Civic Intelligence

The Harkness Trust

990PF • Fiscal year 2022 • EIN 51-6498255

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

Organization Profile
One Walkers Mill RoadWilmington, DE 19807

(302) 655-1750

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

4th percentile

-231%

Higher net margin than 4% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

33rd percentile

-4.5%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,029,122

Down $561,521 (-4.5%) from 2021

Net Assets

Down

$12,029,122

Down $561,521 (-4.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Down

$241,002

Down $5,368,142 (-96%) from 2021

Expenses

Down

$797,215

Down $51,799 (-6.1%) from 2021

Net Income

Down

-$556,213

Down $5,316,343 (-112%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2011: $3,189,648Liabilities 2011: $02011Assets 2012: $3,218,122Liabilities 2012: $02012Assets 2013: $3,505,559Liabilities 2013: $02013Assets 2014: $3,659,054Liabilities 2014: $02014Assets 2015: $4,060,055Liabilities 2015: $02015Assets 2019: $5,532,694Liabilities 2019: $02019Assets 2020: $7,829,607Liabilities 2020: $0Net Assets 2020: $7,829,6072020Assets 2021: $12,590,643Liabilities 2021: $0Net Assets 2021: $12,590,6432021Assets 2022: $12,029,122Liabilities 2022: $0Net Assets 2022: $12,029,1222022Assets 2023: $11,918,692Liabilities 2023: $0Net Assets 2023: $11,918,6922023Assets 2024: $12,142,255Liabilities 2024: $0Net Assets 2024: $12,142,2552024

Highlighted filing

2022

Assets$12,029,122
Liabilities$0
Net Assets$12,029,122
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $403,619Expenses 2011: $186,532Net Income 2011: $217,0872011Revenue 2012: $415,179Expenses 2012: $191,282Net Income 2012: $223,8972012Revenue 2013: $578,635Expenses 2013: $291,198Net Income 2013: $287,4372013Revenue 2014: $373,957Expenses 2014: $222,777Net Income 2014: $151,1802014Revenue 2015: $596,942Expenses 2015: $210,453Net Income 2015: $386,4892015Revenue 2019: $320,727Expenses 2019: $455,473Net Income 2019: -$134,7462019Revenue 2020: $2,905,347Expenses 2020: $464,081Net Income 2020: $2,441,2662020Revenue 2021: $5,609,144Expenses 2021: $849,014Net Income 2021: $4,760,1302021Revenue 2022: $241,002Expenses 2022: $797,215Net Income 2022: -$556,2132022Revenue 2023: $467,333Expenses 2023: $681,234Net Income 2023: -$213,9012023Revenue 2024: $838,602Expenses 2024: $633,710Net Income 2024: $204,8922024

Highlighted filing

2022

Revenue$241,002
Expenses$797,215
Net Income-$556,213
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE H ASHFORDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARVARD UNIVERSITY WADSWORTH HOUSEGENERAL-CAMBRIDGE, MA, US$500,000
Paid GrantBROOKS SCHOOLGENERAL-NORTH ANDOVER, MA, US$100,000
Paid GrantELKHORN MARINE CONSERVANCYGENERAL-ROCHESTER, NY, US$40,000
Paid GrantSRBA HISTORIC BUILDING AND ENVIRONMENTAL PRESERVATION FOUNDATIONGENERAL-NEWPORT, RI, US$10,000
Filing and Contact Details

Filer

Filer Name
The Harkness Trust
EIN
51-6498255
Phone
3026551750
Address
ONE WALKERS MILL ROAD, WILMINGTON, DE 19807

Signing Officer

Name
Theodore Ashford
Title
Trustee
Phone
3026551750
Signed
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Aka Advisory LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Victor S Pelillo CPA
Phone
3022307171
Raw XML Appendix386 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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BROOKS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARVARD UNIVERSITY WADSWORTH HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ELKHORN MARINE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SRBA HISTORIC BUILDING AND ENVIRONMENTAL PRESERVATION FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01160 GREAT POND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11341 MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2625 CLINTON SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt334 OCEAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORTH ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302840
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0650000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0244442
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0405558
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0778299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0650000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0533857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0405558
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THEODORE ASHFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 4361
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019807
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0357713
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0379293
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0GRAFINE CAPITAL PARTNERSHIP INVESTMENT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-10-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05308
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES & OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012701
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012701
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-15280
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-12159
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-23049
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-66067
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-233043
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5-65940
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERITECH V K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERITECH VI K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MERITECH VII K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3GRAFINE CAPITAL K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4DP 144 K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc5ENTERPRISE PRODUCTS K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-15280
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-12159
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-23049
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-66067
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-233043
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-65940
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-15280
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-12159
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-23049
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-66067
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-233043
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-65940
TaxesSchedule/TaxesDetail/Amt0865
TaxesSchedule/TaxesDetail/Amt1123061
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0865
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THEODORE ASHFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03026551750
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARKNESS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TH ASHFORD TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HARK
ReturnHeader/Filer/EIN0516498255
ReturnHeader/Filer/PhoneNum03026551750
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE WALKERS MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKA ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 SHALLCROSS AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03022307171
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR S PELILLO CPA
ReturnHeader/ReturnTs02023-11-09T12:24:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THEODORE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHFORD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,029,122
Liabilities
$0
Net assets
$12,029,122
Revenue
$241,002
Expenses
$797,215
Net income
-$556,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.84$0.63$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.47$0.68$0.21
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.24$0.80$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$5.61$0.85$4.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.00$7.83$2.91$0.46$2.44
2019Summary only. Only limited summary data is available for this year.$5.53$0.00$0.32$0.46$0.13
2015Summary only. Only limited summary data is available for this year.$4.06$0.00$0.60$0.21$0.39
2014Summary only. Only limited summary data is available for this year.$3.66$0.00$0.37$0.22$0.15
2013Summary only. Only limited summary data is available for this year.$3.51$0.00$0.58$0.29$0.29
2012Summary only. Only limited summary data is available for this year.$3.22$0.00$0.42$0.19$0.22
2011Summary only. Only limited summary data is available for this year.$3.19$0.00$0.40$0.19$0.22