Civic Intelligence

Robert William Lloyd MD and June M Lloyd

990PF • Fiscal year 2010 • EIN 91-6573273

Dec 01, 2009 to Nov 30, 2010 • Filed on Mar 07, 2011

Organization Profile
P O Box 316897208
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

95th percentile

$35,623

Higher top officer pay than 95% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$3,052,757

No earlier filing loaded for comparison.

Net Assets

$3,052,757

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$159,800

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,052,757Liabilities 2010: $0Net Assets 2010: $3,052,7572010Assets 2011: $2,983,267Liabilities 2011: $0Net Assets 2011: $2,983,2672011Assets 2012: $2,910,073Liabilities 2012: $0Net Assets 2012: $2,910,0732012Assets 2013: $2,901,156Liabilities 2013: $02013Assets 2014: $2,786,048Liabilities 2014: $0Net Assets 2014: $2,786,0482014Assets 2015: $2,953,972Liabilities 2015: $0Net Assets 2015: $2,953,9722015Assets 2016: $2,975,157Liabilities 2016: $0Net Assets 2016: $2,975,1572016Assets 2017: $2,945,767Liabilities 2017: $0Net Assets 2017: $2,945,7672017Assets 2018: $2,909,687Liabilities 2018: $0Net Assets 2018: $2,909,6872018Assets 2019: $2,857,181Liabilities 2019: $0Net Assets 2019: $2,857,1812019Assets 2020: $2,749,861Liabilities 2020: $0Net Assets 2020: $2,749,8612020Assets 2021: $3,644,034Liabilities 2021: $0Net Assets 2021: $3,644,0342021Assets 2022: $3,546,564Liabilities 2022: $0Net Assets 2022: $3,546,5642022Assets 2023: $3,621,490Liabilities 2023: $0Net Assets 2023: $3,621,4902023Assets 2024: $3,600,029Liabilities 2024: $0Net Assets 2024: $3,600,0292024

Highlighted filing

2010

Assets$3,052,757
Liabilities$0
Net Assets$3,052,757
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $159,8002010Expenses 2011: $179,4262011Expenses 2012: $228,7442012Revenue 2013: $190,015Expenses 2013: $198,931Net Income 2013: -$8,9162013Revenue 2014: $105,578Expenses 2014: $220,686Net Income 2014: -$115,1082014Revenue 2015: $385,170Expenses 2015: $217,902Net Income 2015: $167,2682015Revenue 2016: $235,317Expenses 2016: $213,479Net Income 2016: $21,8382016Revenue 2017: $130,280Expenses 2017: $159,673Net Income 2017: -$29,3932017Revenue 2018: $213,020Expenses 2018: $249,101Net Income 2018: -$36,0812018Revenue 2019: $166,134Expenses 2019: $218,672Net Income 2019: -$52,5382019Revenue 2020: $109,478Expenses 2020: $216,801Net Income 2020: -$107,3232020Revenue 2021: $1,129,491Expenses 2021: $235,307Net Income 2021: $894,1842021Revenue 2022: $170,171Expenses 2022: $267,605Net Income 2022: -$97,4342022Revenue 2023: $128,275Expenses 2023: $53,336Net Income 2023: $74,9392023Revenue 2024: $101,135Expenses 2024: $122,612Net Income 2024: -$21,4772024

Highlighted filing

2010

Revenue-
Expenses$159,800
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2009 to Nov 30, 2010
Signed
Mar 7, 2011
Return Version
2009v1.3
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$35,623-$35,623
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHS FOUNDATIONGENERAL SUPPORTPUBLICPORTLAND, OR, US$123,171
Filing and Contact Details

Filer

EIN
91-6573273
Raw XML Appendix359 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue075000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1175000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV074305
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1194872
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMERICAN CENTY INTL BD FDS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FAM HIGH INCOME BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0170596
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1658908
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2177988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3590000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4256716
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5250000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6246000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7233363
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8160273
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0185887
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1629475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2180339
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3514369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4286098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5253066
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6277465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7252111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8156640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EATON VANCE LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FAM MID CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES RUSSELL 1000 GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P SMALLCAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4LAUDUS INTL MRKTMASTERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6CREDIT SUISSE COMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FAM REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ISHARES S&P PREF STK INDX
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount050379
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-164153
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-113774
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-113774
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03412
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm030711
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss034123
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0123171
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0123171
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm050379
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss050379
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-273574
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0886360
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps0375
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0375
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-164153
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome019668
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0128836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm030711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0159800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome050379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-113774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm030711
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss036629
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY03327001
IRS990PF/BalanceSheets/CapitalStockEOY03052757
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0150000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0250000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0269177
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03125985
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02743844
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02735450
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY051016
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY058913
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV058913
IRS990PF/BalanceSheets/TotalAssetsBOY03327001
IRS990PF/BalanceSheets/TotalAssetsEOY03052757
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03063540
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03327001
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03052757
IRS990PF/BalanceSheets/TotalNetAssetsBOY03327001
IRS990PF/BalanceSheets/TotalNetAssetsEOY03052757
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-164153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0314267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis154441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2239963
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3336585
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis423284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02007-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0. AMERICAN INTERNATIONAL GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset114551.804 EATON VANCE LARGE CAP VALUE CLA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset214339.835 EATON VANCE LARGE CAP VALUE CLA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3. ENRON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41414.427 NUVEEN MID CAP GRWTH OPP FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56234.414 NUVEEN MID CAP GRWTH OPP FD CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65900. ISHARES RUSSELL 1000 GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72258.356 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-64267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-81973
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-4441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss515773
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-36751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71716
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-64267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-4441
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses415773
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-36751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses61716
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice025
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice350000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4255736
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5299834
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice625000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-273574
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01273
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0603
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03054030
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03327001
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03052757
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0141942
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0141942
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0141942
IRS990PF/DistributableAmount/MinimumInvestmentReturn0142335
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0393
IRS990PF/DistributableAmount/TotalTax0393
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0495
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0393
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0102
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0393
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0393
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0495
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03063540
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02890058
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances051130
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02838928
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable043351
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0142335
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02846707
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02890058
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation035623
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097208
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0163714
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0163517
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.057441
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.057441
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02846707
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102440598
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0197
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0128836
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10140190
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.057441
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0128836
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0128836
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0128836
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032754327
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10555 SW OAK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097204
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0123171
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OHS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN DAVE SEBERT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101121 SW SALMON ST STE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097205
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0123171
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0128836
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0141942
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1018666
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus013106
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY013106
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear05560
IRS990PF/UndistributedIncome/ExcessFromYear105560
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102007
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0128836
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus05560
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover018666
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount01273
OtherDecreasesSchedule/OtherDecreases/Description0RECV'D VS REPT'D SECURITIES
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0378
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0378
OtherIncreasesSchedule/OtherIncreases/Amount0603
OtherIncreasesSchedule/OtherIncreases/Description0RECV'D VS REPT'D SECURITIES PY
TaxesSchedule/Taxes/Amount0253
TaxesSchedule/Taxes/Category0ESTIMATES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0916573273
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT WILLIAM LLOYD MD AND JUNE M LLOYD
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone05032754327
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 3168
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097208
ReturnHeader/Officer/DateSigned02011-03-07
ReturnHeader/Officer/Name099004
ReturnHeader/Officer/Phone05032754327
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-12-01
ReturnHeader/TaxPeriodEndDate02010-11-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-03-17T09:10:49-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,052,757
Liabilities
$0
Net assets
$3,052,757
Revenue
-
Expenses
$159,800
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.13$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$1.13$0.24$0.89
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.21$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.39$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.22$0.12
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.19$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.23
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.16