Civic Intelligence

Elizabeth C Pool Charitable Tr 050011913500

990PF • Fiscal year 2012 • EIN 91-6577853

Nov 01, 2011 to Oct 31, 2012 • Filed on Jan 16, 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

89th percentile

$23,639

Higher top officer pay than 89% of similar nonprofits.

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

Asset Growth

74th percentile

8.5%

Faster asset growth than 74% 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

Up

$1,531,577

Up $119,661 (+8.5%) from 2011

Net Assets

Up

$1,531,577

Up $119,661 (+8.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$93,277

Down $2,866 (-3.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,460,604Liabilities 2010: $0Net Assets 2010: $1,460,6042010Assets 2011: $1,411,916Liabilities 2011: $0Net Assets 2011: $1,411,9162011Assets 2012: $1,531,577Liabilities 2012: $0Net Assets 2012: $1,531,5772012Assets 2013: $1,517,613Liabilities 2013: $02013Assets 2014: $1,874,747Liabilities 2014: $0Net Assets 2014: $1,874,7472014Assets 2015: $1,717,849Liabilities 2015: $02015Assets 2016: $1,604,272Liabilities 2016: $0Net Assets 2016: $1,604,2722016Assets 2017: $1,519,530Liabilities 2017: $0Net Assets 2017: $1,519,5302017Assets 2018: $1,444,556Liabilities 2018: $0Net Assets 2018: $1,444,5562018Assets 2019: $1,346,711Liabilities 2019: $0Net Assets 2019: $1,346,7112019Assets 2020: $1,261,828Liabilities 2020: $0Net Assets 2020: $1,261,8282020Assets 2021: $1,280,403Liabilities 2021: $0Net Assets 2021: $1,280,4032021Assets 2022: $1,188,128Liabilities 2022: $0Net Assets 2022: $1,188,1282022Assets 2023: $1,155,398Liabilities 2023: $0Net Assets 2023: $1,155,3982023Assets 2024: $1,140,087Liabilities 2024: $0Net Assets 2024: $1,140,0872024

Highlighted filing

2012

Assets$1,531,577
Liabilities$0
Net Assets$1,531,577
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $92,6462010Expenses 2011: $96,1432011Expenses 2012: $93,2772012Revenue 2013: $99,730Expenses 2013: $111,096Net Income 2013: -$11,3662013Revenue 2014: $1,606,659Expenses 2014: $180,319Net Income 2014: $1,426,3402014Revenue 2015: $123,791Expenses 2015: $280,683Net Income 2015: -$156,8922015Revenue 2016: $114,462Expenses 2016: $225,397Net Income 2016: -$110,9352016Revenue 2017: $152,957Expenses 2017: $235,999Net Income 2017: -$83,0422017Revenue 2018: $193,291Expenses 2018: $268,264Net Income 2018: -$74,9732018Revenue 2019: $136,241Expenses 2019: $234,096Net Income 2019: -$97,8552019Revenue 2020: $138,238Expenses 2020: $223,120Net Income 2020: -$84,8822020Revenue 2021: $248,741Expenses 2021: $230,866Net Income 2021: $17,8752021Revenue 2022: $97,825Expenses 2022: $190,093Net Income 2022: -$92,2682022Revenue 2023: $148,965Expenses 2023: $181,705Net Income 2023: -$32,7402023Revenue 2024: $199,949Expenses 2024: $220,654Net Income 2024: -$20,7052024

Highlighted filing

2012

Revenue-
Expenses$93,277
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Jan 16, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$23,639-$23,639
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSPOKANE GUILD SCHOOLGENERAL SUPPORTPUBLICSPOKANE, WA, US$9,500
Paid GrantANNA OGDEN HALLGENERAL SUPPORTPUBLICSPOKANE, WA, US$7,000
Paid GrantWOMEN & CHILDREN'S SHELTERGENERAL SUPPORTPUBLICSPOKANE, WA, US$7,000
Paid GrantYWCA OF SPOKANEGENERAL SUPPORTPUBLICSPOKANE, WA, US$6,900
Paid GrantMORNING STAR FOUNDATIONCAPITAL OR PROGRAM IMPROVEMENTSPUBLICSPOKANE, WA, US$6,815
Paid GrantLILAC BLIND FOUNDATIONCAPITAL OR PROGRAM IMPROVEMENTSPUBLICSPOKANE, WA, US$6,815
Paid GrantMARY QUEEN OF HEAVEN CATHOLIC CHURCHCAPITAL OR PROGRAM IMPROVEMENTSPUBLICMEDICAL LAKE, WA, US$6,815
Paid GrantVANESSA BEHAN CRISIS NURSERYCAPITAL OR PROGRAM IMPROVEMENTSPUBLICSPOKANE, WA, US$6,815
Paid GrantSACRED HEART MEDICAL CENTERCAPITAL OR PROGRAM IMPROVEMENTSPUBLICSPOKANE, WA, US$6,815
Paid GrantWOMENS AND CHILDRENSGENERAL SUPPORTPUBLICSPOKANE, WA, US$3,284
Paid GrantFOWLER UNITED METHODIST CHURCHGENERAL SUPPORTPUBLICSPOKANE, WA, US$500
Filing and Contact Details

Filer

EIN
91-6577853
Raw XML AppendixShowing 400 of 1,407 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/EOYBookValue050881
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue151248
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue254019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue351875
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue453189
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue530539
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue661576
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue758852
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue857326
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV051335
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV153414
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV252614
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV355719
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV458371
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV531007
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV661730
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV761585
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV857383
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0TULSA CNTY OK INDPT SCH DIST
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1BROWNSBURG IN BLDG CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2PERALTA CA CMNTY COLLEGE DIST
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3SPRING FORD AREA SCH DIST PA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4CLARK CNTY NV SCH DIST
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5PORT PORTLAND OR ARPT REV
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6OREM UT 4.000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7DENTON TX INDPT SCH DIST 4.500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8CONNECTICUT ST REF 4.000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9DRIEHAUS ACTIVE INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10NUVEEN CORE PLUS BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11NUVEEN HIGH INCOME BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12NUVEEN SHORT TERM BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue029444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue124652
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue218181
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue353425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue439966
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue527645
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue637172
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue746335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue862047
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue98825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue114744
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue122201
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue131028
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14733
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue162546
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue171052
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18301
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue197187
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue202049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue221015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue231242
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue241595
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue251149
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue261199
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2711008
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue281260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue291655
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue301690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue313035
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue322178
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue338871
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue345510
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue36769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue372049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue389915
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue391072
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue40901
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue418268
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue421839
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue432937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue445898
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue452364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue467464
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue472857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue48647
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue497924
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue506981
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue51555
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue531900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue543977
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue553848
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue56560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue576193
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue581690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue591613
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue606286
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue611586
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue621192
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue637325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue64443
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue65785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue667459
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue671130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue681969
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue691370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue701457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue712616
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue724643
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue73805
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue74962
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue75845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue762329
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue772317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue787238
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue792716
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue80770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue81430
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue821880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue83855
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue841062
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue851241
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue861873
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue872604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8810213
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue894740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue90211
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue911032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue921540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue938799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue94620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue959299
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue967629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue971355
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue981552
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue992690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue100797
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1017653
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1021850
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1031184
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue104965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1056637
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1068604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1078985
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1084024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1092572
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1102143
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue111812
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11276
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1131288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1144706
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue115800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1162735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1172182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1182106
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1192209
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1207084
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1212110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1221948
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue123926
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1242080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1257286
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1265187
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1272160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1287402
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1291917
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1301004
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1312177
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132709
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1332049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1341968
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1352113
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1362154
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1372046
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1382032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1391800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue140929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1412123
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1423145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1433205
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1444386
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1451977
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1466083
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1477607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1487056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1492105
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1502031
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1513085
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue152832
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1532108
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1542172
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1557415
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1567738
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1573307
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1583179
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15951026
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16018933
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16128594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16299560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV029955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV130434
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV219189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV359901
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV441066
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV524454
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV632694
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV747061
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV861940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV99039
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10954
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV114589
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV122209
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13894
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV157144
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV162802
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV171098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18284
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV197599
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV201897
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21704
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22997
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV231324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV241272
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV251257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV261190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2711024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV281407
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV291681
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV301682
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV313049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV322389
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV338531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV345297
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV35891
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV36752
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV371935
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV388797
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV39908
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40757
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV417253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV421747
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV432712
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV445880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV452910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV466919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV473139
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV48674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV498023
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV507133
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52749
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV532001
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV545576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV554082
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV56540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV576445
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV581298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV591672
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV605710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV611700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV621335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV637011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV64500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV65773
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV666729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV671101
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV682218
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV691215
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV701734
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV712225
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV724110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV73777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV74879
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV75903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV762377
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV772137
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV787471
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV793083
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV80632
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV81395
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV822176
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV83901
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV841288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV851301
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV861735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV872873
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8810893
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV894694
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV90283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91956
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV921369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV937561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV94826
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV959112
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV968649
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV971102
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV981515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV993032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV100674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1018725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1022092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1031120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV104879
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1056565
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1068606
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1079480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1084396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1092991
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1102498
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV111861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1131047
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1144697
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV115788
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1162831
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1172319
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1182533
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1192885
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1207141
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1211690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1221739
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1231098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1242141
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1257357
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1264695
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1272513
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1286812
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1291757
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV130988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1312434
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV132800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1331751
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1342124
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1351542
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1362250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1371572
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1382244
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1391997
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV140807
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1411709
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1423409
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1433178
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1444246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1451712
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1466049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1477665
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1485918
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1492233
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1502025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1513127
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV152892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1532339
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1542074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1557060
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1566831
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1573522
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1583077
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15950867
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16019594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16130089
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV162106739
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMER CENT NEW OPPORTU II CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICAN CENTY EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2EATON VANCE LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FIDELITY AD INTL DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4LAUDUS INTL MRKTMASTERS INV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5T ROWE PRICE GROWTH STK CL ADV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6T ROWE PRICE MID CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7T ROWE PRICE MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8T ROWE PRICE SM CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AMERICAN CENTURY SMALL CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10NUVEEN REAL ESTATE SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11SPDR WILSHIRE INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CREDIT SUISSE COMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13IPATH DOWN JONES COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NUVEEN INFLATION PRO SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15PIMCO TOTAL RETURN FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ALTRIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19AMERISOURCEBERGEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20ANADARKO PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21ANNALY CAP MGMT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ATT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25BANKUNITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32CENTERPOINT ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35CINEMARK HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37COACH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39COCA COLA ENTERPRISES

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
$1,531,577
Liabilities
$0
Net assets
$1,531,577
Revenue
-
Expenses
$93,277
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.20$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.25$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.14$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.23$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.19$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.12$0.28$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.61$0.18$1.43
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09