Civic Intelligence

Robert William Lloyd MD and June M Lloyd

990PF • Fiscal year 2012 • EIN 91-6573273

Dec 01, 2011 to Nov 30, 2012 • Filed on Mar 12, 2013

Organization Profile
P O Box 316897208
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

95th percentile

$38,765

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

32nd percentile

-2.5%

Faster asset growth than 32% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets27th percentile

Assets

Down

$2,910,073

Down $73,194 (-2.5%) from 2011

Net Assets

Down

$2,910,073

Down $73,194 (-2.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$228,744

Up $49,318 (+27%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2012

Assets$2,910,073
Liabilities$0
Net Assets$2,910,073
Open 2012 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

2012

Revenue-
Expenses$228,744
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Mar 12, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$38,765-$38,765
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHS FOUNDATIONGENERAL SUPPORTPUBLICPORTLAND, OR, US$185,214
Filing and Contact Details

Filer

EIN
91-6573273
Raw XML AppendixShowing 400 of 567 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/Amount01500
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue065866
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue166340
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV066443
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV169632
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMERICAN CENTY INTL BD FDS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1OPPENHEIMER SR FLOAT RATE Y
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2NUVEEN HIGH INCOME BOND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue027788
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1176051
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2289539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue446580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue58083
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6160273
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue755308
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8107325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue927544
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1070827
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1141874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1246458
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue135215
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1482065
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1527594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16126309
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17176199
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18151530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19279711
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2034845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2131188
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22135720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23267292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2471890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25185987
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue26106440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV029570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1203306
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2309019
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV34891
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV456309
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV58148
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6159680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV761177
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8145584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV927490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1072150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1142698
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1248029
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV135263
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1487762
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1528036
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16136893
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17186142
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18157305
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19299773
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2035060
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2132433
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22136987
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV23289508
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2474228
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25190816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26109714
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ABERDEEN FDS EMRGN MKT #5840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ISHARES RUSSELL 1000 GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P SMALLCAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3LAUDUS INTL MRKTMASTERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5CREDIT SUISSE COMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES S&P PREF STK INDX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9NUVEEN MID CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10NUVEEN REAL ESTATE SECUR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11LOOMIS SAYLES ABS STRAT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12NUVEEN DIVIDEND VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13NUVEEN MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NUVEEN SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15OPENHEIMER COM STR TR FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16OPPENHEIMER DEVELOPING MKTS FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PYXIS LONG SHORT EQUITY Z
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20T ROWE PRICE BLUE CHIP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21T ROWE PRICE INTL GR&INC FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22T ROWE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23TCW EMERGING MKTS INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24VANGUARD EQUITY INCOME AD #565
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25VANGUARD INTNL GROWTH FUND 581
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26VANGUARD STRATEGIC EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27VANGUARD TOTL STK MKT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28NUVEEN SANRA BARBARA DIV GRWTH
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount067489
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount085926
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0153415
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0153415
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm085926
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm033539
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss037265
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0185214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0185214
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm067489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss067489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-75329
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02612899
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss085926
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0118159
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01717
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss04392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0190814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm035256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0228744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0153415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0153415
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm035256
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss043530
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivable01813
IRS990PF/BalanceSheets/AccountsReceivableEOY01813
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV01813
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY02983267
IRS990PF/BalanceSheets/CapitalStockEOY02910073
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0250000
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0132206
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0136075
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02711168
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02744959
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02937971
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY022099
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY031095
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV031095
IRS990PF/BalanceSheets/TotalAssetsBOY02983267
IRS990PF/BalanceSheets/TotalAssetsEOY02910073
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03106954
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02983267
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02910073
IRS990PF/BalanceSheets/TotalNetAssetsBOY02983267
IRS990PF/BalanceSheets/TotalNetAssetsEOY02910073
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome085926
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis032276
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis145945
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis262120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3244676
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4188680
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5453363
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis684197
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis775000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis834718
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9110391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10141147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11590000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1212880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1336600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1429494
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1547211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1745324
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1855874
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1911117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2081740
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis219940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2247880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2322264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2464135
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-11-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62008-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-01-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112007-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142008-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152008-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232012-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset03130.59 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14456.328 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2. ENRON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34427.642 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset427277.107 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54552. ISHARES MSCI EMERGING MKTS E T F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset67947. ISHARES RUSSELL 1000 GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71334. ISHARES CORE S&P SMALL-CAP ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset810489.51 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset94046.356 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset107131.22 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset113667.1 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1228623.759 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13918.046 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14883. ISHARES MSCI EMERGING MKTS E T F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15517. ISHARES RUSSELL 1000 GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16748. ISHARES CORE S&P SMALL-CAP ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17.302 OPPENHEIMER COM STR TR FD Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset184396.16 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset194191.629 NUVEEN MID CAP INDEX FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20878.155 NUVEEN SMALL CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset216046.125 RIDGEWORTH AGGRESSIVE GR STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22287.112 T ROWE PRICE SC STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset235308.248 TCW EMERGING MARKETS INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24403.038 VANGUARD INTL GRWTH FD CL ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251275.78 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss32081
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-19367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-11064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss655790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss713250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss816469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9566
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1045854
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1127136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-80497
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-1970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss153638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss167317
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss175100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss181551
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1936
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20729
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss221434
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss231136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24-882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses32081
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-19367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-11064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses655790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses713250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses816469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9566
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1045854
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1127136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-80497
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-1970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses153638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses167317
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses175100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses181551
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1936
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20729
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses221434
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses231136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24-882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice035000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice150045
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice364201
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4225309
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5177616
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6509153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice797447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice891469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice935284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10156245
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11168283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12509503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1313385
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1434630
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1533132
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1654528
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice171
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1850424
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1957425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2011153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2182469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2210014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2349314
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2423400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2563253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-75329
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02135
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02910073
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02983267
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02910073
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0150953
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0150953
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0150953
IRS990PF/DistributableAmount/MinimumInvestmentReturn0152135
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01182
IRS990PF/DistributableAmount/TotalTax01182
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0402
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01584
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01182
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0402
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01182
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01182
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01584
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03106954
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03089039
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances071476
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03017563
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable046336
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0152135
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03042703
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03089039
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10USBANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation038765
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND

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
$2,910,073
Liabilities
$0
Net assets
$2,910,073
Revenue
-
Expenses
$228,744
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