Civic Intelligence

Anderson Trust UW 35046760

990PF • Fiscal year 2013 • EIN 41-6015218

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

P O Box 64713 Trust Tax Services55164-0713

(612) 303-3266

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.00x

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

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

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

59th percentile

$36,328

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

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

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,644,850

Down $8,441 (-0.5%) from 2012

Net Assets

Down

$1,644,850

Down $8,441 (-0.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$194,921

No earlier filing loaded for comparison.

Expenses

Down

$203,362

Down $913 (-0.4%) from 2012

Net Income

-$8,441

No earlier filing loaded for comparison.

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 2010: $1,765,823Liabilities 2010: $0Net Assets 2010: $1,765,8232010Assets 2011: $1,736,419Liabilities 2011: $0Net Assets 2011: $1,736,4192011Assets 2012: $1,653,291Liabilities 2012: $0Net Assets 2012: $1,653,2912012Assets 2013: $1,644,850Liabilities 2013: $0Net Assets 2013: $1,644,8502013Assets 2014: $1,728,146Liabilities 2014: $0Net Assets 2014: $1,728,1462014Assets 2015: $1,731,149Liabilities 2015: $0Net Assets 2015: $1,731,1492015Assets 2016: $1,715,632Liabilities 2016: $0Net Assets 2016: $1,715,6322016Assets 2017: $1,843,893Liabilities 2017: $0Net Assets 2017: $1,843,8932017Assets 2018: $1,880,132Liabilities 2018: $0Net Assets 2018: $1,880,1322018Assets 2019: $1,908,871Liabilities 2019: $12019Assets 2020: $2,559,449Liabilities 2020: $0Net Assets 2020: $2,559,4492020Assets 2021: $2,645,536Liabilities 2021: $0Net Assets 2021: $2,645,5362021Assets 2022: $2,446,292Liabilities 2022: $0Net Assets 2022: $2,446,2922022Assets 2023: $2,602,805Liabilities 2023: $12023

Highlighted filing

2013

Assets$1,644,850
Liabilities$0
Net Assets$1,644,850

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $194,6952010Expenses 2011: $202,0282011Expenses 2012: $204,2752012Revenue 2013: $194,921Expenses 2013: $203,362Net Income 2013: -$8,4412013Revenue 2014: $254,716Expenses 2014: $171,420Net Income 2014: $83,2962014Revenue 2015: $82,466Expenses 2015: $78,865Net Income 2015: $3,6012015Revenue 2016: $155,857Expenses 2016: $171,398Net Income 2016: -$15,5412016Revenue 2017: $339,705Expenses 2017: $211,403Net Income 2017: $128,3022017Revenue 2018: $182,033Expenses 2018: $145,097Net Income 2018: $36,9362018Revenue 2019: $209,566Expenses 2019: $180,841Net Income 2019: $28,7252019Revenue 2020: $219,708Expenses 2020: $162,144Net Income 2020: $57,5642020Revenue 2021: $328,489Expenses 2021: $242,402Net Income 2021: $86,0872021Revenue 2022: $25,764Expenses 2022: $224,890Net Income 2022: -$199,1262022Revenue 2023: $387,381Expenses 2023: $230,646Net Income 2023: $156,7352023

Highlighted filing

2013

Revenue$194,921
Expenses$203,362
Net Income-$8,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATIONAL ASSOCIATIONCorp TrusteePT$36,328-$36,328
Filing and Contact Details

Filer

EIN
41-6015218
Phone
6123033266

Signing Officer

Name
Karen Bassett
Title
Corp. Trustee
Phone
6123033266
Signed
2014-04-21
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt98714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1119663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1512852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt245038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt629750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt810111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1349876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1520624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1654152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0. NET SETTLEMENT FROM CLASS ACTION SUIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13475.239 NUVEEN STRATEGIC INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21090. WELLS FARGO & CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31200. MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41394.052 INV BALANCE RISK COMM STR Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc520. APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250. BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc785. CHEVRON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8140. CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9415. GENERAL ELEC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050. INTERNATIONAL BUSINESS MACHS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11225. JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12183. MEDTRONIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135456.913 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1475.456 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1590. MIDCAP SPDR TRUST SERIES I E T F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163401.476 TFS MARKET NEUTRAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0113860
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8441
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01644850
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01653291
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01644850
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126742
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126742
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126742
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130041
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03299
IRS990PF/DistributableAmountGrp/TotalTaxAmt03299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01856
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01856
IRS990PF/FMVAssetsEOYAmt02759672
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01057603
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01057603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0397322
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0295451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0322569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01205412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01263626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02351330
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03530
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03545
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03545
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0595688
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0587247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt082228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt082228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01653291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01644850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02759672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01653291
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01644850
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01653291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01644850
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02640428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02609229
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039606
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0130041
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02600822
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02640428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036328
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CORP TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10800 NICOLLET MALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode055402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0263143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0264793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0171702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0171500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0170378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0626241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt099985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.101177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.071554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.263161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.032425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02600822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02468499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02478695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02381104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02379690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03083593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0172003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.505887
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0172003
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0172003
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0172003
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.60$0.00$0.39$0.23$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.03$0.22$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.33$0.24$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.22$0.16$0.06
2019Summary only. Only limited summary data is available for this year.$1.91$0.00$0.21$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.18$0.15$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.34$0.21$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.16$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.25$0.17$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.19$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.20
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.20
2010Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.19