Civic Intelligence

Phil R & Janis North Charitable Remainder Unitrust

990PF • Fiscal year 2012 • EIN 75-6323833

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

Organization Profile
1220 Washington Terrace76107
Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$495,658

Up $5,142 (+1.0%) from 2011

Net Assets

$484,919

No earlier filing loaded for comparison.

Liabilities

Up

$10,739

Up $10,287 (+2276%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$37,883

Up $4,035 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2011: $490,516Liabilities 2011: $4522011Assets 2012: $495,658Liabilities 2012: $10,739Net Assets 2012: $484,9192012Assets 2013: $483,529Liabilities 2013: $0Net Assets 2013: $483,5292013Assets 2014: $519,383Liabilities 2014: $0Net Assets 2014: $519,3832014Assets 2016: $560,367Liabilities 2016: $0Net Assets 2016: $560,3672016Assets 2017: $584,741Liabilities 2017: $0Net Assets 2017: $584,7412017Assets 2018: $563,195Liabilities 2018: $0Net Assets 2018: $563,1952018Assets 2019: $551,659Liabilities 2019: $0Net Assets 2019: $551,6592019Assets 2020: $565,274Liabilities 2020: $0Net Assets 2020: $565,2742020Assets 2021: $565,454Liabilities 2021: $0Net Assets 2021: $565,4542021Assets 2022: $540,146Liabilities 2022: $0Net Assets 2022: $540,1462022Assets 2023: $512,629Liabilities 2023: $12023Assets 2024: $477,095Liabilities 2024: $0Net Assets 2024: $477,0952024

Highlighted filing

2012

Assets$495,658
Liabilities$10,739
Net Assets$484,919
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $50,582Expenses 2011: $33,848Net Income 2011: $16,7342011Expenses 2012: $37,8832012Revenue 2013: $36,471Expenses 2013: $37,861Net Income 2013: -$1,3902013Revenue 2014: $73,232Expenses 2014: $37,378Net Income 2014: $35,8542014Revenue 2016: $54,962Expenses 2016: $38,165Net Income 2016: $16,7972016Revenue 2017: $63,119Expenses 2017: $38,745Net Income 2017: $24,3742017Revenue 2018: $23,761Expenses 2018: $45,307Net Income 2018: -$21,5462018Revenue 2019: $38,268Expenses 2019: $49,804Net Income 2019: -$11,5362019Revenue 2020: $63,369Expenses 2020: $49,754Net Income 2020: $13,6152020Revenue 2021: $79,832Expenses 2021: $79,652Net Income 2021: $1802021Revenue 2022: $44,230Expenses 2022: $69,538Net Income 2022: -$25,3082022Revenue 2023: $20,649Expenses 2023: $48,166Net Income 2023: -$27,5172023Revenue 2024: $54,896Expenses 2024: $90,430Net Income 2024: -$35,5342024

Highlighted filing

2012

Revenue-
Expenses$37,883
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIRDRE NORTHCo-Trustee-$0--
MAIRIN TERRYCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NOTRE DAMESTUDENT ASSISTANCEPUBLICLY SUPPORTED CNOTRE DAME, IN, US$30,000
Filing and Contact Details

Filer

EIN
75-6323833
Raw XML AppendixShowing 400 of 433 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0150
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0399355
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0539336
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount015111
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount016536
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount01091
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount032738
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA032738
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0150
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm016536
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss030000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm015111
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss015111
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5145
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0203751
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss016536
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome032738
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss07472
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss037883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome032738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses032738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07883
IRS990PF/BalanceSheets/AccountsPayableEOY010050
IRS990PF/BalanceSheets/CapitalStockBOY0627006
IRS990PF/BalanceSheets/CapitalStockEOY0627006
IRS990PF/BalanceSheets/InvestmentsOtherBOY0482892
IRS990PF/BalanceSheets/InvestmentsOtherEOY0399355
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0539336
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY0452
IRS990PF/BalanceSheets/OtherLiabilitiesEOY0689
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY0-745
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0-745
IRS990PF/BalanceSheets/RetainedEarningsBOY0-136197
IRS990PF/BalanceSheets/RetainedEarningsEOY0-141342
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY07624
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY096303
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV096303
IRS990PF/BalanceSheets/TotalAssetsBOY0490516
IRS990PF/BalanceSheets/TotalAssetsEOY0495658
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0635639
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0452
IRS990PF/BalanceSheets/TotalLiabilitiesEOY010739
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0490516
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0495658
IRS990PF/BalanceSheets/TotalNetAssetsBOY0490064
IRS990PF/BalanceSheets/TotalNetAssetsEOY0484919
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome016536
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis09950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis217662
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis416565
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis514434
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis617341
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis715975
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis819758
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis916809
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis108891
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis117600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1212510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis131401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis145400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1517479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-12-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-08-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-07-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-04-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102012-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112012-01-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122012-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132011-10-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-10-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-11-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-08-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-03-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-05-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-03-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0INERGY LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SUBURBAN PROPANE PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2NISOURCE INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3APPLE INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4E I DU PONT DE NEMOURS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CSX CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7CITIGROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8CONAGRA FOODS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9DISCOVERY COMM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10EBAY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11FACEBOOK INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12GOLDMAN SACHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14TUMI HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15VODAFONE GROUP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss08570
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21077
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss43180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-1433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-4211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss92846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss101966
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11761
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-3098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-52
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss142427
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-868
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses08570
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21077
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses33172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses43180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-1433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-4211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses92846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses101966
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11761
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-3098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-52
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses142427
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-868
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice018520
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice218739
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice35171
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice419745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice516187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice615908
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice711764
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice819900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice919655
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1010857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice118361
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice129412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice131349
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice147827
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1516611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16304
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5145
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0484919
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0490064
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0484919
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted029294
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj029294
IRS990PF/DistributableAmount/DistributableAmountBeforeDed029294
IRS990PF/DistributableAmount/MinimumInvestmentReturn029949
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0655
IRS990PF/DistributableAmount/TotalTax0655
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0655
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0655
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0655
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0669
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/FMVAssetsEOY0635639
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0608111
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances051963
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0556148
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09122
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn029949
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0598989
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0608111
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DEIRDRE NORTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MAIRIN TERRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103813 ARBOR LAWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111220 WASHINGTON TERRACE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FORT WORTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FORT WORTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode076109
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode176107
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct030175
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets029848
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049831
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045238
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.046098
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053761
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.055881
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048177
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0598989
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10580483
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20546508
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30504843
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40552831
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50631012
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0327
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions030000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1026260
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2025193
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027141
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4030893
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5030400
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.249155
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions030000
IRS990PF/QualifyingDistributions/ExpensesAndContributions030000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions030000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MAIRIN TERRY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08177388064
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101220 WASHINGTON TERRACE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FORT WORTH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode076107
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TaxExemptInterestReceived00
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0STUDENT ASSISTANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF NOTRE DAME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLICLY SUPPORTED C
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101100 GRACE HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NOTRE DAME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0465565612
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01836
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1028164
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029294
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions030000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY027458
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear028164
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01091
OtherIncomeSchedule2/OtherIncome/Description0INERGY LP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01091
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01091
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0452
OtherLiabilitiesSchedule/OtherLiabilities/Description0DIVIDEND TIMING DIFFERENCE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0689
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount07422
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BROKERAGE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,658
Liabilities
$10,739
Net assets
$484,919
Revenue
-
Expenses
$37,883
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.55$0.90$0.36
2023Summary only. Only limited summary data is available for this year.$5.13$0.00$0.21$0.48$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.44$0.70$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.80$0.80$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.63$0.50$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.38$0.50$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.24$0.45$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.63$0.39$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.55$0.38$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.73$0.37$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.36$0.38$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.11$4.85$0.38
2011Summary only. Only limited summary data is available for this year.$4.91$0.00$0.51$0.34$0.17