Civic Intelligence

Sara C Cassidy Succ Tr UW 44-20-L167-002

990PF • Fiscal year 2011 • EIN 61-6192446

Mar 01, 2010 to Feb 28, 2011 • Filed on May 16, 2011

Organization Profile

P O Box 9465144101-4651

Siviq Scores

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

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

2011 filings • <$500k nonprofits • Source year 2011

No value available

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

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 86% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Faster asset growth than 65% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

$320,900

No earlier filing loaded for comparison.

Net Assets

$320,900

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$14,536

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2011

Assets$320,900

Liabilities$0

Net Assets$320,900

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$14,536

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2010 to Feb 28, 2011
Signed: May 16, 2011
Return Version: 2010v3.2

Compensation and Service Providers

Top Officer Pay86th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PNC BANK NA	Trustee	-	$1,428	-	$1,428

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	EPISCOPAL DIOCESE	GENERAL SUPPORT	PUBLIC	LEXINGTON, KY, US	$12,270

Filing and Contact Details

Filer

EIN: 61-6192446

Raw XML Appendix295 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/Amount	0	700
AccountingFeesSchedule/AccountingFees/Category	0	PNC BANK NA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	700
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	8553
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	26418
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	34971
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	34971
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	26418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	1428
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	714
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	1428
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	12270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	12270
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	8553
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	8553
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	20435
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	140954
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	26418
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	34219
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	38
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	14398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	14536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	34971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	34971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	2128
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	2266
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm	0	0
IRS990PF/BalanceSheets/AccountsReceivableEOY	0	0
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV	0	0
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl	0	0
IRS990PF/BalanceSheets/CapitalStockBOY	0	300705
IRS990PF/BalanceSheets/CapitalStockEOY	0	320900
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY	0	115961
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY	0	115961
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	120229
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	149566
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	173616
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	202504
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	26000
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	26000
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	26142
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	9178
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	5323
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	5323
IRS990PF/BalanceSheets/TotalAssetsBOY	0	300705
IRS990PF/BalanceSheets/TotalAssetsEOY	0	320900
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	354198
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	300705
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	320900
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	300705
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	320900
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	26418
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	44000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	4457
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	2	42607
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	3	23472
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2009-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2005-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2010-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2010-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2010-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2010-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	550.55 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	265.925 TEMPLETON INSTL FDS INC EMERGING MKTS SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	4428.999 VANGUARD PRIMECAP CORE FD INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	248.231 VANGUARD 500 INDEX FUND 1340 SIGNAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	11677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	15324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	-1069
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	11677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	15324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	3	-1069
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	55677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	4428
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	57931
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	22403
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	20435
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	241
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	1
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	321141
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	300705
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	320900
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	15363
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	15363
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	15363
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	16047
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	684
IRS990PF/DistributableAmount/TotalTax	0	684
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	684
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	684
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	684
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	584
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	100
IRS990PF/FMVAssetsEOY	0	354198
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	325836
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	0
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	325836
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	4888
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	16047
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	320948
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	325836
IRS990PF/NECT	0	X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	2
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	1428
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	PO BOX 94651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	CLEVELAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	441014651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	14398
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	14398
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	14398
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8006228036
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	P O BOX 94651
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	441014651
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm1041	0	X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	KY
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	true
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	12270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	EPISCOPAL DIOCESE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	40586
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	12270
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	1095
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	13303
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	15363
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	14398
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	14268
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	13303
OtherDecreasesSchedule/OtherDecreases/Amount	0	241
OtherDecreasesSchedule/OtherDecreases/Description	0	POSTED CURR YR TAXED PRIOR YR
OtherIncreasesSchedule/OtherIncreases/Amount	0	1
OtherIncreasesSchedule/OtherIncreases/Description	0	ROUNDING ADJUSTMENT
TaxesSchedule/Taxes/Amount	0	100
TaxesSchedule/Taxes/Amount	1	38
TaxesSchedule/Taxes/Category	0	FEDERAL ESTIMATES - INCOME
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	38
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	616192446
ReturnHeader/Filer/Name/BusinessNameLine1	0	SARA C CASSIDY SUCC TR UW
ReturnHeader/Filer/NameControl	0	CASS
ReturnHeader/Filer/Phone	0	8006228036
ReturnHeader/Filer/USAddress/AddressLine1	0	P O BOX 94651
ReturnHeader/Filer/USAddress/City	0	CLEVELAND
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	441014651
ReturnHeader/Officer/DateSigned	0	2011-05-16
ReturnHeader/Officer/Name	0	MATTHEW L STUMP CTFA
ReturnHeader/Officer/Phone	0	8006228036
ReturnHeader/Officer/Title	0	TAX MANAGER
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2010-03-01
ReturnHeader/TaxPeriodEndDate	0	2011-02-28
ReturnHeader/TaxYear	0	2010
ReturnHeader/Timestamp	0	2009-10-15T15:15:33+05:00

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.

Assets: $320,900
Liabilities: $0
Net assets: $320,900
Revenue: -
Expenses: $14,536
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.60	$0.00	$3.60	$0.20	$0.24	$0.04
2024Summary only. Only limited summary data is available for this year.	$3.65	$0.00		$0.09	$0.22	$0.12
2023Detailed filing. Detailed filing data is available for this year.	$3.77	$0.00	$3.77	$0.02	$0.25	$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.00	$0.00	$4.00	$0.36	$0.23	$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.87	$0.00	$3.87	$0.12	$0.24	$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.99	$0.00	$3.99	$0.56	$0.22	$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.66	$0.00	$3.66	$0.23	$0.31	$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.74	$0.00	$3.74	$0.22	$0.13	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$3.65	$0.00	$3.65	$0.55	$0.21	$0.34
2016Summary only. Only limited summary data is available for this year.	$3.30	$0.00		$0.18	$0.18	$0.00
2015Summary only. Only limited summary data is available for this year.	$3.30	$0.00		$0.24	$0.26	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$3.32	$0.00	$3.32	$0.40	$0.18	$0.22
2013Detailed filing. Detailed filing data is available for this year.	$3.09	$0.00	$3.09		$0.18
2012Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13		$0.17
2011Detailed filing. Detailed filing data is available for this year.	$3.21	$0.00	$3.21		$0.15