Civic Intelligence

Lucile W Kerr Trust U/W

990PF • Fiscal year 2011 • EIN 57-6079684

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 13, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M 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

95th percentile

$13,408

Higher top officer pay than 95% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

55th percentile

1.2%

Faster asset growth than 55% of similar nonprofits.

2011 filings • $500k-$1M 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 / Assets35th percentile

Assets

Up

$956,163

Up $11,519 (+1.2%) from 2010

Net Assets

Up

$956,163

Up $11,519 (+1.2%) 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

$62,300

Up $5,567 (+9.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0M$500K$0Assets 2010: $944,644Liabilities 2010: $0Net Assets 2010: $944,6442010Assets 2011: $956,163Liabilities 2011: $0Net Assets 2011: $956,1632011Assets 2012: $949,181Liabilities 2012: $0Net Assets 2012: $949,1812012Assets 2013: $930,506Liabilities 2013: $0Net Assets 2013: $930,5062013Assets 2014: $907,381Liabilities 2014: $0Net Assets 2014: $907,3812014Assets 2015: $850,412Liabilities 2015: $0Net Assets 2015: $850,4122015Assets 2016: $799,351Liabilities 2016: $0Net Assets 2016: $799,3512016Assets 2017: $836,013Liabilities 2017: $0Net Assets 2017: $836,0132017Assets 2018: $818,885Liabilities 2018: $0Net Assets 2018: $818,8852018Assets 2019: $801,855Liabilities 2019: $0Net Assets 2019: $801,8552019Assets 2020: $801,420Liabilities 2020: $0Net Assets 2020: $801,4202020Assets 2021: $843,354Liabilities 2021: $0Net Assets 2021: $843,3542021Assets 2022: $772,367Liabilities 2022: $0Net Assets 2022: $772,3672022Assets 2023: $797,780Liabilities 2023: $0Net Assets 2023: $797,7802023Assets 2024: $946,880Liabilities 2024: $0Net Assets 2024: $946,8802024

Highlighted filing

2011

Assets$956,163
Liabilities$0
Net Assets$956,163
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $56,7332010Expenses 2011: $62,3002011Expenses 2012: $79,2712012Revenue 2013: $65,245Expenses 2013: $84,456Net Income 2013: -$19,2112013Revenue 2014: $63,817Expenses 2014: $85,220Net Income 2014: -$21,4032014Revenue 2015: $23,976Expenses 2015: $82,760Net Income 2015: -$58,7842015Revenue 2016: $9,262Expenses 2016: $57,057Net Income 2016: -$47,7952016Revenue 2017: $97,314Expenses 2017: $61,560Net Income 2017: $35,7542017Revenue 2018: $49,437Expenses 2018: $67,537Net Income 2018: -$18,1002018Revenue 2019: $47,529Expenses 2019: $64,116Net Income 2019: -$16,5872019Revenue 2020: $64,672Expenses 2020: $64,778Net Income 2020: -$1062020Revenue 2021: $100,141Expenses 2021: $57,338Net Income 2021: $42,8032021Revenue 2022: $3,780Expenses 2022: $73,907Net Income 2022: -$70,1272022Revenue 2023: $116,075Expenses 2023: $68,650Net Income 2023: $47,4252023Revenue 2024: $194,119Expenses 2024: $65,961Net Income 2024: $128,1582024

Highlighted filing

2011

Revenue-
Expenses$62,300
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$13,408-$13,408
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONVERSE COLLEGEGENERAL PURPOSEPUBLIC CHARITYSPARTANBURG, SC, US$15,111
Paid GrantPRESBYTERIAN HOME OF SCGENERAL PURPOSEPUBLIC CHARITYCOLUMBIA, SC, US$15,111
Paid GrantCOLUMBIA THEOLOGICAL SEMINARYGENERAL PURPOSEPUBLIC CHARITYDECATUR, GA, US$15,111
Filing and Contact Details

Filer

EIN
57-6079684
Raw XML AppendixShowing 400 of 511 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/AccountingFees/Amount02077
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02077
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue059578
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue130000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue260443
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue335734
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue49846
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue514560
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue644978
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue750000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV056624
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV132599
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV260600
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV337523
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV49414
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV515014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV644785
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV750135
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0256210105 DODGE & COX INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1693390841 PIMCO HIGH YIELD FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2693391104 PIMCO RTN FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3693390700 PIMCO TOTAL RTN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4693391559 PIMCO EMERG MKTS BD-
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5722005220 PIMCO FOREIGN BD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6693390882 PIMCO FOREIGN BD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond738142Y401 GOLDMAN SACHS GRWTH
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8411511504 HARBOR CAPITAL APPRC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond976628R615 RIDGEWORTH FD-MIDCAP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10779572106 T ROWE PRICE SMALL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1194975P751 WELLS FARGO ADVTG EM
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1294984B181 WELLS FARGO ADVTG IN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13256206103 DODGE & COX INTERNAT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14411511306 HARBOR INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15957663107 WESTERN ASSET LTD DU
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16957663503 WESTERN ASSET CORE P
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue087688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue121740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225709
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3115183
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue498150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5111474
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue644410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue749910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue830000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue951077
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0117619
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV122758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV244075
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3113919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV498420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5114264
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV637047
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV759804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV831510
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV960772
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0411511504 HARBOR CAPITAL APRCT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock144980Q518 ING INTERNATIONAL RE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock244981V706 ING REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3464287465 ISHARES MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4464287499 ISHARES TR RUSSELL M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5464287598 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7779572106 T ROWE PRICE SMALL C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8779919109 T ROWE PRICE REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock994975P751 WELLS FARGO ADV EMG
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem044980Q518 ING INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem144981V706 ING RE FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2722005667 PIMCO COMMODITY RTN
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount032918
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount038614
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount071534
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA071534
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02077
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02077
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm038614
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01341
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm012068
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss013408
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps045333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss045333
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm032570
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss032918
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses09234
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0721170
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss038614
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome058921
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0197
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps048751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss062300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome071186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses071534
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03418
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012265
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss016967
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0944644
IRS990PF/BalanceSheets/CapitalStockEOY0956163
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0825412
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0305139
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0306694
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0635341
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0700188
IRS990PF/BalanceSheets/InvestmentsOtherBOY0105123
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY014109
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY015683
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV015683
IRS990PF/BalanceSheets/TotalAssetsBOY0944644
IRS990PF/BalanceSheets/TotalAssetsEOY0956163
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01022565
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0944644
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0956163
IRS990PF/BalanceSheets/TotalNetAssetsBOY0944644
IRS990PF/BalanceSheets/TotalNetAssetsEOY0956163
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome038614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis053489
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis165000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2120000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis346000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis481010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis54006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis619263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis750000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis830112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis95000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis105154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis116006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1239994
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1310417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1452000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1590083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis165022
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42007-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-10-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132009-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-01-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02041.546 DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15034.857 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21084.991 DODGE & COX STK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32322.06 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41204.352 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5145.618 HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61401.542 ING REAL ESTATE FUND CL-I #2190
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71089.799 MERIDIAN GROWTH FUND INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82757.353 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9458.295 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10452.489 PIMCO FOREIGN BOND (UNHEDGED) #1853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11612.245 RIDGEWORTH FD-MIDCAP VAL EQ I #5412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset124076.848 RIDGEWORTH FD-MIDCAP VAL EQ I #5412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13399.429 ROWE T PRICE SMALL CAP STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141320.132 TURNER MIDCAP GROWTH FUND-IN #1309
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1511190.468 WELLS FARGO ADV INTR VA FD-IST #517
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16540.541 WESTERN ASSET LTD DURATION BD-I #325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss07390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12266
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-13573
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss311425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-17685
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51494
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6737
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss72258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss101494
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss113058
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss123583
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-8528
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1436257
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss162
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses07390
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12266
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-13573
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses311425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-17685
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51494
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6737
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses72258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses101494
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses113058
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses123583
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-8528
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1436257
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice060879
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice167266
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2106427
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice357425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice463325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice55500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice620000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice752258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice830000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice95000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice105000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice117500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1243052
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1314000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1443472
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15126340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice165000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses09234
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01721
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases04006
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0957884
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0944644
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0956163
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted053482
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj053482
IRS990PF/DistributableAmount/DistributableAmountBeforeDed053482
IRS990PF/DistributableAmount/MinimumInvestmentReturn054660
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01178
IRS990PF/DistributableAmount/TotalTax01178
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0644
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01178
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01178
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01178
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0534
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0644
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01022565
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01109857
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances012267
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01097590
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable016648
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn054660
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01093209
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01109857
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation013408
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282885709
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct056251
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets055662
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050916
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046009
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.062148
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.057962
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.045037
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.043425
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01093209
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101022472
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20878542
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301098269
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401313422
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501239922
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0589
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions048751
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1047043
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2054600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3063658
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4059152
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5053843
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.254581
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions048751
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions048751
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions048751
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478202
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE WEST 4TH STREET D4000-062
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0271014000
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0SC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount015111
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115111
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215111

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
$956,163
Liabilities
$0
Net assets
$956,163
Revenue
-
Expenses
$62,300
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$1.94$0.66$1.28
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.16$0.69$0.47
2022Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.04$0.74$0.70
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$1.00$0.57$0.43
2020Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.65$0.65$0.00
2019Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.48$0.64$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.49$0.68$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.97$0.62$0.36
2016Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.09$0.57$0.48
2015Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.24$0.83$0.59
2014Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.64$0.85$0.21
2013Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.65$0.84$0.19
2012Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.79
2011Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.62
2010Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$0.57