Civic Intelligence

Carl and Dorothy Crow Scholarship Fund

990PF • Fiscal year 2013 • EIN 93-0690661

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 12, 2013

P O Box 316897208
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$632,458

Flat from 2013

Net Assets

$632,458

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$38,538

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $612,043Liabilities 2011: $0Net Assets 2011: $612,0432011Assets 2012: $641,734Liabilities 2012: $12012Assets 2013: $632,458Liabilities 2013: $0Net Assets 2013: $632,4582013Assets 2013: $632,458Liabilities 2013: $12013Assets 2014: $616,514Liabilities 2014: $0Net Assets 2014: $616,5142014Assets 2015: $613,961Liabilities 2015: $0Net Assets 2015: $613,9612015Assets 2016: $617,801Liabilities 2016: $0Net Assets 2016: $617,8012016Assets 2017: $590,621Liabilities 2017: $0Net Assets 2017: $590,6212017Assets 2018: $597,805Liabilities 2018: $0Net Assets 2018: $597,8052018Assets 2019: $593,571Liabilities 2019: $0Net Assets 2019: $593,5712019Assets 2020: $590,406Liabilities 2020: $0Net Assets 2020: $590,4062020Assets 2021: $555,587Liabilities 2021: $12021Assets 2022: $586,874Liabilities 2022: $0Net Assets 2022: $586,8742022Assets 2023: $558,285Liabilities 2023: $0Net Assets 2023: $558,2852023Assets 2024: $515,533Liabilities 2024: $12024Assets 2025: $573,474Liabilities 2025: $0Net Assets 2025: $573,4742025

Highlighted filing

2013

Assets$632,458
Liabilities$0
Net Assets$632,458

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $48,2762011Revenue 2012: $81,029Expenses 2012: $51,463Net Income 2012: $29,5662012Expenses 2013: $38,5382013Revenue 2013: $29,251Expenses 2013: $38,538Net Income 2013: -$9,2872013Revenue 2014: $18,302Expenses 2014: $34,246Net Income 2014: -$15,9442014Revenue 2015: $33,314Expenses 2015: $35,883Net Income 2015: -$2,5692015Revenue 2016: $52,318Expenses 2016: $48,482Net Income 2016: $3,8362016Revenue 2017: $19,077Expenses 2017: $46,130Net Income 2017: -$27,0532017Revenue 2018: $45,720Expenses 2018: $38,536Net Income 2018: $7,1842018Revenue 2019: $39,743Expenses 2019: $43,976Net Income 2019: -$4,2332019Revenue 2020: $34,340Expenses 2020: $37,483Net Income 2020: -$3,1432020Revenue 2021: $38,191Expenses 2021: $43,012Net Income 2021: -$4,8212021Revenue 2022: $47,089Expenses 2022: $47,006Net Income 2022: $832022Revenue 2023: $25,860Expenses 2023: $56,243Net Income 2023: -$30,3832023Revenue 2024: $33,420Expenses 2024: $48,037Net Income 2024: -$14,6172024Revenue 2025: $70,383Expenses 2025: $41,739Net Income 2025: $28,6442025

Highlighted filing

2013

Revenue-
Expenses$38,538
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 12, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,375-$9,375
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON STUDENT ASSISTANCESCHOLARSHIPSPUBLICEUGENE, OR, US$24,000
Filing and Contact Details

Filer

EIN
93-0690661
Raw XML AppendixShowing 400 of 517 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/EOYBookValue032839
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue125095
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue213155
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue313088
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue413088
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV031714
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV125636
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV212359
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV312540
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV412118
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMER CENT DIVERSIFIED BD INS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1NUVEEN HIGH INCOME BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2T ROWE PRICE INTL BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3AMERICAN CENTY INTL BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4ING GLOBAL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue011839
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue131873
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue243212
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue329784
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue442237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue541105
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue612934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue743005
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue843866
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue925777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1018855
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1141911
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1219633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1332721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1419633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1519633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1613088
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1719633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1813088
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV012925
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV131464
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV244964
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV329496
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV445345
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV545699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV612283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV747179
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV848562
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV928055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1021009
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1148777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1219725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1331814
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1417370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1519456
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1612902
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1720062
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1812010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0NUVEEN REAL ESTATE SECS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ABERDEEN FDS EMRGN MKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMERICAN EUROPACIFIC GRTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5IPATH DOWN JONES UBS COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7NUVEEN INFLATION PRO SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8NUVEEN SANTA BARBARA DIV GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9T ROWE PRICE GROWTH STK FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10T ROWE PRICE MID-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12VANGUARD EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13BLACKROCK EMERGING MKTS L S EQ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14COLUMBIA INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16DRIEHAUS SELECT CREDIT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PRINCIPAL GL R E SEC INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ROBECO BP LNG SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19TCW EMERGING MKTS INC FD
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount014203
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount014983
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount065
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount029251
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA029251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm014983
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0788
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm07088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss07875
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss024000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm014203
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss014203
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-9287
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0177172
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss065
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss014983
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome021777
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps03349
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03349
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0386
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps029637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss038538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome029251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses029251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss014538
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableBOY0465
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0641734
IRS990PF/BalanceSheets/CapitalStockEOY0632458
IRS990PF/BalanceSheets/CashBOY0380
IRS990PF/BalanceSheets/CashEOY0374
IRS990PF/BalanceSheets/CashEOYFMV0374
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0100608
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY097265
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV094367
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0518338
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0523827
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0549097
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY021943
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010992
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010992
IRS990PF/BalanceSheets/TotalAssetsBOY0641734
IRS990PF/BalanceSheets/TotalAssetsEOY0632458
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0654830
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0641734
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0632458
IRS990PF/BalanceSheets/TotalNetAssetsBOY0641734
IRS990PF/BalanceSheets/TotalNetAssetsEOY0632458
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome014983
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis05314
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14624
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis317336
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis425452
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis57938
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis68166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis88888
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis912154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis103130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1122038
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis126309
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1311933
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149070
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis159034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis168976
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62012-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82003-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152011-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162012-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0333.764 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1424.213 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2108.674 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31563.18 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4611. IPATH DOW JONES UBS COMMODITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5202.803 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6305.973 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset728.419 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8558.21 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91036.105 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10287.141 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111965.906 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12166.325 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131202.908 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14487.393 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15269.508 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16181.583 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02059
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1233
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-133
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5665
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss83538
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9145
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-72
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss141043
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15162
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1741
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02059
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1233
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-133
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5665
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses83538
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9145
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-72
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses141043
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15162
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice07373
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21737
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice317273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice425319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice58603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice68723
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7262
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice812426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice912299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice103213
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1121998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice126596
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1311861
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1410113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice159196
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice169831
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-9287
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases011
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0632458
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0641734
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0632458
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031546
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031546
IRS990PF/DistributableAmount/DistributableAmountBeforeDed031546
IRS990PF/DistributableAmount/MinimumInvestmentReturn031982
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0436
IRS990PF/DistributableAmount/TotalTax0436
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0300
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0736
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0436
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0300
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0436
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0436
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0736
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0654830
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0649374
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06381
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0636375
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09741
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets06618
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn031982
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0639633
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0649374
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09375
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/AdjNonchrtblAssetsAndOnePct040845
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets040627
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.063516
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.07089
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.062111
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.058518
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.068528
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.057535
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0639633
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10610920
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20657441
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30615994
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40583965
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50758941
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0218
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions029637
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1043308
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2040834
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3036047
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4040018
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5043666
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.317582
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions029637
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions029637
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions029637
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/ForeignBank0false
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.70$0.42$0.29
2024Summary only. Only limited summary data is available for this year.$5.16$0.00$0.33$0.48$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.26$0.56$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.00$5.87$0.47$0.47$0.00
2021Summary only. Only limited summary data is available for this year.$5.56$0.00$0.38$0.43$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.34$0.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.40$0.44$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.00$5.98$0.46$0.39$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.19$0.46$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.00$6.18$0.52$0.48$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.33$0.36$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.18$0.34$0.16
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.39
2013Summary only. Only limited summary data is available for this year.$6.32$0.00$0.29$0.39$0.09
2012Summary only. Only limited summary data is available for this year.$6.42$0.00$0.81$0.51$0.30
2011Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.48