Civic Intelligence

Hurst Charitable Trust 04524910

990PF • Fiscal year 2012 • EIN 43-1235276

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 11, 2013

Organization Profile
PO Box 38763166
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

93rd percentile

$3,355

Higher top officer pay than 93% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

43rd percentile

-1.9%

Faster asset growth than 43% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$164,827

Down $3,111 (-1.9%) from 2011

Net Assets

Down

$164,827

Down $3,111 (-1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$12,920

Up $2,326 (+22%) from 2011

Net Income

-

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.

$200K$150K$100K$50K$0Assets 2010: $171,011Liabilities 2010: $0Net Assets 2010: $171,0112010Assets 2011: $167,938Liabilities 2011: $0Net Assets 2011: $167,9382011Assets 2012: $164,827Liabilities 2012: $0Net Assets 2012: $164,8272012Assets 2013: $188,208Liabilities 2013: $198Net Assets 2013: $188,0102013Assets 2014: $193,499Liabilities 2014: $0Net Assets 2014: $193,4992014Assets 2015: $188,096Liabilities 2015: $0Net Assets 2015: $188,0962015Assets 2016: $184,713Liabilities 2016: $0Net Assets 2016: $184,7132016Assets 2017: $182,916Liabilities 2017: $0Net Assets 2017: $182,9162017Assets 2018: $184,290Liabilities 2018: $0Net Assets 2018: $184,2902018Assets 2019: $173,290Liabilities 2019: $0Net Assets 2019: $173,2902019Assets 2020: $167,342Liabilities 2020: $0Net Assets 2020: $167,3422020Assets 2021: $188,899Liabilities 2021: $0Net Assets 2021: $188,8992021Assets 2022: $175,145Liabilities 2022: $0Net Assets 2022: $175,1452022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$164,827
Liabilities$0
Net Assets$164,827
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $12,4132010Expenses 2011: $10,5942011Expenses 2012: $12,9202012Revenue 2013: $27,495Expenses 2013: $4,309Net Income 2013: $23,1862013Revenue 2014: $17,542Expenses 2014: $12,054Net Income 2014: $5,4882014Revenue 2015: $7,894Expenses 2015: $13,087Net Income 2015: -$5,1932015Revenue 2016: $8,997Expenses 2016: $12,553Net Income 2016: -$3,5562016Revenue 2017: $10,147Expenses 2017: $11,965Net Income 2017: -$1,8182017Revenue 2018: $14,081Expenses 2018: $12,706Net Income 2018: $1,3752018Revenue 2019: $1,449Expenses 2019: $12,429Net Income 2019: -$10,9802019Revenue 2020: $6,826Expenses 2020: $12,776Net Income 2020: -$5,9502020Revenue 2021: $34,111Expenses 2021: $12,556Net Income 2021: $21,5552021Revenue 2022: $473Expenses 2022: $14,223Net Income 2022: -$13,7502022Revenue 2023: $4,206Expenses 2023: $178,049Net Income 2023: -$173,8432023

Highlighted filing

2012

Revenue-
Expenses$12,920
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,355-$3,355
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIANA STATE UNIV FOUNDEXEMPT PURPOSEPUBLICTERRE HAUTE, IN, US$8,633
Filing and Contact Details

Filer

EIN
43-1235276
Raw XML AppendixShowing 400 of 428 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/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03867
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue215624
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35029
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue45500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue510770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue65998
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue73800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue813374
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue92000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue104593
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue119245
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue126000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1313000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue144053
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue166689
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue171800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue186000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue196000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2020189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue216000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03766
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13134
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV217428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV35691
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV46413
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV511291
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV66010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV74125
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV821484
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV93940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV106190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1110821
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV126801
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1315697
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV144549
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV157404
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV166595
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV171837
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV186370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV195910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2021330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV216208
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICAN CENT SMALL CAP VALU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2INV BALANCE RISK COMM STR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3NUVEEN CORE BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4NUVEEN HIGH INCOME BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5NUVEEN INFLATION PRO SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6NUVEEN INTERMEDIATE TERM B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7NUVEEN SHORT TERM BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8T ROWE PRICE INTL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10NEUBERGER BERMAN GENESIS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11NUVEEN EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12NUVEEN LARGE CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13NUVEEN MID CAP GRWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NUVEEN MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NUVEEN QUANTITATIVE ENHANCED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16NUVEEN REAL ESTATE SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17NUVEEN SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18NUVEEN TRADE WINDS INTL VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21TURNER SPECTRUM FUND INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE GLOBAL MACRO FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23INV BALANCE RISK COMM STR Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24LAUDUS INTL MARKETMASTERS FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25NEUBERGER BERMAN GENESIS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26NUVEEN DIVIDEND VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27NUVEEN GLOBAL INFRASTR FD
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05229
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04505
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0990PF REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount016
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount09750
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome016
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04505
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0336
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03020
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03355
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps08633
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss08633
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm05229
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss05229
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3170
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice034427
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04505
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06646
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm068
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0182
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps09719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss012920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses09750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01086
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04287
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0167938
IRS990PF/BalanceSheets/CapitalStockEOY0164827
IRS990PF/BalanceSheets/CashBOY01030
IRS990PF/BalanceSheets/CashEOY01047
IRS990PF/BalanceSheets/CashEOYFMV01047
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0162953
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0160231
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0182994
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03955
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03549
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03549
IRS990PF/BalanceSheets/TotalAssetsBOY0167938
IRS990PF/BalanceSheets/TotalAssetsEOY0164827
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0187590
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0167938
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0164827
IRS990PF/BalanceSheets/TotalNetAssetsBOY0167938
IRS990PF/BalanceSheets/TotalNetAssetsEOY0164827
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02281
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21978
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis313000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis47700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis72880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-09-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-09-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-09-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-06-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-09-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62012-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-09-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0280.587 NUVEEN SMALL CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset128.914 NUVEEN MID CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2107.021 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3593.878 NUVEEN TRADEWINDS INTL VAL - CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4748.299 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset586.849 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset681.384 EATON VANCE GLOBAL MACRO FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7155.833 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01487
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2548
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-67
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7642
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01487
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2548
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-67
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7642
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03768
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1708
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22526
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice312751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice47633
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5697
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6799
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice73522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3170
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases059
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0164827
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0167938
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0164827
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted08971
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08971
IRS990PF/DistributableAmount/DistributableAmountBeforeDed08971
IRS990PF/DistributableAmount/MinimumInvestmentReturn09037
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome066
IRS990PF/DistributableAmount/TotalTax066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear068
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded064
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0198
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0132
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome066
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0198
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0187590
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0183499
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0183499
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02752
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn09037
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0180747
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0183499
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03355
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 387
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ST LOUIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode063166
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct09250
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets09184
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050813
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.039909
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05124
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.060492
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051611
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0180747
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10184395
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20186183
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30168452
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40185310
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome066
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions09719
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107359
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear209540
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3010190
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear409564
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.203252
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions09653
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions09719
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm066
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions09719
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03144182643
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 387
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ST LOUIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode063166
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MO
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount08633
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EXEMPT PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INDIANA STATE UNIV FOUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN KEVIN HOOLEHAN MNG DIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10320 GILLUM HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0TERRE HAUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0478090001
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08633
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear08971
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08971
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20264
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30476
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01488
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0748
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear20264
IRS990PF/UndistributedIncome/ExcessFromYear30476
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions09719
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0748
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01488
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0740
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome016
OtherIncomeSchedule2/OtherIncome/Description0990PF REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$164,827
Liabilities
$0
Net assets
$164,827
Revenue
-
Expenses
$12,920
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.78$1.74
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.00$0.14$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.34$0.13$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.07$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.01$0.12$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.14$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.09$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.18$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.27$0.04$0.23
2012Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12