Civic Intelligence

Kalkus Foundation Incorporated

990PF • Fiscal year 2010 • EIN 65-0258064

Jan 01, 2010 to Dec 31, 2010 • Filed on Sep 28, 2011

365 South Street07960
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.

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$882,047

No earlier filing loaded for comparison.

Net Assets

$882,047

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$92,527

No earlier filing loaded for comparison.

Net Income

-

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.

$1.0M$500K$0Assets 2010: $882,047Liabilities 2010: $0Net Assets 2010: $882,0472010Assets 2011: $770,477Liabilities 2011: $12011Assets 2012: $704,120Liabilities 2012: $0Net Assets 2012: $704,1202012Assets 2013: $630,961Liabilities 2013: $0Net Assets 2013: $630,9612013Assets 2014: $563,929Liabilities 2014: $0Net Assets 2014: $563,9292014Assets 2015: $499,864Liabilities 2015: $0Net Assets 2015: $499,8642015Assets 2016: $437,417Liabilities 2016: $0Net Assets 2016: $437,4172016Assets 2017: $371,678Liabilities 2017: $0Net Assets 2017: $371,6782017Assets 2018: $479,222Liabilities 2018: $0Net Assets 2018: $479,2222018Assets 2019: $414,628Liabilities 2019: $12019Assets 2020: $411,004Liabilities 2020: $0Net Assets 2020: $411,0042020Assets 2021: $394,179Liabilities 2021: $12021Assets 2022: $322,019Liabilities 2022: $12022Assets 2023: $246,203Liabilities 2023: $12023Assets 2024: $189,207Liabilities 2024: $0Net Assets 2024: $189,2072024

Highlighted filing

2010

Assets$882,047
Liabilities$0
Net Assets$882,047

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $92,5272010Revenue 2011: $16,714Expenses 2011: $128,284Net Income 2011: -$111,5702011Expenses 2012: $116,9492012Revenue 2013: $21,273Expenses 2013: $94,432Net Income 2013: -$73,1592013Revenue 2014: $42,036Expenses 2014: $109,068Net Income 2014: -$67,0322014Revenue 2015: $19,906Expenses 2015: $83,971Net Income 2015: -$64,0652015Revenue 2016: $4,798Expenses 2016: $67,245Net Income 2016: -$62,4472016Revenue 2017: $24,307Expenses 2017: $90,046Net Income 2017: -$65,7392017Revenue 2018: $155,205Expenses 2018: $47,661Net Income 2018: $107,5442018Revenue 2019: $7,144Expenses 2019: $71,738Net Income 2019: -$64,5942019Revenue 2020: $54,043Expenses 2020: $57,667Net Income 2020: -$3,6242020Revenue 2021: $63,335Expenses 2021: $80,160Net Income 2021: -$16,8252021Revenue 2022: $28,910Expenses 2022: $101,070Net Income 2022: -$72,1602022Revenue 2023: $25,841Expenses 2023: $101,657Net Income 2023: -$75,8162023Revenue 2024: $24,919Expenses 2024: $81,915Net Income 2024: -$56,9962024

Highlighted filing

2010

Revenue-
Expenses$92,527
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Sep 28, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER KALKUSPresident-$0--
JUNE KALKUSVice-Pres.-$0--
LARA PURCHASEVice Pres.-$0--
MARK KALKUSSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRAVO COLORADOCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYVAIL, CO, US$15,000
Paid GrantYOUTH FOUNDATIONCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYNEW YORK, NY, US$15,000
Paid GrantSTANFORD UNIVERSITYCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYSTANFORD, CA, US$10,500
Paid GrantVAIL MOUNTAIN SCHOOLCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYVAIL, CO, US$5,476
Paid GrantMETROPOLITAN OPERA ASSOCCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYNEW YORK, NY, US$4,000
Paid GrantPRINCETON ACADEMY OF THE SACRED HEARTCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYPRINCETON, NJ, US$1,500
Paid GrantALLIANCE FOR CHOICE IN EDUCATIONCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYDENVER, CO, US$1,250
Paid GrantBARBARA SINATRA CHILDREN'S CENTERCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYRANCHO MIRAGE, CA, US$1,000
Paid GrantROUNDUP RIVER RANCHCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYAVON, CO, US$1,000
Paid GrantDAMON RUNYON CANCER RESEARCH CENTERCHARITABLE CONTRIBUTION TO REGISTERED CHARITYPUBLIC CHARITYNEW YORK, NY, US$365
Filing and Contact Details

Filer

EIN
65-0258064
Raw XML AppendixShowing 400 of 455 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER KALKUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JUNE KALKUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LARA PURCHASE
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0CHARITABLE APPLICATIONS SHOULD BE IN WRITING AND SHOULD INCLUDE A DESCRIPTION OF THE CHARITY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LARA PURCHASE CO LAMAR COMPANIES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09732850660
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10365 SOUTH ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MORRISTOWN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode007960
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3365
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount85476
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount915000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CHARITABLE CONTRIBUTION TO REGISTERED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALLIANCE FOR CHOICE IN EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BARBARA SINATRA CHILDREN'S CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BRAVO COLORADO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DAMON RUNYON CANCER RESEARCH CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14METROPOLITAN OPERA ASSOC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PRINCETON ACADEMY OF THE SACRED HEART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16ROUNDUP RIVER RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17STANFORD UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18VAIL MOUNTAIN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19YOUTH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101201 E COLFAX AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113900 BOB HOPE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12953 SFRONTAGE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1355 BROADWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14LINCOLN CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151128 GREAT ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1610 W BEAVER CREEK BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17450 SERRA MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine183000 BOOTH FALLS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19317 MADISON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1RANCHO MIRAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2VAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PRINCETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6AVON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7STANFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8VAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080218
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode281657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410023
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode508540
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode681620
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode794305
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode881657
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode910017
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear055091
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear046921
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted046921
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1028182
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2024441
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3080355
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4071247
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50106278
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50106278
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0212395
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08170
IRS990PF/UndistributedIncome/ExcessFromYear1028182
IRS990PF/UndistributedIncome/ExcessFromYear2024441
IRS990PF/UndistributedIncome/ExcessFromYear3080355
IRS990PF/UndistributedIncome/ExcessFromYear4071247
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions055091
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08170
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0318673
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0310503
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount017394
LegalFeesSchedule/LegalFees/Category0LEGAL & PROFESSIONAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome017394
OtherAssetsSchedule/OtherAssets/BOYBookValue0768550
OtherAssetsSchedule/OtherAssets/Description0SMITH BARNEY
OtherAssetsSchedule/OtherAssets/EOYBookValue0748628

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.25$0.82$0.57
2023Summary only. Only limited summary data is available for this year.$2.46$0.00$0.26$1.02$0.76
2022Summary only. Only limited summary data is available for this year.$3.22$0.00$0.29$1.01$0.72
2021Summary only. Only limited summary data is available for this year.$3.94$0.00$0.63$0.80$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.54$0.58$0.04
2019Summary only. Only limited summary data is available for this year.$4.15$0.00$0.07$0.72$0.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$1.55$0.48$1.08
2017Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.24$0.90$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.05$0.67$0.62
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.20$0.84$0.64
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.42$1.09$0.67
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.21$0.94$0.73
2012Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$1.17
2011Summary only. Only limited summary data is available for this year.$7.70$0.00$0.17$1.28$1.12
2010Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.93