Civic Intelligence

The Bauer Foundation C/O Shipman & Goodwin

990PF • Fiscal year 2017 • EIN 06-6032985

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

PO Box 1809Lakeville, CT 06039

(860) 435-2539

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$1,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

60th percentile

5.5%

Faster asset growth than 60% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

347%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$787,773

Up $40,860 (+5.5%) from 2016

Net Assets

Up

$786,810

Up $40,887 (+5.5%) from 2016

Liabilities

Down

$963

Down $27 (-2.7%) from 2016

Revenue

Up

$95,488

Up $74,124 (+347%) from 2016

Expenses

Down

$54,601

Down $6,272 (-10%) from 2016

Net Income

Up

$40,887

Up $80,396 (+203%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $792,655Liabilities 2010: $0Net Assets 2010: $792,6552010Assets 2011: $786,571Liabilities 2011: $0Net Assets 2011: $786,5712011Assets 2012: $768,200Liabilities 2012: $0Net Assets 2012: $768,2002012Assets 2013: $775,423Liabilities 2013: $0Net Assets 2013: $775,4232013Assets 2014: $781,941Liabilities 2014: $789Net Assets 2014: $781,1522014Assets 2015: $786,422Liabilities 2015: $990Net Assets 2015: $785,4322015Assets 2016: $746,913Liabilities 2016: $990Net Assets 2016: $745,9232016Assets 2017: $787,773Liabilities 2017: $963Net Assets 2017: $786,8102017Assets 2018: $791,267Liabilities 2018: $0Net Assets 2018: $791,2672018Assets 2019: $815,298Liabilities 2019: $0Net Assets 2019: $815,2982019Assets 2020: $838,010Liabilities 2020: $319Net Assets 2020: $837,6912020Assets 2021: $836,033Liabilities 2021: $0Net Assets 2021: $836,0332021Assets 2022: $934,191Liabilities 2022: $1,461Net Assets 2022: $932,7302022Assets 2023: $903,811Liabilities 2023: $0Net Assets 2023: $903,8112023Assets 2024: $883,922Liabilities 2024: $6,500Net Assets 2024: $877,4222024

Highlighted filing

2017

Assets$787,773
Liabilities$963
Net Assets$786,810

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $64,5652010Expenses 2011: $60,6742011Expenses 2012: $75,8832012Revenue 2013: $79,849Expenses 2013: $72,626Net Income 2013: $7,2232013Revenue 2014: $86,977Expenses 2014: $81,248Net Income 2014: $5,7292014Revenue 2015: $88,318Expenses 2015: $84,038Net Income 2015: $4,2802015Revenue 2016: $21,364Expenses 2016: $60,873Net Income 2016: -$39,5092016Revenue 2017: $95,488Expenses 2017: $54,601Net Income 2017: $40,8872017Revenue 2018: $65,699Expenses 2018: $61,242Net Income 2018: $4,4572018Revenue 2019: $104,499Expenses 2019: $80,468Net Income 2019: $24,0312019Revenue 2020: $109,388Expenses 2020: $86,995Net Income 2020: $22,3932020Revenue 2021: $98,289Expenses 2021: $99,947Net Income 2021: -$1,6582021Revenue 2022: $202,794Expenses 2022: $106,097Net Income 2022: $96,6972022Revenue 2023: $110,172Expenses 2023: $139,091Net Income 2023: -$28,9192023Revenue 2024: $66,864Expenses 2024: $93,253Net Income 2024: -$26,3892024

Highlighted filing

2017

Revenue$95,488
Expenses$54,601
Net Income$40,887
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUYVESANT K BEARNSTrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
The Bauer Foundation
EIN
06-6032985
Phone
8604352539
Address
PO BOX 1809, LAKEVILLE, CT 06039

Signing Officer

Name
Stuyvesant K Bearns
Title
Trustee
Phone
8604352539
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Smith Watson & Co Llp
Address
7 NORTH ST SUITE 205, PITTSFIELD, MA 01201
Preparer
Robin a Markey
Phone
4134649940
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PHILIP MORRIS INT'L 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PRAXAIR INC 20 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PRUDENTIAL FINANCIAL 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84RAYTHEON CO 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SCHLUMBERGER LTD SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SEMPRA ENERGY 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STARBUCKS 25 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNITED HEALTH 15 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VERIZON COMMUNICATIONS 50 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NUVEEN MORTGAGE 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91CITI GROUP 3000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92CONOCO PHILLIPS 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93FLA PWR 3000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94INT'L GAME TECH 3000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WELLS FARGO 3000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96MAINSTAY 676.629 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97MAINSTAY 21.878 SH
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044844
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043991
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0435
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt089270
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089270
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt03354
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01677
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03354
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05031
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt049473
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043991
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt039300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt039300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06218
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt044844
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044844
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044844
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt040887
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0187062
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt082484
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt010980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt02931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02953
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05884
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt056259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt06786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt095488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt06786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01986-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3109880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt224796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt242514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3120860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALISBURY BANCORP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043991
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt010980
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt040887
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0786810
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0745923
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0786810
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070834
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070834
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070834
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt072484
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01650
IRS990PF/DistributableAmountGrp/TotalTaxAmt01650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01653
IRS990PF/FMVAssetsEOYAmt01542062
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0990
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0963
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0745923
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0786810
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0729599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0749076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01503365
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017211
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038697
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038697
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0746913
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0787773
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01542062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0990
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0963
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0746913
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0787773
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0745923
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0786810
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01471762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040201
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01431458
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022076
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0103
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt072484
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01449686
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01471762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STUYVESANT K BEARNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.84$0.07$8.77$0.67$0.93$0.26
2023Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$1.10$1.39$0.29
2022Detailed filing. Detailed filing data is available for this year.$9.34$0.01$9.33$2.03$1.06$0.97
2021Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.98$1.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$1.09$0.87$0.22
2019Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$1.04$0.80$0.24
2018Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.66$0.61$0.04
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.01$7.87$0.95$0.55$0.41
2016Detailed filing. Detailed filing data is available for this year.$7.47$0.01$7.46$0.21$0.61$0.40
2015Detailed filing. Detailed filing data is available for this year.$7.86$0.01$7.85$0.88$0.84$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.82$0.01$7.81$0.87$0.81$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.80$0.73$0.07
2012Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.76
2011Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.61
2010Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.65