Civic Intelligence

Clara Saltus Trust UW XXX-XX-XXXX

990PF • Fiscal year 2013 • EIN 02-6004790

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

PO Box 477Manchester, NH 03302-0477

(603) 229-5990

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$56,480

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

109%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Up

$7,061,418

Up $1,102,486 (+19%) from 2012

Net Assets

Up

$7,061,418

Up $1,102,486 (+19%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$1,526,834

No earlier filing loaded for comparison.

Expenses

Up

$424,364

Up $20,796 (+5.2%) from 2012

Net Income

$1,102,470

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,097,752Liabilities 2011: $02011Assets 2012: $5,958,932Liabilities 2012: $0Net Assets 2012: $5,958,9322012Assets 2013: $7,061,418Liabilities 2013: $0Net Assets 2013: $7,061,4182013Assets 2014: $6,867,184Liabilities 2014: $0Net Assets 2014: $6,867,1842014Assets 2015: $6,902,990Liabilities 2015: $12015Assets 2016: $6,590,838Liabilities 2016: $0Net Assets 2016: $6,590,8382016Assets 2017: $6,515,335Liabilities 2017: $0Net Assets 2017: $6,515,3352017Assets 2018: $6,622,470Liabilities 2018: $0Net Assets 2018: $6,622,4702018Assets 2019: $6,497,591Liabilities 2019: $12019Assets 2020: $6,419,076Liabilities 2020: $1Net Assets 2020: $6,419,0762020Assets 2021: $7,298,272Liabilities 2021: $1Net Assets 2021: $7,298,2722021Assets 2022: $6,944,276Liabilities 2022: $1Net Assets 2022: $6,944,2762022Assets 2023: $6,702,309Liabilities 2023: $12023

Highlighted filing

2013

Assets$7,061,418
Liabilities$0
Net Assets$7,061,418

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $349,815Expenses 2011: $423,174Net Income 2011: -$73,3592011Expenses 2012: $403,5682012Revenue 2013: $1,526,834Expenses 2013: $424,364Net Income 2013: $1,102,4702013Revenue 2014: $274,507Expenses 2014: $468,742Net Income 2014: -$194,2352014Revenue 2015: $483,895Expenses 2015: $446,595Net Income 2015: $37,3002015Revenue 2016: $146,205Expenses 2016: $458,339Net Income 2016: -$312,1342016Revenue 2017: $362,784Expenses 2017: $438,290Net Income 2017: -$75,5062017Revenue 2018: $538,698Expenses 2018: $431,561Net Income 2018: $107,1372018Revenue 2019: $328,039Expenses 2019: $453,189Net Income 2019: -$125,1502019Revenue 2020: $357,936Expenses 2020: $436,181Net Income 2020: -$78,2452020Revenue 2021: $1,323,409Expenses 2021: $450,243Net Income 2021: $873,1662021Revenue 2022: $171,314Expenses 2022: $519,043Net Income 2022: -$347,7292022Revenue 2023: $161,181Expenses 2023: $402,690Net Income 2023: -$241,5092023

Highlighted filing

2013

Revenue$1,526,834
Expenses$424,364
Net Income$1,102,470
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Cotrustee-$56,480-$56,480
Charles F LeahyCotrustee-$8,246-$8,246
Filing and Contact Details

Filer

EIN
02-6004790
Phone
6032295990

Signing Officer

Name
Tricia J Smith
Title
Trustee
Phone
6032295990
Signed
2014-04-21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40500 ROCKWELL COLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41274 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42720 SEAGATE TECHNOLOGY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43500 CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441270 AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45190 APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462680 APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471010 ELECTRONIC ARTS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482757 MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492050 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501480 TEXAS INSTSRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51820 E I DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52110 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531070 INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54520 PRAXAIR INCORPORATED COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551560 CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561020 NORTHEAST UTILITIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571180 WISCONSIN ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5812078.912 INVESCO INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593891.156 BUFFALO SMALL CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm605654.991 HARBOR INTERNATINAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615023.406 HARTFORD MUT FDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm625364.190 PERKINS MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm635418.649 ROYCE SPECIAL EQUITY
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01669997
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01621790
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0194651
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01332183
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01526834
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01526834
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01332184
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt064726
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt064726
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0351706
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0351706
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0194650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0194650
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01102470
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04206116
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03559
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03559
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01332184
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01455322
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01127
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0351706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0424364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01526834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01526834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt072658
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122004-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192003-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242012-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252006-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt301994-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352011-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372010-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382006-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402011-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412003-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512012-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542012-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562011-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582012-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602003-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632011-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642011-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652011-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662012-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682009-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712004-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732011-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752009-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762000-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782008-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792008-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802010-01-12

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$0.16$0.40$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.00$6.94$0.17$0.52$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$1.32$0.45$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.00$6.42$0.36$0.44$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.50$0.00$0.33$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.54$0.43$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.00$6.52$0.36$0.44$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$0.00$6.59$0.15$0.46$0.31
2015Detailed filing. Detailed filing data is available for this year.$6.90$0.00$0.48$0.45$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.27$0.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$1.53$0.42$1.10
2012Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.40
2011Summary only. Only limited summary data is available for this year.$6.10$0.00$0.35$0.42$0.07