Civic Intelligence

Ernst & Gertrude Ticho Charitable Foundation Tr

990PF • Fiscal year 2012 • EIN 54-6617185

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 10, 2013

PO Box 67220812-0672
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

70th percentile

$12,000

Higher top officer pay than 70% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

41st percentile

-0.6%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$6,004,345

Down $36,020 (-0.6%) from 2011

Net Assets

$6,004,345

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$380,440

Up $2,092 (+0.6%) from 2011

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 2011: $6,040,365Liabilities 2011: $12011Assets 2012: $6,004,345Liabilities 2012: $0Net Assets 2012: $6,004,3452012Assets 2013: $5,946,439Liabilities 2013: $0Net Assets 2013: $5,946,4392013Assets 2014: $6,078,416Liabilities 2014: $0Net Assets 2014: $6,078,4162014Assets 2015: $5,958,097Liabilities 2015: $0Net Assets 2015: $5,958,0972015Assets 2016: $5,929,475Liabilities 2016: $0Net Assets 2016: $5,929,4752016Assets 2017: $5,806,929Liabilities 2017: $0Net Assets 2017: $5,806,9292017Assets 2018: $5,746,078Liabilities 2018: $0Net Assets 2018: $5,746,0782018Assets 2019: $5,923,743Liabilities 2019: $0Net Assets 2019: $5,923,7432019Assets 2020: $5,774,196Liabilities 2020: $0Net Assets 2020: $5,774,1962020Assets 2021: $5,923,745Liabilities 2021: $0Net Assets 2021: $5,923,7452021Assets 2022: $5,918,170Liabilities 2022: $0Net Assets 2022: $5,918,1702022Assets 2023: $5,861,179Liabilities 2023: $0Net Assets 2023: $5,861,1792023Assets 2024: $6,037,355Liabilities 2024: $0Net Assets 2024: $6,037,3552024

Highlighted filing

2012

Assets$6,004,345
Liabilities$0
Net Assets$6,004,345

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $386,726Expenses 2011: $378,348Net Income 2011: $8,3782011Expenses 2012: $380,4402012Revenue 2013: $369,231Expenses 2013: $427,137Net Income 2013: -$57,9062013Revenue 2014: $554,410Expenses 2014: $419,431Net Income 2014: $134,9792014Revenue 2015: $324,123Expenses 2015: $447,396Net Income 2015: -$123,2732015Revenue 2016: $383,296Expenses 2016: $411,918Net Income 2016: -$28,6222016Revenue 2017: $316,136Expenses 2017: $438,682Net Income 2017: -$122,5462017Revenue 2018: $372,638Expenses 2018: $433,489Net Income 2018: -$60,8512018Revenue 2019: $631,302Expenses 2019: $453,637Net Income 2019: $177,6652019Revenue 2020: $306,825Expenses 2020: $456,372Net Income 2020: -$149,5472020Revenue 2021: $604,024Expenses 2021: $454,475Net Income 2021: $149,5492021Revenue 2022: $421,572Expenses 2022: $445,760Net Income 2022: -$24,1882022Revenue 2023: $448,916Expenses 2023: $505,933Net Income 2023: -$57,0172023Revenue 2024: $622,555Expenses 2024: $446,379Net Income 2024: $176,1762024

Highlighted filing

2012

Revenue-
Expenses$380,440
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 10, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA M ALLENTrusteePT$12,000-$12,000
GAIL L PASTERNACKTrusteePT$12,000-$12,000
STEFAN A PASTERNACKTrusteePT$12,000-$12,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMER PSYCHOANALYTIC ASSOCPrograms &Fund Mental HealthEducationYesNEW YORK, NY, US$37,000
Paid GrantCOMMUNITY COUNCIL FOR HOMELESSfor FormerlySupportive HousingHomelessNoWASHINGTON, DC, US$25,000
Paid GrantREGENTS OF THE UNIV OF CAHealthResearch AnimalNoDAVIS, CA, US$25,000
Paid GrantREGENTS OF THE UNIV OF CAResourcesResearch WaterNoDAVIS, CA, US$25,000
Paid GrantGREAT OLD BROADS FOR WILDERNESSProtection &WildernessProject TrainingNoDURANGO, CO, US$15,000
Paid GrantAMERICAN RED CROSSSandy ReliefHurricaneNoMINEOLA, NY, US$10,000
Paid GrantCONGREGATION SHIRAT SHALOMfor Low IncomeTuition AssistanceFamiliesNoBOCA RATON, FL, US$10,000
Paid GrantFL PSYCHOANALYTIC SOCIETYin MentalContinuing EducationHealthYesCORAL GABLES, FL, US$10,000
Paid GrantJUBILEE JUMPSTARTLow IncomeChild Care forFamiliesNoWASHINGTON, DC, US$10,000
Paid GrantOPERATION BREAKTHROUGHLow IncomeChild Care forFamiliesNoKANSAS CITY, MO, US$10,000
Paid GrantOSTEOGENESIS IMPERFECTA FNDNClinical ResearchPilot Project forStudyYesGAITHERSBURG, MD, US$10,000
Paid GrantPALM BEACH COUNTY MEDICAL SOCfor the PoorProject AccessYesWEST PALM BEACH, FL, US$10,000
Paid GrantRUTH RALES JEWISH FAMILY SERVServices forCommunitythe PoorYesBOCA RATON, FL, US$10,000
Paid GrantBOCA HELPING HANDS INCEspecially children'sSocial ServicesNeedsNoBOCA RATON, FL, US$7,500
Paid GrantHOSPICE BY THE SEAin MentalStaff TrainingHealthNoBOCA RATON, FL, US$7,500
Paid GrantCORCORAN COLLEGE-ART & DESIGNEducationStudentNoWASHINGTON, DC, US$7,000
Paid GrantJAZZ FOR HEALTHtreatment for lowHealthcare and drugincome familiesNoALBUQUERQUE, NM, US$7,000
Paid GrantFLORIDA ATLANTIC UNIVERSITYResearchEducation &YesBOCA RATON, FL, US$6,000
Paid GrantU OF MIAMI DEPT OF PSYCHIATRYEducation &PsychiatricTrainingYesMIAMI, FL, US$6,000
Paid GrantA WIDER CIRCLEFormerly HomelessServices forFamiliesNOBETHESDA, MD, US$5,000
Paid GrantBETHESDA HOSPITAL FOUNDATIONEducation forContinuing MedicalPhysiciansYesBOYNTON BEACH, FL, US$5,000
Paid GrantCAPITAL AREA FOOD BANKFor HungrySocial ServicesFamiliesNoWASHINGTON, DC, US$5,000
Paid GrantSEASON TO SHARE INCServices forCommunitythe PoorNoWEST PALM BEACH, FL, US$5,000
Paid GrantST TERESA'S ACADEMYEducationNoKANSAS CITY, MO, US$5,000
Paid GrantSE FL ASSOC FOR PSYCHHealth ProgramsFund MentalNoBOCA RATON, FL, US$3,500
Paid GrantDEAR NEIGHBOR MINISTRIESHomelessServies toFamiliesNoWICHITA, KS, US$3,000
Paid GrantFL INTERNATIONAL UNIVERSITYEducation forContinuingPsychiatristsNoMIAMI, FL, US$2,500
Paid GrantU OF S FL DEPT OF PSYCHIATRYMental HealthContinuing Education forProfessionalsYesTAMPA, FL, US$2,500
Paid GrantKANSAS CITY HOSPICETerminal IllnessPalliative Care &NoKANSAS CITY, MO, US$2,000
Filing and Contact Details

Filer

EIN
54-6617185
Raw XML AppendixShowing 400 of 992 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-10-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-10-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62012-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82012-02-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92007-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112008-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122008-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132008-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142008-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172008-10-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182009-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232004-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242004-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252004-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262004-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282004-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302004-09-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312004-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322004-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332004-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342004-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352004-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362004-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402011-12-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412011-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-03-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-10-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-12-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation200
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation240
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation330
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation360
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation370
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US Treasury Bill 01/19/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1US Treasury Bill 01/19/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2US Treasury Bill 02/02/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3US Treasury Bill 02/09/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4US Treasury Bill 05/10/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5US Treasury Bill 05/17/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6US Treasury Bill 04/19/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7US Treasury Bill 05/03/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8FHLB 3.8% 11/18/26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9150 SH Amgen
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10150 SH Boeing Co
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11200 SH Brown Forman Corp Cl B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12150 SH Brown Forman Corp Cl B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13125 SH Brown Forman Corp Cl B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14Caterpillar Inc 7.9% 12/15/18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15100 SH Chevrontexaco Corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16100 SH Coca Cola Co
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17CSX Trans 8.375% 10/15/14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18Dupont Ei Nemour 5.75% 3/15/19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19200 SH Gap Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20200 SH Gap Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21300 SH Gap Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22200 SH Home Depot Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23100 SH Home Depot Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24150 SH Home Depot Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25150 SH Home Depot Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26200 SH Home Depot Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27400 SH Intel Corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28200 SH Intel Corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29146 SH Merck & Co Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3050 SH Phillip Morris International
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31250 SH Verizon Communications
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32200 SH Walmart Stores Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33100 SH Walmart Stores Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34100 SH Walmart Stores Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35200 SH Yum! Brands Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36100 SH Yum! Brands Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37Short-term See Schedule
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38Long-term See Schedule
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39Bernstein Intermed Dur LT Cap Gain Dist
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40Alli-Bernstin Small/Mid Cap Val LT Dist
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41Overlay B Port Cl 1 LT Cap Gain Dist
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis200
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis240
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis320
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis330
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis360
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis370
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316970
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316990
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169110
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169130
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169160
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169190
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169240
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf123169290

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.62$0.45$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.45$0.51$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.42$0.45$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.60$0.45$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.31$0.46$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.63$0.45$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$0.37$0.43$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.32$0.44$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.38$0.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.32$0.45$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.55$0.42$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.37$0.43$0.06
2012Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.38
2011Summary only. Only limited summary data is available for this year.$6.04$0.00$0.39$0.38$0.01