Civic Intelligence

T C Lupton Jr Family Foundation

990PF • Fiscal year 2013 • EIN 75-2549244

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 15, 2013

Organization Profile
3811 Turtle Creek BlvdDallas, TX 75219
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,644,318

Up $157,289 (+3.5%) from 2012

Net Assets

Up

$4,644,318

Up $157,289 (+3.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin84th percentile

Revenue

$395,955

No earlier filing loaded for comparison.

Expenses

Up

$239,547

Up $6,008 (+2.6%) from 2012

Net Income

$156,408

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,392,649Liabilities 2011: $0Net Assets 2011: $4,392,6492011Assets 2012: $4,487,029Liabilities 2012: $0Net Assets 2012: $4,487,0292012Assets 2013: $4,644,318Liabilities 2013: $0Net Assets 2013: $4,644,3182013Assets 2014: $4,691,475Liabilities 2014: $0Net Assets 2014: $4,691,4752014Assets 2015: $4,658,134Liabilities 2015: $0Net Assets 2015: $4,658,1342015Assets 2016: $4,782,348Liabilities 2016: $0Net Assets 2016: $4,782,3482016Assets 2017: $4,715,991Liabilities 2017: $0Net Assets 2017: $4,715,9912017Assets 2018: $4,628,018Liabilities 2018: $0Net Assets 2018: $4,628,0182018Assets 2019: $4,554,635Liabilities 2019: $0Net Assets 2019: $4,554,6352019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$4,644,318
Liabilities$0
Net Assets$4,644,318
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $228,7582011Expenses 2012: $233,5392012Revenue 2013: $395,955Expenses 2013: $239,547Net Income 2013: $156,4082013Revenue 2014: $297,447Expenses 2014: $235,952Net Income 2014: $61,4952014Revenue 2015: $246,685Expenses 2015: $276,610Net Income 2015: -$29,9252015Revenue 2016: $430,927Expenses 2016: $307,725Net Income 2016: $123,2022016Revenue 2017: $173,246Expenses 2017: $233,579Net Income 2017: -$60,3332017Revenue 2018: $181,230Expenses 2018: $267,569Net Income 2018: -$86,3392018Revenue 2019: $207,224Expenses 2019: $278,869Net Income 2019: -$71,6452019Revenue 2020: $19,915Expenses 2020: $5,216,909Net Income 2020: -$5,196,9942020

Highlighted filing

2013

Revenue$395,955
Expenses$239,547
Net Income$156,408
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE L LIEDTKEDirector-$0--
CAROL HUCKINPresident-$0--
CAROLYN C LUPTONSecretary-$0--
TAVENNER C LUPTON IIITreasurer-$0--
TC LUPTON JRChairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$30,702
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$25,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$20,000
Paid Grant-CHARITABLEPRIVATEHOUSTON, TX, US$20,000
Paid GrantTHE CRYSTAL CHARITY BALLCHARITABLEPRIVATEDALLAS, TX, US$10,700
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$10,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$10,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$10,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$10,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$7,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$5,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$5,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$5,000
Paid Grant-CHARITABLEPRIVATEMIDLAND, TX, US$4,000
Paid Grant-CHARITABLEPRIVATEHOUSTON, TX, US$3,800
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$3,655
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$3,500
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$3,000
Paid Grant-CHARITABLEPRIVATEBROOKSHIRE, TX, US$2,500
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$2,500
Paid GrantTEXAS HEALTH PRESBYTERIAN FOUNDATIONCHARITABLEPRIVATEDALLAS, TX, US$2,500
Paid Grant-CHARITABLEPRIVATEHOUSTON, TX, US$2,250
Paid Grant-CHARITABLEPRIVATEFORT WORTH, TX, US$2,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$2,000
Paid Grant-CHARITABLEPRIVATEHOUSTON, TX, US$1,880
Paid Grant-CHARITABLEPRIVATERICHARDSON, TX, US$1,500
Paid Grant-CHARITABLEPRIVATEHOUSTON, TX, US$1,500
Paid Grant-CHARITABLEPRIVATELA PORTE, TX, US$1,448
Paid Grant-CHARITABLEPRIVATEAUSTIN, TX, US$1,275
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,105
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEMEDINA, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITABLEPRIVATELLANO, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEHOUSTON, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$1,000
Paid Grant-CHARITALBEPRIVATEDALLAS, TX, US$800
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$680
Paid Grant-CHARITABLEPRIVATEDALLAS, TX, US$500
Paid Grant-CHARITABLEPRIVATEMEMPHIS, TN, US$100
Filing and Contact Details

Filer

EIN
75-2549244
Raw XML AppendixShowing 400 of 1,266 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/DateAcquired642010-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired652012-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired662012-08-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired672013-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired682012-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired692009-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired702011-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired712010-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired722009-10-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired732012-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired742012-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-11-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-07-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-06-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-06-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-06-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92013-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102013-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122013-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-02-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-02-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-01-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-06-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292013-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312013-02-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322013-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332013-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342013-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352013-01-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362013-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372013-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-11-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-10-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502012-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512012-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522012-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532012-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542012-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552012-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562012-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572012-08-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582012-08-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592012-07-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602012-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612012-02-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622012-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632012-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642012-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652012-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662013-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold672013-02-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682013-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold702012-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold712012-07-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold722012-07-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold732012-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold742012-07-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gain Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1EDGE DISCOVERY LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2IPO LITIGATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3DELL SETTLEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4HEALTH SOUTH SETTLEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5ENRON SETTLEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6MERIDETH CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7HASBRO INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8UNILEVER PLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9GALLAGHER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10LOCKHEED MARTIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11PLUM CREEK TIMBER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12MERIDETH CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13LEGGETT & PLATT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CINEMARK HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15CONAGRA FOODS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16LEGGETT & PLATT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17RPM INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18UNILEVER PLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19MERIDETH CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20H J HEINZ
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21CINEMARK HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22LEGGETT & PLATT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23FREEPORT MCMORAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24RPM INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25RAYONIER INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26GAMESTOP CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27SEAGATE TECH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28GRIEF INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29GAMESTOP CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30H & R BLOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31H J HEINZ
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32H & R BLOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33PLUM CREEK TIMBER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34LYONDELLBASELL IND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35FREEPORT MCMORAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36RAYONIER INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37ENBRIDGE ENERGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38ENBRIDGE ENERGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39CONAGRA FOODS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40ENBRIDGE ENERGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41FREEPORT MCMORAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42CINEMARK HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43LEGGETT & PLATT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44EATON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45CLIFFS NAT RES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset46CA INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset47AT & T INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48RAYONIER INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49CINCINNATI FINANCIAL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50ABBOTT LABS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51MEREDITH CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52RAYONIER INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53ABBOTT LABS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54KIMBERLY CLARK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55H J HEINZ
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56CINCINNATI FINANCIAL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset57UNILEVER PLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset58KIMBERLY CLARK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset59KIMBERLY CLARK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset60MERCK & CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61MAINSTAY FLOATING RATE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62COCA COLA ENTERPRISES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset63TCW TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset64MAINSTAY FLOATING RATE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65DOUBLELINE TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset66RIDGEWORTH SEIX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset67FAMCO MLP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset68PIMCO ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset69RIDGEWORTH SEIX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset70COCA COLA ENTERPRISES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71MAINSTAY FLOATING RATE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72MATTHEWS ASIA GROWTH AND INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset73ISHARES MSCI ALL COUNTRY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74JP MORGAN ALERIAN MLP INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset75MARKET VECTORS BRAZIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03566
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1119288
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss435
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51179
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss61168
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7860
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss91424
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss101453
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11869
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12525
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss141168
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss151701
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16781
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss171340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18589
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss191667
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss201482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21490
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23-360
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24523
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss261621
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss271049
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28538
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss29427
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30648
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss311209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32769
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33885
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss34531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3559
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss372386
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3825
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss39942
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss40-308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss41-768
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42543
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss43476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss442408

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,644,318
Liabilities
$0
Net assets
$4,644,318
Revenue
$395,955
Expenses
$239,547
Net income
$156,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$5.22$5.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.21$0.28$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.18$0.27$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$0.17$0.23$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.43$0.31$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.25$0.28$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.30$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.40$0.24$0.16
2012Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.23
2011Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.23