Civic Intelligence

Robert S Anderson Charitable Trust

990PF • Fiscal year 2023 • EIN 26-6561966

Nov 01, 2022 to Oct 31, 2023 • Filed on Jan 03, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$25,450

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

164%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,742,202

Up $98,849 (+6.0%) from 2022

Net Assets

Up

$1,742,202

Up $98,849 (+6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$234,932

Up $145,917 (+164%) from 2022

Expenses

Down

$136,084

Down $9,305 (-6.4%) from 2022

Net Income

Up

$98,848

Up $155,222 (+275%) from 2022

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

2023

Assets$1,742,202
Liabilities$0
Net Assets$1,742,202

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

2023

Revenue$234,932
Expenses$136,084
Net Income$98,848
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Jan 3, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$25,450-$25,450
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
Tax Manager
Phone
4127627070
Signed
2024-01-03
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/StockNm6392343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68631103108 NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6903076C106 AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7309260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76253393102 DICK'S SPORTING GOOD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7830231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7935137L105 FOX CORP - CLASS A -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8042809H107 HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8165336K103 NEXSTAR MEDIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82682189105 ON SEMICONDUCTOR COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84817565104 SERVICE CORP INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8592939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8694106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8798978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88G46188101 HORIZON THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89H1467J104 CHUBB LTD SEDOL B3BQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9112572Q105 CME GROUP INC A DERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93127387108 CADENCE DESIGN SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95693718108 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9674340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97806857108 SCHLUMBERGER LTD SED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98816851109 SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9981762P102 SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100828806109 SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101833034101 SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102872540109 TJX COMPANIES INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10389417E109 THE TRAVELERS COS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10490384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0104451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3113628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt447866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt548914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6169835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt739819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt845370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt923656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1055879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1123989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1254208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1349337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1492510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1564477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1653098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1730601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1835342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1949546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2033708
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/CategoryOrItemTxt24464287309 ISHARE S&P 500 GROWT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26464287705 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27464287879 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28464287887 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29464288877 ISHARES MSCI EAFE VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3046432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3146434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3246434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33808524862 SCHWAB SHORT TERM US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt095582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1229540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3178894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt554736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6211507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt736391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt865545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt926824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1049089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1122702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1247908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1342809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1484218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1556817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1649828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1733629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1832388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1945084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2033715
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt052261
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0182545
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0126
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd011
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0234932
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0234932
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0182545
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02545
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022905
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0110235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0110235
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052244
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052261
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt098848
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0851764
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0182545

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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
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.23$0.14$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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