Civic Intelligence

J Edwin Treakle Foundation Inc.

990PF • Fiscal year 2012 • EIN 54-6051620

May 01, 2011 to Apr 30, 2012 • Filed on May 21, 2012

Box 115723061
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,335,397

Flat from 2012

Net Assets

$6,335,397

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$473,318

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,335,397Liabilities 2012: $0Net Assets 2012: $6,335,3972012Assets 2012: $6,335,397Liabilities 2012: $12012Assets 2013: $6,346,265Liabilities 2013: $0Net Assets 2013: $6,346,2652013Assets 2014: $6,527,571Liabilities 2014: $2,112Net Assets 2014: $6,525,4592014Assets 2015: $6,454,121Liabilities 2015: $2,254Net Assets 2015: $6,451,8672015Assets 2016: $5,907,269Liabilities 2016: $0Net Assets 2016: $5,907,2692016Assets 2017: $6,030,459Liabilities 2017: $3Net Assets 2017: $6,030,4562017Assets 2018: $6,124,191Liabilities 2018: $2Net Assets 2018: $6,124,1892018Assets 2019: $6,071,430Liabilities 2019: $4,326Net Assets 2019: $6,067,1042019Assets 2020: $5,589,999Liabilities 2020: $2,939Net Assets 2020: $5,587,0602020Assets 2021: $7,238,969Liabilities 2021: $4,003Net Assets 2021: $7,234,9662021Assets 2022: $6,775,061Liabilities 2022: $162Net Assets 2022: $6,774,8992022Assets 2023: $6,628,090Liabilities 2023: $4Net Assets 2023: $6,628,0862023Assets 2024: $7,155,967Liabilities 2024: $5,931Net Assets 2024: $7,150,0362024Assets 2025: $7,435,898Liabilities 2025: $1Net Assets 2025: $7,435,8972025

Highlighted filing

2012

Assets$6,335,397
Liabilities$0
Net Assets$6,335,397

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $473,3182012Revenue 2012: $441,320Expenses 2012: $473,318Net Income 2012: -$31,9982012Expenses 2013: $487,1602013Revenue 2014: $426,508Expenses 2014: $523,757Net Income 2014: -$97,2492014Revenue 2015: $468,751Expenses 2015: $519,316Net Income 2015: -$50,5652015Revenue 2016: $373,393Expenses 2016: $512,345Net Income 2016: -$138,9522016Revenue 2017: $327,696Expenses 2017: $516,049Net Income 2017: -$188,3532017Revenue 2018: $279,770Expenses 2018: $525,382Net Income 2018: -$245,6122018Revenue 2019: $391,076Expenses 2019: $421,851Net Income 2019: -$30,7752019Revenue 2020: $213,366Expenses 2020: $338,076Net Income 2020: -$124,7102020Revenue 2021: $492,064Expenses 2021: $315,028Net Income 2021: $177,0362021Revenue 2022: $132,749Expenses 2022: $346,574Net Income 2022: -$213,8252022Revenue 2023: $317,290Expenses 2023: $346,436Net Income 2023: -$29,1462023Revenue 2024: $656,958Expenses 2024: $352,099Net Income 2024: $304,8592024Revenue 2025: $240,090Expenses 2025: $426,491Net Income 2025: -$186,4012025

Highlighted filing

2012

Revenue-
Expenses$473,318
Net Income-
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
May 21, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY E DUNNPresident & Foundation Man-$16,800-$16,800
CYNTHIA B HORSLEYSecretary & Grant AdminPT$16,800-$16,800
NANCY POWELLTreasurer & SecretaryPT$16,800-$16,800
ROBERT A MAYVice President-$7,800-$7,800
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantABINGDON VOLUNTEER FIRE & RESCUE INCBUY EQUIPMENTEXEMPT 501 (C) (3) PBENA, VA, US$52,000
Paid GrantGLOUCESTER VOLUNTEER FIRE AND RESCUE SQUAD INCBUY EQUIPMENT FOR FIREFIGHTERS & AMBULANCESEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$52,000
Paid GrantMATHEWS VOLUNTEER FIRE DEPARTMENT INCPAY OFF LAND FOR COBBS CREEK STATIONEXEMPT 501 (C) (3) PMATHEWS, VA, US$26,000
Paid GrantMATHEWS VOLUNTEER RESCUE SQUADFUND NEW AMBULANCE AND REPLACE EQUIPMENTEXEMPT 501 (C) (3) PMATHEWS, VA, US$26,000
Paid GrantGLOUCESTER LIBRARY FRIENDS OFPURCHASE BOOKS AND LIBRARY MATERIALSEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$21,000
Paid GrantMATHEWS MEMORIAL LIBRARY INC FRIENDS OFFUND H. BLAND HUDGINS, M.D. WING & BUY BOOKS, ETC.EXEMPT 501 (C) (3) PMATHEWS, VA, US$21,000
Paid GrantGLOUCESTER-MATHEWS FREE CLINICPURCHASE DIABETIC TESTING SUPPLIESEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$16,000
Paid GrantGLOUCESTER HOUSING PARTNERSHIPPROVIDE HOUSING FOR LOW-INCOME FAMILIESEXEMPT 501 (C) (3) PHAYES, VA, US$12,000
Paid GrantHANDS ACROSS MATHEWSHELP NEEDY IN MATHEWSEXEMPT 501 (C) (3) PMATHEWS, VA, US$12,000
Paid GrantFOODBANK OF THE VIRGINIA PENINSULABUY FOOD FOR NEEDY IN GLOU. & MATHEWSEXEMPT 501 (C) (3) PHAMPTON, VA, US$11,000
Paid GrantSALVATION ARMY -- GLOUCESTER-MATHEWSASSIST WITH RENT, UTILITIES, FUEL, HEAT, MEDICATIONS, AND SUMMER CAMPEXEMPT 501 (C) (3) PHAYES, VA, US$9,000
Paid GrantGLOUCESTER-MATHEWS HUMANE SOCIETY15 KENNEL SPACES FOR OUTDOOR AREAEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$8,000
Paid GrantRAPPAHANNOCK COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INCFUND 5 MERIT SCHOLARSHIPS & PROVIDE REFERENCE BOOKS FOR LIBRARYEXEMPT 501 (C) (3) PWARSAW, VA, US$8,000
Paid GrantANIMAL CARE SOCIETYHELP CLIENTS WHO ARE UNABLE TO PAY FOR PETS' SPAY/NEUTEREXEMPT 501 (C) (3) PMATHEWS, VA, US$7,000
Paid GrantSAMARITAN GROUP THEASSIST NEEDY IN GLOU.WITH RENT, UTILITIES, TRANSPORTATION, FUEL, FOODEXEMPT 501 (C) (3) PWHITE MARSH, VA, US$6,000
Paid GrantGLOUCESTER COUNTY 4-HPAY FOR SCHOLARSHIPS, COUNSELORS' TRAINING, & TRANSPORTATION TO AND FROM CAMPEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$5,000
Paid GrantGLOUCESTER COUNTY PUBLIC SCHOOLS EDUCATIONAL FOUNDATIONBUY REPLACEMENT MATERIALS NEEDED BY PAGE FACULTY AND STUDENTSEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$5,000
Paid GrantJACOB'S LADDER INCPAY FOR CAMP FOR 6 GIFTED, AT-RISK LOCAL KIDSEXEMPT 501 (C) (3) PURBANNA, VA, US$5,000
Paid GrantCHRISTOPHER NEWPORT UNIVERSITYPROVIDE SCHOLARSHIPS TO STUDENTS FROM GLOU. & MATHEWSEXEMPT 501 (C) (3) PNEWPORT NEWS, VA, US$4,500
Paid GrantLAUREL SHELTER INCUSE TO BUY MEDICATIONS, FOOD, CLOTHING FOR RESIDENTS & PAY REGISTERED NURSEEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$4,000
Paid GrantGLOUCESTER ROWING ASSOCIATIONBUY NEW ERGO METERSEXEMPT 501 (C ) (3)GLOUCESTER, VA, US$3,000
Paid GrantMATHEWS HIGH SCHOOL CREWFUND REPAIR OF OLDER SHELLSUSE PUBLIC SCHOOL RUMATHEWS, VA, US$3,000
Paid GrantMATHEWS LAND CONSERVANCYCOMPLETION OF BOATHOUSEEXEMPT 501 (C) (3) PMATHEWS, VA, US$3,000
Paid GrantMATHEWS MARITIME FOUNDATIONBUILD 2 SAILBOATS FOR JAMESTOWN 4-H EDUCATIONAL CENTER FOR SAILING LESSONS FOR KIDSEXEMPT 501 (C) (3) PMATHEWS, VA, US$3,000
Paid GrantBOYS & GIRLS CLUBS OF THE VIRGINIA PENINSULAGENERAL OPERATING FUNDS FOR TWO CLUBSEXEMPT 501 (C) (3) PNEWPORT NEWS, VA, US$2,000
Paid GrantCIRCLE OF FRIENDS FOUNDATIONHELP LOCAL HANDICAPPED PEOPLE WITH VARIOUS EXPENSES AND MAINTAIN CIRCLE HOUSEEXEMPT 501 (C) (3) PGLOUCESTER POINT, VA, US$2,000
Paid GrantMATHEWS COUNTY TRIAD INCPROVIDE LIFELINE TO INDIGENT SENIORSEXEMPT 501 (C) (3) PMATHEWS, VA, US$2,000
Paid GrantMATHEWS FAMILY YMCASTART-UP COSTS FOR YOUTH FOOTBALL PROGRAMEXEMPT 501 (C) (3) PMATHEWS, VA, US$2,000
Paid GrantREADING IS FUNDAMENTAL - LEE JACKSONBUY BOOKS FOR LEE JACKSON STUDENTSEXEMPT 501 (C) (3) PHALLIEFORD, VA, US$2,000
Paid GrantREADING IS FUNDAMENTAL - TC WALKER ELEMENTARYBUY BOOKS FOR STUDENTSEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$2,000
Paid GrantCHILDREN'S HOSPITAL OF THE KING'S DAUGHTERSSUPPORT REACH OUT AND READEXEMPT 501 (C) (3) PNORFOLK, VA, US$1,900
Paid GrantANIMAL RESOURCE FOUNDATION INCPAY FOR SPAY/NEUTER/RABIES SHOT FOR CAT OWNERS NEEDING FINANCIAL HELP AND $1,000 TO BUY CAT TRAPS AND CAGESEXEMPT 501 (C) (3) PWHITE MARSH, VA, US$1,000
Paid GrantBAY SCHOOL COMMUNITY ARTS CENTERFUND YOUNG MUSICIANS CAMP, PRE-SCHOOL ART CAMP, AND SENIOR ART PROGRAMEXEMPT 501 (C) (3) PMATHEWS, VA, US$1,000
Paid GrantCHESAPEAKE BAY FOUNDATIONSUPPORT VIRGINIA EDUCATION PROGRAMEXEMPT 501 (C) (3) PANNAPOLIS, MD, US$1,000
Paid GrantCOURT HOUSE PLAYERS THEFUND MISSOULA CHILDREN'S THEATRE FOR AREAEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$1,000
Paid GrantFAIRFIELD FOUNDATION INCRESTORATION OF EDGE HILL SERVICE STATIONEXEMPT 501 (C) (3) PWHITE MARSH, VA, US$1,000
Paid GrantGLOUCESTER FAIR ASSOCIATION INCRENT TENT AND TEMPORARY LIGHTS FOR FAIREXEMPT 501 (C) (3) PGLOUCESTER, VA, US$1,000
Paid GrantHOSPITAL HOSPITALITY HOUSEFUND FAMILY ASSISTANCE PROGRAMEXEMPT 501 (C) (3) PRICHMOND, VA, US$1,000
Paid GrantJOSEPH BRYAN BRANCH OF PRESERVATION VIRGINIAREPAIR WALTER REED BIRTHPLACEEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$1,000
Paid GrantLITERACY VOLUNTEERS OF GLOUCESTER INCBUY TEACHING MATERIALSEXEMPT 501 (C) (3) PWHITE MARSH, VA, US$1,000
Paid GrantMATHEWS COUNTY HISTORICAL SOCIETYPRESERVATION OF THOMAS JAMES STOREEXEMPT 501 (C) (3) PMATHEWS, VA, US$1,000
Paid GrantMATHEWS COUNTY VISITOR & INFORMATION CENTERPAY TO INSULATE SIBLEY'S GENERAL STOREEXEMPT 501 (C) (3) PMATHEWS, VA, US$1,000
Paid GrantROSEWELL FOUNDATION THEPROVIDE SERVICES TO VISITORSEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$1,000
Paid GrantRURAL INFANT SERVICES PROGRAMBUY PROGRAM EQUIPMENT & MATERIALSEXEMPT 501 (C) (3) PSALUDA, VA, US$1,000
Paid GrantSENTARA HEALTH FOUNDATION THEHELP FUND NEW NIGHTINGALE AIR AMBULANCEEXEMPT 501 (C) (3) PNORFOLK, VA, US$1,000
Paid GrantVIRGINIA HISTORICAL SOCIETYFUND EDUCATIONAL OUTREACH TO GLOUCESTER & MATHEWS SCHOOLSEXEMPT 501 (C) (3) PRICHMOND, VA, US$1,000
Paid GrantVIRGINIA SYMPHONY ORCHESTRAPAY TO SEND GLOU. & YORK ELEM. STUDENTS TO YOUNG PEOPLE'S CONCERTEXEMPT 501 (C) (3) PNORFOLK, VA, US$1,000
Paid GrantWARE ACADEMYBUY SCIENCE AND SOCIAL STUDIES TEXTBOOKSEXEMPT 501 (C) (3) PGLOUCESTER, VA, US$1,000
Paid GrantWASHINGTON AND LEE UNIVERSITYFUND RIGGERS FOR AERIAL DANCE CLASSESEXEMPT 501 (C) (3) PLEXINGTON, VA, US$1,000
Paid GrantMATHEWS BAPTIST CHURCHMAINTAIN CEMETERY LOTS WHERE TREAKLE FAMILY BURIEDNO IRS RULINGSHUDGINS, VA, US$600
Paid GrantANTIOCH BAPTIST CHURCHUPKEEP OF BUILDING & GROUNDSNO IRS RULINGSSUSAN, VA, US$500
Paid GrantCEREBRAL PALSY OF VIRGINIAPROVIDE TWO SCHOLARSHIPS TO CAMPEXEMPT 501 (C) (3) PVIRGINIA BEACH, VA, US$500
Paid GrantCUB SCOUT PACK 175BUY FLAGS FOR VETERANS' GRAVESNO PUBLIC OR PRIVATEGLOUCESTER, VA, US$500
Paid GrantFIRST BAPTIST CHURCHBUY MONITOR & PROJECTOR FOR CHURCHNO IRS RULINGS RULINMATHEWS, VA, US$500
Paid GrantHAYNES CEMETERY INCUSE TO MAINTAIN CEMETERYEXEMPT 501 (C) (3) NCOBBS CREEK, VA, US$500
Paid GrantHISTORIC CHRIST CHURCH FOUNDATION FORFUND BUILDING CONDITIONS SURVEY OF CHURCHEXEMPT 501 (C) (3) PWEEMS, VA, US$500
Paid GrantKINGSTON PARISH PRESCHOOLBUY LIGHT TABLE AND ACCESSORIESEXEMPT 501 (C) (3) PMATHEWS, VA, US$500
Paid GrantPEAR TREE CEMETERY FOUNDATIONMAINTAIN CEMETERYEXEMPT 501 (C) (3) NMOON, VA, US$500
Paid GrantRAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION INCSUPPORT FELLOWSHIP ASSISTANCE PROGRAMEXEMPT 501 (C) (3) PIRVINGTON, VA, US$500
Paid GrantST PAUL CEMETERY ASSOCIATIONUPKEEP OF CEMETERYEXEMPT 501 (C) (3) NSUSAN, VA, US$500
Filing and Contact Details

Filer

EIN
54-6051620
Raw XML AppendixShowing 400 of 1,815 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.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV021372
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV118966
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV217120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV367158
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV458398
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV517830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV615792
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV719158
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV817120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV920349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1057436
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1116441
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1257442
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1313794
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1468688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1513610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1615974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1715633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1852190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1919032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2011486
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2135262
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2266948
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2394974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2415320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2512020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2620250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2758740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2816936
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2930330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30144956
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3118879
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3320628
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3480037
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3524532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3615314
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3710388
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3816769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3927585
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4024750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4118320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42102936
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4321886
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4446280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4550912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4647872
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4727070
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4820528
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV499217
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5012536
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV517284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5225378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5341710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5410570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5512542
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5614255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5781640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5816246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5925626
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6055469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6172730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV62117789
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6354163
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6451494
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6560255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6652182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6767350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6864975
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6975900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV70304268
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV71158326
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV72102417
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV73278073
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV74174227
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV75192374
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV76129717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7733847
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV78158356
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV79233284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8055373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8164994
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8274206
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV83220078
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV84454574
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8568210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8680169
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV87111970
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0250 SHS AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1315 SHS AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2500 SHS AMERICAN WATERWORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3700 SHS APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4100 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5441 SHS BARRICK GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6285 SHS BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7100 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8173 SHS C R BARD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91425 SHS CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10539 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11225 SHS CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock122850 SHS CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13600 SHS CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14900 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15190 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16358 SHS CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17955 SHS DELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock181000 SHS DOMINION RESOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19469 SHS DR PEPPER SNAPPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20280 SHS EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock211250 SHS EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock221200 SHS EXPRESS SCRIPTS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock231100 SHS EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24400 SHS FREEPORT-MCMORAN COPPER & GOLD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25260 SHS GALAXOSMITHKLINE PLLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26300 SHS GENERAL DYNAMICS, CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock273000 SHS GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2828 SHS GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29500 SHS HONEYWELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30700 SHS INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31290 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3210 SHS MATHEWS YACHT CLUB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33540 SHS MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock342500 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35590 SHS MOLSON COORS BREWING CO CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36250 SHS NESTLE S A ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37218 SHS NEWMONT MINING CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38265 SHS NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39500 SHS NOVARTIS A G ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40375 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41800 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock421150 SHS PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43330 SHS PNC FINANCIAL SERVICES GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44400 SHS PRAXAIR INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45800 SHS PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46750 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47500 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48750 SHS REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49130 SHS SIGMA ALDRICH CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50814 SHS STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51300 SHS SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52438 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock531000 SHS TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54217 SHS TORCHMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55195 SHS TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56415 SHS UNILEVER N V
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock571000 SHS UNITED TECHNOLOGIES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58505 SHS US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59435 SHS WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock601660 SHS WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock611000 SHS YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock621065 SHS ISHARES BARCLAYS AGGREGATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63465 SHS ISHARES IBOXX $ INVEST GRADE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock642160 SHS ISHARES MSCI AUSTRALIA INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock651000 SHS ISHARES MSCI BRAZIL INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock661840 SHS ISHARES MSCI CDA INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock671000 SHS ISHARES MSCI CHILE INVESTABLE MARKET INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock685000 SHS ISHARES MSCI SINGAPORE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock691150 SHS ISHARES RUSSELL 1000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock707150 SHS VANGUARD EMERGING MARKETS STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7116372.877 SHS ARTIO GLOBAL HIGH INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock724030.595 SHS ASTON MONTAG & CARDWELL GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7314822.657 SHS CAMBIAR SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7419337.017 SHS CMG ULTRA SHORT TERM BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock754862.827 SHS COLUMBIA ACORN INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock769045.813 SHS COLUMBIA SELECT LARGE CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77781.861 SHS EAGLE SM CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock782668.627 SHS HARBOUR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7918311.115 SHS JOHN HANCOCK FDS III DISCPILINED VALUE MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock802880.991 SHS LAZARD FUNDS INC EMERGING MKTS PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock813374.578 SHS NATIXIS FDS TR IV AEW REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock821526.562 SHS PERMANENT PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8332701.01 SHS PIMCO COMMODITY REALRETURN STRATEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8440514.612 SHS PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock852057.613 SHS PRUDENTIAL JENNISON MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock868033.003 SHS T ROWE PRICE INTERNATIONAL FUNDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock874119.579 SHS THORNBURG INTERNATIONAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOther/BookValue05
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COINS & PAPERS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV05
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0203915
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0237405
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0441320
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0441320
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm010402
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss010402
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0237405
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps041400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm016800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss058200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0360000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0360000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss0387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0203915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0203915
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-31998
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01395543
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0237405
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0380431
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm0750
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps03190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm028504
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss028504
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps02898

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.24$0.43$0.19
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.01$7.15$0.66$0.35$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.32$0.35$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.77$0.13$0.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.23$0.49$0.32$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.21$0.34$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.39$0.42$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.28$0.53$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.33$0.52$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.37$0.51$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.47$0.52$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.43$0.52$0.10
2013Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.49
2012Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.47
2012Summary only. Only limited summary data is available for this year.$6.34$0.00$0.44$0.47$0.03