Civic Intelligence

Chess Lupton Trust

990PF • Fiscal year 2013 • EIN 37-6127169

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

130 N Water StreetChampaign, IL 62523

(217) 425-8285

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

9th percentile

-57%

Higher net margin than 9% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

52nd percentile

$12,695

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

11th percentile

-9.4%

Faster asset growth than 11% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

63%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$1,070,241

Down $110,848 (-9.4%) from 2012

Net Assets

$1,070,241

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue

Up

$193,147

Up $74,340 (+63%) from 2012

Expenses

Up

$303,995

Up $203,545 (+203%) from 2012

Net Income

Down

-$110,848

Down $129,205 (-704%) from 2012

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,162,732Liabilities 2011: $0Net Assets 2011: $1,162,7322011Assets 2012: $1,181,089Liabilities 2012: $02012Assets 2013: $1,070,241Liabilities 2013: $1Net Assets 2013: $1,070,2412013Assets 2014: $1,111,103Liabilities 2014: $1Net Assets 2014: $1,111,1032014Assets 2015: $878,378Liabilities 2015: $02015Assets 2016: $771,293Liabilities 2016: $0Net Assets 2016: $771,2932016Assets 2017: $2,068,938Liabilities 2017: $0Net Assets 2017: $2,068,9382017Assets 2018: $1,721,225Liabilities 2018: $0Net Assets 2018: $1,721,2252018Assets 2019: $1,709,994Liabilities 2019: $1Net Assets 2019: $1,709,9942019Assets 2020: $1,620,702Liabilities 2020: $1Net Assets 2020: $1,620,7022020Assets 2021: $1,647,797Liabilities 2021: $1Net Assets 2021: $1,647,7972021Assets 2022: $1,547,376Liabilities 2022: $1Net Assets 2022: $1,547,3762022Assets 2023: $1,463,260Liabilities 2023: $1Net Assets 2023: $1,463,2602023Assets 2024: $1,531,844Liabilities 2024: $0Net Assets 2024: $1,531,8442024

Highlighted filing

2013

Assets$1,070,241
Liabilities$1
Net Assets$1,070,241

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $183,1392011Revenue 2012: $118,807Expenses 2012: $100,450Net Income 2012: $18,3572012Revenue 2013: $193,147Expenses 2013: $303,995Net Income 2013: -$110,8482013Revenue 2014: $203,567Expenses 2014: $162,705Net Income 2014: $40,8622014Revenue 2015: $118,503Expenses 2015: $351,228Net Income 2015: -$232,7252015Revenue 2016: $124,956Expenses 2016: $231,460Net Income 2016: -$106,5042016Revenue 2017: $1,285,397Expenses 2017: $218,859Net Income 2017: $1,066,5382017Revenue 2018: $105,737Expenses 2018: $457,505Net Income 2018: -$351,7682018Revenue 2019: $99,154Expenses 2019: $111,153Net Income 2019: -$11,9992019Revenue 2020: $93,069Expenses 2020: $182,961Net Income 2020: -$89,8922020Revenue 2021: $154,440Expenses 2021: $127,267Net Income 2021: $27,1732021Revenue 2022: $125,110Expenses 2022: $226,165Net Income 2022: -$101,0552022Revenue 2023: $140,821Expenses 2023: $224,902Net Income 2023: -$84,0812023Revenue 2024: $344,969Expenses 2024: $289,966Net Income 2024: $55,0032024

Highlighted filing

2013

Revenue$193,147
Expenses$303,995
Net Income-$110,848
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$12,695-$12,695
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDECATUR MEMORIAL HOSPITALOPERATIONSN/ADECATUR, IL, US$134,342
Paid GrantST MARY'S HOSPITALOPERATIONSN/ADECATUR, IL, US$134,342
Filing and Contact Details

Filer

EIN
37-6127169
Phone
2174258285

Signing Officer

Name
Carol Craig
Title
Trust Officer
Phone
2174258285
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
David W White
Phone
2174236000
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AppliedToPriorYearElection/ElectionDesc0SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSCHESS LUPTON TRUST37-6127169130 NORTH WATER STREETDECATUR, IL 62523DECEMBER 31, 2013PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEARS UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/11 IN THE AMOUNT OF $57,489.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ARCADIAN EMERGING MARKETS DEBT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70FARMERS COOP GRAIN DALTON CITY
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt090319
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt092497
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0327434
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0331785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERAL NATL MTG ASSN 4.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034017
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt048308
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt093085
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0175410
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0175410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt048308
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012695
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0268684
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0268684
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028961
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034017
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-110848
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0110822
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0110822
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0408687
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt048308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0169956
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt093085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017807
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017822
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0328
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0282644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0303995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0188091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0193147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013960
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12006-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22006-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42006-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82007-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122008-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232012-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252008-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352010-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402001-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412010-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432009-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452009-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462002-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512010-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582008-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642011-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712012-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722012-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732008-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742010-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772012-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782010-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832008-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862006-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872013-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902012-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912012-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922009-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942011-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952011-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962013-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982012-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022009-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042008-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052008-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072012-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122008-01-23

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.34$0.29$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.14$0.22$0.08
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.55$0.00$1.55$0.13$0.23$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.09$0.18$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.11$0.46$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$1.29$0.22$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.12$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.12$0.35$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.19$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.12$0.10$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.18