Civic Intelligence

Helms Foundation Inc C/O Afp Saddington LLP

990PF • Fiscal year 2018 • EIN 95-6091335

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

18201 Von Karman Avenue No 450Irvine, CA 92612

(949) 475-5800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,203,731

Flat from 2018

Net Assets

Flat

$4,203,731

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$230,616

Flat from 2018

Expenses

Flat

$239,111

Flat from 2018

Net Income

Flat

-$8,495

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,913,646Liabilities 2012: $02012Assets 2013: $3,869,742Liabilities 2013: $02013Assets 2014: $3,881,737Liabilities 2014: $02014Assets 2015: $3,924,198Liabilities 2015: $02015Assets 2016: $3,898,366Liabilities 2016: $0Net Assets 2016: $3,898,3662016Assets 2017: $4,214,165Liabilities 2017: $0Net Assets 2017: $4,214,1652017Assets 2018: $4,203,731Liabilities 2018: $0Net Assets 2018: $4,203,7312018Assets 2018: $4,203,731Liabilities 2018: $0Net Assets 2018: $4,203,7312018Assets 2019: $4,236,767Liabilities 2019: $0Net Assets 2019: $4,236,7672019Assets 2020: $4,210,819Liabilities 2020: $0Net Assets 2020: $4,210,8192020Assets 2021: $4,168,298Liabilities 2021: $0Net Assets 2021: $4,168,2982021Assets 2022: $4,198,619Liabilities 2022: $0Net Assets 2022: $4,198,6192022Assets 2023: $4,163,528Liabilities 2023: $0Net Assets 2023: $4,163,5282023Assets 2024: $3,920,596Liabilities 2024: $0Net Assets 2024: $3,920,5962024Assets 2025: $3,917,395Liabilities 2025: $4,739Net Assets 2025: $3,912,6562025

Highlighted filing

2018

Assets$4,203,731
Liabilities$0
Net Assets$4,203,731

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $246,165Expenses 2012: $244,087Net Income 2012: $2,0782012Revenue 2013: $199,879Expenses 2013: $246,766Net Income 2013: -$46,8872013Revenue 2014: $232,020Expenses 2014: $228,723Net Income 2014: $3,2972014Revenue 2015: $250,018Expenses 2015: $214,697Net Income 2015: $35,3212015Revenue 2016: $198,067Expenses 2016: $225,014Net Income 2016: -$26,9472016Revenue 2017: $558,096Expenses 2017: $244,335Net Income 2017: $313,7612017Revenue 2018: $230,616Expenses 2018: $239,111Net Income 2018: -$8,4952018Revenue 2018: $230,616Expenses 2018: $239,111Net Income 2018: -$8,4952018Revenue 2019: $280,943Expenses 2019: $240,855Net Income 2019: $40,0882019Revenue 2020: $201,507Expenses 2020: $228,686Net Income 2020: -$27,1792020Revenue 2021: $159,947Expenses 2021: $202,468Net Income 2021: -$42,5212021Revenue 2022: $239,398Expenses 2022: $209,077Net Income 2022: $30,3212022Revenue 2023: $177,954Expenses 2023: $213,045Net Income 2023: -$35,0912023Revenue 2024: -$29,878Expenses 2024: $213,054Net Income 2024: -$242,9322024Revenue 2025: $206,283Expenses 2025: $214,223Net Income 2025: -$7,9402025

Highlighted filing

2018

Revenue$230,616
Expenses$239,111
Net Income-$8,495
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH BENNETTTrustee-$1,000-$1,000
STEPHEN HELMS BELLPresident-$1,000-$1,000
FONZA BELL LAWTHERTreasurer-$1,000-$1,000
MICHAEL F KANNETrustee-$1,000-$1,000
KRISTEN CHURCHILLTrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Helms Foundation Inc
EIN
95-6091335
Phone
9494755800
Address
18201 VON KARMAN AVENUE NO 450, IRVINE, CA 92612

Signing Officer

Name
Stephen Bell
Title
President
Phone
9494755800
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Afp Saddington Llp
Address
18201 VON KARMAN AVE 450, IRVINE, CA 92612
Preparer
Frank T Favaro
Phone
9494755800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NEUBERGER BERMAN MLP INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NOVARTIS AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NRG YIELD INC., CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NUVEEN EQUITY PREMIUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NUVEEN QUALITY PFD INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NUVEEN REAL ESTATE INC F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NUVEEN TAX ADVANTAGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PEARSON PLC SPON. ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PGIM HIGH YIELD CLZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PIMCO FDS PAC INVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PJT PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PROCTOR AND GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PRUDENTIAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PUBLIC STORAGE PFD (4.95%)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PUBLIC STORAGE PFD (5.37%)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73QUEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74RENAISSANCERE HLDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75RMR GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SENIOR HSG PROPERTIES TRUST SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TARGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80THORNBURG INVT TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNUM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82US BANCORP DEL (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD LONG TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WELLTOWER INC. REIT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0231451
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt01792
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3211110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ORDINARY FROM EPP LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11231 LOSS FROM EPP LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ORDINARY FROM ETP LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc31231 GAIN FROM ETP LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4NONDEDUCT. FROM ETP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5ROYALTY INCOME FROM ETP LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6ORDINARY FROM BLACK K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7RENTAL INCOME FROM BLACKSTONE K-1 - HELMS INC.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8ROYALTY INCOME FROM BLACKSTONE K-1 - HELMS INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc91231 GAIN FROM BLACKSTONE K-1 - HELMS INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10RENTAL INCOME FROM ETP LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11ORDINARY FROM BLACKSTONE (EXEMPT) K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12RENTAL INCOME FROM BLACKSTONE K-1 - HELMS (EXEMPT)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13ROYALTY INCOME FROM BLACKSTONE K-1 - HELMS (EXEMPT)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc141231 GAIN FROM BLACKSTONE K-1 - HELMS (EXEMPT)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15NONDEDUCT. FROM EPP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16NONDEDUCT. FROM BLACKSTONE K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd315
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd416
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd515
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd618
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd716
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd816
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd915
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd1214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-3037
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-53
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2-1097
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt33
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt4-3
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt51
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt61137
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt736
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt85
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt9193
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt11144
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt127
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt131
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1439
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt15-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt16-1
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0231451
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-835
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0230616
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021436
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02355
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023791
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01792
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04505
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0231451
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0231451
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8495
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0226599
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01792
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0229374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010866
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2627
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0216884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0239111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0233425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0230616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt059111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0224807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1224248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01792
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8495
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01939
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04205670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04214165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04203731
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0208123
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0208123
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0208123
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0212710
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04587
IRS990PF/DistributableAmountGrp/TotalTaxAmt04587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.91$0.21$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.03$0.21$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.18$0.21$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.16$0.20$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.20$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.23$0.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.23$0.24$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.56$0.24$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.20$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$3.92$0.00$0.25$0.21$0.04
2014Summary only. Only limited summary data is available for this year.$3.88$0.00$0.23$0.23$0.00
2013Summary only. Only limited summary data is available for this year.$3.87$0.00$0.20$0.25$0.05
2012Summary only. Only limited summary data is available for this year.$3.91$0.00$0.25$0.24$0.00