Liabilities / Assets
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
990PF • Fiscal year 2010 • EIN 48-6185087
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$61,530
No earlier filing loaded for comparison.
Net Assets
$61,530
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$2,975
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee | - | $1,657 | - | $1,657 |
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/Amount | 0 | 500 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | TAX PREPARATION FEE (NON-ALLOC |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 2500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 7968 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 659 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 9090 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 3870 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 3400 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 1147 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 1915 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 2604 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 3900 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 2495 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 894 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 12 | 724 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 13 | 600 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 14 | 12975 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 15 | 1900 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 2785 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 9835 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 1078 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 9460 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 4130 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 4453 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 1430 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 1821 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 3160 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 4128 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 3294 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 1281 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 12 | 1050 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 13 | 694 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 14 | 14473 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 15 | 1964 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | FIRST AMER CORE BOND FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | FIRST AMER REAL ESTATE SECS FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | FIRST AMER INTL SELECT FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | FIRST AMER SMALL CAP GWTH OPP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | FIRST AMER INTERMD TERM BD FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | EATON VANCE LARGE CAP VALUE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | T ROWE PRICE GROWTH STK |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | T ROWE PRICE MID CAP GROWTH FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | AMERICAN CENTURY INTL BOND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | FIRST AMER HIGH INCOME BOND FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | CREDIT SUISSE COMM RET ST CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | FIRST AMERN INVT FDS QUANT |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | T ROWE PRICE MID CAP VALUE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | T ROWE PRICE SMALL CAP VALUE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | TEMPLETON INSTL FDS EMERGING |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | NUVEEN CORE BOND FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | NUVEEN INFLATION PRO SEC |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 1845 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 361 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 2206 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 2206 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 361 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm | 0 | 1657 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 1657 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 1845 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 1845 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -769 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 6500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps | 0 | 650 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss | 0 | 650 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 361 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 531 |
| 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/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 | 18 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 168 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 1150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 1675 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 2975 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 2206 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 2206 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 1150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 1675 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 2975 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl | 0 | 0 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 62299 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 61530 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 368 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 108 |
| IRS990PF/BalanceSheets/CashEOYFMV | 0 | 108 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 57680 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 56641 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 65036 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 4251 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 4781 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 4781 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 62299 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 61530 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 69925 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 62299 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 61530 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 62299 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 61530 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | 361 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 1685 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 1 | 592 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 2 | 636 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 3 | 1532 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 4 | 96 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 5 | 141 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 6 | 622 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 7 | 353 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 8 | 76 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 9 | 406 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2009-12-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 1 | 2008-04-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 2 | 2009-07-17 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 3 | 2009-12-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 4 | 2009-12-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 5 | 2009-07-17 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 6 | 2008-04-02 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 7 | 2009-12-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 8 | 2009-07-17 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 9 | 2009-12-14 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 0 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 1 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 2 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 3 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 4 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 5 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 6 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 7 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 8 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 9 | 2010-04-09 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | 114.041 AMERICAN CENTY INTL BOND FUND INV |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 1 | 27.609 EATON VANCE LARGE CAP VALUE CL A |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 2 | 38.854 NUVEEN INVT FDS INC QUANT LC Y |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 3 | 169.671 NUVEEN INTL SELECT FD CL Y |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 4 | 11.534 NUVEEN HIGH INCOME BOND FD CL Y |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 5 | 9.872 NUVEEN SMALL CAP GWTH OPP CL Y |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 6 | 20.604 T ROWE PRICE GROWTH STK CL ADV |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 7 | 7.663 T ROWE PRICE MID CAP GROWTH FUND |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 8 | 3.066 T ROWE PRICE SM CAP VAL ADV |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 9 | 22.202 T ROWE PRICE MID CAP VALUE CL ADV |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | -85 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 1 | -92 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 2 | 164 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 3 | 68 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 4 | 4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 5 | 59 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 6 | -22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 7 | 47 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 8 | 24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 9 | 94 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | -85 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 1 | -92 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 2 | 164 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 3 | 68 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 4 | 4 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 5 | 59 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 6 | -22 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 7 | 47 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 8 | 24 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 9 | 94 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 1600 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 1 | 500 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 2 | 800 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 3 | 1600 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 4 | 100 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 5 | 200 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 6 | 600 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 7 | 400 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 8 | 100 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 9 | 500 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -769 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 61530 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 62299 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 61530 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 3212 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 3212 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 3212 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 3223 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 11 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 11 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 12 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 127 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 150 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 11 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 139 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 11 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 11 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 150 |
| IRS990PF/FMVAssetsEOY | 0 | 69925 |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 65448 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 65448 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 982 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 3223 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 64466 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 65448 |
| IRS990PF/NECT | 0 | X |
| 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 | 1657 |
| 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/QualifyingDistributions/AdjQualifyingDistributions | 0 | 1150 |
| IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 1150 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 0 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 1150 |
| 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/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/NECTFilingInLieuOFForm1041 | 0 | X |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | KS |
| 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 | 0 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 1150 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 3212 |
| 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 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| 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 | 2008 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 1150 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 649 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 3212 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 1799 |
| LegalFeesSchedule/LegalFees/Amount | 0 | 650 |
| LegalFeesSchedule/LegalFees/Category | 0 | LEGAL FEES - PRINCIPAL (ALLOCA |
| LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps | 0 | 650 |
| TaxesSchedule/Taxes/Amount | 0 | 150 |
| TaxesSchedule/Taxes/Amount | 1 | 18 |
| TaxesSchedule/Taxes/Category | 0 | FEDERAL EXCISE TAXES |
| TaxesSchedule/Taxes/Category | 1 | FOREIGN TAXES PAID |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 0 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 1 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 1 | 18 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 486185087 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | ARTHUR & NELLIE SHULTZ TRUST # 05919205 |
| ReturnHeader/Filer/NameControl | 0 | SHUL |
| ReturnHeader/Filer/Phone | 0 | 3144182643 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 387 |
| ReturnHeader/Filer/USAddress/City | 0 | ST LOUIS |
| ReturnHeader/Filer/USAddress/State | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 63166 |
| ReturnHeader/Officer/DateSigned | 0 | 2011-03-07 |
| ReturnHeader/Officer/Name | 0 | USBANK NA |
| ReturnHeader/Officer/Phone | 0 | 3144182643 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2010-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2010-12-31 |
| ReturnHeader/TaxYear | 0 | 2010 |
| ReturnHeader/Timestamp | 0 | 2009-10-15T15:15:33+05:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2011Detailed filing. Detailed filing data is available for this year. | $56.7 | $0.00 | $56.7 | $7.76 | ||
| 2010Detailed filing. Detailed filing data is available for this year. | $61.5 | $0.00 | $61.5 | $2.98 | ||