Civic Intelligence

Crampton Trust #1255000731 Regions Bank Trustee

990PF • Fiscal year 2011 • EIN 63-6181261

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

P O Drawer 162836633-1628
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$14,840,215

Flat from 2011

Net Assets

$14,840,215

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$982,383

Flat from 2011

Net Income

-

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.

$20M$15M$10M$5.0M$0Assets 2010: $14,913,474Liabilities 2010: $0Net Assets 2010: $14,913,4742010Assets 2011: $14,840,215Liabilities 2011: $0Net Assets 2011: $14,840,2152011Assets 2011: $14,840,215Liabilities 2011: $12011Assets 2012: $14,631,786Liabilities 2012: $0Net Assets 2012: $14,631,7862012Assets 2013: $15,086,066Liabilities 2013: $0Net Assets 2013: $15,086,0662013Assets 2014: $15,579,102Liabilities 2014: $0Net Assets 2014: $15,579,1022014Assets 2015: $16,462,998Liabilities 2015: $0Net Assets 2015: $16,462,9982015Assets 2016: $16,340,272Liabilities 2016: $0Net Assets 2016: $16,340,2722016Assets 2017: $16,426,458Liabilities 2017: $0Net Assets 2017: $16,426,4582017Assets 2019: $18,821,073Liabilities 2019: $0Net Assets 2019: $18,821,0732019Assets 2020: $18,471,410Liabilities 2020: $0Net Assets 2020: $18,471,4102020Assets 2021: $19,068,171Liabilities 2021: $0Net Assets 2021: $19,068,1712021Assets 2022: $18,622,414Liabilities 2022: $0Net Assets 2022: $18,622,4142022Assets 2023: $17,794,128Liabilities 2023: $0Net Assets 2023: $17,794,1282023Assets 2024: $17,764,138Liabilities 2024: $0Net Assets 2024: $17,764,1382024

Highlighted filing

2011

Assets$14,840,215
Liabilities$0
Net Assets$14,840,215

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $931,2012010Expenses 2011: $982,3832011Revenue 2011: $908,608Expenses 2011: $982,383Net Income 2011: -$73,7752011Expenses 2012: $1,027,3152012Revenue 2013: $1,466,289Expenses 2013: $1,012,580Net Income 2013: $453,7092013Revenue 2014: $1,568,232Expenses 2014: $1,087,933Net Income 2014: $480,2992014Revenue 2015: $2,020,534Expenses 2015: $1,153,399Net Income 2015: $867,1352015Revenue 2016: $957,300Expenses 2016: $1,093,315Net Income 2016: -$136,0152016Revenue 2017: $1,165,425Expenses 2017: $1,061,073Net Income 2017: $104,3522017Revenue 2019: $2,020,305Expenses 2019: $1,140,159Net Income 2019: $880,1462019Revenue 2020: $782,101Expenses 2020: $1,142,312Net Income 2020: -$360,2112020Revenue 2021: $1,849,723Expenses 2021: $1,278,439Net Income 2021: $571,2842021Revenue 2022: $700,853Expenses 2022: $1,299,803Net Income 2022: -$598,9502022Revenue 2023: $618,572Expenses 2023: $1,173,599Net Income 2023: -$555,0272023Revenue 2024: $1,126,014Expenses 2024: $1,149,159Net Income 2024: -$23,1452024

Highlighted filing

2011

Revenue-
Expenses$982,383
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$120,696-$120,696
MABEL B WARDDistr. Comm.-$0--
GILBERT F DUKES JRDistr. Comm.-$0--
JOHN C JOHNSONDistr. Comm.-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWATERFRONT RESCUE MISSIONCAPITAL CAMPAIGN FOR OVERNIGHT SHELTER AND DAY RESOURCE CENTERPUBLICMOBILE, AL, US$125,000
Paid GrantUNIVERSITY OF MOBILEPURCHASE OF A MEDICAL MANIKIN FOR THE SCHOOL OF NURSINGPUBLICMOBILE, AL, US$75,000
Paid GrantPRICHARD PREPARATORY SCHOOLTUITION ASSISTANCE & LIBRARY MATERIALSPUBLICEIGHT MILE, AL, US$50,000
Paid GrantUNIVERSITY OF SOUTH ALABAMAMEDICAL SCHOOL SCHOLARSHIPSPUBLICMOBILE, AL, US$50,000
Paid GrantMOBILE AREA EDUCATION FOUNDATIONPURCHASE OF ADMINISTRATOR LICENSE FROM CAREER CRUSING NETWORKPUBLICMOBILE, AL, US$35,000
Paid GrantST PAUL'S EPISCOPAL SCHOOLBUILDING & EQUIPPING A TECHNOLOGY & WRITING CENTERPUBLICMOBILE, AL, US$34,982
Paid GrantDEARBORN YMCAOPPERATIONAL SUPPORTPUBLICMOBILE, AL, US$34,000
Paid GrantMOBILE MUESEUM OF ARTCAPITAL FUND PROGRAM DEBT REDUCTIONPUBLICMOBILE, AL, US$25,000
Paid GrantSALVATION ARMYPURCHASE 14 PASSENGER VANPUBLICMOBILE, AL, US$25,000
Paid GrantSALVATION ARMY NEEDISTNEEDIEST FAMILY CAMPAIGNPUBLICMOBILE, AL, US$25,000
Paid GrantUNIVERSITY OF MOBILEFOR NURSING SCHLORSHIPSPUBLICMOBILE, AL, US$25,000
Paid GrantBAY AREA FOOD BANKWAREHOUSE RENOVATIONSPUBLICTHEODORE, AL, US$20,000
Paid GrantCENTRE FOR THE LIVING ARTSASSISTANCE IN FUNDING THE MEMORY PROJECTPUBLICMOBILE, AL, US$20,000
Paid GrantEDITH MURPHY FOUNDATIONINTERNATIONAL BACCALAUREATE PROGRAMPUBLICMOBILE, AL, US$20,000
Paid GrantPROVIDENCE HOSPITAL FOUNDATIONUPGRADING EQUIPMENT IN THE HOSPITAL RADIOLOGY DEPARTMENTPUBLICMOBILE, AL, US$20,000
Paid GrantUNIVERSITY OF SOUTH ALABAMAGIFT TO THE CRAMPTON CHAIR OF GERONTOLOGY ENDOWNMENTPUBLICMOBILE, AL, US$19,202
Paid GrantDRUG EDUCATION COUNCILFACILITY EXPANSION PROGRAMPUBLICMOBILE, AL, US$15,000
Paid GrantDUMAS WESLEY COMMUNITY CENTERTRANSPORTATION SERVICES FOR SENIOR PARTICIPANTSPUBLICMOBILE, AL, US$13,400
Paid GrantALABAMA FREE CLINIC BALDWIN COUNTYOPERATING EXPENSESPUBLICBAY MINETTE, AL, US$10,000
Paid GrantAMERICA'S JUNIOR MISSSCHOLARSHIP FOR BRANDING AND MARKETING PROJECTPUBLICMOBILE, AL, US$10,000
Paid GrantCLARKE COUNTY DEVELOPMENT FOUNDATIONHIPPY PROGRAM 2011-2012 SCHOOL YEARPUBLICTHOMASVILLE, AL, US$10,000
Paid GrantL'ARCHE MOBILE INCSUPPLEMENT COSTS FOR SUPPORTING MEMBERS IN JOB OPPURTUNTIESPUBLICMOBILE, AL, US$10,000
Paid GrantMAKING MIRACLES FOR CYSTIC FIBROSISESTABLISHING A RESEARCH PROGRAM AT USA COLLEGEPUBLICMOBILE, AL, US$10,000
Paid GrantMERCY MEDICALPACE PROGRAMPUBLICDAPHNE, AL, US$10,000
Paid GrantST LUKE'S EPISCOPAL SCHOOLCAPITAL CAMPAIGNPUBLICMOBILE, AL, US$10,000
Paid GrantTHE NATURE CONSERVANCYCOASTAL OPERATING EXPENSESPUBLICMOBILE, AL, US$10,000
Paid GrantVICTORY HEALTH PARTNERSGIFT OF A WEEK PROGRAM DENTAL AND MEDICAL CAREPUBLICMOBILE, AL, US$10,000
Paid GrantYMCA OF SOUTH ALABAMASUPPORT 150 CHILDREN IN SCHOOL BASED PROGRAMPUBLICMOBILE, AL, US$10,000
Paid GrantMULHERIN CUSTODIAL HOMESPURCHASE OF 15 PASSENGER VANPUBLICMOBILE, AL, US$7,000
Paid GrantALS ASSOCIATION ALABAMA CHAPTERSUPPORT FOR PATIENT SERVICESPUBLICDAUPHIN ISLAND, AL, US$5,000
Paid GrantDOG RIVER CLEARWATER REVIVALPLACING BANDALONG LITTER TRAPS IN MOORE CREEKPUBLICMOBILE, AL, US$5,000
Paid GrantEASTERN SHORE RECOVERY FOUNDATIONFOCUS FIRST 2011-2012PUBLICDAPHNE, AL, US$5,000
Paid GrantGIRL SCOUTS OF SOUTHERN ALABAMASUMMER DAY CAMP FOR 50 GIRLSPUBLICMOBILE, AL, US$5,000
Paid GrantMOBILE BALLETFUNDING DISCOVER DANCE SERIESPUBLICMOBILE, AL, US$5,000
Paid GrantMOBILE BAYKEEPERSCREATION OF CITIZENS EDUCATION AND MONITORING CAMPAIGNPUBLICMOBILE, AL, US$5,000
Paid GrantMOBILE HISTORIC DEVELOPMENT COMMISSIONFUNDING THE CONSULTING FEE FOR ESTABLISHING A MAGNET SCHOOL AT BARTON ACADEMYPUBLICMOBILE, AL, US$5,000
Paid GrantMOBILE OPERAPRODUCTION COSTS FOR THE APRIL 2012 PERFORMANCEPUBLICMOBILE, AL, US$5,000
Paid GrantPRODISEE PANTRY INCCAPITAL CONSTRUCTION CAMPAIGNPUBLICSPANISH FORT, AL, US$5,000
Paid GrantPROVIDENCE HOSPITAL FOUNDATIONANNUAL INSTALLMENTS FOR CAPITAL FUND PLEDGEPUBLICMOBILE, AL, US$5,000
Paid GrantSOUTH ALABAMA BOTANICAL AND HORTICULTURAL SOCIETYLIGHTING FOR REBLOOM GARDEN TEACHINGPUBLICMOBILE, AL, US$5,000
Paid GrantSURVIVORS OF MENTAL ILLNESSGENERAL SUPPORTPUBLICMOBILE, AL, US$5,000
Paid GrantTHE LEARNING TREECOMPLETION OF OUTDOOR ACTIVITY AREAPUBLICMOBILE, AL, US$5,000
Paid GrantTHE MOBILE ARTS COUNCILOPERATIONAL SUPPORTPUBLICMOBILE, AL, US$5,000
Paid GrantTHE MOBILE ASSOCIATION FOR THE BLINDREPLACING THE HEATING AND A/C SYSTEMPUBLICMOBILE, AL, US$5,000
Paid GrantTHE MOBILE SYMPHONYYOUNG PEOPLE'S CONCERTS AND STRINGS PROGRAMPUBLICMOBILE, AL, US$5,000
Paid GrantYMCA OF SOUTH ALABAMAMOORER YMCA SUMMER CAMP PROGRAMPUBLICMOBILE, AL, US$5,000
Paid GrantYOUNG LEADER OF AMERICATRAINING PROGRAMPUBLICMOBILE, AL, US$5,000
Paid GrantYOUNG LIFEGENERAL SUPPORTPUBLICMOBILE, AL, US$5,000
Paid GrantMUSEUM OF MOBILEEXHIBITION EXPLAINERS PROGRAMPUBLICMOBILE, AL, US$3,000
Paid GrantRONALD MCDONALD HOUSEASSISTANCE IN COVERING THE COST OF A GUEST ROOMPUBLICMOBILE, AL, US$3,000
Filing and Contact Details

Filer

EIN
63-6181261
Raw XML AppendixShowing 400 of 1,184 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
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AccountingFeesSchedule/AccountingFees/Amount1175
AccountingFeesSchedule/AccountingFees/Category0SMITH, DUKES & BUCKALEW -- TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFees/Category1REGIONS BANK - TAX PRO
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02065
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps1175
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10212800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11117520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12139940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13109305
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1483320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15122340
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16106160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1745780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1855000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19150780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20211900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2173580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22125370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2390430
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV24155295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25142000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26169750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27163950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV28116375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV29102050
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30152680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31179880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32113100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3391091
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV34120020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3560880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV36182150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3787720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3879140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV39128250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40132700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4143280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42196200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV43166775
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV44100240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV45164100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4672570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV47136620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV48185160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4997230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50141085
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51124275
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52100900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV53134910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV54177510
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV55158910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV56146180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV57180540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV58162448
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5999180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6053420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV61111615
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV62142592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV63128955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6493180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV65102760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV66129180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV67116440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6874830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M CO - - 1,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ALLERGAN INC - - 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ALTRIA GROUP -- 1,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMERICAN EXPRESS -- 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4APACHE CORP. - 1,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5AUTO DESK INC-- 4,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6BARRICK GOLD CORP -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BLACK WARRIOR COAL CO -- 250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BRISTOL MYERS SQUIBB -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9CATERPILLAR INC-- 2,200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CHEVRONTEXACO INC -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CISCO SYS INC. - 6,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12COCA COLA CO -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CONOCO/PHILLIPS -- 1,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14COSTCO WHSL -- 1,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CVS/CAREMARK CORP - 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16DOMINION RES INC -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17DU PONT EI DE NEMOURS -- 1,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18DUKE ENERGY CORP. - 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EMC CORP. MASS. - - 7,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EXXON MOBIL CORP -- 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FREEPORT-MCMORAN - - 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GENERAL ELECTRIC CO-- 7,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GOLDMAN SACHS INC - 1,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HALLIBURTON CO - 4,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HESS CORP - 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26INTEL CORP -- 7,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHNSON & JOHNSON -- 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28JP MORGAN CHASE & CO -- 3,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JUNIPER NETWORKS INC - 5,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MATTEL INC-- 5,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MCGRAW HILL INC-- 4,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MERCK & CO-- 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33MONSANTO CO - 1,300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34NEMONT MINING CORP. - 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35NEXTRA ENERGY INC-- 1,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36NORFOLK SOUTHERN - 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37NORTHROP GRUMMAN -- 1,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38NUCOR CORP --2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39ORACLE CORP - 5,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40PEPSICO INC. - 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41PFIZER -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42PHILLIP MORRIS IMTL INC - 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43PROCTER & GAMBLE -- 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44PRUDENTIAL FINL INC - 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45QUALCOMM INC - - 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46RAYTHEON -- 1,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47SCHLUMBERGER LTD -- 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48SOUTHERN CO -- 4,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49STAPLES INC-- 7,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50STATE STREET CORP - 3,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51STRYKER CORP - - 2,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52TEVA PHARMACEUTICAL - 2,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53THERMO FISHER INC - 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54TRAVELERS CO - 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55UNION PACIFIC -- 1,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56UNITED TECH CORP - - 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57VERIZON COMMUNICATIONS -- 4,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58VISA INC-- 1,600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59WALGREEN CO - 3,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60ZIMMER HOLDINGS - 1,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61HASBRO INC - 3,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62BLACKROCK INC - 800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63LABORATORY CORP OF AMER - 1500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64EMERSON ELECTRIC - 2,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65BROADCOM CORP - 3,500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66GOOGLE INC - 200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67TEXAS INSTRS. - 4,000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68PRAXAIR INC - 700
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue01078103
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV01100037
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0172004
InvestmentsOtherSchedule2/InvestmentsOther/BookValue125390
InvestmentsOtherSchedule2/InvestmentsOther/BookValue237299
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3340276
InvestmentsOtherSchedule2/InvestmentsOther/BookValue434826
InvestmentsOtherSchedule2/InvestmentsOther/BookValue541163
InvestmentsOtherSchedule2/InvestmentsOther/BookValue644656
InvestmentsOtherSchedule2/InvestmentsOther/BookValue727178
InvestmentsOtherSchedule2/InvestmentsOther/BookValue861552
InvestmentsOtherSchedule2/InvestmentsOther/BookValue96266
InvestmentsOtherSchedule2/InvestmentsOther/BookValue107778
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11581000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue12207000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue13227000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue14227000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue15244640
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1650000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue17596000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue18325000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue19107714
InvestmentsOtherSchedule2/InvestmentsOther/BookValue20105485
InvestmentsOtherSchedule2/InvestmentsOther/BookValue21110676
InvestmentsOtherSchedule2/InvestmentsOther/BookValue22103485
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2355620
InvestmentsOtherSchedule2/InvestmentsOther/BookValue24146389
InvestmentsOtherSchedule2/InvestmentsOther/BookValue25108530
InvestmentsOtherSchedule2/InvestmentsOther/BookValue26101765
InvestmentsOtherSchedule2/InvestmentsOther/BookValue27219652
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0170,000 FHLMC 5.75% 01/15/12
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem123,334 FNMA 05/01/39
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem234,327 FNMA 6% 02/01/36
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3330,817 FNMA 6% 09/01/36
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem432,729 FNMA 5% 02/01/20
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem538,436 FNMA 6% 09/01/36
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem642,060 FNMA 6% 10/01/37
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem726,908 FNMA 5% 08/01/23
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem857,915 FNMA 6% 07/01/37
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem95,886 FNMA 5% 12/01/17
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem107127 FNMA 6% 09/01/37
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11AMER EUROPACIFIC GRTH FD - 16,818
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12ARTISAN MID CAP VALUE FD - 14,675
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13ARTISAN SMALL CAP VALUE FD - 17,850
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14BUFFALO SMALL CAP FD - 11,388
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15ISHARES RUSSELL 1000 FD-- 4,000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16MFS RESH INTL FD - 4366.812
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17THORNBURG INTL VALUE FD - 24886
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18HIGH MARK MID CAP FD - 13,650
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1999,090 FHLMC 5% 07/01/2035
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2099,690 FHLMC 4% 08/01/2025
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21105,815 FHLMC 3.5% 08/01/2036
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2298,499 FNMA 4% 03/01/2026
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2352,287 FNMA 4.5% 06/01/2041
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24132,629 FNMA 6% 03/01/2034
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25100,621 FNMA 5% 06/01/2035
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2698,086 FNMA 3.5% 09/01/2025
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27198,000 FNMA 5% 03/15/2016
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0170323
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV125843
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV237965
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV3364944
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV435356
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV542642
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV646360
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV728963
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV864432
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV96357
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV107856
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11590466
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV12289094
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV13266324

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.13$1.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.62$1.17$0.56
2022Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.70$1.30$0.60
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.85$1.28$0.57
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.78$1.14$0.36
2019Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$2.02$1.14$0.88
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.17$1.06$0.10
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.96$1.09$0.14
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$2.02$1.15$0.87
2014Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.57$1.09$0.48
2013Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.47$1.01$0.45
2012Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.03
2011Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.98
2011Summary only. Only limited summary data is available for this year.$14.8$0.00$0.91$0.98$0.07
2010Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.93