Civic Intelligence

Simple Gifts Fund

990PF • Fiscal year 2019 • EIN 16-1512132

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 04, 2020

Organization Profile
241 Main Street Suite 100Buffalo, NY 14203

(716) 852-2200

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Net Margin

59th percentile

14%

Higher net margin than 59% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

69%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,565,325

Up $26,103 (+1.7%) from 2018

Net Assets

Up

$1,565,325

Up $26,103 (+1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin59th percentile

Revenue

Up

$117,339

Up $48,005 (+69%) from 2018

Expenses

Up

$100,723

Up $14,839 (+17%) from 2018

Net Income

Up

$16,616

Up $33,166 (+200%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,241,170Liabilities 2011: $2172011Assets 2012: $1,426,825Liabilities 2012: $0Net Assets 2012: $1,426,8252012Assets 2013: $1,586,364Liabilities 2013: $0Net Assets 2013: $1,586,3642013Assets 2014: $1,612,346Liabilities 2014: $0Net Assets 2014: $1,612,3462014Assets 2015: $1,546,251Liabilities 2015: $0Net Assets 2015: $1,546,2512015Assets 2016: $1,500,949Liabilities 2016: $0Net Assets 2016: $1,500,9492016Assets 2017: $1,616,601Liabilities 2017: $0Net Assets 2017: $1,616,6012017Assets 2018: $1,539,222Liabilities 2018: $0Net Assets 2018: $1,539,2222018Assets 2019: $1,565,325Liabilities 2019: $0Net Assets 2019: $1,565,3252019Assets 2020: $1,707,571Liabilities 2020: $0Net Assets 2020: $1,707,5712020Assets 2021: $1,877,008Liabilities 2021: $0Net Assets 2021: $1,877,0082021Assets 2022: $1,595,466Liabilities 2022: $0Net Assets 2022: $1,595,4662022Assets 2023: $1,589,422Liabilities 2023: $0Net Assets 2023: $1,589,4222023Assets 2025: $1,124,525Liabilities 2025: $0Net Assets 2025: $1,124,5252025

Highlighted filing

2019

Assets$1,565,325
Liabilities$0
Net Assets$1,565,325
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $217,834Expenses 2011: $65,815Net Income 2011: $152,0192011Expenses 2012: $79,3462012Expenses 2013: $78,9172013Revenue 2014: $119,345Expenses 2014: $82,975Net Income 2014: $36,3702014Revenue 2015: $81,236Expenses 2015: $94,299Net Income 2015: -$13,0632015Revenue 2016: $34,891Expenses 2016: $79,238Net Income 2016: -$44,3472016Revenue 2017: $103,003Expenses 2017: $103,693Net Income 2017: -$6902017Revenue 2018: $69,334Expenses 2018: $85,884Net Income 2018: -$16,5502018Revenue 2019: $117,339Expenses 2019: $100,723Net Income 2019: $16,6162019Revenue 2020: $15,845Expenses 2020: $83,214Net Income 2020: -$67,3692020Revenue 2021: $128,494Expenses 2021: $104,851Net Income 2021: $23,6432021Revenue 2022: $54,863Expenses 2022: $107,608Net Income 2022: -$52,7452022Revenue 2023: $119,671Expenses 2023: $105,016Net Income 2023: $14,6552023Revenue 2025: $85,687Expenses 2025: $81,968Net Income 2025: $3,7192025

Highlighted filing

2019

Revenue$117,339
Expenses$100,723
Net Income$16,616
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS WENDT PIERCETrusteePT$0--
MEAGHAN E PIERCE-DELANEY-LYNCHTrustee-$0--
EMILY M PIERCE-DELANEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGRASSROOTS GARDEN OF WNYRENTPUBLICBUFFALO, NY, US$7,000
Paid GrantWEDIWESTSIDE BAZAARRENTPUBLICBUFFALO, NY, US$7,000
Paid GrantYOUNG AUDIENCES OF WESTERN NEW YORKTECHNOLOGY MATCHPUBLICBUFFALO, NY, US$7,000
Paid GrantADIRONDACK FOUNDATIONCAPACITY BUILDING PROGRAMSPUBLICLAKE PLACID, NY, US$5,000
Paid GrantELMWOOD VILLAGE ASSOCIATIONMURAL PROJECTPUBLICBUFFALO, NY, US$5,000
Paid GrantMASSACHUSETTS AVENUE PROJECTSUMMER PROGRAMPUBLICBUFFALO, NY, US$5,000
Paid GrantSQUEAKY WHEEL FILM & MEDIA ART CENTERSATURDAY CAFE SPRING 2020PUBLICBUFFALO, NY, US$5,000
Paid GrantBUFFALO PHILHARMONIC ORCHESTRASUMMER CONCERT SERIESPUBLICBUFFALO, NY, US$3,000
Paid GrantGRASSROOTS GARDEN OF WNYLEGAL DEFENSE FUNDPUBLICBUFFALO, NY, US$3,000
Paid GrantINVESTIGATIVE POSTGENERAL FUNDPUBLICBUFFALO, NY, US$3,000
Paid GrantOLMSTED CENTER FOR THE VISUALLY IMPAIREDCAPITAL PURCHASES/YOUTH PROGRAMSPUBLICBUFFALO, NY, US$3,000
Paid GrantYOUNG AUDIENCES OF WESTERN NEW YORKCAPACITY BUILDINGPUBLICBUFFALO, NY, US$2,700
Paid GrantTORN SPACE THEATERGENERAL FUNDPUBLICBUFFALO, NY, US$2,500
Paid GrantBUFFALO ARTS STUDIOJUMP START EDUCATION AND MENTORSHIPPUBLICBUFFALO, NY, US$2,000
Paid GrantGIRLS EDUCATION COLLABORATIVEIMPACT ALLY GIVING CIRCLEPUBLICBUFFALO, NY, US$2,000
Paid GrantJUST BUFFALO LITERACY CENTEREDUCATION PROGRAMSWRITING CENTERBUFFALO, NY, US$2,000
Paid GrantADIRONDACK FOUNDATIONNCPR ADIRONDACK SERVICE FUNDPUBLICLAKE PLACID, NY, US$1,500
Paid GrantADIRONDACK SKY CENTER & OBSERVATORYGENERAL FUNDPUBLICLAKE PLACID, NY, US$1,500
Paid GrantROSANNE ELIZABETH CORBY HECKL FOUNDATIONBUFFALO GAMELAN CLUBPUBLICBUFFALO, NY, US$1,500
Paid GrantTUPPER ARTS CENTERGENERAL FUNDPUBLICTUPPER LAKE, NY, US$1,500
Paid GrantUNITED WAY OF BUFFALO AND ERIE COUNTYGENERAL FUNDPUBLICBUFFALO, NY, US$1,500
Paid GrantCEPATHE ODYSSEY WORKSHOPSPUBLICBUFFALO, NY, US$1,000
Paid GrantLOCUST STREET NEIGHBORHOOD ART CLASSES INCGENERAL FUNDPUBLICBUFFALO, NY, US$1,000
Paid GrantBUFFALO AND ERIE COUNTY PUBLIC LIBRARYGENERAL FUNDPUBLICBUFFALO, NY, US$500
Paid GrantDOCTORS WITHOUT BORDERSGENERAL FUNDPUBLICNEW YORK, NY, US$500
Paid GrantFEED MORE WNYGENERAL FUNDPUBLICBUFFALO, NY, US$500
Paid GrantFOREST LAWN HERITAGE FOUNDATIONTREE PLANTINGPUBLICBUFFALO, NY, US$500
Paid GrantGARDEN BUFFALO NIAGARAGENERAL FUNDPUBLICBUFFALO, NY, US$500
Paid GrantHALLWALLS INCANNUAL FUNDPUBLICBUFFALO, NY, US$500
Paid GrantPARK SCHOOL OF BUFFALOGENERAL FUNDPUBLICSNYDER, NY, US$500
Paid GrantPLANNED PARENTHOOD OF WNYGENERAL FUNDPUBLICBUFFALO, NY, US$500
Paid GrantTHE WILD CENTERGENERAL FUNDPUBLICTUPPER LAKE, NY, US$500
Paid GrantUS FUND FOR UNICEFGENERAL FUNDPUBLICNEW YORK, NY, US$500
Paid GrantWNY LAND CONSERVANCYGENERAL FUNDPUBLICEAST AURORA, NY, US$500
Paid GrantYESTERMORROWGENERAL FUNDPUBLICWAITSFIELD, VT, US$350
Paid GrantADIRONDACK ARCHITECTURAL HERITAGEMEMBERSHIPPUBLICKEESEVILLE, NY, US$250
Paid GrantANCAGENERAL FUNDPUBLICSARANAC LAKE, NY, US$250
Paid GrantBUFFALO OLMSTED PARKS CONSERVATORYGENERAL FUNDPUBLICBUFFALO, NY, US$250
Paid GrantHUDSON HEADWATERS HEALTH FDNGENERAL FUNDPUBLICQUEENSBURY, NY, US$250
Paid GrantPARTNERS IN HEALTHGENERAL FUNDPUBLICBOSTON, MA, US$250
Paid GrantCOMMUNITY CONCERN OF WNYGENERAL FUNDPUBLICDERBY, NY, US$200
Paid Grant21ST CENTURY PARK ON THE OUTER HARBORGENERAL FUNDPUBLICBUFFALO, NY, US$150
Paid GrantELMWOOD VILLAGE ASSOCIATIONHANGING GARDENSPUBLICBUFFALO, NY, US$150
Filing and Contact Details

Filer

Filer Name
Simple Gifts Fund
EIN
16-1512132
Phone
7168522200
Address
241 MAIN STREET SUITE 100, BUFFALO, NY 14203

Signing Officer

Name
Phyllis W Pierce
Title
Trustee
Phone
7168522200
Signed
2020-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Hadley & Associates
Address
241 MAIN STREET SUITE 100, BUFFALO, NY 14203
Preparer
Daniel C Martin
Phone
7168522200
Raw XML AppendixShowing 400 of 921 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0400 SHS. ISHARES CORE S&P MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1540 SHS. ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22,590 SHS. FINANCIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3480 SHS. ISHARES RUSSELL MID-CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,085 SHS. TECHNOLOGY SELECT SECTOR SPDR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,522 SHS. ISHARES CORE MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6310 SHS. INVESCO QQQ TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,282 SHS. VANGUARD FTSE DEVELOPED MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8375 SHS. INDUSTRIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9500 SHS. PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10921 SHS. CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11565 SHS. VANGUARD COMMUNICATION SERVICES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,622 SHS. ISHARES CORE TOTAL USD BOND MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133,725 SHS. SPDR BLOOMBERG BARCLAYS INVEST GRADE FLOATING RATE ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172,947 SHS. PGIM TOTAL RETURN BOND CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18293 SHS. ISHARES EDGE MSCI MIN VOL USA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194,650 SHS. ISHARES GLOBAL CLEAN ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,235 SHS. ISHARES MSCI ACWI ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211,600 SHS. MSCI FRONTIER 100 FUND ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm234,604 SHS. PHIM ABSOLUTE RETURN BOND CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242,700 SHS. VANECK VECTORS VIETNAM ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25334 SHS. VANGUARD HEALTH CARE ETF
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-10-05
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-04-05
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-11-23
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt797839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt812378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt931255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1043459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1120213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1290634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1329737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1515258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1630126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1728474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt187755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt204192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-7705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt812236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt928089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1110754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt189148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1911455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-7705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt812236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt928089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1110754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt189148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1911455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt451455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt615619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt790134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt824614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt959344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1045235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1130967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1290832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1335860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1629427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1727997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1816903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1920967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,573 SHS. BLACKROCK STRATEGIC INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13,586 SHS. BLACKROCK TOTAL RETURN FUND INSTIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210 SHS. CONSUMERS STAPLES SELECT SECTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32,259 SHS. GOLDMAN SACHS ABSOLUTE RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4621 SHS. HEALTH CARE SELECT SECTOR SPDR FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc577 SHS. INDUSTRIAL SELECT SECTOR SPDR FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc680 SHS. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7366 SHS. ISHARES CORE S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8130 SHS. ISHARES CORE S&P MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9810 SHS. ISHARES CORE S&P SMALLCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10400 SHS. ISHARES S&P 500 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11356 SHS. ISHARES RUSSELL MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12822 SHS. ISHARES SHORT TREAS BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13741 SHS. ISHARES CORE MSCI EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14102 SHS. PGIM ABSOLUTE RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15150 SHS. PIMCO ENHANCED SHORT MAT ACTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163,034 SHS. PGIM FLOATING RATE INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172,206 SHS. SPDR GOLD MINISHARES TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18610 SHS. FINANCIAL SEL SECT SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19255 SHS. TECHNOLOGY SEL SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2054 SHS. VANGUARD COMMUNICATION SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081344
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016616
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09487
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01565325
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01539222
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01565325
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074045
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074045
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074045
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075076
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01031
IRS990PF/DistributableAmountGrp/TotalTaxAmt01031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01080
IRS990PF/FMVAssetsEOYAmt01565325
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027294
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024939
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024939
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01504533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01530208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01530208
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01539222
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01565325
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07395
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01539222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01565325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01565325
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01539222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01565325
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01539222
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01565325
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01524387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01491141
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022866
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075076
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01501521
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01524387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 SAYBROOK PLACE

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565,325
Liabilities
$0
Net assets
$1,565,325
Revenue
$117,339
Expenses
$100,723
Net income
$16,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.09$0.08$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.10$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.12$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$0.22$0.07$0.15