Civic Intelligence

Benjamin Kimball Tr UW (Henry Kimball)

990PF • Fiscal year 2021 • EIN 02-6004823

Aug 01, 2020 to Jul 31, 2021 • Filed on Sep 09, 2021

Organization Profile
5 Commerce Park North-wealthBedford, NH 03110

(877) 773-1229

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

85th percentile

52%

Higher net margin than 85% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$17,890

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

56th percentile

9.5%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

280%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$922,281

Up $79,699 (+9.5%) from 2020

Net Assets

Up

$922,281

Up $79,699 (+9.5%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin85th percentile

Revenue

Up

$154,548

Up $113,863 (+280%) from 2020

Expenses

Up

$74,850

Up $6,049 (+8.8%) from 2020

Net Income

Up

$79,698

Up $107,814 (+383%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $799,784Liabilities 2012: $0Net Assets 2012: $799,7842012Assets 2013: $798,213Liabilities 2013: $1Net Assets 2013: $798,2132013Assets 2014: $924,422Liabilities 2014: $0Net Assets 2014: $924,4222014Assets 2015: $906,173Liabilities 2015: $0Net Assets 2015: $906,1732015Assets 2016: $868,940Liabilities 2016: $0Net Assets 2016: $868,9402016Assets 2017: $876,163Liabilities 2017: $0Net Assets 2017: $876,1632017Assets 2018: $878,929Liabilities 2018: $0Net Assets 2018: $878,9292018Assets 2019: $871,155Liabilities 2019: $0Net Assets 2019: $871,1552019Assets 2020: $842,582Liabilities 2020: $1Net Assets 2020: $842,5822020Assets 2021: $922,281Liabilities 2021: $0Net Assets 2021: $922,2812021Assets 2022: $1,032,666Liabilities 2022: $12022Assets 2023: $950,804Liabilities 2023: $12023Assets 2024: $921,726Liabilities 2024: $12024Assets 2025: $924,742Liabilities 2025: $0Net Assets 2025: $924,7422025

Highlighted filing

2021

Assets$922,281
Liabilities$0
Net Assets$922,281
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100KExpenses 2012: $56,9342012Revenue 2013: $58,884Expenses 2013: $60,450Net Income 2013: -$1,5662013Revenue 2014: $189,656Expenses 2014: $63,456Net Income 2014: $126,2002014Revenue 2015: $57,601Expenses 2015: $73,790Net Income 2015: -$16,1892015Revenue 2016: $32,153Expenses 2016: $69,380Net Income 2016: -$37,2272016Revenue 2017: $63,126Expenses 2017: $55,898Net Income 2017: $7,2282017Revenue 2018: $72,340Expenses 2018: $69,581Net Income 2018: $2,7592018Revenue 2019: $61,096Expenses 2019: $68,877Net Income 2019: -$7,7812019Revenue 2020: $40,685Expenses 2020: $68,801Net Income 2020: -$28,1162020Revenue 2021: $154,548Expenses 2021: $74,850Net Income 2021: $79,6982021Revenue 2022: $189,785Expenses 2022: $78,086Net Income 2022: $111,6992022Revenue 2023: -$10,824Expenses 2023: $68,000Net Income 2023: -$78,8242023Revenue 2024: $31,394Expenses 2024: $63,444Net Income 2024: -$32,0502024Revenue 2025: $65,797Expenses 2025: $62,838Net Income 2025: $2,9592025

Highlighted filing

2021

Revenue$154,548
Expenses$74,850
Net Income$79,698
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Sep 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,890-$17,890
Filing and Contact Details

Filer

Filer Name
Benjamin Kimball Tr Uw (henry Kimball)
EIN
02-6004823
Phone
8777731229
Address
5 COMMERCE PARK NORTH-WEALTH, BEDFORD, NH 03110

Signing Officer

Name
Tricia J Smith
Title
TD Bank Trustee
Phone
8777731229
Signed
2021-09-09
Raw XML AppendixShowing 400 of 1,940 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm026880.732 PIMCO INVESTMENT GRA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120583.941 VANGUARD INTM TERM T
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0282258
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1236070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0298376
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1238156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt166835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt175576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2712232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt309334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3510542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt385125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt409414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt436472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt445763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt465822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt474683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4812492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt494205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt506021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt525174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt535953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt545036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt556546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt567104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5713010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt587380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt595614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt139254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1611393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt188057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1911796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt257463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2712450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt287054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2910978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt309834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3310800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3414840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3510885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt369873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt379817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4010445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4210528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt436521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt447460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4510651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4712135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt489974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt498408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5015298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5142737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5210163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt549529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5529749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5611085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5728860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt589361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164 CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm295 DOLLAR TREE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3168 LAS VEGAS SANDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4288 LIBERTY SIRIUSXM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm555 NEXSTAR MEDIA GROUP INC - C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6112 RESTAURANT BRANDS INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7509 SABRE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8136 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm926 UNITED RENTALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1080 LAMB WESTON HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1174 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1252 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13321 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14180 ESSENT GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15172 AMERICAN INTL GROUP INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16297 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1742 CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18261 EQUITABLE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1953 JONES LANG LASALLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20152 KKR & CO INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21124 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2275 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2379 RYMAN HOSPITALITY PROPERITE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2428 SIGNATURE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255 TEXAS PACIFIC LAND CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2626 VISA INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27271 WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2876 WESTERN ALLIANCE BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29160 CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30144 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3199 MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3285 SYNEOS HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3320 THERMO FISHER SCIENTIFIC IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3436 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3554 VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3671 AMETEX AEROSPACE PRODUCTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3733 DANAHER CORP SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3865 JACOBS ENGR GROUP INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3941 MIDDLEBY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402 NVR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4129 NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4229 NORTHROP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4375 RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4412 ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4528 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4657 ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4725 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4899 CITRIX SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49267 DROPBOX INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5024 LAM RESEARCH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51150 MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52131 MICRON TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5386 SS&C TECHNOLOGIES HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5431 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5511 ALPHABET INC CL-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5677 ELECTRONIC ARTS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5781 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5865 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5987 NEXTERA ENERGY PARTNERS LP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023676
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0130872
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0154548
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0154548
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0130872
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017890
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017890
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt054876
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt054876
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023676
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023676
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt079698
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0368894
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0130872
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0134574
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt054876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt074850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0154548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0154548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019974
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019974
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332011-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392010-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602014-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652020-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852020-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902021-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922010-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932021-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962020-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992014-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062019-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082019-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092019-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112018-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162020-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1192020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1202020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1212017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1222020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1232020-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1242011-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1252020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1262019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1272021-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1282020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1292020-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1302020-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1312020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1322020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1332020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1342020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1352020-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1362019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1372019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1382020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1392011-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1402020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1412020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1422020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1432013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131526

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$922,281
Liabilities
$0
Net assets
$922,281
Revenue
$154,548
Expenses
$74,850
Net income
$79,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.07$0.06$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.03$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.01$0.07$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$0.19$0.08$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.15$0.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.04$0.07$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.06$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.06$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.19$0.06$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06