Liabilities / Assets
27th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$3,678,473
Up $78,741 (+2.2%) from 2011
Net Assets
Up$3,678,473
Up $78,741 (+2.2%) from 2011
Liabilities
Flat$0
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$272,103
Up $14,480 (+5.6%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- May 10, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LYNNE F GELLMAN | Secretary/Treasurer | - | $0 | - | - |
| RANDI F JABLIN | President | - | $0 | - | - |
| STEVE GELLMAN | Vice President | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | TEMPLE BETH SHALOM BUILDING FUND | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $66,409 |
| Paid Grant | JCA | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $21,000 |
| Paid Grant | (JCAA) JEWISH COMMUNITY ASSOCIATION OF AUSTIN | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $14,840 |
| Paid Grant | TEMPLE CHAI | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $12,718 |
| Paid Grant | PARDES JEWISH DAY SCHOOL | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $12,000 |
| Paid Grant | FRIEDEL JEWISH ACADEMY | TO FUND DAILY OPERATIONS | - | OMAHA, NE, US | $11,000 |
| Paid Grant | JDC | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $10,000 |
| Paid Grant | JEWISH FEDERATION UNITED JEWISH FUND | TO FUND DAILY OPERATIONS | - | LA, CA, US | $10,000 |
| Paid Grant | TEMPLE BETH SHALOM | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $7,268 |
| Paid Grant | HILLEL AT ASU | TO FUND DAILY OPERATIONS | - | TEMPE, AZ, US | $6,100 |
| Paid Grant | JEWISH NATIONAL FUND | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $5,400 |
| Paid Grant | BIRTHRIGHT ISRAEL FOUNDATION | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $5,000 |
| Paid Grant | FRIENDS OF AMERICAN TECHNION SOCIETY | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $5,000 |
| Paid Grant | JEWISH COMMUNITY FOUNDATION | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $5,000 |
| Paid Grant | VALLEY BEIT MIDRASH | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $5,000 |
| Paid Grant | BUREAU OF JEWISH EDUCATION- GREATER PHOENIX | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $3,280 |
| Paid Grant | COUNCIL FOR JEWS WITH SPECIAL NEEDS | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $3,180 |
| Paid Grant | JEWISH GENETIC DISEASE CENTER OF GREATER PHOENIX | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $3,000 |
| Paid Grant | VALLEY OF THE SUN JCC | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $2,890 |
| Paid Grant | JEWISH FAMILY AND CHILDREN'S SERVICE | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $2,500 |
| Paid Grant | JEWISH FREE LOAN | TO FUND DAILY OPERATIONS | - | LA, CA, US | $2,500 |
| Paid Grant | ADL- AUSTIN CHAPTER | TO FUND DAILY OPERATIONS | - | HOUSTON, TX, US | $1,500 |
| Paid Grant | HOSPICE AUSTIN | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,100 |
| Paid Grant | AMERICAN RED CROSS | TO FUND DAILY OPERATIONS | - | DES MOINES, IA, US | $1,000 |
| Paid Grant | AUSTIN CHILDREN'S SHELTER | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | AUSTIN HABITAT FOR HUMANITY | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | FAMILY ELDERCARE | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | KOMEN AUSTIN | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | OPERATION BLUE SANTA- AUSTIN POLICE DEPT | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | SEASON FOR CARING FUND(CO AUS AM STATESMAN) | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | SETON FUND | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $1,000 |
| Paid Grant | THE NEW SHUL | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $1,000 |
| Paid Grant | CAPITAL AREA FOOD BANK | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $750 |
| Paid Grant | LAURIE SIMONS MISLE SEED GRANT FUND | FOR LEUKEMIA RESEARCH | - | OMAHA, NE, US | $750 |
| Paid Grant | CONGREGATION BETH ISRAEL(INCL GELLMAN FUND) | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $600 |
| Paid Grant | AMERICAN FRIENDS OF LEKET ISRAEL | TO FUND DAILY OPERATIONS | - | TEANECK, NJ, US | $500 |
| Paid Grant | ARMDI (AMER RED MAGEN DAVID FOR ISRAEL) | TO FUND DAILY OPERATIONS | - | PHOENIX, TX, US | $500 |
| Paid Grant | AUSTIN THEATRE ALLIANCE | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $500 |
| Paid Grant | CAMP SWIFT | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $500 |
| Paid Grant | MAKE A WISH FOUND OF CENTRAL & SO TX | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $500 |
| Paid Grant | MEALS ON WHEELS AND MORE | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $500 |
| Paid Grant | NFTY | TO FUND DAILY OPERATIONS | - | SALT LAKE CITY, UT, US | $500 |
| Paid Grant | SCOTTSDALE HEALTHCARE FOUNDATION | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $500 |
| Paid Grant | ZACHARY SCOTT THEATRE | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $500 |
| Paid Grant | HEBREW FREE LOANS OF AUSTIN | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $360 |
| Paid Grant | PLANNED PARENTHOOD (PPFA) | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $300 |
| Paid Grant | CARITAS OF AUSTIN | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $250 |
| Paid Grant | JEWISH FAMILY SERVICE | TO FUND DAILY OPERATIONS | - | AUTIN, TX, US | $250 |
| Paid Grant | MOBILE LOAVES & FISHES | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $250 |
| Paid Grant | UNIVERSITY OF ARIZONA FOUNDATION | TO FUND DAILY OPERATIONS | - | TUCSON, AZ, US | $250 |
| Paid Grant | CONGREGATION AGUDAS ACHIM | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $180 |
| Paid Grant | JEWISH FEDERATIONS OF NORTH AMERICA | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $180 |
| Paid Grant | ADL- ARIZONA REGION | TO FUND DAILY OPERATIONS | - | NY, NY, US | $100 |
| Paid Grant | ALZHEIMER'S ASSOC HOUSTON & SECHAPTER | TO FUND DAILY OPERATIONS | - | HOUSTON, TX, US | $100 |
| Paid Grant | AMERICAN COMMITTEE FOR SHAARE ZEDEK | TO FUND DAILY OPERATIONS | - | BEVERLY HILLS, CA, US | $100 |
| Paid Grant | (AMERICAN FRIENDS OF) MEIR PANIM | TO FUND DAILY OPERATIONS | - | BROOKLYN, NY, US | $100 |
| Paid Grant | AMERICAN JEWISH COMMITTEE | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $100 |
| Paid Grant | AMERICAN JEWISH WORLD SERVICE | TO FUND DAILY OPERATIONS | - | SAN FRANCISCO, CA, US | $100 |
| Paid Grant | ARIZONA SCIENCE CENTER | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $100 |
| Paid Grant | AUSTIN HUMANE SOCIETY | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $100 |
| Paid Grant | CHARITY NAVUGATOR | TO FUND DAILY OPERATIONS | - | GLEN ROCK, NJ, US | $100 |
| Paid Grant | CLAL | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $100 |
| Paid Grant | MAZON | TO FUND DAILY OPERATIONS | - | LA, CA, US | $100 |
| Paid Grant | PENN HILLEL | TO FUND DAILY OPERATIONS | - | PHILADELPHIA, PA, US | $100 |
| Paid Grant | ROZE ROOM HOSPICE | TO FUND DAILY OPERATIONS | - | LA, CA, US | $100 |
| Paid Grant | SEASON FOR SHARING | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $100 |
| Paid Grant | SIMON WIESENTHAL CENTER | TO FUND DAILY OPERATIONS | - | LA, CA, US | $100 |
| Paid Grant | TEXAS EXES | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $100 |
| Paid Grant | TEXAS HILLEL | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $100 |
| Paid Grant | THE PENN FUND- UNIVERSITY OF PENNSYLVANIA | TO FUND DAILY OPERATIONS | - | PHILADELPHIA, PA, US | $100 |
| Paid Grant | UNITED WAY OF PHOENIX | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $100 |
| Paid Grant | WESTSIDE FOUNDATION | TO FUND DAILY OPERATIONS | - | OMAHA, NE, US | $100 |
| Paid Grant | FRIENDS OF CHANNEL 8 | TO FUND DAILY OPERATIONS | - | TEMPE, AZ, US | $90 |
| Paid Grant | TEMPLE BETH SHALOM SISTERHOOD | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $72 |
| Paid Grant | BRANDEIS NATIONAL COMMITTEE | TO FUND DAILY OPERATIONS | - | WALTHAM, MA, US | $60 |
| Paid Grant | AMERICAN COMMITTEE FOR WEIZMANN INST OF SCIENCE | TO FUND DAILY OPERATIONS | - | NEW YORK, NY, US | $50 |
| Paid Grant | AMERICAN HEART ASSOCIATION | TO FUND DAILY OPERATIONS | - | DALLAS, TX, US | $50 |
| Paid Grant | ARIZONA JEWISH HISTORICAL SOCIETY | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $50 |
| Paid Grant | HILLEL OF SAN DIEGO | TO FUND DAILY OPERATIONS | - | SAN DIEGO, CA, US | $50 |
| Paid Grant | JEWISH CHILDREN YOUTH SERVICE | TO FUND DAILY OPERATIONS | - | CHICAGO, IL, US | $50 |
| Paid Grant | MARCH OF DIMES | TO FUND DAILY OPERATIONS | - | WHITE PLAINS, NY, US | $50 |
| Paid Grant | MARINE TOYS FOR TOTS FUND | TO FUND DAILY OPERATIONS | - | TRIANGLE, VA, US | $50 |
| Paid Grant | NEBRASKA JEWISH HISTORICAL SOCIETY | TO FUND DAILY OPERATIONS | - | OMAHA, NE, US | $50 |
| Paid Grant | SOUTHERN POVERTY LAW CENTER | TO FUND DAILY OPERATIONS | - | MONTGOMERY, AL, US | $50 |
| Paid Grant | TEMPLE BETH SHALOM BROTHERHOOD | TO FUND DAILY OPERATIONS | - | AUSTIN, TX, US | $50 |
| Paid Grant | US HOLOCAUST MEMORIAL MUSEUM | TO FUND DAILY OPERATIONS | - | WASHINGTON, DC, US | $50 |
| Paid Grant | VALLEY OF THE SUN UNITED WAY | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $50 |
| Paid Grant | ANSHAI TORAH | TO FUND DAILY OPERATIONS | - | PLANO, TX, US | $36 |
| Paid Grant | MADD | TO FUND DAILY OPERATIONS | - | TOPEKA, KS, US | $25 |
| Paid Grant | MOVEMBER | TO FUND DAILY OPERATIONS | - | VENICE, CA, US | $25 |
| Paid Grant | PLANNED PARENTHOOD OF CENTRL NO AZ | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $25 |
| Paid Grant | POLICE OFFICERS OF SCOTTSDALE ASSOC | TO FUND DAILY OPERATIONS | - | SCOTTSDALE, AZ, US | $25 |
| Paid Grant | SOCIETY OF ST VINCENT DE PAUL | TO FUND DAILY OPERATIONS | - | PHOENIX, AZ, US | $25 |
Filing and Contact Details
Filer
- EIN
- 86-0938348
Raw XML AppendixShowing 400 of 1,377 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/Amount | 0 | 1575 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | ACCOUNTING FEES |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 0 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 1575 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 0 | 48465 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 1 | 79388 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 2 | 24520 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 3 | 25412 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 4 | 53983 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 5 | 100818 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 6 | 80254 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 7 | 51542 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 8 | 105313 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 9 | 52617 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 10 | 110225 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 0 | 47020 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 1 | 85875 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 2 | 25095 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 3 | 25137 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 4 | 53838 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 5 | 110960 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 6 | 82650 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 7 | 52201 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 8 | 114446 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 9 | 54760 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 10 | 114750 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | EMERSON 5.625% 11-15-2013 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 1 | ENTERPRISE PROD 7.034% 1-15-2068 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 2 | GE 5% 2-1-2013 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 3 | PEPSI 4.65% 2-5-2013 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 4 | PHILLIP MORRIS 6.875% |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 5 | PNC FINL SVCS GROUP INC 6.125% 12/31/2049 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 6 | SEASPAN CORPORATION 09.50% 01/30/2016 PFD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 7 | SHELL 4.0% 3-21-2014 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 8 | SCHWAB PERPETUAL BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 9 | WAL MART 4.5% 7-15-2015 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 10 | WELL FARGO BOND PERPETUAL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 39884 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 15383 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 29198 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 60377 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 71478 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 58102 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 67004 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 11739 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 57228 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 104907 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 72645 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 71370 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 12 | 45158 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 13 | 113123 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 14 | 82088 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 15 | 102563 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 16 | 90847 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 17 | 71084 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 18 | 54499 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 19 | 26848 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 20 | 133720 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 21 | 25723 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 22 | 93533 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 23 | 2287 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 24 | 23144 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 25 | 112726 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 26 | 73033 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 27 | 31783 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 28 | 74822 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 29 | 68290 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 30 | 74528 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 31 | 50481 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 32 | 74528 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 33 | 137373 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 34 | 100826 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 35 | 79443 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 36 | 84004 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 37 | 75187 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 38 | 77907 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 39 | 74150 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 40 | 50168 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 58950 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 27335 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 74475 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 73384 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 55825 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 133043 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 134060 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 82380 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 126564 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 155496 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 151800 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 12 | 45113 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 13 | 176845 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 14 | 112632 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 15 | 113890 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 16 | 90986 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 17 | 71370 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 18 | 95353 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 19 | 53353 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 20 | 148386 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 21 | 75913 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 22 | 109923 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 23 | 5784 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 24 | 104409 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 25 | 129206 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 26 | 73850 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 27 | 73692 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 28 | 74500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 29 | 75696 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 30 | 61035 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 31 | 61116 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 32 | 74940 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 33 | 90088 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 34 | 101775 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 35 | 105226 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 36 | 88476 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 37 | 68643 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 38 | 78614 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 39 | 84010 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 40 | 49172 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | ABBOTT LABORATORIES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | ABBVIE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | ACORN ENERGY INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | AES TR III 6.75% CONV |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | ALLERGAN INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | ALPS ETF TR ALERIAN MLP ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | APPLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | BERKSHIRE HATHAWAY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | BLACKROCK PFD & EQUITY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | CALAMOS CONV OPPORTU N |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | DIRECTV COM CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | EMC CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | FIDELITY CONSERVATIVE INCOME BOND FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | GOOGLE INC CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | GUGGENHEIM SPINOFF ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | HERTZ GLOBAL HLDGS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | INTL BUSINESS MACH |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | INTUIT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | ISHARES MSCI EMERGING |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | ISHARES TR DOW JONES U |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | KINDER MORGAN INC DELAWARE COM USD0.01 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 21 | KINDER MORGAN MGT LLC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 22 | JPMORGAN CHASE & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 23 | LIBERTY MEDIA CORP LIBERTY STARZ |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 24 | LIBERTY NEW LIBERTY CAPITAL SER A |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 25 | LOCKHEED MARTIN CORP |
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| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 2 | 106 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 3 | -78192 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 4 | 28751 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 5 | 14376 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 6 | 47015 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 7 | -108 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 8 | 15927 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 9 | 33680 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 10 | 1596 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 11 | 1596 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 12 | 14798 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 13 | -1238 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 14 | -10048 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 15 | 488 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 16 | 5060 |
Document Assets
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Filings
Displayed year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $3,678,473
- Liabilities
- $0
- Net assets
- $3,678,473
- Revenue
- -
- Expenses
- $272,103
- Net income
- -