Civic Intelligence

Everett S Bulkley Charitable Foundation

990PF • Fiscal year 2011 • EIN 06-6332021

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
Jpmorgan Chase Bank Na PO Box 303853201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,422,523

Flat from 2011

Net Assets

$3,422,523

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$208,425

Flat from 2011

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,502,526Liabilities 2010: $0Net Assets 2010: $3,502,5262010Assets 2011: $3,422,523Liabilities 2011: $0Net Assets 2011: $3,422,5232011Assets 2011: $3,422,523Liabilities 2011: $12011Assets 2012: $3,349,841Liabilities 2012: $02012Assets 2013: $3,417,379Liabilities 2013: $02013Assets 2014: $3,380,892Liabilities 2014: $02014Assets 2015: $3,274,742Liabilities 2015: $02015Assets 2018: $3,295,978Liabilities 2018: $0Net Assets 2018: $3,295,9782018Assets 2019: $3,290,571Liabilities 2019: $1Net Assets 2019: $3,290,5712019Assets 2020: $3,290,345Liabilities 2020: $0Net Assets 2020: $3,290,3452020Assets 2021: $3,354,429Liabilities 2021: $0Net Assets 2021: $3,354,4292021Assets 2022: $3,138,338Liabilities 2022: $1Net Assets 2022: $3,138,3382022Assets 2023: $3,097,715Liabilities 2023: $12023

Highlighted filing

2011

Assets$3,422,523
Liabilities$0
Net Assets$3,422,523
Open 2011 Filing

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $119,4792010Expenses 2011: $208,4252011Revenue 2011: $124,007Expenses 2011: $208,425Net Income 2011: -$84,4182011Revenue 2012: $142,939Expenses 2012: $212,347Net Income 2012: -$69,4082012Revenue 2013: $284,792Expenses 2013: $221,138Net Income 2013: $63,6542013Revenue 2014: $186,117Expenses 2014: $220,337Net Income 2014: -$34,2202014Revenue 2015: $111,509Expenses 2015: $223,188Net Income 2015: -$111,6792015Revenue 2018: $198,897Expenses 2018: $187,952Net Income 2018: $10,9452018Revenue 2019: $232,684Expenses 2019: $237,956Net Income 2019: -$5,2722019Revenue 2020: $213,753Expenses 2020: $214,936Net Income 2020: -$1,1832020Revenue 2021: $287,248Expenses 2021: $223,533Net Income 2021: $63,7152021Revenue 2022: $26,475Expenses 2022: $241,625Net Income 2022: -$215,1502022Revenue 2023: $175,089Expenses 2023: $218,395Net Income 2023: -$43,3062023

Highlighted filing

2011

Revenue-
Expenses$208,425
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANKTrustee-$39,251-$39,251
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORWALK COMMUNITY COLLEGE FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYNORWALK, CT, US$25,000
Paid GrantAMERICAN CANCER SOCIETY - DIVISIONSPROGRAM SUPPORT FOR NORWALK CT DIVISIONPUBLIC CHARITYATLANTA, GA, US$20,000
Paid GrantNATIONAL SOCIETY TO PREVENT BLINDNESSGRANT; HEALTHY EYES FOR NORWALK KIDSPUBLIC CHARITYNEW HAVEN, CT, US$10,055
Paid GrantDOMESTIC VIOLENCE CRISIS CENTERGRANT: FAMILY JUSTICE PROJECT ADVOCATE SALARYPUBLIC CHARITYSTAMFORD, CT, US$10,000
Paid GrantGREENWICH ARCPROGRAM SUPPORTPUBLIC CHARITYGREENWICH, CT, US$10,000
Paid GrantNORWALK SENIOR CENTER INCPROGRAM SUPPORTPUBLIC CHARITYNORWALK, CT, US$10,000
Paid GrantSTEPPING STONES MUSEUM FOR CHILDRENGRANT; JEFFERSON SCHOOL PARTNERSHIPPUBLIC CHARITYNORWALK, CT, US$10,000
Paid GrantFAMILY RE ENTRY INCPROGRAM SUPPORTPUBLIC CHARITYNORWALK, CT, US$7,500
Paid GrantBIG BROTHERS BIG SISTERS OF SOUTHWEST CTPROGRAM SUPPORT FOR MATCHING GIFT PROGRAMPUBLIC CHARITYBRIDGEPORT, CT, US$5,000
Paid GrantFAMILY AND CHILDREN'S AGENCY INCGRANT; AFTER SCHOOL PROGRAMEDUCATIONALNORWALK, CT, US$5,000
Paid GrantFAMILY CENTERS INCGRANT; THE DEN FOR GRIEVING KIDSPUBLIC CHARITYGREENWICH, CT, US$5,000
Paid GrantSPECIAL OLYMPICS CONNECTICUT INCGRANT; WOUTH WEST CT BOWLING QUALIFIERPUBLIC CHARITYHAMDEN, CT, US$5,000
Paid GrantUNIVERSITY OF CONNECTICUT FBO STELIANOS KALOGELIDESEVERETT BULKLEY SCHOLARSHIPINDIVIDUALSTORRS, CT, US$4,328
Paid GrantCONCORDIA COLLEGE FBO ZULLY GARCIAEVERETT BULKLEY SCHOLARSHIPINDIVIDUALBRONXVILLE, NY, US$4,327
Paid GrantUNIVERSITY OF DELAWARE FBO KATHERINE E PACHKOVSKYEVERETT BULKLEY SCHOLARSHIPINDIVIDUALNEWARK, DE, US$4,327
Paid GrantBUCKNELL UNIVERSITY FOR ANATASIA GILBEREVERETT BULKLEY SCHOLARSHIPINDIVIDUALLEWISBURG, PA, US$4,170
Paid GrantCONNECTICUT ASSOC FOR CHILDREN WITH LEARNING DISABILITIESGRANT; SPECIAL NEEDS CHILD-STRATEGIES FOR PARENT AND TEACHERPUBLIC CHARITYE NORWALK, CT, US$4,000
Paid GrantNEW CANAAN MOUNTED TROOP INCGRANT; SCHOLARSHIPSPUBLIC CHARITYNEW CANAAN, CT, US$4,000
Paid GrantWESTPORT COUNTRY PLAYHOUSEPROGRAM SUPPORTPUBLIC CHARITYWESTPORT, CT, US$3,500
Paid GrantCANCER CARE INCGRANT; INDIGENT PATIENT CARE IN NORWALK, CTPUBLIC CHARITYNEW YORK, NY, US$3,000
Paid GrantEASTER SEALS SOCIETY OF CT INCGRANT; EASTER SEALS CAMP HEMLOCKSPUBLIC CHARITYHEBRON, CT, US$3,000
Paid GrantVISITING NURSE AND HOSPICE OF FAIRFIELD COUNTY INCGRANT; SPECIAL PATIENT COMFORT FUNDPUBLIC CHARITYSTAMFORD, CT, US$3,000
Paid GrantNORWALK SYMPHONY SOCIETYPROGRAM SUPPORTPUBLIC CHARITYNEW CANAAN, CT, US$2,500
Paid GrantTHE HOLE IN THE WALL GANG FUNDPROGRAM SUPPORTPUBLIC CHARITYNEW HAVEN, CT, US$2,500
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF WESTPORTGRANT; US GYMNASTIC FEDERATION NATIONAL GYMFEST CHAMPIONSHIPPUBLIC CHARITYWESTPORT, CT, US$2,500
Filing and Contact Details

Filer

EIN
06-6332021
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8APPLE INC. - 38 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AUTOZONE INC - 6 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CVS CAREMARK CORP - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CAMPBELL SOUP COMPANY - 64 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CAPITAL ONE FINANCIAL CORP - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CARDINAL HEALTH INC - 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CELGENE CORPORATION - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CISCO SYSTEMS INC - 271 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CITRIX SYSTEMS INC - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17COLGATE PALMOLIVE CO - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18E I DU PONT DE NEMOURS & CO - 122 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19E M C CORP MASS - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EMERSON ELECTRIC CO - 48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FREEPORT-MCMORAN COPPER & GOLD INC CL B - 49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GENERAL ELECTRIC CO - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GENERAL MILLS INC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HOME DEPOT INC - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HUMANA INC - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHNSON CONTROLS INC - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27LAM RESEARCH CORP - 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28THE ESTEE LAUDER COMPANIES INC CL A - 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29LENNAR CORP - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30LOWES COMPANIES INC - 194 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MICROSOFT CORP - 393 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32NIKE INC B - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33NORFOLK SOUTHERN CORP - 93 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34OCCIDENTAL PETROLEUM CORP - 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35ORACLE CORP - 155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36PACCAR INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37PFIZER INC - 299 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38PIONEER NATURAL RESOURCES CO - 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39PROCTER & GAMBLE CO - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40QUALCOMM INC - 83 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41SPDR S&P 500 ETF TRUST - 580 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42SCHLUMBERGER LTD - 83 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43UNITED TECHNOLOGIES CO - 88 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44VERTEX PHARMACEUTICALS INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45WILLIAMS COMPANIES INC - 97 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46XILINX CORP - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A - 51 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48WELLS FARGO & CO - 270 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49BANK OF AMERICA CORP - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50GOLDMAN SACHS GROUP INC - 34 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51DEVON ENERGY CORP - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52EOG RESOURCES INC - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53HONEYWELL INTL INC - 63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54UNITEDHEALTH GROUP INC - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55VERIZON COMMUNICATIONS INC - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56MFS INTL VALUE-I - 6559.437 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57US BANCORP DEL - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58ISHARES RUSSELL MIDCAP VALUE INDEX FD - 1600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59ISHARES RUSSELL MIDCAP GROWTH INDEX FUND - 611 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60YUM BRANDS INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61ARTISAN INTL VALUE FUND - INV - 1586.639 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62CENTERPOINT ENERGY INC - 173 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63COMCAST CORP CL A - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64ARBITRAGE FUNDS - I CL I - 5343.511 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65JPM LARGE CAP GROWTH FD - SEL- 3431.151 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66JPM US REAL ESTATE FD - SEL - 4597.608 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67JPM INTREPID AMERICA FD - SEL- 1530.538 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68JPM INTREPID VALUE FD - SEL - 3113.478 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69JPM MARKET EXPANSION INDEX FD - SEL - 7359.37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70JPM ASIA EQU FD - SEL- 3413.472 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71VANGUARD MSCI EMERGING MARKETS ETF - 948 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72AT&T INC - 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73CBS CORP CLASS B W/I - 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74CAMERON INTL CORPORATION - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75T. ROWE PRICE OVERSEAS STOCK FUND - 4078.592 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76EATON VANCE MUT FDS TR GLOBAL MACRO - I - 7297.894 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77INVESCO LTD - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78GATEWAY FUND - Y - 1947.942 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79NETAPP INC - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80SPDR GOLD TRUST - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81ACE LTD NEW - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND - 701 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83TYCO INTERNATIONAL LTD - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84TIME WARNER INC NEW - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85MERCK AND CO INC - 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 5307.856 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87COVIDIEN PLC NEW - 62 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88JPMORGAN TAX AWARE EQU FUND - 2079.326 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89CITIGROUP INC NEW - 106 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90JUNIPER NETWORKS INC - 145 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91EXXON MOBIL CORP - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92METLIFE INC - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93KRAFT FOODS INC CLASS A - 116 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94PRUDENTIAL FINANCIAL INC - 54 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95BIOGEN IDEC INC - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96BAIDU INC SPONS ADR - 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97INTERCONTINENTAL EXCHANGE INC - 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98TD AMERITRADE HOLDING CORP - 77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99MASTERCARD INC - CLASS A - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100GENERAL MOTORS CO - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101BARC REN SPX 01/25/2012 - 55000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102SG CONT BUFF EQ SPX 3/21/12- 55000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103SG BREN EAFE 03/03/12 - 35000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104ABBOTT LABORATORIES- 54 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105MS BREN EAFE 3/07/12- 35000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106BAKER HUGHES INC- 27 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107BROADCOM CORP CL A- 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108COCA COLA CO- 36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109CONOCO PHILLIPS CO- 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110DARDEN RESTAURANTS INC- 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111GLOBAL PAYMENTS INC- 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112JOHNSON & JOHNSON INC- 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113MICROS SYSTEMS INC- 16 UTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114MONSANTO CO- 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115NEXTERA ENERGY INC- 37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116SOUTHWESTERN ENERGY CO- 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117TARGET CORP- 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118CARNIVAL CORPORATION - 73 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock119COGNIZANT TECH SOLUTION SCORP CL A- 51 SHS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0315299
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0329063
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount084276
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount039351
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0107
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,422,523
Liabilities
$0
Net assets
$3,422,523
Revenue
-
Expenses
$208,425
Net income
-
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.$3.10$0.00$0.18$0.22$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.03$0.24$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.29$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.21$0.21$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.23$0.24$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.20$0.19$0.01
2015Summary only. Only limited summary data is available for this year.$3.27$0.00$0.11$0.22$0.11
2014Summary only. Only limited summary data is available for this year.$3.38$0.00$0.19$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$0.28$0.22$0.06
2012Summary only. Only limited summary data is available for this year.$3.35$0.00$0.14$0.21$0.07
2011Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.21
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$0.12$0.21$0.08
2010Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.12