Civic Intelligence

Tuw Ottilie E Smith

990PF • Fiscal year 2015 • EIN 52-6060168

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 07, 2016

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

35th percentile

-3.3%

Higher net margin than 35% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

36th percentile

-2.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$627,934

Down $15,305 (-2.4%) from 2014

Net Assets

$627,934

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin35th percentile

Revenue

Down

$59,822

Down $61,297 (-51%) from 2014

Expenses

Up

$61,782

Up $5,275 (+9.3%) from 2014

Net Income

Down

-$1,960

Down $66,572 (-103%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $491,455Liabilities 2011: $02011Assets 2012: $496,759Liabilities 2012: $02012Assets 2013: $565,672Liabilities 2013: $02013Assets 2014: $643,239Liabilities 2014: $12014Assets 2015: $627,934Liabilities 2015: $0Net Assets 2015: $627,9342015Assets 2017: $940,331Liabilities 2017: $0Net Assets 2017: $940,3312017Assets 2019: $939,267Liabilities 2019: $0Net Assets 2019: $939,2672019Assets 2020: $944,461Liabilities 2020: $0Net Assets 2020: $944,4612020Assets 2021: $1,098,099Liabilities 2021: $0Net Assets 2021: $1,098,0992021Assets 2022: $989,227Liabilities 2022: $0Net Assets 2022: $989,2272022Assets 2023: $958,437Liabilities 2023: $12023

Highlighted filing

2015

Assets$627,934
Liabilities$0
Net Assets$627,934
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $58,490Expenses 2011: $52,898Net Income 2011: $5,5922011Revenue 2012: $55,708Expenses 2012: $49,675Net Income 2012: $6,0332012Revenue 2013: $121,931Expenses 2013: $53,403Net Income 2013: $68,5282013Revenue 2014: $121,119Expenses 2014: $56,507Net Income 2014: $64,6122014Revenue 2015: $59,822Expenses 2015: $61,782Net Income 2015: -$1,9602015Revenue 2017: $75,567Expenses 2017: $62,749Net Income 2017: $12,8182017Revenue 2019: $44,188Expenses 2019: $55,093Net Income 2019: -$10,9052019Revenue 2020: $70,118Expenses 2020: $64,983Net Income 2020: $5,1352020Revenue 2021: $221,531Expenses 2021: $68,984Net Income 2021: $152,5472021Revenue 2022: -$31,815Expenses 2022: $77,046Net Income 2022: -$108,8612022Revenue 2023: $22,046Expenses 2023: $52,460Net Income 2023: -$30,4142023

Highlighted filing

2015

Revenue$59,822
Expenses$61,782
Net Income-$1,960
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 7, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$12,602-$12,602
Filing and Contact Details

Filer

Filer Name
Tuw Ottilie E Smith
EIN
52-6060168
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
SVP Tax
Phone
8888663275
Signed
2016-04-07
Raw XML AppendixShowing 400 of 576 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/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
CompensationExplanation/CompensationExplanationGrp/PersonNm0BANK OF AMERICA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt051774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt228700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2319000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2671012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2719152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2851000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2977764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3039929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3138423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3225000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3352000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3419331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3528703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3638687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt622483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt716110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt915824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1030031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1763216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1913635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2216340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2321059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2527268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2675184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2723919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2849057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2957276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3036577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3136051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3217606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3347234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3418902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3525888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3636033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt378110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3810412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130231G102 EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm335671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4767204100 RIO TINTO PLC SPONSO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5369604103 GENERAL ELEC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6437076102 HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7191216100 COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8494368103 KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10031162100 AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12478160104 JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13416515104 HARTFORD FINL SVCS G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1446625H100 J P MORGAN CHASE & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15693475105 PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16857477103 STATE STR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17902973304 US BANCORP DEL COM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18428236103 HEWLETT PACKARD CO C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19458140100 INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2000206R102 AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2192343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22842587107 SOUTHERN CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23197199854 COLUMBIA ACORN SELEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2419765J814 COLUMBIA SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2519765J830 COLUMBIA MID CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2619765N567 COLUMBIA SMALL CAP V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2719765L694 COLUMBIA STRATEGIC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2819765N468 COLUMBIA INTERMEDIAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3019765P596 COLUMBIA SMALL CAP G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3119766F175 COLUMBIA HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3268380L407 OPPENHEIMER INTL GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33464288448 ISHARES INTL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3473935S105 POWERSHARES DB COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3578463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36922908611 VANGUARD SMALL CAP V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3740650V100 HALYARD HEALTH INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38466001864 IVY ASSET STRATEGY F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3938145C646 GOLDMAN SACHS STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40464287226 ISHARES CORE US AGGR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42922908629 VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4340434L105 HP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4442824C109 HEWLETT PACKARD ENTE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt027312
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032510
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt059822
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059822
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt032510
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05041
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07561
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012602
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044057
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044057
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027022
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027312
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1960
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0149193
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032510
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051341
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0524
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061782
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059534
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt059822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06291
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017725
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01998-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11987-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21987-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51987-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61983-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72000-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111965-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131980-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181980-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt327944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt418665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt99480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt165138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt176834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt191905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2010579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt191905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt328935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt419294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1413211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt176993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc030. AMGEN INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135. BRISTOL MYERS SQUIBB CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225. BRISTOL MYERS SQUIBB CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34912.613 COLUMBIA STRATEGIC INCOME FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43281.306 COLUMBIA STRATEGIC INCOME FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5487.306 COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61226.187 COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7639.958 COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8131.325 COLUMBIA SMALL CAP GROWTH I FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93505.263 COLUMBIA HIGH YIELD BOND FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10964.044 COLUMBIA HIGH YIELD BOND FUND CLASS Z SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1130. EXXON MOBIL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1210. HALYARD HEALTH INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1335. JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14765. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15410. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16300. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17400. POWERSHARES DB COMMODITY INDEX TRACKING FUND UNIT BEN INT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1820. SCHLUMBERGER LTD COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1945. STATE STREET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032510
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1960
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014784
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01439
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0642718
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0643239
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0627934
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt046155
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt046155
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt046155
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt046668
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0513
IRS990PF/DistributableAmountGrp/TotalTaxAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02248
IRS990PF/FMVAssetsEOYAmt0902126
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0643239
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0627934
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-3889
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-3889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0637194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0631823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0906015
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0643239
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0627934
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0902126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0643239
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0627934
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0643239
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0627934
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0947583
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010879
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0936704
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014214
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046668
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0933369
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0947583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0715 PEACHTREE ST NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$627,934
Liabilities
$0
Net assets
$627,934
Revenue
$59,822
Expenses
$61,782
Net income
-$1,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.96$0.00$0.02$0.05$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.08$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.22$0.07$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.07$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.04$0.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.12$0.06$0.06
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.12$0.05$0.07
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.06$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.06$0.05$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $500k-$1M nonprofits