Civic Intelligence

The Colen Foundation Inc

990PF • Fiscal year 2013 • EIN 59-2474711

Dec 01, 2012 to Nov 30, 2013 • Filed on Mar 14, 2014

Organization Profile
8447 SW 99th St Rd34481
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

32nd percentile

-1.3%

Faster asset growth than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$7,842,538

Down $102,128 (-1.3%) from 2012

Net Assets

Down

$7,842,538

Down $84,672 (-1.1%) from 2012

Liabilities

Down

$0

Down $17,456 (-100%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$558,467

Down $1,236 (-0.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,768,997Liabilities 2010: $25,344Net Assets 2010: $8,743,6532010Assets 2011: $8,314,899Liabilities 2011: $21,372Net Assets 2011: $8,293,5272011Assets 2012: $7,944,666Liabilities 2012: $17,456Net Assets 2012: $7,927,2102012Assets 2013: $7,842,538Liabilities 2013: $0Net Assets 2013: $7,842,5382013Assets 2014: $7,778,573Liabilities 2014: $0Net Assets 2014: $7,778,5732014Assets 2015: $7,801,311Liabilities 2015: $0Net Assets 2015: $7,801,3112015Assets 2016: $7,646,822Liabilities 2016: $0Net Assets 2016: $7,646,8222016Assets 2017: $7,886,019Liabilities 2017: $221,547Net Assets 2017: $7,664,4722017Assets 2018: $7,910,553Liabilities 2018: $182,318Net Assets 2018: $7,728,2352018Assets 2019: $8,560,988Liabilities 2019: $169,471Net Assets 2019: $8,391,5172019Assets 2020: $14,782,838Liabilities 2020: $172,443Net Assets 2020: $14,610,3952020Assets 2021: $15,272,674Liabilities 2021: $124,915Net Assets 2021: $15,147,7592021Assets 2022: $15,130,866Liabilities 2022: $76,897Net Assets 2022: $15,053,9692022Assets 2023: $14,779,415Liabilities 2023: $30,804Net Assets 2023: $14,748,6112023Assets 2024: $15,036,738Liabilities 2024: $6,717Net Assets 2024: $15,030,0212024

Highlighted filing

2013

Assets$7,842,538
Liabilities$0
Net Assets$7,842,538
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $506,8962010Expenses 2011: $523,8962011Expenses 2012: $559,7032012Expenses 2013: $558,4672013Revenue 2014: $544,870Expenses 2014: $608,835Net Income 2014: -$63,9652014Revenue 2015: $453,725Expenses 2015: $430,987Net Income 2015: $22,7382015Revenue 2016: $405,215Expenses 2016: $559,704Net Income 2016: -$154,4892016Revenue 2017: $356,197Expenses 2017: $338,547Net Income 2017: $17,6502017Revenue 2018: $658,528Expenses 2018: $594,765Net Income 2018: $63,7632018Revenue 2019: $1,210,758Expenses 2019: $547,476Net Income 2019: $663,2822019Revenue 2020: $7,178,354Expenses 2020: $740,270Net Income 2020: $6,438,0842020Revenue 2021: $1,732,659Expenses 2021: $616,524Net Income 2021: $1,116,1352021Revenue 2022: $642,785Expenses 2022: $663,601Net Income 2022: -$20,8162022Revenue 2023: $608,440Expenses 2023: $569,405Net Income 2023: $39,0352023Revenue 2024: $939,465Expenses 2024: $622,306Net Income 2024: $317,1592024

Highlighted filing

2013

Revenue-
Expenses$558,467
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Mar 14, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara OrtizAsst Sec-$0--
Leslee R ColenAsst Sec/Director-$0--
Gerald R ColenTreas/Sec/Director-$0--
Robert ColenAsst Sec/Director-$0--
Kenneth D ColenVice Pres/Director-$0--
Ina A ColenPresident/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHoriticultural Arts & Park Inst IncCharitable Contribution501(c)3Ocala, FL, US$150,000
Paid Grant-Charitable Contribution501(c)(3)Clearwater, FL, US$50,000
Paid GrantTemple Beth ShalomCharitable Contribution501(c)3Ocala, FL, US$35,000
Paid GrantCongregation Bnai Israel of St PeteCharitable Contribution501(c)3St Petersburg, FL, US$25,000
Paid GrantNew Israel FundCharitable Contribution501(c)3New York, NY, US$25,000
Paid GrantTampa Bay Preforming Arts Center IncCharitable Contribution501(c)3Tampa, FL, US$25,000
Paid GrantCtr for Creative ChangeMoment MagazineCharitable Contribution501(c)3Washington, DC, US$20,000
Paid Grant-Charitable Contribution501(c)(3)Tampa, FL, US$15,000
Paid GrantOcala Autism Support Network IncCharitable Contribution501(c)3Ocala, FL, US$10,520
Paid Grant-Charitable Contribution501(c)(3)Atlanta, GA, US$10,000
Paid Grant-Charitable Contribution501(c)3Gainsville, FL, US$10,000
Paid GrantBoys & Girls Club of Marion County IncCharitable Contribution501(c)3Ocala, FL, US$10,000
Paid GrantThe VOICExperience FoundationCharitable Contribution501(c)3Palm Harbor, FL, US$10,000
Paid GrantThe Perlman Music Program Suncoast IncCharitable Contribution501(c)3Sarasota, FL, US$10,000
Paid GrantThe Jewish Federations of N America IncCharitable Contribution501(c)3New York, NY, US$10,000
Paid GrantFlorida Orchestra IncCharitable Contribution501(c)3St Petersburg, FL, US$10,000
Paid GrantOcala Symphony OrchestraCharitable Contribution501(c)3OCALA, FL, US$10,000
Paid Grant-Charitable Contribution501(c)(3)Ft Lauderdale, FL, US$7,500
Paid Grant-Charitable Contribution501(c)3Gainsville, FL, US$6,000
Paid Grant-Charitable Contribution501(c)(3)Clearwater, FL, US$5,000
Paid Grant-Charitable Contribution501(c)3Ocala, FL, US$5,000
Paid GrantHillels of the Florida SuncoastCharitable Contribution501(c)3Tampa, FL, US$5,000
Paid GrantCatholic Charities Bureau IncCharitable Contribution501(c)3Jacksonville, FL, US$5,000
Paid GrantJewish Theological SeminaryCharitable Contribution501(c)3New York, NY, US$5,000
Paid GrantFriends of Yad LakashishCharitable Contribution501(c)3Englewood, NJ, US$3,000
Paid Grant-Charitable Contribution501(c)(3)Ocala, FL, US$2,500
Paid Grant-Charitable Contribution501(c)(2)Ocala, FL, US$2,500
Paid Grant-Charitable Contribution501(c)3Ojai, CA, US$2,500
Paid GrantFlorida Inst for Human Machine CognitionCharitable Contribution501(c)3Ocala, FL, US$2,500
Paid Grant-Charitable Contribution501(c)(3)Washington, DC, US$2,000
Paid Grant-Charitable Contribution501(c)3ST PETERBURG, FL, US$2,000
Paid GrantWUSF Public Broadcasting-RadioCharitable Contribution501(c)3Tampa, FL, US$2,000
Paid GrantWUSF Public Broadcasting-TVCharitable Contribution501(c)3Tampa, FL, US$2,000
Paid Grant-Charitable Contribution501(c)(3)Spring Hill, FL, US$1,000
Paid Grant-Charitable Contribution501(c)(3)New York, NY, US$1,000
Paid GrantIsrael Guide Dog Center for the BlindCharitable Contribution501(c)3Warrington, PA, US$1,000
Paid GrantCanine Companions for IndependenceCharitable Contribution501(c)3Orlando, FL, US$1,000
Paid GrantAmerican Jewish UniversityCharitable Contribution501(c)3BelAir, CA, US$1,000
Paid GrantWEDUCharitable Contribution501(c)3Tampa, FL, US$1,000
Paid GrantUPARC FoundationCharitable Contribution501(c)3Clearwater, FL, US$1,000
Paid GrantMemorial Sloan-Kettering Cancer InstCharitable Contribution501(c)3New York, NY, US$1,000
Paid GrantUS HOLOCAUST MUSEUMCharitable Contribution501(c)3WASHINGTON, DC, US$1,000
Paid Grant-SUPPORT AND ASSIST AGED INDIVIDUALSn/aOcala, FL, US$793
Filing and Contact Details

Filer

EIN
59-2474711
Raw XML AppendixShowing 400 of 1,089 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/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount05600
AccountingFeesSchedule/AccountingFees/Category0Accounting Fees
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps05040
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0560
CashDeemedCharitableExplnStmt/Explanation0The Colen Foundation ("Foundation") submits for the reasons set forth below that cash balances greater than an amount equal to 1-1/2% of its assets of the type described in Treasury Regulation section 53.4942(a)-2(c)(3)(i) are necessary for payment of its anticipated expenses and charitable disbursements, within the meaning of Treasury Regulation section 53 .4942(a)-2(c)(3)(iv).During the past five tax years, the Foundation has distributed a total of $2,509,777 for an average of in excess of approximately $501,950 per year in qualifying charitable distributions, as follows:Tax Year Ended Distributions:11/30/13 $546,84911/30/12 $539,95111/30/11 $505,54911/30/10 $480,15311/30/09 $437,275The Foundation anticipates making qualifying distributions of at least $350,000 during the fiscal year ending November 30, 2014, and requires the cash deemed held for charitable purposes at its November 30, 2013 year end to accomplish this purpose.The officers and directors of the Foundation are not compe
GeneralExplanationAttachment/GeneralExplanation/Explanation0The Colen Foundation, Inc.59-2474711Form 990-PF, November 30, 2013Part VIII, Line 1 - List of Officers, Directors, Trustees and Key EmployeesSupplemental Information to Statement 12The following officers/directors average less than 25 hours/year and as such have an average weekly number of hours less than .5 and are thus rounded down to none:Robert Colen - Average annual hours: 15Gerald R Colen - Average Annual Hours: 25Leslee R Colen - Average Annual Hours: 15
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FLORIDA ST HURRICANE CATASTROPHE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1UNIV OF CALIFORNIA CA REVENUES
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JP MORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3GENERAL ELEC CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4ADOBE SYSTEMS INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DR PEPPER SNAPPLE GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6BOSTON PROPERTIES LP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7SOCIETE GENERALE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8EMC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9GLAXOSMITHKLINE CAP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10CONARGA FOODS INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11INTEL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13MCDONALD'S CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14A.B.B. FINANCE USA INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16THE KROGER CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17AMGEN INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18COCA-COLA CO/THE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond19ABBVIE INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond20DISCOVERY COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond21ROYAL BANK SCOTLAND GRP 2.55% 9/18/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond22ROYAL BANK OF CANADA 1.2% 9/19/2017
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond23RABOBANK NEDERLAND 3.375% 1/19/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond24NYSE EURONEXT 2% 10/5/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond25NBC UNIVERSAL MEDIA 4.375% 4/1/2021
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond26GOLDMAN SACHS GROUP IN 3.3% 5/3/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond27DIAGEO CAPITAL PLC 1.5% 5/11/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond28Anheuser-Bush INBEV 1.375% 7/15/2017
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond29Dow Chemical Co 4.25% 11/9/10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond30Hydro-Quebec 2% 6/30/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond31Wal-Mart Stores Inc 2.8% 4/15/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond32BP CAPITAL MARKETS PLC 3.2% 3/11/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond33Thermo Fisher Scientific 3.2% 3/1/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond34Petrobras Intl Fin Co 3.875% 1/27/11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond35American Intl Group 4.25% 9/15/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond36Bbva US Senior SA UNI 3.25% 5/16/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond37Wachovia Corp 5.25% 8/1/2014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond38Time Warner Inc 4% 1/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond39Time Warner Cable Inc 4.125% 2/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond40TD Ameritrade Holding Corp
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond41Simon Property Group 4.2%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond42KRAFT FOODS INC 4.125 2/9/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond43Johnson Controls Inc Dtd 1/15/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond44American Express 2.75 % 9/15/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond45VERIZON COMMUNICATIONS 5.5% 2/15/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond46UNITED TECHNOLOGIES 6.12 2/1/09
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond47ROGERS WIRELESS INC 3/1/2014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond48PRUDENTIAL FINL INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond49PRIVATE EXPORT FUNDING DTD 2/26/09 4.375
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond50PFIZER INC 6.2% 3/15/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond51ORACLE CORP 5.75% 4/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond52ONTARIO PROVINCE OF 4.0 10/7/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond53MORGAN STANLEY GLOBAL 4.75% 4/1/2014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond54METLIFE INC 6.75% 6/1/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond55CATERPILLAR FINANCIAL SE 2/17/2014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond56AT&T INC 4.45% 5/15/2021
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond57ASTRAZENECA PLC 5.9% 9/15/2017
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond58Lehman Brothers Holdings 12/28/37
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond59LEHMAN BROTHERS HOLDINGS 3/27/37
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond60LEHMAN BROTHERS HOLDINGS 2/13/37
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DREYFUS LARGE CAP EQUITY FUND
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4SHIRE PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6NATIONAL OILWELL VARCO INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8INTERCONTINENTALEXCHANGE GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9HARLEY DAVIDSON INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BRISTOL-MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15AVAGO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17TEVA PHARMACEUTICAL INDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18SOUTHWESTERN ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19THE PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22LOWE'S COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25WALGREENS CO 1.80% 9/15/2017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HSBC FINANCE CORP 6.676% 1/15/2021
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27GRUPO TELEVISA SAB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28FORD MOTOR CREDIT CO 3% 6/12/2017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29BNY Mellon Mid Cap Stock Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30John Deere Capital Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31Strategic International Stock Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32BNY Mellon Income Stock Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33Valero Energy Corp New
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35Dover Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36Salesforce.com
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39Dreyfus/Newton International Equity
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40Celanese Corp Ser A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41BNY Mellon International Fund CL M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42Baxter International Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45BNY MELLON EMERGING MARKETS FD CL M
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2EATON CORP PLC
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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,842,538
Liabilities
$0
Net assets
$7,842,538
Revenue
-
Expenses
$558,467
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.01$15.0$0.94$0.62$0.32
2023Detailed filing. Detailed filing data is available for this year.$14.8$0.03$14.7$0.61$0.57$0.04
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.08$15.1$0.64$0.66$0.02
2021Detailed filing. Detailed filing data is available for this year.$15.3$0.12$15.1$1.73$0.62$1.12
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.17$14.6$7.18$0.74$6.44
2019Detailed filing. Detailed filing data is available for this year.$8.56$0.17$8.39$1.21$0.55$0.66
2018Detailed filing. Detailed filing data is available for this year.$7.91$0.18$7.73$0.66$0.59$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.22$7.66$0.36$0.34$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.41$0.56$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.45$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.54$0.61$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.56
2012Detailed filing. Detailed filing data is available for this year.$7.94$0.02$7.93$0.56
2011Detailed filing. Detailed filing data is available for this year.$8.31$0.02$8.29$0.52
2010Detailed filing. Detailed filing data is available for this year.$8.77$0.03$8.74$0.51