Civic Intelligence

Charles D Hieronymus Trust

990PF • Fiscal year 2011 • EIN 43-6771216

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

Organization Profile
3102 Wing65301
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

76th percentile

$4,935

Higher top officer pay than 76% of similar nonprofits.

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

Asset Growth

62nd percentile

3.4%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$975,442

Up $32,246 (+3.4%) from 2010

Net Assets

Up

$975,442

Up $32,246 (+3.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$33,144

Down $4,236 (-11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.0M$500K$0Assets 2010: $943,196Liabilities 2010: $0Net Assets 2010: $943,1962010Assets 2011: $975,442Liabilities 2011: $0Net Assets 2011: $975,4422011Assets 2012: $918,796Liabilities 2012: $0Net Assets 2012: $918,7962012Assets 2013: $914,374Liabilities 2013: $1Net Assets 2013: $914,3742013Assets 2014: $861,931Liabilities 2014: $1Net Assets 2014: $861,9312014Assets 2016: $883,076Liabilities 2016: $0Net Assets 2016: $883,0762016Assets 2017: $702,893Liabilities 2017: $0Net Assets 2017: $702,8932017

Highlighted filing

2011

Assets$975,442
Liabilities$0
Net Assets$975,442
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $37,3802010Expenses 2011: $33,1442011Expenses 2012: $70,8932012Revenue 2013: $54,237Expenses 2013: $58,659Net Income 2013: -$4,4222013Revenue 2014: $22,004Expenses 2014: $74,447Net Income 2014: -$52,4432014Revenue 2016: $30,387Expenses 2016: $7,841Net Income 2016: $22,5462016Revenue 2017: $8,322Expenses 2017: $188,505Net Income 2017: -$180,1832017

Highlighted filing

2011

Revenue-
Expenses$33,144
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 30, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY PUMMILLTrustee-$4,935-$4,935
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISSOURI GOLF ASSOCIATION JUNIOR GOLF FOUNDATIONSCHOLARSHIPS501(C)(3) CHARITYJEFFERSON CITY, MO, US$12,165
Paid GrantSTATE FAIR COMMUNITY COLLEGEFACILITY IMPROVEMENTS, SCHOLARSHIPSCOLLEGESEDALIA, MO, US$12,165
Filing and Contact Details

Filer

EIN
43-6771216
Raw XML AppendixShowing 400 of 531 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/Amount03250
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01625
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01625
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue019602
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue30
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue415146
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV02
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV30
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV415000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BANK UNITED MED TERM NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1COMCAST CORP. 7.0%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2GENERAL MOTORS CORP. 6.25%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3GENERAL MOTORS CORP. 7.375%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4HILTON HOTELS CORP. BOND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue08545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue46125
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue522175
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue611631
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue80
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1019500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue119447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1329886
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1415795
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue153960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue178100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue189572
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue197713
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2013820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue213181
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2225575
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue233936
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue249914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2510017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2682451
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV011860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV121560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV534985
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV64160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV80
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV90
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1015165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV115373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1364590
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1410890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV154850
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV176185
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1815696
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1915375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV201
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV213586
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2229880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2413266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV254839
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2616743
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICAN CENTURY GNMA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2BROADWIND ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CNO FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6COMMONWEALTH REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8DTE ENERGY TRUST I PF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10EBAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12GENERAL MOTORS 7.5 PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14GREAT PLAINS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17NEW YORK COMMUNITY BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18PHILLIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SPECTRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20THORNBERG MTG ASSET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21VANGUARD FIXED INC. SEC. GNMA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22WALMART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23WEST. ASSETS EMERG. MKTS OUTSIDE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24WG&L HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25YAHOO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26GENERAL MOTORS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0109070
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0159594
InvestmentsOtherSchedule2/InvestmentsOther/BookValue014447
InvestmentsOtherSchedule2/InvestmentsOther/BookValue112824
InvestmentsOtherSchedule2/InvestmentsOther/BookValue25000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AMERIGAS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1IMPACT ENERGY LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2NOTES
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV018364
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV112824
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV25000
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount09654
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount038562
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount010451
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount06723
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount065390
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA065390
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03250
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm038562
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps02468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02467
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04935
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps024330
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss024330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm09654
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss09654
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses032246
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0188521
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm010451
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss010451
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss038562
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome061248
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm06723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss06723
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps028423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss033144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome065390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses065390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08814
IRS990PF/BalanceSheets/AccountsReceivable040
IRS990PF/BalanceSheets/AccountsReceivableBOY0431
IRS990PF/BalanceSheets/AccountsReceivableEOY040
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV040
IRS990PF/BalanceSheets/CapitalStockBOY01265517
IRS990PF/BalanceSheets/CapitalStockEOY01265517
IRS990PF/BalanceSheets/CashEOY0346
IRS990PF/BalanceSheets/CashEOYFMV0346
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY092248
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY034748
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV015002
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0356550
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0324906
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0279203
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0109070
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0109070
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0159594
IRS990PF/BalanceSheets/InvestmentsOtherBOY023988
IRS990PF/BalanceSheets/InvestmentsOtherEOY032271
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV036188
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/PrepaidExpensesBOY0406
IRS990PF/BalanceSheets/PrepaidExpensesEOY0600
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV0600
IRS990PF/BalanceSheets/RetainedEarningsBOY0-322321
IRS990PF/BalanceSheets/RetainedEarningsEOY0-290075
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0360503
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0473461
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0473461
IRS990PF/BalanceSheets/TotalAssetsBOY0943196
IRS990PF/BalanceSheets/TotalAssetsEOY0975442
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0964434
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0943196
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0975442
IRS990PF/BalanceSheets/TotalNetAssetsBOY0943196
IRS990PF/BalanceSheets/TotalNetAssetsEOY0975442
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome038562
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis125270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis24105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis38835
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis414577
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis512304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis629677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis713767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis87500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis910000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired51996-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62007-01-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-11-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-11-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0K-1 - AMERIGAS PARTNERS 1231 GAIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11000 SHS DUKE ENERGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2500 SHS MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3FR SHARE - WILLIAMS COMMUNICATIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4100 UNITS AMERIGAS PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5500 SHS DUKE ENERGY CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6160 SHS ISHARES TRUST BARCLAY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7500 SHS MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8400 SHS CHEVRON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9300 SHS CONOCOPHILLIPS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10300 COMCAST SENIOR NOTES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11GENERAL MOTORS WARRANTS - FR SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12400 DTE ENERGY TRUST PFD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13100 UNITS AMERIGAS PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14100 UNITS AMERIGAS PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15200 UNITS AMERIGAS PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2793
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss62640
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7727
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss814012
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss97964
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss132058
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14397
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15809
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2793
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses62640
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7727
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses814012
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses97964
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses132058
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14397
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15809
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice118668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice226063
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice44210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice59334
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice617217
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice713031
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice843689
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice921731
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice107500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1210000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice134210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice144210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice158421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses032246
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0975442
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0943196
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0975442
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted045417
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj045417
IRS990PF/DistributableAmount/DistributableAmountBeforeDed045417
IRS990PF/DistributableAmount/MinimumInvestmentReturn046642
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01225
IRS990PF/DistributableAmount/TotalTax01225
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01225
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01225
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01225
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0625
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0964434
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0947050
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0386221
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0547542
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable014206
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets013287
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn046642
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0932844
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0947050
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04935
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LARRY PUMMILL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103102 WING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SEDALIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode065301
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct043493
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets042881
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045968
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.036616
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047229
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.048822
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046971
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050204
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0932844
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10898407
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20782784
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30914238
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401045470
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501018660
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0612
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions028423
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1032896
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2036970
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3044635
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4049107
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5051141
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.229842
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions028423
IRS990PF/QualifyingDistributions/ExpensesAndContributions028423
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions028423
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LARRY PUMMILL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06608260150
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103102 WING
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SEDALIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode065301
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$975,442
Liabilities
$0
Net assets
$975,442
Revenue
-
Expenses
$33,144
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.08$1.89$1.80
2016Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$0.30$0.08$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.22$0.74$0.52
2013Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.54$0.59$0.04
2012Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.71
2011Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.33
2010Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.37