Civic Intelligence

Livermore Student Scholarship Fund

990PF • Fiscal year 2012 • EIN 43-6505222

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 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

94th percentile

$4,050

Higher top officer pay than 94% of similar nonprofits.

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

Asset Growth

39th percentile

-3.4%

Faster asset growth than 39% 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

$248,290

Down $8,762 (-3.4%) from 2011

Net Assets

Down

$248,290

Down $8,762 (-3.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,460

Down $1,214 (-6.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2010: $266,787Liabilities 2010: $0Net Assets 2010: $266,7872010Assets 2011: $257,052Liabilities 2011: $0Net Assets 2011: $257,0522011Assets 2012: $248,290Liabilities 2012: $0Net Assets 2012: $248,2902012Assets 2013: $265,741Liabilities 2013: $0Net Assets 2013: $265,7412013Assets 2014: $265,246Liabilities 2014: $02014Assets 2015: $253,200Liabilities 2015: $0Net Assets 2015: $253,2002015Assets 2016: $239,083Liabilities 2016: $0Net Assets 2016: $239,0832016Assets 2017: $239,389Liabilities 2017: $0Net Assets 2017: $239,3892017Assets 2018: $235,182Liabilities 2018: $0Net Assets 2018: $235,1822018Assets 2019: $239,955Liabilities 2019: $0Net Assets 2019: $239,9552019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2012

Assets$248,290
Liabilities$0
Net Assets$248,290
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $18,5372010Expenses 2011: $19,6742011Expenses 2012: $18,4602012Revenue 2013: $37,684Expenses 2013: $20,232Net Income 2013: $17,4522013Revenue 2014: $19,237Expenses 2014: $19,639Net Income 2014: -$4022014Revenue 2015: $6,833Expenses 2015: $18,897Net Income 2015: -$12,0642015Revenue 2016: $3,265Expenses 2016: $17,349Net Income 2016: -$14,0842016Revenue 2017: $16,038Expenses 2017: $15,732Net Income 2017: $3062017Revenue 2018: $15,083Expenses 2018: $19,288Net Income 2018: -$4,2052018Revenue 2019: $19,679Expenses 2019: $14,868Net Income 2019: $4,8112019Revenue 2020: $10,793Expenses 2020: $250,752Net Income 2020: -$239,9592020

Highlighted filing

2012

Revenue-
Expenses$18,460
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,050-$4,050
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISSOURI SOUTHERN UNIVERSITYEXEMPT PURPOSEPUBLICJOPLIN, MO, US$13,396
Filing and Contact Details

Filer

EIN
43-6505222
Raw XML AppendixShowing 400 of 483 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/EOYBookValue03692
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18089
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue29204
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue38788
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue416587
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue510396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue614787
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue79767
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue810587
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue97735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1019349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue117735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1212000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1323205
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue148000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1512892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue164370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1711800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue186504
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1912892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue207747
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2110313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV06028
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17430
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV210798
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV311260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV417327
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV513763
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV619724
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV712715
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV810685
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV97488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1023817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV118858
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1212579
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1325024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV148529
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1513001
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV164551
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1711937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV189720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1914437
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV209304
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2110109
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EATON VANCE LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE GROWTH STK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2T ROWE PRICE MID CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3TEMPLETON INSTL FDS EMERRGING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4T ROWE PRICE SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5T ROWE PRICE MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AMERICAN CENTURY INTNL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CREDIT SUISSE COMM RET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8NUVEEN CORE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9NUVEEN INFLATION PRO SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10NUVEEN HIGH INCOME BOND FD CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11NUVEEN INTERMEDIATE TERM B CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12NUVEEN INTL SELECT FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13NUVEEN QUANTITATIVE ENHANCED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NUVEEN REAL ESTATE SECURIT CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NUVEEN SMALL CAP GWTH OPP CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EATON VANCE GLOBAL MACRO FD CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17INV BALANCE RISK COMM STR Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18NUVEEN CORE PLUS BOND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20AMERICAN CENT EQUITY INCOME CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21BLACKROCK CAPITAL APPREC BR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23NEUBERGER BERMAN GENESIS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24NUVEEN GLOBAL INFRASTR FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25NUVEEN SANTA BARBARA DIV GROWT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26T ROWE PRICE MID CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27SCOUT INTERNATIONAL FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29TURNER SPECTRUM FUND INSTL
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount07893
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01741
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0990PF REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount066
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount09700
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome066
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01741
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013396
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013396
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm07893
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss07893
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-8760
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0178709
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01741
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05470
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0114
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps014146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses09700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04164
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05064
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0257052
IRS990PF/BalanceSheets/CapitalStockEOY0248290
IRS990PF/BalanceSheets/CashBOY0315
IRS990PF/BalanceSheets/CashEOY01633
IRS990PF/BalanceSheets/CashEOYFMV01633
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0247979
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0236439
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0269084
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY08758
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010218
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010218
IRS990PF/BalanceSheets/TotalAssetsBOY0257052
IRS990PF/BalanceSheets/TotalAssetsEOY0248290
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0280935
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0257052
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0248290
IRS990PF/BalanceSheets/TotalNetAssetsBOY0257052
IRS990PF/BalanceSheets/TotalNetAssetsEOY0248290
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01741
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis011253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis19111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis334208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis532308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis68189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7684
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis83191
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis930277
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis107571
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112461
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1212892
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1312000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1410313
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0813.614 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11029.52 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2127.327 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31510.755 EATON VANCE LARGE CAP VAL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset469.285 EATON VANCE LARGE CAP VAL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54127.635 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6424.539 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset729.8 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8236.899 NUVEEN SMALL CAP GWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9890.271 PRICE T ROWE GROWTH STK FD INC #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10161.572 ROWE T PRICE MID-CAP GROWTH FD #64
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11174.315 TEMPLETON INSTL EMERGING MKT SER ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12576.551 NUVEEN TRADEWINDS INTL VAL - CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13681.431 NUVEEN NWQ LARGE CAP VALUE I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141051.31 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0349
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-7226
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss53561
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss61142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss82315
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss101429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-48
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14316
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0349
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-134
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-7226
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses53561
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses61142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses82315
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses101429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-48
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14316
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice011602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21068
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice326982
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice41237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice535869
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice69331
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7655
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85506
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice929886
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice109000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice111961
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1212269
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1311952
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1410629
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-8760
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0248292
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0257052
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0248290
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted013267
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013267
IRS990PF/DistributableAmount/DistributableAmountBeforeDed013267
IRS990PF/DistributableAmount/MinimumInvestmentReturn013376
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0109
IRS990PF/DistributableAmount/TotalTax0109
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0101
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0210
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0109
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0101
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0109
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0109
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0210
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0280935
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0271586
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06186
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0265400
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04074
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn013376
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0267512
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0271586
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04050
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/AdjNonchrtblAssetsAndOnePct014694
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets014639
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.054724
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.055543
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051878
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.049073
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.062403
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0267512
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10279137
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20284629
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30254598
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40288191
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome055
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions014146
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1015504
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2014766
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3012494
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4017984
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.218897
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions014146
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions014146
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions014146
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber011
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0N/A
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0US 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/ComplyWithPublicInspectionRqr0true
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/Amount013396
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EXEMPT PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MISSOURI SOUTHERN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN JO ANN GRAFFAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTN JO ANN GRAFFAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JOPLIN

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
$248,290
Liabilities
$0
Net assets
$248,290
Revenue
-
Expenses
$18,460
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$2.51$2.40
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.20$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15$0.19$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.16$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.03$0.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.07$0.19$0.12
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$0.19$0.20$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.38$0.20$0.17
2012Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19