Civic Intelligence

Wise Foundation

990PF • Fiscal year 2011 • EIN 54-1942771

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

Organization Profile
PO Box 55720116-0557
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

97th percentile

62%

Faster asset growth than 97% of similar nonprofits.

2011 filings • $10M-$25M 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 / Assets14th percentile

Assets

Up

$13,333,287

Up $5,105,833 (+62%) from 2010

Net Assets

Up

$13,333,287

Up $5,105,833 (+62%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$478,074

Up $84,786 (+22%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$30M$20M$10M$0Assets 2010: $8,227,454Liabilities 2010: $0Net Assets 2010: $8,227,4542010Assets 2011: $13,333,287Liabilities 2011: $0Net Assets 2011: $13,333,2872011Assets 2012: $17,662,147Liabilities 2012: $0Net Assets 2012: $17,662,1472012Assets 2013: $18,633,550Liabilities 2013: $0Net Assets 2013: $18,633,5502013Assets 2014: $20,680,533Liabilities 2014: $0Net Assets 2014: $20,680,5332014Assets 2015: $20,013,790Liabilities 2015: $25,000Net Assets 2015: $19,988,7902015Assets 2016: $18,840,500Liabilities 2016: $0Net Assets 2016: $18,840,5002016Assets 2017: $19,421,152Liabilities 2017: $0Net Assets 2017: $19,421,1522017Assets 2018: $19,986,148Liabilities 2018: $0Net Assets 2018: $19,986,1482018Assets 2019: $19,704,772Liabilities 2019: $0Net Assets 2019: $19,704,7722019Assets 2020: $19,190,243Liabilities 2020: $0Net Assets 2020: $19,190,2432020Assets 2021: $19,731,457Liabilities 2021: $0Net Assets 2021: $19,731,4572021Assets 2022: $20,456,298Liabilities 2022: $0Net Assets 2022: $20,456,2982022Assets 2023: $19,667,227Liabilities 2023: $0Net Assets 2023: $19,667,2272023Assets 2024: $19,700,039Liabilities 2024: $0Net Assets 2024: $19,700,0392024

Highlighted filing

2011

Assets$13,333,287
Liabilities$0
Net Assets$13,333,287
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $393,2882010Expenses 2011: $478,0742011Expenses 2012: $738,8382012Revenue 2013: $1,807,944Expenses 2013: $836,541Net Income 2013: $971,4032013Revenue 2014: $2,902,083Expenses 2014: $855,100Net Income 2014: $2,046,9832014Revenue 2015: $424,347Expenses 2015: $1,116,090Net Income 2015: -$691,7432015Revenue 2016: -$100,875Expenses 2016: $1,073,415Net Income 2016: -$1,174,2902016Revenue 2017: $1,595,596Expenses 2017: $1,015,557Net Income 2017: $580,0392017Revenue 2018: $1,620,306Expenses 2018: $1,055,651Net Income 2018: $564,6552018Revenue 2019: $781,103Expenses 2019: $1,081,888Net Income 2019: -$300,7852019Revenue 2020: $557,966Expenses 2020: $1,070,054Net Income 2020: -$512,0882020Revenue 2021: $1,620,501Expenses 2021: $1,073,325Net Income 2021: $547,1762021Revenue 2022: $1,794,469Expenses 2022: $1,235,142Net Income 2022: $559,3272022Revenue 2023: $460,520Expenses 2023: $1,115,503Net Income 2023: -$654,9832023Revenue 2024: $1,074,125Expenses 2024: $1,049,374Net Income 2024: $24,7512024

Highlighted filing

2011

Revenue-
Expenses$478,074
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEWIS B POLLARDPres/Sec/Treas/Director-$0--
LEWIS S WILEYVice Pres/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHIGHLAND SCHOOLEDUCATION-WARRENTON, VA, US$54,000
Paid GrantFLAGLER COLLEGEEDUCATION-ST AUGUSTINE, FL, US$50,000
Paid GrantFLAGLER MUSEUMHISTORICAL PRESERVATION-PALM BEACH, FL, US$25,000
Paid GrantMARSHALL FIRE COMPANYFIRE & RESCUEFIRE & RESCUE-MARSHALL, VA, US$11,000
Paid GrantCOPLE DISTRICT VOLUNTEER FIRE DEPARTMENTFIRE & RESCUE-KINSALE, VA, US$11,000
Paid GrantMARSHALL RESCUE SQUADFIRE & RESCUE-MARSHALL, VA, US$11,000
Paid GrantMIDDLEBURG FIRE & RESCUEFIRE & RESCUE-MIDDLEBURG, VA, US$11,000
Paid GrantORLEAN FIRE & RESCUEFIRE & RESCUE-ORLEAN, VA, US$11,000
Paid GrantTHE PLAINS FIRE & RESCUEFIRE & RESCUE-THE PLAINS, VA, US$11,000
Paid GrantUPPERVILLE FIRE COFIRE & RESCUE-UPPERVILLE, VA, US$11,000
Paid GrantWARRENTON VOLUNTEER FIRE DEPARTMENTFIRE & RESCUE-WARRENTON, VA, US$11,000
Paid GrantMIDDLEBURG HUMANE FOUNDATIONANIMAL WELFARE/HUMANE-MIDDLEBURG, VA, US$10,000
Paid GrantHILL SCHOOL PAEDUCATION-POTTSTOWN, PA, US$10,000
Paid GrantFAUQUIER FREE CLINICMEDICAL-WARRENTON, VA, US$10,000
Paid GrantHOSPICE OF THE RAPIDANMEDICAL-CULPEPER, VA, US$10,000
Paid GrantFAMILY SHELTER SERVICESSOCIAL SERVICES-WARRENTON, VA, US$10,000
Paid GrantSEVEN LOAVES SERVICESSOCIAL SERVICES-MIDDLEBURG, VA, US$10,000
Paid GrantFAUQUIER COUNTY FOOD BANKSOCIAL SERVICES-WARRENTON, VA, US$10,000
Paid GrantTHE PLAINS COMMUNITY LEAGUESOCIAL SERVICES-THE PLAINS, VA, US$8,000
Paid GrantMIDDLEBURG COMMUNITY CENTERSOCIAL SERVICES-MIDDLEBURG, VA, US$6,800
Paid GrantMARION DUPONT SCOTT EQUINE CENTERANIMAL WELFARE/HUMANE-LEESBURG, VA, US$5,000
Paid GrantTHE PIEDMONT SYMPHONYARTS-WARRENTON, VA, US$5,000
Paid GrantTIMBER RIDGE SCHOOLEDUCATION-WINCHESTER, VA, US$5,000
Paid GrantMIDDLEBURG ACADEMYEDUCATION-MIDDLEBURG, VA, US$5,000
Paid GrantMUSEUM OF THE SHENANDOAH VALLEYHISTORICAL PRESERVATION-WINCHESTER, VA, US$5,000
Paid GrantFAUQUIER HOSPITAL FOUNDATIONMEDICAL-WARRENTON, VA, US$5,000
Paid GrantBOYS & GIRLS CLUB OF FAUQUIERSOCIAL SERVICES-WARRENTON, VA, US$5,000
Paid GrantCANINE COMPANIONSSOCIAL SERVICES-FARMINGDALE, NY, US$5,000
Paid GrantHABITAT FOR HUMANITYSOCIAL SERVICES-WARRENTON, VA, US$5,000
Paid GrantPIEDMONT CHILD CARESOCIAL SERVICES-UPPERVILLE, VA, US$5,000
Paid GrantVERDUN ADVENTURE BOUNDSOCIAL SERVICES-RIXEYVILLE, VA, US$5,000
Paid GrantVIRGINIA HOME FOR BOYSSOCIAL SERVICES-RICHMOND, VA, US$5,000
Paid GrantFAUQUIER ASPCA INCANIMAL WELFARE/HUMANE-WARRENTON, VA, US$3,000
Paid GrantLORD FAIRFAX COMMUNITY COLLEGE EDUCATION FOUNDATION INCEDUCATION-MIDDLETOWN, VA, US$3,000
Paid GrantMARSHALL UNITED METHODIST PRESCHOOLSOCIAL SERVICES-MARSHALL, VA, US$3,000
Paid GrantTHE LAND TRUST OF VIRGINIAENVIRONMENTAL PROTECTION-MIDDLEBURG, VA, US$2,500
Paid GrantANGEL FLIGHTFIRE & RESCUE-VIRGINIA BEACH, VA, US$2,500
Paid GrantBOARD OF EDUCATION LIBERTY HALLHISTORICAL PRESERVATION-KENANSVILLE, NC, US$2,500
Paid GrantFOUNDATION OF THE STATE ARBORETUMHISTORICAL PRESERVATION-BOYCE, VA, US$2,500
Paid GrantMOSBY HERITAGE AREAHISTORICAL PRESERVATION-MIDDLEBURG, VA, US$2,500
Paid GrantSALEM MUSEUMHISTORICAL PRESERVATION-SALEM, VA, US$2,500
Paid GrantHOSPICE FAUQUIER COUNTYMEDICAL-WARRENTON, VA, US$2,500
Paid GrantVSGA FOUNDATIONSOCIAL SERVICES-MIDLOTHIAN, VA, US$2,500
Paid GrantNAVY SEAL FOUNDATIONSOCIAL SERVICES-VIRGINIA BEACH, VA, US$2,500
Paid GrantFRIENDS OF WESTONANTIQUARIAN SOCIETYHISTORICAL PRESERVATION-WARRENTON, VA, US$2,000
Paid GrantRE LEE MEMORIALSTRATFORD HALL PLANTATIONHISTORICAL PRESERVATION-STRATFORD, VA, US$2,000
Paid GrantBOY SCOUT TROOP #177SOCIAL SERVICES-MARSHALL, VA, US$2,000
Paid GrantSALVATION ARMYSOCIAL SERVICES-LEESBURG, VA, US$2,000
Paid GrantTHE COMMUNITY MUSIC SCHOOL OF THE PIEDMONTEDUCATION-UPPERVILLE, VA, US$1,500
Paid GrantHILL SCHOOL VAEDUCATION-MIDDLEBURG, VA, US$1,000
Paid GrantVIRGINIA UNION UNIVERSITYEDUCATION-RICHMOND, VA, US$1,000
Paid GrantPIEDMONT ENVIRONMENTAL COUNCILENVIRONMENTAL PROTECTION-WARRENTON, VA, US$1,000
Paid GrantBUCHANAN HALLHISTORICAL PRESERVATION-UPPERVILLE, VA, US$1,000
Paid GrantFAUQUIER HERITAGE & PRESERVATIONHISTORICAL PRESERVATION-MARSHALL, VA, US$1,000
Paid GrantLEEDS RURITAN CLUBSOCIAL SERVICES-HUME, VA, US$1,000
Paid GrantMARSHALL RURITANSOCIAL SERVICES-MARSHALL, VA, US$1,000
Paid GrantNORTHERN VA 4-HSOCIAL SERVICES-FRONT ROYAL, VA, US$1,000
Paid GrantRAINBOW CENTER 4-H THERAPEUTIC EQUESSOCIAL SERVICES-MANASSAS, VA, US$1,000
Paid GrantWARRENTON RURITAN CLUBSOCIAL SERVICES-WARRENTON, VA, US$500
Filing and Contact Details

Filer

EIN
54-1942771
Raw XML AppendixShowing 400 of 1,258 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
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-01-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-01-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282010-01-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-03-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-02-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset015,000 SHS ALBEMARLE CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset140,000 SHS ALTRIA GROUP INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24,200 SHS EXXON MOBIL CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3190 SHS ISHARES TR BARCLAYS TIPS BD ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41,684 SHS ISHARES TR BARCLAYS TIPS BD ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset528,000 SHS KRAFT FOODS INC CL A COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset67,500 SHS PHILIP MORRIS INTL COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset721,000 SHS PROCTER & GAMBLE CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset89,958.598 SHS INVESCO SMALL CAP GROWTH-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset922,644.927 SHS FORUM ABSOLUTE STRATEGIES-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1022,603.978 SHS FORUM ABSOLUTE STRATEGIES-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111,882.048 SHS GOLDMAN SACHS GROWTH OPPTYS-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1210,606.424 SHS JANUS PERKINS SMALL CAP VALUE-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132,936.694 SHS THE JENSEN PORTFOLIO-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1433,660.806 SHS THE JENSEN PORTFOLIO-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15132,894.085 SHS JPMORGAN TR I US EQUITY-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162,264.622 SHS MFS RESEARCH INTL-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset173,975 SHS NEUBERGER BERMAN HIGH INCOME BD-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset185,198.836 SHS PIMCO LOW DURATION-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1969,067.405 SHS PIMCO TOTAL RETURN-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset202,712.569 SHS PIMCO TOTAL RETURN-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset211,462.905 SHS PIMCO COMMODITY REALRTN STRATEGY-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset226,701.323 SHS PIMCO INVT GRADE CORP BD-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset236,345.345 SHS T ROWE PRICE REAL ESTATE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset244,345.651 SHS TEMPLETON GLOBAL BD-ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2540,133.833 SHS RIDGEWORTH FD-MIDCAP VAL EQTY #RGD5
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset263,312.488 SHS RIDGEWORTH FD-TOTAL RETURN BD #RGCP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2711,744.080 SHS RIDGEWORTH FD-TOTAL RETURN BD #RGCP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2814,583.333 SHS RIDGEWORTH FD-SEIX HIGH YIELD #RGCL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2914,393.613 SHS RIDGEWORTH FD-SEIX HIGH YIELD #RGCL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3011,203.271 SHS RIDGEWORTH FD-SEIX FLT HGH INCM#RGCJ
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset312,534.642 SHS RIDGEWORTH FD-SEIX FLT HGH INCM#RGCJ
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset321,403.892 SHS RIDGEWORTH FD-LTD MTG SECS #RGCM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset331,639.344 SHS RIDGEWORTH FD-LTD MTG SECS #RGCM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0855089
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1937491
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2340010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss49512
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5848569
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6430543
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71241091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-16284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss94480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss104924
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-5232
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1237937
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-7337
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1430425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1552237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-5209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17397
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-14407
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20-100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22-920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2369265
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24-3926
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2534027
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss26-1799
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27-1527
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss289974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss294283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30-5712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31-1014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33612
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss34125309
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0855089
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1937491
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2340010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses49512
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5848569
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6430543
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses71241091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-16284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses94480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses104924
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-5232
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1237937
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-7337
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1430425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1552237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-5209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17397
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19-14407
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20-100
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22-920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2369265
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24-3926
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2534027
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses26-1799
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses27-1527
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses289974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses294283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses30-5712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31-1014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses32289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses33612
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses34125309
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0861189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1943950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2348041
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice320417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4185187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5855275
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6433318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice71316452
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice8284716
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1141725
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12265373
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1375150

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
$13,333,287
Liabilities
$0
Net assets
$13,333,287
Revenue
-
Expenses
$478,074
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$1.07$1.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.46$1.12$0.65
2022Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.79$1.24$0.56
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$1.62$1.07$0.55
2020Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.56$1.07$0.51
2019Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.78$1.08$0.30
2018Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$1.62$1.06$0.56
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$1.60$1.02$0.58
2016Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.10$1.07$1.17
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.03$20.0$0.42$1.12$0.69
2014Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.90$0.86$2.05
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.81$0.84$0.97
2012Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.74
2011Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.48
2010Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.39