Rose E Tucker Decd Charitable 97309080

990PF • Fiscal year 2012 • EIN 93-6119091

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 22, 2012

Organization Profile

P O Box 316897208

Siviq Scores

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

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$153,416

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

-4.5%

Faster asset growth than 17% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$18,363,857

Down $863,437 (-4.5%) from 2011

Net Assets

Down

$18,363,857

Down $863,437 (-4.5%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$1,285,370

Down $253,763 (-16%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2012

Assets$18,363,857

Liabilities$0

Net Assets$18,363,857

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$1,285,370

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2011 to Jun 30, 2012
Signed: Oct 22, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay95th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Co-Trustee	-	$153,416	-	$153,416
MILO E ORMSETH	Co-Trustee	-	$12,000	-	$12,000
TERRY PANCOAST	Co-Trustee	-	$12,000	-	$12,000

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	TUCKER-MAXON ORAL SCHOOL	GENERAL SUPPORT	SCHOOL	PORTLAND, OR, US	$75,000
Paid Grant	LEWIS AND CLARK COLLEGE	GENERAL SUPPORT	COLLEGE	PORTLAND, OR, US	$50,000
Paid Grant	OREGON SYMPHONY ASSOCIATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$40,000
Paid Grant	PORTLAND STATE UNIVERSITY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$40,000
Paid Grant	WILLAMETTE UNIVERSITY	GENERAL SUPPORT	PUBLIC	SALEM, OR, US	$40,000
Paid Grant	THE CAMPAIGN FOR EQUAL JUSTICE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$27,500
Paid Grant	NATURE CONSERVANCY INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$25,000
Paid Grant	OREGON BALLET	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$25,000
Paid Grant	OREGON CHILDREN'S FOUNDATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$25,000
Paid Grant	THE LIBRARY FOUNDATION INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$25,000
Paid Grant	NATURAL RESOURCES DEFENSE COUNCIL	GENERAL SUPPORT	PUBLIC	SAN FRANCISCO, CA, US	$22,500
Paid Grant	OREGON MUSEUM OF SCIENCE AND	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$20,000
Paid Grant	PORTLAND CENTER STAGE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$20,000
Paid Grant	PORTLAND OPERA ASSOCIATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$17,500
Paid Grant	COLUMBIA RIVER MARITIME MUSEUM INC	GENERAL SUPPORT	PUBLIC	ASTORIA, OR, US	$15,000
Paid Grant	ECOTRUST	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$15,000
Paid Grant	I HAVE A DREAM FDN - OREGON	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$15,000
Paid Grant	SISTERS OF THE ROAD CAFE INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$15,000
Paid Grant	YOUNG AUDIENCES OF OREGON INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$12,000
Paid Grant	BLANCHET HOUSE OF HOSPITALITY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	THE CAMPBELL INSTITUTE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	OREGON TRAIL LIBRARY DISTRICT	GENERAL SUPPORT	PUBLIC	BOARDMAN, OR, US	$10,000
Paid Grant	VERNONIA EDUCATION FOUNDATION	GENERAL SUPPORT	PUBLIC	VERNONIA, OR, US	$10,000
Paid Grant	OREGON ALLIANCE OF INDEPENDENT	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	COMMUNITY TRANSITIONAL SCHOOL	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	MEDICAL TEAMS INTERNATIONAL	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	OREGON ZOO FOUNDATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	SELF ENHANCEMENT INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$10,000
Paid Grant	PORTLAND COMMUNITY COLLEGE FNDN	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$8,500
Paid Grant	OREGON HISTORICAL SOCIETY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$8,400
Paid Grant	AMERICAN LAND INSTITUTE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$8,000
Paid Grant	NORTHWEST ACADEMY	GENERAL SUPPORT	PUBLIC	PORTAND, OR, US	$8,000
Paid Grant	NEIGHBORHOOD HOUSE INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,500
Paid Grant	CASA FOR CHILDREN INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,500
Paid Grant	CHAMBER MUSIC NORTHWEST INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,500
Paid Grant	LUTHERAN COMMUNITY SERVICES	GENERAL SUPPORT	PUBLIC	BEAVERTON, OR, US	$7,500
Paid Grant	OREGON COAST AQUARIUM	GENERAL SUPPORT	PUBLIC	NEWPORT, OR, US	$7,500
Paid Grant	OREGON SHAKESPEAREAN FESTIVAL ASSOC	GENERAL SUPPORT	PUBLIC	ASHLAND, OR, US	$7,500
Paid Grant	PORTLAND BAROQUE ORCHESTRA	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,500
Paid Grant	ST ANDREW LEGAL CLINIC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,500
Paid Grant	ST MARY'S ACADEMY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,500
Paid Grant	BIRCH COMMUNITY SERVICES INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,000
Paid Grant	INNOVATIVE HOUSING INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,000
Paid Grant	PACIFIC YOUTH CHOIR	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$7,000
Paid Grant	FRIENDS OF THE CHILDREN-PORTLAND	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,500
Paid Grant	LEAGUE OF WOMEN VOTERS OF OREGON	GENERAL SUPPORT	PUBLIC	SALEM, OR, US	$6,500
Paid Grant	OREGON COUNCIL FOR THE HUMANITIES	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,500
Paid Grant	PACIFIC NORTHWEST COLLEGE OF ART	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,500
Paid Grant	SATURDAY ACADEMY	GERERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,500
Paid Grant	VOLUNTEERS OF AMERICA OF OREGON	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,500
Paid Grant	METROARTS INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,000
Paid Grant	ARTISTS REPERTORY THEATRE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,000
Paid Grant	TRILLIUM FAMILY SERVICES INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,000
Paid Grant	WORLD FORESTRY CENTER	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$6,000
Paid Grant	OREGON RAIL HERITAGE FOUNDATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	CLACKAMAS VOLUNTEERS IN MEDICINE	GENERAL SUPPORT	PUBLIC	OREGON CITY, OR, US	$5,000
Paid Grant	THE CHIRDREN'S BOOK BANK	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	COMPREHENSIVE OPTIONS FOR	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	PORTLAND HABITAT FOR HUMANITY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	PORTLAND READING FOUNDATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	BIG BROTHERS BIG SISTERS NORTHWEST	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	BOYS & GIRLS CLUBS OF PORTLAND	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	COMMUNITY MUSIC CENTER INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	DENTAL FOUNDATION OF OREGON	GENERAL SUPPORT	PUBLIC	WILSONVILLE, OR, US	$5,000
Paid Grant	ETHOS INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	HUMAN SOLUTIONS	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	LOAVES AND FISHES CENTERS INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	METROPOLITAN FAMILY SERVICE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	OPAL CREEK ANCIENT FOREST CENTER	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	PEAR	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	SCHOOLHOUSE SUPPLIES INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	THE PANGAEA PROJECT	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$5,000
Paid Grant	PORTLAND IMPACT INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$4,500
Paid Grant	PROFILE THEATRE PROJECT	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$4,500
Paid Grant	DE PAUL INDUSTRIES	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$4,000
Paid Grant	PORTLAND YOUTH PHILHARMONIC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$4,000
Paid Grant	THE OLD CHURCH INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	CAPPELLA ROMANA	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	CHESS FOR SUCCESS	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	CLASSROOM LAW PROJECT	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	CHILDREN'S RELIEF NURSERY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	MINDS MATTER	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	NEW AVENUES FOR YOUTH INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	OPEN MEADOW ALTERNATIVE SHCOOLS INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	PORTLAND RESCUE MISSION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	WILLAMETTE RIVERKEEPER	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	YWCA OF GREATER PORTLAND	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,500
Paid Grant	JAPANESE GARDEN SOCIETY OF OREGON	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	PORTLAND CLASSICAL CHINESE GARDEN	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	MEDIA ARTS & TECHNOLOGY INSTITUTE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	SERENDIPTIY CENTER INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	THE FRIENDS OF CRESTON CHILDREN'S	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	BEINSTAR	GENERAL SUPPORT	PUBLIC	HILSBORO, OR, US	$3,000
Paid Grant	CAMP FIRE COLUMBIA	GENERAL SUPPORT	PUBLIC	PORLTAND, OR, US	$3,000
Paid Grant	ECUMENICAL MINISTRIES OF OREGON	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	NORTHWEST EARTH INSTITUTE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	NORTHWEST PROFESSIONAL DANCE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	PETER BRITT GARDENS MUSIC	GENERAL SUPPORT	PUBLIC	MEDFORD, OR, US	$3,000
Paid Grant	PORTLAND INSTITUTE CONTEMPORARY ART	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	PORTLAND YOUTH BUILDERS	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$3,000
Paid Grant	THE HIGH DESERT MUSEUM	GENERAL SUPPORT	PUBLIC	BEND, OR, US	$3,000
Paid Grant	NATIVE AMERICAN YOUTH & FAMILY CTR	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	ADELANTE MUJERES	GENERAL SUPPORT	PUBLIC	FOREST GROVE, OR, US	$2,500
Paid Grant	ALBERTINA KERR CENTERS FOUNDATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	CLASSIC GREEK THEATER INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	DRESS FOR SUCCESS	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	FOCUS ON YOUTH	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	HOUSING DEVELOPMENT CENTER	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	OREGON OUTREACH INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	OUR HOUSE OF PORTLAND	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	PORTLAND WOMEN'S CRISIS LINE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	SHADOW PROJECT	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	STAND FOR CHILDREN	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	THE DOUGY CENTER INC	GENERAL SUPPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	THE FRESHWATER TRUST	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	THE SALVATION ARMY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	VIRGINIA GARCIA MEMORIAL	GENERAL SUPPORT	PUBLIC	CORNELIUS, OR, US	$2,500
Paid Grant	WHITE BIRD	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	YOUNG MEN'S CHRISTIAN ASSOCIATION	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,500
Paid Grant	FRIENDS OF TRYON CREEK STATE PARK	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,000
Paid Grant	MIRACLE THEATRE GROUP	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,000
Paid Grant	NATIONAL FOUNDATION OF DENTISTRY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,000
Paid Grant	NORTHWEST PILOT PROJECT INC	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$2,000
Paid Grant	NORTHWEST YOUTH CORPS	GENERAL SUPPORT	PUBLIC	EUGENE, OR, US	$2,000
Paid Grant	CARLTON TOGETHER CARES	GENERAL SUPPORT	PUBLIC	CARLTON, OR, US	$1,500
Paid Grant	REHAB'S SISTERS	GENERAL SUPPORT	PUBLIC	MILWAUKIE, OR, US	$1,500
Paid Grant	BROADWAY ROSE THEATER	GENERAL SUPPORT	PUBLIC	TIGARD, OR, US	$1,500
Paid Grant	INTERVARSITY CHRISTIAN FELLOWSHIP	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	METROPOLITAN YOUTH SYMPHONY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	OREGON CHILDREN'S THEATER	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	PORTLAND CHAMBER ORCHESTRA ASSN	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	STORE TO DOOR	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	STREET ROOTS	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	THE CHILDREN'S COURSE	GENERAL SUPPORT	PUBLIC	GLADSTONE, OR, US	$1,500
Paid Grant	TEARS OF JOY THEATRE	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,500
Paid Grant	FISHTRAP INC	GENERAL SUPPORT	PUBLIC	ENTERPRISE, OR, US	$1,000
Paid Grant	HOMOWO AFRICAN ARTS AND CULTURES	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,000
Paid Grant	PORTLAND FESTIVAL SYMPHONY	GENERAL SUPPORT	PUBLIC	PORTLAND, OR, US	$1,000

Filing and Contact Details

Filer

EIN: 93-6119091

Raw XML AppendixShowing 400 of 1,668 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.

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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	NUVEEN INTERMEDIATE TERM BD FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	29946
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	2578200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	958688
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	928765
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	500000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	2550946
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	1100000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	1422075
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	1460072
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	358826
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	2724637
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	1136851
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	1474154
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	1876576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	EATON VANCE LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	NUVEEN MID CAP GRWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	NUVEEN SMALL CAP SELECT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	RUSSELL EMERGING MKT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	PRICE T ROWE GROWTH STK FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	AMERICAN EUROPACIFIC GRTH F2
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	LAUDUS INTL MARKETMASTERS FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	8	PIMCO TOTAL RETURN FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-868437
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	2362960
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	25877
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IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2003-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2006-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2003-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2002-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2011-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2011-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2011-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2011-10-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	. MOTOROLA INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	8968.772 NUVEEN SMALL CAP SELECT FD CL I
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NO DEADLINES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	69	25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	70	3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	71	8000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	72	3000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	73	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	74	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	75	3000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	76	2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	77	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	78	3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	79	25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	80	25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	81	1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	82	7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	83	6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	84	8400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	85	20000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	86	7500

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: $18,363,857
Liabilities: $0
Net assets: $18,363,857
Revenue: -
Expenses: $1,285,370
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.8	$0.00	$15.8	$1.60	$1.82	$0.21
2024Summary only. Only limited summary data is available for this year.	$16.0	$0.00		$0.87	$1.11	$0.24
2023Detailed filing. Detailed filing data is available for this year.	$16.3	$0.00	$16.3	$0.95	$1.29	$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$16.6	$0.00	$16.6	$1.12	$1.16	$0.04
2021Detailed filing. Detailed filing data is available for this year.	$16.6	$0.00	$16.6	$1.03	$1.13	$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$16.8	$0.00	$16.8	$1.06	$1.50	$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$17.2	$0.00	$17.2	$1.13	$1.61	$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$17.9	$0.00	$17.9	$1.56	$1.36	$0.20
2016Detailed filing. Detailed filing data is available for this year.	$17.7	$0.00	$17.7	$1.57	$1.56	$0.00
2015Summary only. Only limited summary data is available for this year.	$17.7	$0.00		$1.84	$1.29	$0.56
2014Detailed filing. Detailed filing data is available for this year.	$17.1	$0.00	$17.1	$1.42	$2.08	$0.66
2013Detailed filing. Detailed filing data is available for this year.	$17.8	$0.00	$17.8		$1.43
2012Detailed filing. Detailed filing data is available for this year.	$18.4	$0.00	$18.4		$1.29
2011Detailed filing. Detailed filing data is available for this year.	$19.2	$0.00	$19.2		$1.54