Civic Intelligence

Paxton Family Trust

990PF • Fiscal year 2014 • EIN 42-6567814

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 04, 2014

Organization Profile
PO Box 122750588-1227

(712) 732-5440

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$2,186

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.0%

Faster asset growth than 43% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-2.3%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$534,534

Down $36 (-0.0%) from 2013

Net Assets

Down

$534,534

Down $36 (-0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin13th percentile

Revenue

$25,551

No earlier filing loaded for comparison.

Expenses

Up

$33,200

Up $1,521 (+4.8%) from 2013

Net Income

-$7,649

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2012: $538,725Liabilities 2012: $02012Assets 2013: $534,570Liabilities 2013: $0Net Assets 2013: $534,5702013Assets 2014: $534,534Liabilities 2014: $0Net Assets 2014: $534,5342014Assets 2015: $528,817Liabilities 2015: $0Net Assets 2015: $528,8172015Assets 2016: $510,101Liabilities 2016: $0Net Assets 2016: $510,1012016Assets 2017: $494,564Liabilities 2017: $0Net Assets 2017: $494,5642017Assets 2018: $489,589Liabilities 2018: $0Net Assets 2018: $489,5892018Assets 2019: $475,763Liabilities 2019: $0Net Assets 2019: $475,7632019Assets 2020: $469,150Liabilities 2020: $0Net Assets 2020: $469,1502020Assets 2021: $503,200Liabilities 2021: $0Net Assets 2021: $503,2002021Assets 2022: $517,327Liabilities 2022: $0Net Assets 2022: $517,3272022Assets 2023: $503,435Liabilities 2023: $0Net Assets 2023: $503,4352023Assets 2024: $490,212Liabilities 2024: $0Net Assets 2024: $490,2122024Assets 2025: $480,082Liabilities 2025: $0Net Assets 2025: $480,0822025

Highlighted filing

2014

Assets$534,534
Liabilities$0
Net Assets$534,534
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

$40K$20K$0-$20KRevenue 2012: $26,741Expenses 2012: $30,147Net Income 2012: -$3,4062012Expenses 2013: $31,6792013Revenue 2014: $25,551Expenses 2014: $33,200Net Income 2014: -$7,6492014Revenue 2015: $20,060Expenses 2015: $31,294Net Income 2015: -$11,2342015Revenue 2016: $17,603Expenses 2016: $36,319Net Income 2016: -$18,7162016Revenue 2017: $18,084Expenses 2017: $33,621Net Income 2017: -$15,5372017Revenue 2018: $19,256Expenses 2018: $32,389Net Income 2018: -$13,1332018Revenue 2019: $19,171Expenses 2019: $32,517Net Income 2019: -$13,3462019Revenue 2020: $18,734Expenses 2020: $32,896Net Income 2020: -$14,1622020Revenue 2021: $19,699Expenses 2021: $32,749Net Income 2021: -$13,0502021Revenue 2022: $21,123Expenses 2022: $37,194Net Income 2022: -$16,0712022Revenue 2023: $23,300Expenses 2023: $37,255Net Income 2023: -$13,9552023Revenue 2024: $23,791Expenses 2024: $36,107Net Income 2024: -$12,3162024Revenue 2025: $23,855Expenses 2025: $38,917Net Income 2025: -$15,0622025

Highlighted filing

2014

Revenue$25,551
Expenses$33,200
Net Income-$7,649
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 4, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,186-$2,186
Filing and Contact Details

Filer

EIN
42-6567814
Phone
7127325440

Signing Officer

Name
Julia Mooney
Title
Trustee
Phone
7127325440
Signed
2014-08-04
Discuss with paid preparer
Yes

Preparer

Preparer
Matthew Forristal
Phone
7127325440
Raw XML AppendixShowing 400 of 420 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Douglas Co, 5.75% due 12/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1General Electric 5.10% due 2/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2HSBC Finl 5% due 6/30/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Verizon 5.55% due 2/15/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JP Morgan 2.0% due 8/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Metlife 6.817% due 8/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6GE Cap CD 2.25% due 11/24/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Wells Fargo Multi Step CD due 9/30/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8John Deere Capital 2.80% due 9/18/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Microsoft 3.0% due 10/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt045378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt165000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt254623
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt330290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt435538
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt539559
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt635000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt730000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt831576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt931170
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt047383
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt172933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt257395
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt332326
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt435593
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt541837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt635911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt730103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt831427
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt931330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt109063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt410508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt713824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt813219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1016043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1116163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt139384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T, 400 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Caterpillar, 115 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Duke Energy, 575 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Exxon Mobil, 115 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4General Mills, 200 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JP Morgan Chase, 170 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Microsoft, 275 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Sanofi, 260 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Siemens, 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Southern, 250 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Taiwan Semiconductor, 750 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11United Technolgoies, 140 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Vodafone Group, 218 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13WalMart, 125 sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Verizon, 105 sh
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt026718
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07613
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0amort/accretion
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1commission rebate
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0-1262
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt192
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt033164
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033164
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07613
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02186
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02186
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030465
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026718
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026718
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1170
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0249
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02735
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Wal Mart, 75 s
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP Morgan Chase, 100 s
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Exxon Mobil, 60 s
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Microsoft, 100 s
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Goldman Sachs 5.515%, due 1/15/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Vodafone, fr. shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Verizon fr shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07613
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7649
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07613
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0534534
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0534570
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0534534
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029680
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029680
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029680
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029984
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/DistributableAmountGrp/TotalTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0605311
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0532481
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0532481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0386550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0398134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0416238
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0137716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0123882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0176555
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02089
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02053
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012518
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012518
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0534570
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0534534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0605311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0534570
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0534534
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0534570
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0534534
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0608813
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022163
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0586650
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09132
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0599681
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0608813
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10Citizens First National Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10527 Lake Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Storm Lake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode050588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt021227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt028797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.031050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0599681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0599293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0573589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0571534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0548955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0500491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.176987
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030161
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030465
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0304
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030465
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt012
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Investment income is utilized to provide for beautification projects for the Storm Lake park area
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO Box 1227
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Storm Lake
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0505881227
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Citizens First National Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum07127325440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0City of Storm Lake - Distribution for Park/lake activitiesStorm Lake, IA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0City of Storm Lake - Donation used for continued maintenance of memorial gardenStorm Lake, IA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Star Spangled Spectacular - Donation for community wide 4thof July celebrationStorm Lake, IA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt029880
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0385
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt029880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0park beautification
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1park beautification
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2civic celebration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10City of Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11Paxton Trust Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Star Spangled Spectacular
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0govt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1govt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2govt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10620 Erie St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11620 Erie St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12119 W 6th
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Storm Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode050588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode150588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode250588
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030465
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01429
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029036
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029680
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030465
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028251
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029036
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Dan Connell PC legal
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0amortization/accretion
OtherIncomeSchedule2/OtherIncomeDetail/Desc1commission rebates
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1262
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt192
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1262
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt192
OtherIncreasesSchedule/OtherIncreasesDetail/Amount07613
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Capital Gain on Securities Sold
TaxesSchedule/TaxesDetail/Amt0249
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax 6/30/13
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0249
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA MOONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-04

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
$534,534
Liabilities
$0
Net assets
$534,534
Revenue
$25,551
Expenses
$33,200
Net income
-$7,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.24$0.39$0.15
2024Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.24$0.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.23$0.37$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.21$0.37$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.20$0.33$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.19$0.33$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.19$0.33$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.19$0.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.18$0.34$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.18$0.36$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.20$0.31$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.26$0.33$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.32
2012Summary only. Only limited summary data is available for this year.$5.39$0.00$0.27$0.30$0.03