Civic Intelligence

Robert S Anderson Charitable Trust

990PF • Fiscal year 2022 • EIN 26-6561966

Nov 01, 2021 to Oct 31, 2022 • Filed on Jan 19, 2023

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-7070

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-63%

Higher net margin than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$26,988

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-46%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,643,353

Down $56,036 (-3.3%) from 2021

Net Assets

Down

$1,643,353

Down $56,036 (-3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$89,015

Down $74,925 (-46%) from 2021

Expenses

Up

$145,389

Up $17,446 (+14%) from 2021

Net Income

Down

-$56,374

Down $92,371 (-257%) from 2021

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,271,648Liabilities 2010: $0Net Assets 2010: $1,271,6482010Assets 2011: $1,487,775Liabilities 2011: $0Net Assets 2011: $1,487,7752011Assets 2012: $1,505,453Liabilities 2012: $0Net Assets 2012: $1,505,4532012Assets 2013: $1,584,296Liabilities 2013: $0Net Assets 2013: $1,584,2962013Assets 2014: $1,616,663Liabilities 2014: $0Net Assets 2014: $1,616,6632014Assets 2015: $1,619,134Liabilities 2015: $0Net Assets 2015: $1,619,1342015Assets 2016: $1,591,888Liabilities 2016: $0Net Assets 2016: $1,591,8882016Assets 2017: $1,606,485Liabilities 2017: $0Net Assets 2017: $1,606,4852017Assets 2018: $1,712,165Liabilities 2018: $0Net Assets 2018: $1,712,1652018Assets 2019: $1,724,830Liabilities 2019: $0Net Assets 2019: $1,724,8302019Assets 2020: $1,664,455Liabilities 2020: $0Net Assets 2020: $1,664,4552020Assets 2021: $1,699,389Liabilities 2021: $0Net Assets 2021: $1,699,3892021Assets 2022: $1,643,353Liabilities 2022: $0Net Assets 2022: $1,643,3532022Assets 2023: $1,742,202Liabilities 2023: $0Net Assets 2023: $1,742,2022023Assets 2024: $1,699,443Liabilities 2024: $0Net Assets 2024: $1,699,4432024

Highlighted filing

2022

Assets$1,643,353
Liabilities$0
Net Assets$1,643,353

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $70,4172010Expenses 2011: $72,8192011Expenses 2012: $95,8432012Expenses 2013: $97,1422013Revenue 2014: $141,218Expenses 2014: $108,851Net Income 2014: $32,3672014Revenue 2015: $132,035Expenses 2015: $116,399Net Income 2015: $15,6362015Revenue 2016: $91,961Expenses 2016: $120,831Net Income 2016: -$28,8702016Revenue 2017: $130,446Expenses 2017: $115,946Net Income 2017: $14,5002017Revenue 2018: $228,724Expenses 2018: $122,713Net Income 2018: $106,0112018Revenue 2019: $141,441Expenses 2019: $129,044Net Income 2019: $12,3972019Revenue 2020: $63,362Expenses 2020: $123,780Net Income 2020: -$60,4182020Revenue 2021: $163,940Expenses 2021: $127,943Net Income 2021: $35,9972021Revenue 2022: $89,015Expenses 2022: $145,389Net Income 2022: -$56,3742022Revenue 2023: $234,932Expenses 2023: $136,084Net Income 2023: $98,8482023Revenue 2024: $91,408Expenses 2024: $133,674Net Income 2024: -$42,2662024

Highlighted filing

2022

Revenue$89,015
Expenses$145,389
Net Income-$56,374
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Jan 19, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$26,988-$26,988
Filing and Contact Details

Filer

Filer Name
Robert S Anderson Charitable Trust
EIN
26-6561966
Phone
4127627070
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
SVP
Phone
4127627070
Signed
2023-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55297178105 ESSEX PPTY TR INC RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5602005N100 ALLY FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5703073E105 AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58G1890L107 CAPRI HLDGS LTD SEDO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5945168D104 IDEXX LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6074144T108 PRICE T ROWE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61086516101 BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62744573106 PUBLIC SERVICE ENTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6329414B104 EPAM SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65461202103 INTUIT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6622822V101 CROWN CASTLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6787807B107 TC ENERGY CORPORATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68G29183103 EATON CORP PLC SEDOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70571748102 MARSH & MCLENNAN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71747525103 QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7265339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73902973304 US BANCORP DEL COM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74125523100 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7889151E109 TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7957636Q104 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8117275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8392343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88631103108 NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8903076C106 AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9129362U104 ENTEGRIS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93969904101 WILLIAMS SONOMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9509260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98253393102 DICK'S SPORTING GOOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10030231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10135137L105 FOX CORP - CLASS A -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10242809H107 HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10365336K103 NEXSTAR MEDIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104682189105 ON SEMICONDUCTOR COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106817565104 SERVICE CORP INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10792939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10894106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10998978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110G46188101 HORIZON THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111H1467J104 CHUBB LTD SEDOL B3BQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt038097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt329878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt413805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt526158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt754813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8113628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt930000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1035224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1147866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1254558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13169835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1465481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1526044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1639819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1739918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1839994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1945370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2051724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2152264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2255879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2362233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3316092857 FIDELITY REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt797717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt974440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464288646 ISHARES TRUST ISHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464288638 ISHARES TRUST ISHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1246090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13922908744 VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464287473 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464287176 ISHARES TIPS BOND ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1846429B655 ISHARES FLOATING RAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19779556406 T ROWE PR MID CAP GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2104314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22464287242 ISHARES IBOXX $ INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23256206103 DODGE & COX INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt084140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt184918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt272285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt330319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt427155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt520055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt684610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt760428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8165199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt925061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1033116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1142862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1248363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13217303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1459962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1546218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1637662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1730053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1839539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1964885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2067878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2149996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2250168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2362446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt050174
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038841
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt089015
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089015
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038841
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02699
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024289

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.09$0.13$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.23$0.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.15$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.16$0.13$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.06$0.12$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.14$0.13$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.23$0.12$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.13$0.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.09$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07