESTATE |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 4 | NUVEEN INTL SELECTED FND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 5 | NUVEEN HIGH INCOME BOND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 6 | NUVEEN INTERMEDIATE TERM |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 7 | CREDIT SUISSE COMM RET ST CO |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 8 | INV BALANCE RISK COMM STR |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 9 | NUVEEN SHORT TERM BOND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 10 | T ROWE PRICE INTL BOND FUND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 11 | ABERDEEN FDS EMRGN MKT |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 12 | NEUBERGER BERMAN GENESIS INSTL |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 13 | NUVEEN QUANTITATIVE ENHANCD CO |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 14 | T ROWE PRICE MID CAP VALUE |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 15 | SPDR DJ WILSHIRE INTL |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 16 | NUVEEN DIVIDEND VALUE FUND CLA |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 17 | TURNER SPECTRUM FUND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 18 | BLACKROCK EMERGING MKTS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 19 | E I I INTL PPTY I |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 20 | NEUBERGER BERMAN LONG SH |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 21 | EATON VANCE GLOBAL |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 22 | GOLDMAN SACHS COMM STRAT |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 23 | NUVEEN CORE PLUS BOND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 24 | NUVEEN FUNDS CORE BD |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 25 | PIMCO TOTAL RETURN FUND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 26 | NUVEEN SYMPHONY LOW VOLATILITY |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 27 | SCOUT INTERNATIONAL FD |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 10831 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 17177 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 37445 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 3 | 10977 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 4 | 22511 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 5 | 11079 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 6 | 28400 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 7 | 16152 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 8 | 8199 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 9 | 18078 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 10 | 7281 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 11 | 10675 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 12 | 15567 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 13 | 14997 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 14 | 11571 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 15 | 47880 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 16 | 33003 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 17 | 7365 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 18 | 20188 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 19 | 19162 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 3 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 4 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 5 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 6 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 7 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 8 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 9 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 10 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 11 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 12 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 13 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 14 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 15 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 16 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 17 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 18 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 19 | AT COST |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt | 0 | 12817 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 29616 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 42433 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 42433 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 29860 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 545 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 4908 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 5454 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 16371 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 16371 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 10443 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 12817 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 19650 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 127386 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 29616 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 35228 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 167 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 208 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 17666 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 5075 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 22783 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 40303 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 42433 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 1295 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 5075 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 6412 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt | 0 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2011-11-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2010-03-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2010-11-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2010-08-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2012-05-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2012-05-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 6 | 2011-11-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 7 | 2010-11-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 8 | 2010-11-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 9 | 2006-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 10 | 2008-11-18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 11 | 2010-03-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 12 | 2010-08-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 13 | 2004-05-12 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 14 | 2011-11-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 15 | 2012-05-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 16 | 2012-05-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 3957 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 6520 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 3614 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 5027 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 7262 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 7030 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 6 | 2192 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 7 | 538 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 8 | 8273 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 9 | 133 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 10 | 4200 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 11 | 3222 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 12 | 18345 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 13 | 3359 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 14 | 4293 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 15 | 10229 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 16 | 9332 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 540 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 2485 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 886 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 2965 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | -1176 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | -742 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 643 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | 52 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 3281 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 9 | 9 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 10 | 1090 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 11 | 1493 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 12 | 1795 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 13 | 2602 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 14 | 1404 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 15 | 2407 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 16 | 509 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 17 | 9617 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 540 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 2485 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 886 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 2965 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | -1176 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | -742 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 643 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 7 | 52 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 8 | 3281 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 9 | 9 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 10 | 1090 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 11 | 1493 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 12 | 1795 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 13 | 2602 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 14 | 1404 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 15 | 2407 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 16 | 509 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 4497 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 9005 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 4500 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 7992 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 6086 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 6288 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 2835 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 7 | 590 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 8 | 11554 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 9 | 142 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 10 | 5290 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 11 | 4715 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 12 | 20140 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 13 | 5961 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 14 | 5697 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 15 | 12636 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 16 | 9841 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | 80.372 NEUBERGER BERMAN GENESIS INSTL FD |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | 528.79 NUVEEN DIVIDEND VALUE FUND CLASS I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | 176.54 NUVEEN QUANTTTV EHN CORE EQ I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 195.36 NUVEEN LARGE CAP GRWTH OPP CL I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 673.257 INV BALANCE RISK COMM STR Y |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | 885.624 CREDIT SUISSE COMM RET ST CO |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | 44.516 NEUBERGER BERMAN GENESIS INSTL FD |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | 22.152 NUVEEN SYMPHONY LOW VOLATILITY |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | 519.028 NUVEEN REAL ESTATE SECS I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 9 | 12.292 NUVEEN CORE PLUS BOND I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 10 | 458.015 NUVEEN CORE PLUS BOND I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 11 | 261.346 NUVEEN DIVIDEND VALUE FUND CLASS I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 12 | 1900.01 NUVEEN INTL SELECT FD CL I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 13 | 131.04 NUVEEN LARGE CAP GRWTH OPP CL I |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 14 | 187.144 T ROWE PRICE MID CAP VALUE FD INC |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 15 | 294. SPDR DJ WILSHIRE INTERNATIONAL |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 16 | 849.096 TURNER SPECTRUM FUND INSTL |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 17 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2013-05-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2013-05-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2013-05-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2013-05-20 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 6 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 7 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 8 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 9 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 10 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 11 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 12 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 13 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 14 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 15 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 16 | 2013-11-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 29860 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 19650 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 342802 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 323152 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 342802 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 17550 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 17550 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 17550 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 18255 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 705 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 705 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 104 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 705 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 705 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 705 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 601 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 104 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 380035 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 323152 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 342802 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 641 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 641 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 315856 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 331305 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 368538 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 7296 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 10856 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 10856 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 323152 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 342802 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 380035 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 323152 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 342802 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 323152 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 342802 |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 370650 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 7912 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 362738 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 5560 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 18255 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 365090 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 370650 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1 | 0 | US BANK NA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 5454 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1 | 0 | PO BOX 1460 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City | 0 | IOWA CITY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State | 0 | IA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode | 0 | 52244 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt | 0 | 17573 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt | 0 | 17925 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt | 0 | 17712 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt | 0 | 17035 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt | 0 | 15309 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt | 0 | 17311 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt | 0 | 15157 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt | 0 | 0.048134 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt | 0 | 0.049988 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt | 0 | 0.047305 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt | 0 | 0.044247 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt | 0 | 0.055965 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt | 0 | 0.043163 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd | 0 | false |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt | 0 | 352 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt | 0 | 365090 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt | 0 | 354327 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt | 0 | 360108 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt | 0 | 345988 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt | 0 | 309321 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt | 0 | 351156 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt | 0 | 17666 |
| IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt | 0 | 0.240668 |
| IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt | 0 | 17666 |
| IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt | 0 | 17666 |
| IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt | 0 | 17666 |
| IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt | 0 | 0 |
| IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1 | 0 | 204 E WASHINGTON ST |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City | 0 | IOWA CITY |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State | 0 | IA |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $342,802
- Liabilities
- $0
- Net assets
- $342,802
- Revenue
- $42,433
- Expenses
- $22,783
- Net income
- $19,650