Civic Intelligence

Dy Cox Trust

990PF • Fiscal year 2020 • EIN 42-6453795

Mar 01, 2019 to Feb 29, 2020 • Filed on Jun 28, 2020

PO Box 0634Milwaukee, WI 53201-0634

(319) 753-8764

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-60%

Higher net margin than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,170

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 37.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$119,195

Down $3,542 (-2.9%) from 2019

Net Assets

Down

$119,195

Down $3,542 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$5,849

Up $976 (+20%) from 2019

Expenses

Up

$9,360

Up $2,149 (+30%) from 2019

Net Income

Down

-$3,511

Down $1,173 (-50%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $144,718Liabilities 2011: $0Net Assets 2011: $144,7182011Assets 2012: $145,573Liabilities 2012: $0Net Assets 2012: $145,5732012Assets 2013: $139,564Liabilities 2013: $0Net Assets 2013: $139,5642013Assets 2014: $138,919Liabilities 2014: $0Net Assets 2014: $138,9192014Assets 2015: $137,680Liabilities 2015: $0Net Assets 2015: $137,6802015Assets 2016: $134,485Liabilities 2016: $02016Assets 2017: $129,049Liabilities 2017: $0Net Assets 2017: $129,0492017Assets 2018: $125,145Liabilities 2018: $0Net Assets 2018: $125,1452018Assets 2019: $122,737Liabilities 2019: $0Net Assets 2019: $122,7372019Assets 2020: $119,195Liabilities 2020: $0Net Assets 2020: $119,1952020Assets 2021: $115,338Liabilities 2021: $0Net Assets 2021: $115,3382021Assets 2022: $139,427Liabilities 2022: $0Net Assets 2022: $139,4272022Assets 2023: $107,901Liabilities 2023: $0Net Assets 2023: $107,9012023Assets 2024: $109,085Liabilities 2024: $0Net Assets 2024: $109,0852024Assets 2025: $108,082Liabilities 2025: $0Net Assets 2025: $108,0822025

Highlighted filing

2020

Assets$119,195
Liabilities$0
Net Assets$119,195

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2011: $5,9062011Expenses 2012: $9,1402012Expenses 2013: $10,0392013Revenue 2014: $8,640Expenses 2014: $9,286Net Income 2014: -$6462014Revenue 2015: $8,842Expenses 2015: $10,048Net Income 2015: -$1,2062015Revenue 2016: $5,452Expenses 2016: $8,649Net Income 2016: -$3,1972016Revenue 2017: $3,396Expenses 2017: $8,664Net Income 2017: -$5,2682017Revenue 2018: $6,338Expenses 2018: $10,090Net Income 2018: -$3,7522018Revenue 2019: $4,873Expenses 2019: $7,211Net Income 2019: -$2,3382019Revenue 2020: $5,849Expenses 2020: $9,360Net Income 2020: -$3,5112020Revenue 2021: $4,841Expenses 2021: $8,700Net Income 2021: -$3,8592021Revenue 2022: $32,845Expenses 2022: $8,758Net Income 2022: $24,0872022Revenue 2023: -$162Expenses 2023: $31,366Net Income 2023: -$31,5282023Revenue 2024: $5,928Expenses 2024: $4,732Net Income 2024: $1,1962024Revenue 2025: $3,957Expenses 2025: $4,957Net Income 2025: -$1,0002025

Highlighted filing

2020

Revenue$5,849
Expenses$9,360
Net Income-$3,511
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jun 28, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$2,170-$2,170
Filing and Contact Details

Filer

Filer Name
Dy Cox Trust
EIN
42-6453795
Phone
3197538764
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3197538764
Signed
2020-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 437 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.

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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0119195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt062617
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt059568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt063719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt044327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt054731
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013602
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013414
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01698
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0122737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0119195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0133562
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0122737
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0119195
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0122737
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0119195
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0137632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02459
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0135173
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02064
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06778
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0135568
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0137632
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 Jefferson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Burlington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0526015250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt08111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0135568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0131923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0135885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0132633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0135169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0144908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.201704
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07304
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07326
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt022
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07326
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 JEFFERSON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum03197538764
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1636
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ESTATES TRUSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1416 JEFFERSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PEORIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06359
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0967
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06359
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07326
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05789
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06359
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Amt129
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROC ADJ ON CY SALES
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/Amt131
TaxesSchedule/TaxesDetail/Amt212
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.05$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$0.31$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.33$0.09$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.03$0.09$0.05
2016Summary only. Only limited summary data is available for this year.$1.34$0.00$0.05$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06