Civic Intelligence

Florence & Edgar Leslie Charitable Foundation

990PF • Fiscal year 2017 • EIN 13-6720542

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

338 Nod Hill RoadWilton, CT 06897-0796

(203) 866-9600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$4,404

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,020,772

Up $20,044 (+1.0%) from 2016

Net Assets

Up

$2,020,772

Up $20,044 (+1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$121,830

Up $61,290 (+101%) from 2016

Expenses

Down

$101,786

Down $10,189 (-9.1%) from 2016

Net Income

Up

$20,044

Up $71,479 (+139%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,872,057Liabilities 2011: $02011Assets 2012: $1,868,355Liabilities 2012: $02012Assets 2013: $1,894,828Liabilities 2013: $02013Assets 2014: $1,968,642Liabilities 2014: $0Net Assets 2014: $1,968,6422014Assets 2015: $2,052,163Liabilities 2015: $0Net Assets 2015: $2,052,1632015Assets 2016: $2,000,728Liabilities 2016: $0Net Assets 2016: $2,000,7282016Assets 2017: $2,020,772Liabilities 2017: $0Net Assets 2017: $2,020,7722017Assets 2018: $2,050,981Liabilities 2018: $0Net Assets 2018: $2,050,9812018Assets 2019: $2,048,006Liabilities 2019: $0Net Assets 2019: $2,048,0062019Assets 2020: $2,008,205Liabilities 2020: $0Net Assets 2020: $2,008,2052020Assets 2021: $2,067,236Liabilities 2021: $0Net Assets 2021: $2,067,2362021Assets 2022: $2,069,807Liabilities 2022: $0Net Assets 2022: $2,069,8072022Assets 2023: $2,008,271Liabilities 2023: $0Net Assets 2023: $2,008,2712023Assets 2024: $1,985,175Liabilities 2024: $0Net Assets 2024: $1,985,1752024

Highlighted filing

2017

Assets$2,020,772
Liabilities$0
Net Assets$2,020,772

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $387,608Expenses 2011: $96,934Net Income 2011: $290,6742011Revenue 2012: $96,654Expenses 2012: $100,401Net Income 2012: -$3,7472012Revenue 2013: $134,454Expenses 2013: $105,235Net Income 2013: $29,2192013Revenue 2014: $186,484Expenses 2014: $112,670Net Income 2014: $73,8142014Revenue 2015: $181,906Expenses 2015: $98,385Net Income 2015: $83,5212015Revenue 2016: $60,540Expenses 2016: $111,975Net Income 2016: -$51,4352016Revenue 2017: $121,830Expenses 2017: $101,786Net Income 2017: $20,0442017Revenue 2018: $115,351Expenses 2018: $85,142Net Income 2018: $30,2092018Revenue 2019: $108,170Expenses 2019: $111,145Net Income 2019: -$2,9752019Revenue 2020: $86,743Expenses 2020: $126,544Net Income 2020: -$39,8012020Revenue 2021: $169,020Expenses 2021: $109,989Net Income 2021: $59,0312021Revenue 2022: $105,850Expenses 2022: $112,981Net Income 2022: -$7,1312022Revenue 2023: $38,013Expenses 2023: $99,549Net Income 2023: -$61,5362023Revenue 2024: $88,882Expenses 2024: $111,978Net Income 2024: -$23,0962024

Highlighted filing

2017

Revenue$121,830
Expenses$101,786
Net Income$20,044
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW G BRUCKERTrusteePT$4,404-$4,404
ELLEN J MARTINTrusteePT$4,404-$4,404
Filing and Contact Details

Filer

Filer Name
Florence & Edgar Leslie Charitable Trust
EIN
13-6720542
Phone
2038669600
Address
338 NOD HILL ROAD, WILTON, CT 06897-0796

Signing Officer

Name
Andrew G Brucker Esq
Title
Trustee
Phone
2038669600
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Reynolds & Rowella Llp
Address
90 GROVE STREET, RIDGEFIELD, CT 06877
Preparer
Ben Maini CPA
Phone
2034380161
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031363
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05097
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MUSIC ROYALTIES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MISC. REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt017132
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1141
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0104557
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt017273
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0121830
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03165
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03165
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031363
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08808
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04492
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08808
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt073000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt068097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt068097
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020044
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0349082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05097
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031363
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt087134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt017273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012931
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt088223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0104557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121830
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015223
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017423
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt093292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1211167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt143209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-13260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt143209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-13260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt093068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1254376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERIPRISE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK DEFINED OPPORTUNITY STOCK LIQUIDATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031363
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020044
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02020772
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02000728
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02020772
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088792
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt088792
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt088792
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt089663
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0871
IRS990PF/DistributableAmountGrp/TotalTaxAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0871
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02863
IRS990PF/FMVAssetsEOYAmt02270743
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01968642
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01968642
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032839
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt031968
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt031967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01559080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01579995
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01829967
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0408809
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0408809
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0408809
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt032086
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt052130
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02000728
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02020772
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02270743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02000728
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02020772
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02000728
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02020772
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01820562
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043611
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01776951
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027308
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt089663
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01793254
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01820562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW G BRUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN J MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.09$0.11$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.04$0.10$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.11$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.13$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.11$0.11$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.12$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.12$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.18$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.19$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$0.13$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.10$0.00
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.39$0.10$0.29