Civic Intelligence

Shift Fka Aaron & Martha Schecter Private Foundation

990PF • Fiscal year 2011 • EIN 59-2185762

Oct 01, 2010 to Sep 30, 2011 • Filed on Nov 18, 2011

Organization Profile
3900 Hollywood Blvd No PH-N33021
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets14th percentile

Assets

$15,015,815

No earlier filing loaded for comparison.

Net Assets

$15,015,815

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,022,847

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2011: $15,015,815Liabilities 2011: $0Net Assets 2011: $15,015,8152011Assets 2012: $14,335,583Liabilities 2012: $02012Assets 2013: $12,680,789Liabilities 2013: $02013Assets 2014: $11,288,628Liabilities 2014: $02014Assets 2015: $11,099,662Liabilities 2015: $02015Assets 2019: $5,845,653Liabilities 2019: $130,0002019Assets 2020: $5,081,126Liabilities 2020: $02020Assets 2021: $4,473,878Liabilities 2021: $0Net Assets 2021: $4,473,8782021Assets 2022: $3,811,310Liabilities 2022: $0Net Assets 2022: $3,811,3102022Assets 2023: $3,847,572Liabilities 2023: $0Net Assets 2023: $3,847,5722023Assets 2024: $3,000,013Liabilities 2024: $0Net Assets 2024: $3,000,0132024Assets 2025: $3,448,330Liabilities 2025: $0Net Assets 2025: $3,448,3302025

Highlighted filing

2011

Assets$15,015,815
Liabilities$0
Net Assets$15,015,815
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $1,022,8472011Revenue 2012: $713,383Expenses 2012: $1,393,615Net Income 2012: -$680,2322012Revenue 2013: $357,219Expenses 2013: $2,012,013Net Income 2013: -$1,654,7942013Revenue 2014: $566,492Expenses 2014: $1,958,653Net Income 2014: -$1,392,1612014Revenue 2015: $706,968Expenses 2015: $894,077Net Income 2015: -$187,1092015Revenue 2019: $1,003,256Expenses 2019: $1,630,772Net Income 2019: -$627,5162019Revenue 2020: $744,092Expenses 2020: $1,378,619Net Income 2020: -$634,5272020Revenue 2021: $355,417Expenses 2021: $962,665Net Income 2021: -$607,2482021Revenue 2022: $766,897Expenses 2022: $1,429,465Net Income 2022: -$662,5682022Revenue 2023: $795,113Expenses 2023: $758,839Net Income 2023: $36,2742023Revenue 2024: $722,632Expenses 2024: $1,570,191Net Income 2024: -$847,5592024Revenue 2025: $1,017,940Expenses 2025: $569,623Net Income 2025: $448,3172025

Highlighted filing

2011

Revenue-
Expenses$1,022,847
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Nov 18, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE SCHECTERTrustee-$0--
JULIE SCHECTERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDemosUNRESTRICTED DONATIONPUBLICNew York, NY, US$400,000
Paid GrantTides CenterUNRESTRICTED DONATIONPUBLICSan Francisco, CA, US$325,000
Paid GrantBio BambooUNRESTRICTED DONATIONPUBLICHaiku, HI, US$50,000
Paid GrantChatman HouseUNRESTRICTED DONATIONPUBLICLondon, UK$20,000
Paid GrantCenter for Defense InformationUNRESTRICTED DONATIONPUBLICWashington, DC, US$20,000
Paid GrantEvolution Institute IncUNRESTRICTED DONATIONPUBLICWesley Chapel, FL, US$17,000
Paid GrantBallet RoxUNRESTRICTED DONATIONPUBLICJamaica Plain, MA, US$10,000
Paid GrantNARAL - Pro-Choice MA FoundationUNRESTRICTED DONATIONPUBLICBoston, MA, US$10,000
Paid GrantSouthern Center for Human RightsUNRESTRICTED DONATIONPUBLICAtlanta, GA, US$10,000
Filing and Contact Details

Filer

EIN
59-2185762
Raw XML AppendixShowing 400 of 1,047 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/DateSold222011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302010-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312010-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422011-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482011-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512011-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542011-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562011-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622011-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold672011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692011-09-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold702011-09-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold712011-09-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold722011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold732011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold742011-03-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold752011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold762011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold772011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold782011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold792010-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold802011-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold812011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold822011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold832011-09-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold842011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold852011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold862011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold872011-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold882011-08-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold892011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold902011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold912011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold922011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold932010-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold942011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold952011-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold962011-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold972011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0ABB Ltd Spons ADR (1,020 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Abbott Labs (713 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Aberdeen Equity Long Short (19,451 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Adobe Sys (910 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4Amazon Inc (90 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5Amazon Inc (149 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6Amgen Inc (315 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7Apachee Corp (254 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8Apple Inc (164 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9Auto Desk Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10Bank of America (2393 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11Bank of New York Mellon Corp (1,172 shsh) shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12Baxter Int'l Com (416 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13BB&T (611 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14BE Areospace Inc (424 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15Cameron Int'l Copr Com (377 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16Capital One Finl Corp (695 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17Carnival Corp (918 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18Chevron Corp Com (689 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19Cisco Sys Inc (2905 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20Coach Inc (476 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21CVS Caremark Corp (668 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22Citigroup (75,000 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23Darden Restaurants (378 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24EMC Corp Mass (1,148 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25Emerson Elec Co Com (420 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26Express Scripts (737 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27Exxon Mobil (871 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28Fed Farm CR BK (50,000 SHS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29fed Farm CR BK (250,000 SHS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30Fed Farm CR BK (200,000 SHS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31Fed Farm CR BK (200,000 SHS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32Federated Mortgage Prime
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33Flowserve Corp (188 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34Fluor Corp (568 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35Forum Absolute Strategies (30,806 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36Freeport-McMoran Copper (180 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37General Elec Co (1,534 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38GNMA I Pool (120 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39GNMA I Pool (20 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40Goldman Sachs (206 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41Google Inc (63 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42Hartford Finl Svcs Group (981 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43Hewlett Packard (1,887 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44Home Depot Inc (799 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45Hunt J B Trans Svcs (473 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset46Intel Corp Com (2,374 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset47Intuit Inc Com (352 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48Invesco Ltd Bermuda (664 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49iShares Russell Mid Cap (2,650 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50Johnson & Johnson Com
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51JP Morgan Chase (1027 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52KOHLS Corp Com
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53Merck & Co Inc Com New (896 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54Morgan Stanley (75,000 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55NuCor Corp (869 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56Occidental Pete Corp Com (430 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset57OmniCom Group Com (729 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset58Oppenheimer Developing Mkts
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset59Oracle Corp (1140 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset60Parker Hannifin Corp Com (712 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61Pepsico Inc Com
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62Phillip Morris Intl (603 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset63Pimco Commodity Realrtn Strategy
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset64Pimco Invt Grade Corp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65Pimco Low Duration (5939 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset66PNC Finl SVCS (559 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset67Praxair (228 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset68Procter & Gamble (498 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset69Quanta Svcs (779 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset70Ridgeworth (56,547 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71Ridgeworth (61,910 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72Ridgeworth (15,286 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset73Schlumberger Ltd (454 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74SPDR S&P 500 (1535 shares)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset75Templeton Global (31,338 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset76Teredata Corp (387 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset77Teva Pharmaceutical Inds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset78Texas Instr (672 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset79Thermo Fisher Scientific
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset80Transocean Ltd (361 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81Travelers COS Inc (697 Shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82Union Pacific Corp Com (165 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset83United Parcel SVC (513 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset84United Technologies Corp Com (733 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset85US Treas (20,000 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset86Verizon Communications (827 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset87Visa Inc (296 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset88Walmart Stores (150,000 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset89Walmart Stores (678 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset90Walt Disney CO com (801 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91Wells Fargo (1071 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset92Williams COS iNC cOM (860 shs)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset93ISHARES TR ((14,560 SHS)

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
$15,015,815
Liabilities
$0
Net assets
$15,015,815
Revenue
-
Expenses
$1,022,847
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$1.02$0.57$0.45
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.72$1.57$0.85
2023Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.80$0.76$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.77$1.43$0.66
2021Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.36$0.96$0.61
2020Summary only. Only limited summary data is available for this year.$5.08$0.00$0.74$1.38$0.63
2019Summary only. Only limited summary data is available for this year.$5.85$0.13$1.00$1.63$0.63
2015Summary only. Only limited summary data is available for this year.$11.1$0.00$0.71$0.89$0.19
2014Summary only. Only limited summary data is available for this year.$11.3$0.00$0.57$1.96$1.39
2013Summary only. Only limited summary data is available for this year.$12.7$0.00$0.36$2.01$1.65
2012Summary only. Only limited summary data is available for this year.$14.3$0.00$0.71$1.39$0.68
2011Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.02