Civic Intelligence

R H Green Foundation

990PF • Fiscal year 2011 • EIN 64-6020095

Sep 01, 2010 to Aug 31, 2011 • Filed on Mar 05, 2012

Organization Profile
PO Box 1266539236-2665
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

71st percentile

$1,800

Higher top officer pay than 71% of similar nonprofits.

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

Asset Growth

63rd percentile

3.8%

Faster asset growth than 63% 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

Up

$689,698

Up $24,940 (+3.8%) from 2010

Net Assets

Up

$689,698

Up $24,940 (+3.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$46,691

Up $1,394 (+3.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2010: $664,758Liabilities 2010: $0Net Assets 2010: $664,7582010Assets 2011: $689,698Liabilities 2011: $0Net Assets 2011: $689,6982011Assets 2012: $706,462Liabilities 2012: $12012Assets 2013: $782,331Liabilities 2013: $370Net Assets 2013: $781,9612013Assets 2014: $859,202Liabilities 2014: $0Net Assets 2014: $859,2022014Assets 2015: $779,213Liabilities 2015: $553Net Assets 2015: $778,6602015Assets 2016: $767,530Liabilities 2016: $0Net Assets 2016: $767,5302016Assets 2017: $821,448Liabilities 2017: $145Net Assets 2017: $821,3032017Assets 2018: $839,289Liabilities 2018: $369Net Assets 2018: $838,9202018Assets 2019: $789,538Liabilities 2019: $624Net Assets 2019: $788,9142019Assets 2020: $783,972Liabilities 2020: $0Net Assets 2020: $783,9722020Assets 2021: $919,142Liabilities 2021: $0Net Assets 2021: $919,1422021Assets 2022: $769,586Liabilities 2022: $0Net Assets 2022: $769,5862022Assets 2023: $818,692Liabilities 2023: $0Net Assets 2023: $818,6922023Assets 2024: $916,863Liabilities 2024: $0Net Assets 2024: $916,8632024Assets 2025: $944,347Liabilities 2025: $0Net Assets 2025: $944,3472025

Highlighted filing

2011

Assets$689,698
Liabilities$0
Net Assets$689,698
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: $45,2972010Expenses 2011: $46,6912011Revenue 2012: $20,086Expenses 2012: $43,337Net Income 2012: -$23,2512012Expenses 2013: $47,4752013Revenue 2014: $62,927Expenses 2014: $51,934Net Income 2014: $10,9932014Revenue 2015: $60,046Expenses 2015: $48,957Net Income 2015: $11,0892015Revenue 2016: $35,869Expenses 2016: $45,197Net Income 2016: -$9,3282016Revenue 2017: $45,316Expenses 2017: $47,968Net Income 2017: -$2,6522017Revenue 2018: $64,902Expenses 2018: $50,388Net Income 2018: $14,5142018Revenue 2019: $97,347Expenses 2019: $48,546Net Income 2019: $48,8012019Revenue 2020: $20,920Expenses 2020: $45,578Net Income 2020: -$24,6582020Revenue 2021: $53,856Expenses 2021: $52,584Net Income 2021: $1,2722021Revenue 2022: $49,362Expenses 2022: $52,224Net Income 2022: -$2,8622022Revenue 2023: $30,780Expenses 2023: $47,684Net Income 2023: -$16,9042023Revenue 2024: $64,364Expenses 2024: $51,387Net Income 2024: $12,9772024Revenue 2025: $45,070Expenses 2025: $53,808Net Income 2025: -$8,7382025

Highlighted filing

2011

Revenue-
Expenses$46,691
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Mar 5, 2012
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE MILLSTrustee-$1,800-$1,800
RAINA A LEETrustee-$1,800-$1,800
THOMAS P MILLSTrustee-$1,800-$1,800
DENISE B MILLSAdministrative Assistant-$1,200-$1,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAPTIST HEALTH FOUNDATIONHEALTHCAREPUBLICJACKSON, MS, US$8,000
Paid GrantJACKSON FREE CLINICHEALTHCAREPUBLICJACKSON, MS, US$8,000
Paid GrantST DOMINIC HEALTH SERVICES FOUNDATIONHEALTHCAREPUBLICJACKSON, MS, US$8,000
Paid GrantDELIVER ME SENIOR SUPPORT SERVICES INCHEALTHCAREPUBLICJACKSON, MS, US$3,000
Filing and Contact Details

Filer

EIN
64-6020095
Raw XML AppendixShowing 400 of 943 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472011-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold672011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BERKSHIRE HATHAWAY - B SHARES - 50.000 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1BERKSHIRE HATHAWAY - B SHARES - 35.000 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2DODGE & COX INCOME FUND - 29.958 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3DODGE & COX INCOME FUND - 7.792 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4DODGE & COX INCOME FUND - 45.942 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5DODGE & COX INCOME FUND - 47.306 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6DODGE & COX INCOME FUND - 14.241 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7DODGE & COX INCOME FUND - 47.069 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8DODGE & COX INCOME FUND - 63.851 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9DODGE & COX INCOME FUND - 48.174 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10DODGE & COX INCOME FUND - 66.849 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11DODGE & COX INCOME FUND - 48.170 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12DODGE & COX INCOME FUND - 66.104 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13DODGE & COX INCOME FUND - 63.698 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14DODGE & COX INCOME FUND - 52.272 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15DODGE & COX INCOME FUND - 72.131 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16DODGE & COX INCOME FUND - 49.512 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17DODGE & COX INCOME FUND - 1,495.754 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18DODGE & COX INCOME FUND - 54.531 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19DODGE & COX INCOME FUND - 99.283 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20DODGE & COX INCOME FUND - 104.517 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21AMERICAN BEACON INT'L. EQ. INST. CLASS - 59.975 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22AMERICAN BEACON INT'L. EQ. INST. CLASS - 65.814 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23AMERICAN BEACON INT'L. EQ. INST. CLASS - 1,950.103 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24AMERICAN BEACON INT'L. EQ. INST. CLASS - 113.175 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25AMERICAN BEACON INT'L. EQ. INST. CLASS - 61.431 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26ARIEL FOCUS FUND - 7.778 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27ARIEL FOCUS FUND - 2,644.590 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28ARIEL FOCUS FUND - 11.943 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29ARIEL FOCUS FUND - 375.134 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30ARIEL FOCUS FUND - 26.675 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31CLIPPER FUND - 5.463 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32CLIPPER FUND - 4.217 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33CLIPPER FUND - 509.156 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34FPA PARAMOUNT FUND - 6.958 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35FPA PARAMOUNT FUND - 311.561 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36MANAGERS SKYLINE SPECIAL EQUITIES FUND - 97.600 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37MANAGERS SKYLINE SPECIAL EQUITIES FUND - 34.733 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 9.910 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 10.701 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40VANGUARD SHORT-TERM INVESTMENT GRADE FUND -23.730 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 10.310 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 23.435 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 25.076 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 21.260 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 16.361 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset46VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 25.921 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset47VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 1,228.101 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48DODGE & COX INTERNATIONAL STOCK FUND - 14.577 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49DODGE & COX INTERNATIONAL STOCK FUND - 175.512 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50FPA PARAMOUNT FUND - 201.403 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51IVA INTERNATIONAL CL I - 34.769 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52IVA INTERNATIONAL CL I - 28.168 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53IVA INTERNATIONAL CL I - 9.405 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54IVA INTERNATIONAL CL I - 42.774 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55IVA INTERNATIONAL CL I - 30.629 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56IVA INTERNATIONAL CL I - 93.824 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset57LONGLEAF PARTNERS INTERNATIONAL - 255.076 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset58MANAGERS SKYLINE SPECIAL EQUITIES FUND - 9.883 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset59MANAGERS SKYLINE SPECIAL EQUITIES FUND - 126.529 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset60MANAGERS SKYLINE SPECIAL EQUITIES FUND - 31.162 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61TWEEDY, BROWNE GLOBAL VALUE FUND - 204.898 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62MADISON MOSAIC MID-CAP FUND - 279.330 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset63HARDING LOEVNER INT'L EQUITY - INST. - 369.661 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset64IVA INTERNATIONAL CL I - 311.608 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65OAKMARK SELECT FUND - 120.968 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset66PRIMECAP ODYSSEY STOCK FUND - 18.582 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset67PRIMECAP ODYSSEY STOCK FUND - 17.241 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset68PRIMECAP ODYSSEY STOCK FUND - 350.926 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset69VANGUARD SHORT-TERM INVESTMENT GRADE FUND - 1,679.330 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset70CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02131
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11504
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss37
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss541
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss613
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss743
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss862
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss946
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1065
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1151
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1269
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1460
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1588
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss172124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21-3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss235673
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25271
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss271295
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss29476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3311667
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss35578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36-306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss37-109

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$689,698
Liabilities
$0
Net assets
$689,698
Revenue
-
Expenses
$46,691
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.45$0.54$0.09
2024Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.64$0.51$0.13
2023Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.31$0.48$0.17
2022Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.49$0.52$0.03
2021Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.54$0.53$0.01
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.21$0.46$0.25
2019Detailed filing. Detailed filing data is available for this year.$7.90$0.01$7.89$0.97$0.49$0.49
2018Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.65$0.50$0.15
2017Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.45$0.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.36$0.45$0.09
2015Detailed filing. Detailed filing data is available for this year.$7.79$0.01$7.79$0.60$0.49$0.11
2014Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.63$0.52$0.11
2013Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.47
2012Summary only. Only limited summary data is available for this year.$7.06$0.00$0.20$0.43$0.23
2011Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.47
2010Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.45