Civic Intelligence

Henry E & Nancy H Bartels Trust FBO Cornell University

990 • Fiscal year 2020 • EIN 22-2774533

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

Organization ProfileN/A
PO Box 187169Hamden, CT 06518

(203) 281-4933

Siviq Scores

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

Liabilities / Assets

70th percentile

0.48x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

7.34x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

82nd percentile

29%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

95th percentile

88%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

741%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$10,017,349

Up $4,690,598 (+88%) from 2019

Net Assets

Up

$5,217,996

Up $2,778,509 (+114%) from 2019

Liabilities

Up

$4,799,353

Up $1,912,089 (+66%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin82nd percentile

Revenue

Up

$654,287

Up $576,523 (+741%) from 2019

Expenses

Up

$466,637

Up $267,474 (+134%) from 2019

Net Income

Up

$187,650

Up $309,049 (+255%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,608,144Liabilities 2011: $1,242,696Net Assets 2011: $1,365,4482011Assets 2012: $3,176,410Liabilities 2012: $1,611,893Net Assets 2012: $1,564,5172012Assets 2013: $4,899,004Liabilities 2013: $2,461,015Net Assets 2013: $2,437,9892013Assets 2014: $4,756,840Liabilities 2014: $2,502,571Net Assets 2014: $2,254,2692014Assets 2015: $4,319,975Liabilities 2015: $2,326,431Net Assets 2015: $1,993,5442015Assets 2016: $3,585,165Liabilities 2016: $2,018,016Net Assets 2016: $1,567,1492016Assets 2017: $4,456,654Liabilities 2017: $2,482,694Net Assets 2017: $1,973,9602017Assets 2018: $3,590,378Liabilities 2018: $1,973,287Net Assets 2018: $1,617,0912018Assets 2019: $5,326,751Liabilities 2019: $2,887,264Net Assets 2019: $2,439,4872019Assets 2020: $10,017,349Liabilities 2020: $4,799,353Net Assets 2020: $5,217,9962020Assets 2021: $8,371,364Liabilities 2021: $4,229,709Net Assets 2021: $4,141,6552021Assets 2022: $2,984,656Liabilities 2022: $1,296,782Net Assets 2022: $1,687,8742022Assets 2023: $3,075,382Liabilities 2023: $1,532,678Net Assets 2023: $1,542,7042023Assets 2024: $3,536,233Liabilities 2024: $1,736,621Net Assets 2024: $1,799,6122024

Highlighted filing

2020

Assets$10,017,349
Liabilities$4,799,353
Net Assets$5,217,996
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: -$414,458Expenses 2011: $135,808Net Income 2011: -$550,2662011Revenue 2012: $398,940Expenses 2012: $142,119Net Income 2012: $256,8212012Revenue 2013: -$9,437Expenses 2013: $245,560Net Income 2013: -$254,9972013Revenue 2014: $157,624Expenses 2014: $142,828Net Income 2014: $14,7962014Revenue 2015: $16,230Expenses 2015: $226,830Net Income 2015: -$210,6002015Revenue 2016: $219,175Expenses 2016: $157,961Net Income 2016: $61,2142016Revenue 2017: $251,453Expenses 2017: $169,891Net Income 2017: $81,5622017Revenue 2018: $45,645Expenses 2018: $257,028Net Income 2018: -$211,3832018Revenue 2019: $77,764Expenses 2019: $199,163Net Income 2019: -$121,3992019Revenue 2020: $654,287Expenses 2020: $466,637Net Income 2020: $187,6502020Revenue 2021: $272,189Expenses 2021: $320,480Net Income 2021: -$48,2912021Revenue 2022: $91,020Expenses 2022: $209,833Net Income 2022: -$118,8132022Revenue 2023: $193,700Expenses 2023: $188,869Net Income 2023: $4,8312023Revenue 2024: $113,118Expenses 2024: $188,532Net Income 2024: -$75,4142024

Highlighted filing

2020

Revenue$654,287
Expenses$466,637
Net Income$187,650
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v4.1
Gross Receipts
$3,635,890
Mission and Program Overview

Mission

To provide grants to cornell university to fund scholarships and other educational functions, and to support the university's shoals marine lab program.

To provide grants to cornell university to fund scholarships and other educational functions and to support the university's shoals marine lab program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,086,621$8,119,294▲ $4,032,673
Cap Stk Tr Prin Current Funds$2,439,487$5,217,996▲ $2,778,509
Cash and Non-Interest-Bearing Accounts$1,240,130$1,898,055▲ $657,925
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,326,751$10,017,349▲ $4,690,598
Liabilities
Accounts Payable and Accrued Expenses$2,887,264$4,799,353▲ $1,912,089
Total Liabilities$2,887,264$4,799,353▲ $1,912,089
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,439,487$5,217,996▲ $2,778,509
Total Liabilities and Net Assets / Fund Balance$5,326,751$10,017,349▲ $4,690,598
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
John B LoehmannTrustee
Kenneth G BartelsTrustee
Philip H BartelsTrustee
Ryan T LombardiTrustee
Wendell BryceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$654,287
Other Revenue
$0
Change in Net Assets
$187,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$414,518
Other Expenses$52,119
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$414,518--$414,518
Interest-$40,343-$40,343
Fees for Services Accounting-$2,300-$2,300
Other Expenses-$192-$192
Total Functional Expenses$414,518$52,119$0$466,637
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cornell UniversityIthaca, NY503(c)(3)ACADEMIC & STUDENT ACTIVITY SUPPORT; SCHOLARSHIP FUNDING; SHOALS MARINE LAB SUPPORT$414,518
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Philip h bartels, trustee and kenneth g bartels, trustee are brothers philip h bartels, trustee, kenneth g bartels,trustee,and john b loehmann, trustee are also trustees of the organizations listed in schedule r (except for cornell university)”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to all trustees for review prior to its filing”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request. The organization does not have a conflict of interest policy and financial statements are not prepared.”

Filing and Contact Details

Filer

Filer Name
Henry E & Nancy H Bartels Trust Fbo
EIN
22-2774533
Phone
2032814933
Address
PO BOX 187169, HAMDEN, CT 06518

Signing Officer

Name
John B Loehmann
Title
Trustee
Phone
2032814933
Signed
2021-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John B Loehmann
Formed
1986
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
T M Byxbee Company Pc
Address
P O BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
Raw XML AppendixShowing 400 of 481 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02887264
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04799353
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE GRANTS TO CORNELL UNIVERSITY TO FUND SCHOLARSHIPS AND OTHER EDUCATIONAL FUNCTIONS AND TO SUPPORT THE UNIVERSITY'S SHOALS MARINE LAB PROGRAM.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN B LOEHMANN CPA
IRS990/BooksInCareOfDetail/PhoneNum02032814933
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02319 WHITNEY AVE PO BOX 187169
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMDEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006518
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02439487
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05217996
IRS990/CashNonInterestBearingGrp/BOYAmt01240130
IRS990/CashNonInterestBearingGrp/EOYAmt01898055
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0414518
IRS990/CYInvestmentIncomeAmt0654287
IRS990/CYOtherExpensesAmt052119
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0187650
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0466637
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0654287
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST PROVIDED FUNDING FOR THE SCHOOL YEARS 2019-20 AND 2020-21 FOR EIGHT SUMMER INTERNS AT THE UNIVERSITY'S SHOALS MARINE LAB, AND TWO SUMMER INTERNS EACH AT THE UNIVERSITY'S JOHNSON MUSEUM, LAB OF ORNITHOLOGY AND THE CORNELL PLANTATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0164000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02300
IRS990/FeesForServicesAccountingGrp/TotalAmt02300
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN B LOEHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH G BARTELS
IRS990/Form990PartVIISectionAGrp/PersonNm2PHILIP H BARTELS
IRS990/Form990PartVIISectionAGrp/PersonNm3RYAN T LOMBARDI
IRS990/Form990PartVIISectionAGrp/PersonNm4WENDELL BRYCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0644431
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0164000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0414518
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0414518
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03626034
IRS990/GrossReceiptsAmt03635890
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt040343
IRS990/InterestGrp/TotalAmt040343
IRS990/InvestmentIncomeGrp/ExclusionAmt07542
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09856
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02314
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04086621
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08119294
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02981603
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE GRANTS TO CORNELL UNIVERSITY TO FUND SCHOLARSHIPS AND OTHER EDUCATIONAL FUNCTIONS, AND TO SUPPORT THE UNIVERSITY'S SHOALS MARINE LAB PROGRAM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02439487
IRS990/NetAssetsOrFundBalancesEOYAmt05217996
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0254632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0644431
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0389799
IRS990/NetUnrelatedBusTxblIncmAmt0190526
IRS990/NetUnrlzdGainsLossesInvstAmt02590859
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SHORT SALE FEES
IRS990/OtherExpensesGrp/Desc1FEDERAL TAXES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09012
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2192
IRS990/OtherExpensesGrp/TotalAmt09012
IRS990/OtherExpensesGrp/TotalAmt1272
IRS990/OtherExpensesGrp/TotalAmt2192
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN B LOEHMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST PROVIDED FUNDING FOR SCHOOL YEARS 2019-20 AND 2020-21 TO THE ENGINEERING DEAN'S DISCRETIONARY FUND,THE ATHLETIC DIRECTOR'S DISCRETIONARY FUND AND THE DISCRETIONARY FUND FOR UNDERGRADUATE STUDENTS WHICH ARE USED TO FUND VARIOUS STUDENT ACTIVITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt090000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt090000
IRS990/ProgSrvcAccomActy3Grp/Desc0THE TRUST PROVIDED FUNDING FOR VARIOUS REPLACEMENT EQUIPMENT, MAINTENANCE EXPENSES AND ROOF REPLACEMENT AT THE UNIVERSITY'S SHOALS MARINE LABORATORY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0160518
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0160518
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0130200
IRS990/PYInvestmentIncomeAmt077764
IRS990/PYOtherExpensesAmt068963
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-121399
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0199163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt077764
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0187650
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt09856
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt018278
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt09856
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt018278
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt052119
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt068963
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-42263
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-50685
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-50685
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt076157
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt079528
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt03371
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-43082
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt079528
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt076157
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt076157
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0414518
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0414518
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0362832
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0130200
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0160790
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0123100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt024899
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0777350
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0414518
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0130200
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0160790
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt071842
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0438989
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0414518
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt076157
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0414518
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0414518
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S FIVE TRUSTEES APPROVE THE INVESTMENT POLICY OF THE TRUST. ALL FIVE TRUSTEES,TWO OF WHICH ARE REPRESENTATIVES OF CORNELL UNIVERSITY, ALSO PARTICIPATE IN THE SELECTION OF THE PROGRAMS AT CORNELL TO BE SUPPORTED AND IN THE TIMING AND MAKING OF THESE GRANTS TO FUND THESE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS CORNELL UNIVERSITY. AS DISCUSSED PREVIOUSLY, TWO OF THE ORGANIZATION'S FIVE TRUSTEES ARE APPOINTED BY THE UNIVERSITY AND ALL TRUSTEES PARTICIPATE IN APPROVING THE INVESTMENT POLICY AND ALSO PARTICIPATED IN APPROVING THE GRANTS TO THE UNIVERSITY DURING THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 7, PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt02138565
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt01516273
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03346065
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02306828
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01468372
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01081630
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt04016258
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02741471
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt050191
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt034602
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03295874
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02272226
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0115356
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt079528
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05484630
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03823101
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0115356
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt079528
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0150532082
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0414518
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CORNELL UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0414518
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0414518
IRS990ScheduleI/RecipientTable/IRCSectionDesc0503(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ACADEMIC & STUDENT ACTIVITY SUPPORT; SCHOLARSHIP FUNDING; SHOALS MARINE LAB SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CORNELL UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0150532082
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0410 THURSTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ITHACA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014853
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES A WRITTEN ACKNOWLEDGEMENT OF THE APPLICATION OF THE GRANTS WITHIN THE SUPPORTED ORGANIZATION. IN ADDITION FOR GRANTS THAT ALLOW DISCRETIONARY SPENDING, WRITTEN REPORTS ARE RECEIVED FROM THE SUPPORTED ORGANIZATION THAT DETAIL THE USE OF THE FUNDS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILIP H BARTELS, TRUSTEE AND KENNETH G BARTELS, TRUSTEE ARE BROTHERS PHILIP H BARTELS, TRUSTEE, KENNETH G BARTELS,TRUSTEE,AND JOHN B LOEHMANN, TRUSTEE ARE ALSO TRUSTEES OF THE ORGANIZATIONS LISTED IN SCHEDULE R (EXCEPT FOR CORNELL UNIVERSITY)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO ALL TRUSTEES FOR REVIEW PRIOR TO ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BARTELS TRUST FBO UNIVERSITY OF NEW HAVEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BARTELS TRUST FBO PUBLIC EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CORNELL UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222958217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1066394456
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2150532082
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE GRANTS TO THE UNIVERSITY OF NEW HAVEN FOR EDUCATIONAL FUNCTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE GIFTS TO UNITED WAY OF GREATER NEW HAVEN TO SUPPORT SCHOOL PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 187169
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2410 THURSTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAMDEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ITHACA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214853
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0414518
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CORNELL UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,017,349
Liabilities
$4,799,353
Net assets
$5,217,996
Revenue
$654,287
Expenses
$466,637
Net income
$187,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$1.74$1.80$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.08$1.53$1.54$0.19$0.19$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.98$1.30$1.69$0.09$0.21$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.37$4.23$4.14$0.27$0.32$0.05
2020Detailed filing. Detailed filing data is available for this year.$10.0$4.80$5.22$0.65$0.47$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.33$2.89$2.44$0.08$0.20$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.59$1.97$1.62$0.05$0.26$0.21
2017Detailed filing. Detailed filing data is available for this year.$4.46$2.48$1.97$0.25$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.59$2.02$1.57$0.22$0.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.32$2.33$1.99$0.02$0.23$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.76$2.50$2.25$0.16$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.90$2.46$2.44$0.01$0.25$0.25
2012Summary only. Only limited summary data is available for this year.$3.18$1.61$1.56$0.40$0.14$0.26
2011Summary only. Only limited summary data is available for this year.$2.61$1.24$1.37$0.41$0.14$0.55