Civic Intelligence

Bill Dunn Fund 1055002341

990PF • Fiscal year 2011 • EIN 63-6045180

Jan 01, 2011 to Dec 31, 2011 • Filed on May 07, 2012

Organization Profile
Regions Bank Trust Dept PO Box 288636652-2886
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

79th percentile

$6,419

Higher top officer pay than 79% of similar nonprofits.

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

Asset Growth

46th percentile

-0.6%

Faster asset growth than 46% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$506,712

Down $3,283 (-0.6%) from 2010

Net Assets

Down

$506,712

Down $3,283 (-0.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$25,275

Down $4,211 (-14%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $509,995Liabilities 2010: $0Net Assets 2010: $509,9952010Assets 2011: $506,712Liabilities 2011: $0Net Assets 2011: $506,7122011Assets 2012: $490,323Liabilities 2012: $0Net Assets 2012: $490,3232012Assets 2013: $479,232Liabilities 2013: $12013Assets 2014: $499,799Liabilities 2014: $0Net Assets 2014: $499,7992014Assets 2015: $532,189Liabilities 2015: $02015Assets 2016: $515,352Liabilities 2016: $0Net Assets 2016: $515,3522016Assets 2017: $509,663Liabilities 2017: $0Net Assets 2017: $509,6632017Assets 2018: $501,236Liabilities 2018: $0Net Assets 2018: $501,2362018Assets 2019: $495,502Liabilities 2019: $02019Assets 2020: $483,882Liabilities 2020: $0Net Assets 2020: $483,8822020Assets 2021: $517,538Liabilities 2021: $0Net Assets 2021: $517,5382021Assets 2022: $490,811Liabilities 2022: $0Net Assets 2022: $490,8112022Assets 2023: $477,472Liabilities 2023: $12023Assets 2024: $482,548Liabilities 2024: $0Net Assets 2024: $482,5482024

Highlighted filing

2011

Assets$506,712
Liabilities$0
Net Assets$506,712
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $29,4862010Expenses 2011: $25,2752011Expenses 2012: $32,0952012Revenue 2013: $22,235Expenses 2013: $31,916Net Income 2013: -$9,6812013Revenue 2014: $55,846Expenses 2014: $33,943Net Income 2014: $21,9032014Revenue 2015: $68,921Expenses 2015: $35,443Net Income 2015: $33,4782015Revenue 2016: $17,619Expenses 2016: $34,452Net Income 2016: -$16,8332016Revenue 2017: $28,700Expenses 2017: $32,661Net Income 2017: -$3,9612017Revenue 2018: $25,785Expenses 2018: $34,189Net Income 2018: -$8,4042018Revenue 2019: $27,474Expenses 2019: $33,156Net Income 2019: -$5,6822019Revenue 2020: $21,796Expenses 2020: $33,558Net Income 2020: -$11,7622020Revenue 2021: $68,810Expenses 2021: $35,304Net Income 2021: $33,5062021Revenue 2022: $11,466Expenses 2022: $38,162Net Income 2022: -$26,6962022Revenue 2023: $20,002Expenses 2023: $33,240Net Income 2023: -$13,2382023Revenue 2024: $41,594Expenses 2024: $36,447Net Income 2024: $5,1472024

Highlighted filing

2011

Revenue-
Expenses$25,275
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrustee-$6,419-$6,419
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDARLINGTON SCHOOLSCHOLARSHIPPUBLICROME, GA, US$17,986
Filing and Contact Details

Filer

EIN
63-6045180
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1CATERPILAR INC 7.9% 12/15/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2COMCAST CORP 5.7% 7/1/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3CREDIT SUISSE 5.5% 5/1/2014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4GEN ELEC CO 5% 2/1/2013
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5GOLDMAN SACHS 6% 5/1/2014
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6HESS CORP 8.125% 2/15/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7MERL LYNCH 6.875% 4/25/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8ORACLE CORP 5.75% 4/15/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9PETROBRAS 5.75% 1/20/2020
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10TALISMAN ENERGY 7.75% 6/1/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11TARGET CORP 5.375% 5/1/2017
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12TIME WARNER 6.75% 7/1/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13VERIZON COM 5.55% 2/15/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14WACHOVIA CORP 5.75% 6/15/2017
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15BB&T CORP 3.85% 7/27/2012
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16BARCLAYS BANK 3.9% 4/7/2015
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17CSX CORP 6.25% 4/1/2015
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18CA INC 5.375% 12/1/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond19CITI GROUP 6% 12/13/2013
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond20DIRECTV HLDG 3.55% 3/15/2015
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond21GOLDMAN SACHS 7.5% 2/15/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond22HEW PACKARD 2.2% 12/01/2015
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond23KRAFT FOOD 4.125% 2/9/2016
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond24PRUDENTIAL FIN 4.5% 11/15/2020
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond25CITIGROUP 2.25% 12/10/2012
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond26JOHN DERE CAP 2.875% 6/19/2012
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond27GEN ELEC CAP 2.2% 6/8/2012
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond28GOLDMAN SACHS 1.625% 7/15/2011
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond29FHLM CORP POOL 5% 7/1/35
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond30FHLM CORP POOL 4% 8/1/25
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond31FHLM CORP POOL 3.5% 8/1/26
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond32FNMA POOL 4% 3/1/26
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond33FNMA POOL 4.5% 6/1/41
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond34FNMA POOL 5% 2/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond35FNMA POOL 5% 6/1/35
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond36FNMA POOL 6% 9/1/36
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond37FNMA POOL 6% 12/1/36
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond38FNMA POOL 6% 9/1/37
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond39FNMA POOL 5% 6/1/23
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond40FNMA POOL 3.5% 9/1/25
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond41AMERICAN EXP CRD 2.75% 9/15/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond42ANHEUSER-BUSCH 2.875% 2/15/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond43DUKE ENERGY CO 2.15% 11/15/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond44GENERAL ELEC CAP 5.3% 2/11/21
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond45INTEL CORP 3.3% 10/1/21
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond46MORGAN STANLEY 4.2% 11/20/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond47ONTARIO PROV OF 1.375% 1/27/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond48SUNTRUST BKS INC 3.5% 1/20/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond49TELEFONICA EMIS 5.462% 2/16/21
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond50TEVA PHARMA FIN 1.7% 11/10/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond51TOYOTA MOTOR CRD 3.4% 9/15/21
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0OPPENHEIMER MAIN ST SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1PIONEER SELECT MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ALLERGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMERCIAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AUTO DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8CVS/CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12E M C CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HALLIBURTON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JUNIPER NETWORK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24MCGRAW HILL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28NEXTRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29NORFOLK SOUTHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32PHILLIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34PRUDENTIAL FIN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36ROBERT HALF INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock423M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48VISA INC CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49WAL MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51TEVA PHARMACEUTICAL INDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52AMERICAN EUROPACIFIC GRTH-F2
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53MFS RESH INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59LAB CORP AMER HLDGS COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63ISHARES MSCI EMERGING MKT IN
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue089548
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV090963
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount014190
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount08628
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount05
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount022823
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm08628
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01284
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05135
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss06419
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps017986
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss017986
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm013447
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss014190
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2452
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0271176
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss08628
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome016826
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss025275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome022080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses022823
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05254
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07289
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
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IRS990PF/BalanceSheets/CapitalStockEOY0506712
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0109178
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0170790
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0175521
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0250135
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0237545
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0242470
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0131691
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY089548
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV090963
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY018991
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY08829
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV08829
IRS990PF/BalanceSheets/TotalAssetsBOY0509995
IRS990PF/BalanceSheets/TotalAssetsEOY0506712

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$506,712
Liabilities
$0
Net assets
$506,712
Revenue
-
Expenses
$25,275
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.42$0.36$0.05
2023Summary only. Only limited summary data is available for this year.$4.77$0.00$0.20$0.33$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.00$4.91$0.11$0.38$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.69$0.35$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$0.22$0.34$0.12
2019Summary only. Only limited summary data is available for this year.$4.96$0.00$0.27$0.33$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.26$0.34$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.29$0.33$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.18$0.34$0.17
2015Summary only. Only limited summary data is available for this year.$5.32$0.00$0.69$0.35$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.56$0.34$0.22
2013Summary only. Only limited summary data is available for this year.$4.79$0.00$0.22$0.32$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.32
2011Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.25
2010Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.29