Civic Intelligence

The Britton Foundation

990PF • Fiscal year 2013 • EIN 58-2024189

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 08, 2014

2823 Providence Road Suite 37428211

(866) 455-4350

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

21st percentile

-14%

Higher net margin than 21% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Down

$1,798,939

Down $11,907 (-0.7%) from 2012

Net Assets

Down

$1,798,939

Down $11,907 (-0.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$96,834

No earlier filing loaded for comparison.

Expenses

Down

$110,088

Down $2,673 (-2.4%) from 2012

Net Income

-$13,254

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.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,860,541Liabilities 2011: $02011Assets 2012: $1,810,846Liabilities 2012: $0Net Assets 2012: $1,810,8462012Assets 2013: $1,798,939Liabilities 2013: $0Net Assets 2013: $1,798,9392013Assets 2014: $1,808,760Liabilities 2014: $02014Assets 2015: $1,731,679Liabilities 2015: $02015Assets 2019: $1,207,888Liabilities 2019: $0Net Assets 2019: $1,207,8882019Assets 2020: $1,234,498Liabilities 2020: $0Net Assets 2020: $1,234,4982020Assets 2021: $1,316,371Liabilities 2021: $0Net Assets 2021: $1,316,3712021Assets 2022: $1,445,119Liabilities 2022: $0Net Assets 2022: $1,445,1192022Assets 2023: $1,490,280Liabilities 2023: $0Net Assets 2023: $1,490,2802023Assets 2024: $1,537,859Liabilities 2024: $0Net Assets 2024: $1,537,8592024

Highlighted filing

2013

Assets$1,798,939
Liabilities$0
Net Assets$1,798,939

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $201,182Expenses 2011: $22,253Net Income 2011: $178,9292011Expenses 2012: $112,7612012Revenue 2013: $96,834Expenses 2013: $110,088Net Income 2013: -$13,2542013Revenue 2014: $124,363Expenses 2014: $114,191Net Income 2014: $10,1722014Revenue 2015: $43,214Expenses 2015: $119,845Net Income 2015: -$76,6312015Revenue 2019: $49,202Expenses 2019: $107,554Net Income 2019: -$58,3522019Revenue 2020: $150,660Expenses 2020: $123,654Net Income 2020: $27,0062020Revenue 2021: $150,166Expenses 2021: $79,670Net Income 2021: $70,4962021Revenue 2022: $201,999Expenses 2022: $73,547Net Income 2022: $128,4522022Revenue 2023: $92,262Expenses 2023: $46,998Net Income 2023: $45,2642023Revenue 2024: $88,697Expenses 2024: $39,354Net Income 2024: $49,3432024

Highlighted filing

2013

Revenue$96,834
Expenses$110,088
Net Income-$13,254
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 8, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R BRITTONPresident & Treasurer-$0--
ARTHUR M BRITTONVice President & Secretary-$0--
CATHRYN C BRITTONDirector-$0--
Filing and Contact Details

Filer

EIN
58-2024189
Phone
8664554350

Signing Officer

Name
William R Britton Jr
Title
President
Phone
8664554350
Signed
2014-07-08
Discuss with paid preparer
Yes

Preparer

Preparer
Sandra L Ufen
Phone
3125376708
Raw XML AppendixShowing 400 of 725 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt448892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt546031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt790388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8101177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9202610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1076323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1161698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1232412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1335866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1488043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16129600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17251404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1877945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1942507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2075757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2295186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2358025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2439989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt550753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt638622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7111240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8147326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9290941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10103587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1182293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1249772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1488814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16171089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17246136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1878008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1942872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2075908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2288392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2358833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2439890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WISDOMTREE EMERGING MKTS - HIGH YIELDING EQUITY FUND - 0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ARTISAN INTERNATIONAL FUND - 1721.63
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SELECT SECTOR SPDR TR TECHNOLOGY - SHS BEN INT - 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SELECT SECTOR SPDR TR ENERGY - SHS BEN INT - 300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPDR S&P DIVIDEND - ETF - 950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JPMORGAN INTL VALUE FUND - INSTL CL - 3306.381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JOHN HANCOCK FDS III DISCIPLINED - VALUE MID CAP FUND - 2129.13
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JPMORGAN ALERIAN MLP INDEX ETN - 2400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CEF ISHARES CORE S&P SMALL-CAP - 1350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES RUSSELL 1000 GROWTH ETF - 3385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES RUSSELL 1000 VALUE ETF - 1100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES CORE S&P MID CAP ETF - 615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES RUSSELL MID-CAP GROWTH - ETF - 590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES MSCI EAFE ETF - 550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES MSCI EMERGING MARKETS - ETF - 2125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES MSCI CANADA - ETF - 0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COLUMBIA DIVIDEND INCOME FUND - CLASS Z SHARES - 9333.798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLUMBIA INTERMEDIATE BOND FUND - CLASS Z SHARES - 27501.268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COLUMBIA SHORT TERM BOND FUND - CLASS Z SHARES - 7832.132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COLUMBIA INCOME OPPORTUNITIES - FUND CL Z - 4265.859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FIDELITY ADVISOR FLOATING RATE - HIGH INCOME FUND INSTL - 7621.275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ISHARES CORE TOT U S BD MKT ETF - 0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES - US PFD STK ETF - 2400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PIMCO HIGH YIELD FD - INSTL CL - 6122.04
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VANGUARD SHORT-TERM CORPORATE - BOND ETF - 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt051397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD REIT - ETF - 750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt048420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt051708
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042428
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02698
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt096834
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt096834
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt042428
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt089750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt089750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt051081
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt051708
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13254
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0467112
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042428
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt075971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02698
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017131
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0407
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt092550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt093509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt096834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017538
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt046791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1109629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1230583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1326255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1438624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1519267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1617030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2223989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2356136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1410844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt156489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt167828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-37
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-1161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-4067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt244200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1410844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt156489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-37
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-1161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-4067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt244200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt047969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt631686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1239495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1327632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1449468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1525756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1624858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt191044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2222828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2352069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES INC MSCI CDA INDEX FD - 1800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES LEHMAN AGGREGATE BOND FUND - 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WISDOMTREE EMERGING MKTS HIGH YIELDING EQUITY FUND - 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 68.877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 70.446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 76.496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 1841.133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 4.047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 5.932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 48.244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 55.491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 64.029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ISHARES TR RUSSELL 1000 GROWTH INDEX FD - 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SELECT SECTOR SPDR TR ENERGY SHS BEN INT - 325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHARES S&P MIDCAP 400 INDEX FUND - 385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ISHARES TR RUSSELL 1000 GROWTH INDEX FD - 315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ISHARES TR RUSSELL MIDCAP GROWTH INDEX FUND - 310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 57.03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 59.54
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 60.635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20COLUMBIA DIVIDEND INCOME FUND CLASS Z SHARES - 73.979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 59.496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22COLUMBIA INTERMEDIATE BOND FUND CLASS Z SHARES - 2525.192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23ISHARES TR GOLDMAN SACHS CORP BD - 460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042428
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13254
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02730
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04077
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01801669
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01810846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01798939
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099291
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099291
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099291
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0100051
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0760
IRS990PF/DistributableAmountGrp/TotalTaxAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt02105182
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01810846
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01798939
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt076320
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08948
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08948
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01659970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01711655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02020875
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt051397
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt048420
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt074556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026939
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01810846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01798939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02105182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01810846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01798939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01810846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01798939
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02031486
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0102001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01929485
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030472
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0100051
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02001014
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02031486
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings