Olive Dempsey Charitable Trust 124-0146977

990PF • Fiscal year 2011 • EIN 43-1830734

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 14, 2012

Organization Profile

PO Box 38763166

Siviq Scores

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

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

No value available

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

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

$12,615

Higher top officer pay than 94% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

1.9%

Faster asset growth than 57% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets35th percentile

Assets

$867,764

Up $16,057 (+1.9%) from 2010

Net Assets

$867,764

Up $16,057 (+1.9%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$16,149

Down $28,353 (-64%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2011

Assets$867,764

Liabilities$0

Net Assets$867,764

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$16,149

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Mar 14, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay94th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$12,615	-	$12,615

Filing and Contact Details

Filer

EIN: 43-1830734

Raw XML AppendixShowing 400 of 422 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.

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AccountingFeesSchedule/AccountingFees/Category	0	TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	2580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	23615
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	35738
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	17906
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	25136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	28200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	33514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	50271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	65353
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	8	87137
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	9	83785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	10	33514
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	11	65353
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	12	35507
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	13	92164
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	14	21664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	15	15000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	22646
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	41960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	23261
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	22382
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	30056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	31148
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	47576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	70484
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	88648
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	9	78803
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	10	34533
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	11	66197
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	12	55165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	13	83817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	14	19448
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	15	15014
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	EATON VANCE LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	FIRST AMER REAL ESTATE SEC FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	FIRST AMER SMALL CAP GWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	T ROWE PRICE GWTH STK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	T ROWE PRICE MID CAP GWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	FIRST AMER HIGH INCOME BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	FIRST AMER INTL SELECT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	FIRST AMERN INVT FDS QUANT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	9	T ROWE PRICE MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	10	T ROWE PRICE SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	11	AMERICAN CENTY INTL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	12	INV BALANCE RISK COMM STR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	13	NUVEEN HIGH INCOME BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	14	T ROWE PRICE INTL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	15	ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	16	AMERICAN CENT EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	17	BLACKROCK CAPITAL APPREC BR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	18	LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	19	NEUBERGER BERMAN GENESIS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	20	NUVEEN NWQ LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	21	NUVEEN REAL ESTATE SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	22	NUVEEN TRADEWINDS INTL VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	23	SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	24	TURNER SPECTRUM FUND INSTL
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InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV	0	109063
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount	0	11
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode	0	01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	32209
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	32209
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome	0	11
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	14697
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	1262
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	11354
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	12615
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	17501
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	17501
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	16060
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	599390
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	14697
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	20228
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm	0	11
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss	0	11
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	616
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome	0	11
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	3842
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	16149
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IRS990PF/BalanceSheets/AccountsReceivableEOYFMV	0	0
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl	0	0
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IRS990PF/BalanceSheets/CashEOY	0	2760
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IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	0
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	894725
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	14697
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	8	38733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2010-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2008-05-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	6	2009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	7	2008-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	8	2009-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2011-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	7	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	8	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	9	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	. UNITED HEALTH GROUP INC SECURITIES LITIGATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	912.921 AMERICAN CENTY INTL BOND FUND INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	1662.971 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	5146.831 EATON VANCE LARGE CAP VALUE CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	1449.275 NUVEEN REAL ESTATE SECURIT CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	22598.416 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	4296.015 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	1097.035 NUVEEN SMALL CAP GWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	8	3193.576 T ROWE PRICE GROWTH STK CL ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	9	853.953 T ROWE PRICE MID CAP GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	10	CAPITAL GAIN DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	730
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	1048
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	5	19887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	6	13017
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	7	5913
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	730
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	1048
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	4	974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	5	19887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	6	13017
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	6	87424
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	7	22544
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	8	97053
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	9	45388
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	3
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	867767
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	851707
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	867764
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	46624
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	46624
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	46624
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	47029
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	405
IRS990PF/DistributableAmount/TotalTax	0	405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	327
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	78
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	327
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	894725
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	954904
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	0
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	954904
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	14324
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	47029
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	940580
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	954904
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine1	0	US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	12615
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	PO BOX 387
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	ST LOUIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	63166
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	39881
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	39679
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.042186
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.039109
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.040569
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.041435
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.039746
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.050068
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	940580
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	885235
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	776620
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	934351
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	1116428
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	1062686
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	202
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	3842
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	34621
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	31507
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	38715
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	44374
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	53207
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.210929
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	3842
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	3842
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	3842
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	3144182643
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	PO BOX 387
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	ST LOUIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	63166
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MO
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	N/A
IRS990PF/SupplementaryInformation/ContributingManager	0	NONE
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/ShareholderManager	0	NONE
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	3842
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	46624
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	1229
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	1229
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	1229
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	3842
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	1229
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	41553
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	3
OtherDecreasesSchedule/OtherDecreases/Description	0	COST ADJ
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	11
OtherIncomeSchedule2/OtherIncome/Description	0	990-PF REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	0
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	11
TaxesSchedule/Taxes/Amount	0	338
TaxesSchedule/Taxes/Amount	1	616
TaxesSchedule/Taxes/Category	0	FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES PAID

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $867,764
Liabilities: $0
Net assets: $867,764
Revenue: -
Expenses: $16,149
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$7.43	$0.00		$0.47	$0.54	$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.51	$0.00	$7.51	$0.24	$0.60	$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.86	$0.00	$7.86	$1.27	$0.69	$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.33	$0.00	$7.33	$0.07	$0.57	$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.80	$0.00	$7.80	$0.33	$0.54	$0.21
2017Detailed filing. Detailed filing data is available for this year.	$8.44	$0.00	$8.44	$0.98	$0.60	$0.39
2015Summary only. Only limited summary data is available for this year.	$8.15	$0.00		$0.30	$0.62	$0.32
2014Detailed filing. Detailed filing data is available for this year.	$8.47	$0.00	$8.47	$0.66	$0.67	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$8.52	$0.00	$8.52	$1.22	$0.68	$0.55
2012Detailed filing. Detailed filing data is available for this year.	$7.97	$0.00	$7.97		$1.08
2011Detailed filing. Detailed filing data is available for this year.	$8.68	$0.00	$8.68		$0.16
2010Detailed filing. Detailed filing data is available for this year.	$8.52	$0.00	$8.52		$0.45