Civic Intelligence

Kaufman Family Foundation 16115009633

EIN 03-6111428 • Newport, VT

PO Box 120Newport, VT 05855
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$69,645

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

33rd percentile

0.0%

Faster asset growth than 33% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,297,172

Up $1,073 (+0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$15,297,172

Up $1,073 (+0.0%) from 2023

Revenue

Down

$1,021,520

Down $662,646 (-39%) from 2023

Expenses

Up

$1,020,443

Up $76,872 (+8.1%) from 2023

Net Income

Down

$1,077

Down $739,518 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $4,467,742Liabilities 2011: $02011Assets 2012: $5,427,197Liabilities 2012: $02012Assets 2013: $5,303,855Liabilities 2013: $02013Assets 2014: $5,274,218Liabilities 2014: $02014Assets 2015: $5,052,928Liabilities 2015: $02015Assets 2019: $13,492,737Liabilities 2019: $0Net Assets 2019: $13,492,7372019Assets 2020: $13,046,133Liabilities 2020: $0Net Assets 2020: $13,046,1332020Assets 2021: $14,468,444Liabilities 2021: $0Net Assets 2021: $14,468,4442021Assets 2022: $14,561,455Liabilities 2022: $0Net Assets 2022: $14,561,4552022Assets 2023: $15,296,099Liabilities 2023: $0Net Assets 2023: $15,296,0992023Assets 2024: $15,297,172Liabilities 2024: $0Net Assets 2024: $15,297,1722024

Highlighted filing

2024

Assets$15,297,172
Liabilities$0
Net Assets$15,297,172

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $205,327Expenses 2011: $256,851Net Income 2011: -$51,5242011Revenue 2012: $1,288,458Expenses 2012: $322,274Net Income 2012: $966,1842012Revenue 2013: $225,661Expenses 2013: $349,731Net Income 2013: -$124,0702013Revenue 2014: $369,096Expenses 2014: $399,350Net Income 2014: -$30,2542014Revenue 2015: $162,155Expenses 2015: $374,304Net Income 2015: -$212,1492015Revenue 2019: $1,219,774Expenses 2019: $884,540Net Income 2019: $335,2342019Revenue 2020: $402,816Expenses 2020: $864,417Net Income 2020: -$461,6012020Revenue 2021: $2,460,997Expenses 2021: $1,038,895Net Income 2021: $1,422,1022021Revenue 2022: $1,047,756Expenses 2022: $952,159Net Income 2022: $95,5972022Revenue 2023: $1,684,166Expenses 2023: $943,571Net Income 2023: $740,5952023Revenue 2024: $1,021,520Expenses 2024: $1,020,443Net Income 2024: $1,0772024

Highlighted filing

2024

Revenue$1,021,520
Expenses$1,020,443
Net Income$1,077

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMUNITY FINANCIAL SERVICES GROUPTrustee-$69,645-$69,645
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDOCTORS WITHOUT BORDERS USAGENERAL SUPPORTPCHAGERSTOWN, MD, US$60,000
Paid GrantDARTMOUTH HITCHCOCK HEALTHGENERAL SUPPORTPCLEBANON, NH, US$43,000
Paid GrantVERMONT ADAPTIVE SKI & SPORTSGENERAL SUPPORTPCKILLINGTON, VT, US$36,000
Paid GrantVERMONT INSTITUTE OF NATURALGENERAL SUPPORTPCQUECHEE, VT, US$30,000
Paid GrantTHE HOPE CENTERGENERAL SUPPORTPCEAGLE, CO, US$30,000
Paid GrantNORTHFIELD MOUNT HERMON SCHOOLSCHOLARSHIPPCMOUNT HERMON, MA, US$30,000
Paid GrantSKIDMORE COLLEGEGENERAL SUPPORTPCSARATOGA SPRINGS, NY, US$30,000
Paid GrantWORLD CUP OF DREAMS FOUNDATIONGENERAL SUPPORTPCPARK CITY, UT, US$30,000
Paid Grant-GENERAL SUPPORTPCWOODSTOCK, VT, US$30,000
Paid GrantUNIVERSITY OF TEXAS FOUNDATIONGENERAL SUPPORTPCAUSTIN, TX, US$30,000
Paid GrantVAIL HEALTH SERVICES FOUNDATIONGENERAL SUPPORTPCVAIL, CO, US$30,000
Paid GrantWISEGENERAL SUPPORTPCLEBANON, NH, US$25,000
Paid GrantUPPER VALLEY HAVENGENERAL SUPPORTPCWHITE RIVER JUNCTION, VT, US$25,000
Paid GrantINTERNATIONAL RESCUE COMMITTEEGENERAL SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantAMERICAN CIVIL LIBERTIES UNIONGENERAL SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantUNRWA USA NATIONAL COMMITTEE INCGENERAL SUPPORTPCWASHINGTON, DC, US$25,000
Paid GrantSHRIVER CENTER ON POVERTY LAWGENERAL SUPPORTPCCHICAGO, IL, US$25,000
Paid GrantSOUTHERN POVERTY LAW CENTERGENERAL SUPPORTPCMONTGOMERY, AL, US$25,000
Paid GrantWELLS MOUNTAIN INITIATIVEGENERAL SUPPORTPCBRISTOL, VT, US$22,000
Paid GrantHIGH FIVES FOUNDATIONGENERAL SUPPORTPCTRUCKEE, CA, US$22,000
Paid GrantCENTER FOR CONSTITUTIONAL RIGHTSGENERAL SUPPORTPCNEW YORK, NY, US$20,000
Paid GrantCENTER FOR INTERNATIONAL POLICYGENERAL SUPPORTPCWASHINGTON, DC, US$20,000
Paid GrantAMERICAN SNOWSPORTS EDUCATIONGENERAL SUPPORTPCLAKEWOOD, CO, US$15,000
Paid GrantUNITED PALESTINIAN APPEAL INCGENERAL SUPPORTPCWASHINGTON, DC, US$15,000
Paid GrantPLANNED PARENTHOOD OFGENERAL SUPPORTPCNEW YORK, NY, US$15,000
Paid GrantROBIN HOOD FOUNDATIONGENERAL SUPPORTPCNEW YORK, NY, US$15,000
Paid GrantINNOCENCE PROJECT INCGENERAL SUPPORTPCNEW YORK, NY, US$15,000
Paid GrantDIRECT RELIEFGENERAL SUPPORTPCSANTA BARBARA, CA, US$15,000
Paid GrantINTERNATIONAL RELIEF TEAMSGENERAL SUPPORTPCSAN DIEGO, CA, US$12,500
Paid GrantUNITED NATIONS FOUNDATIONGENERAL SUPPORTPCWASHINGTON, DC, US$12,000
Paid GrantONE ACRE FUNDGENERAL SUPPORTEXEMPTNEW YORK, NY, US$10,000
Paid GrantNORTHEAST COONHOUND RESCUE INCGENERAL SUPPORTPCLEXINGTON, MA, US$10,000
Paid GrantABODEGENERAL SUPPORTPCFREMONT, CA, US$10,000
Paid GrantNATIONAL LAWYERS GUILD FOUNDATIONGENERAL SUPPORTPCNEW YORK, NY, US$8,000
Paid GrantUFW FOUNDATIONGENERAL SUPPORTPCKEENE, CA, US$8,000
Paid GrantPLANNED PARENTHOOD OFGENERAL SUPPORTPCCOLCHESTER, VT, US$7,000
Paid GrantRAINFOREST FOUNDATION USGENERAL SUPPORTPCBROOKLYN, NY, US$7,000
Paid GrantCONSERVATION INTERNATIONAL FOUNDATIONGENERAL SUPPORTPCARLINGTON, VA, US$6,000
Paid GrantENVIRONMENTAL DEFENSE FUNDGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantRAINFOREST TRUSTGENERAL SUPPORTPCWARRENTON, VA, US$5,000
Paid GrantABORTION CARE NETWORKGENERAL SUPPORTPCWASHINGTON, DC, US$5,000
Paid GrantWATER FOR LIFE HAITIGENERAL SUPPORTPCKALONA, IA, US$5,000
Paid GrantSOCIAL GOOD FUNDGENERAL SUPPORTPCRICHMOND, CA, US$5,000
Paid GrantSONOMA LAND TRUSTGENERAL SUPPORTPCSANTA ROSA, CA, US$5,000
Paid GrantAMAZON CONSERVATION ASSOCIATIONGENERAL SUPPORTPCWASHINGTON, DC, US$5,000
Paid GrantAMAZON CONSERVATION TEAMGENERAL SUPPORTPCARLINGTON, VA, US$5,000
Paid GrantLA LUZ CENTERGENERAL SUPPORTPCSONOMA, CA, US$5,000
Paid GrantWORLD NEIGHBORS INCGENERAL SUPPORTPCOKLAHOMA CITY, OK, US$5,000
Paid GrantMENDOCINO LAND TRUST INCGENERAL SUPPORTPCFORT BRAGG, CA, US$5,000
Paid GrantMAYACAMAS VOLUNTEER FIRE DEPTGENERAL SUPPORTPCGLEN ELLEN, CA, US$5,000
Paid GrantGREENPEACE FUNDGENERAL SUPPORTPCWASHINGTON, DC, US$5,000
Paid GrantDOLORES C HUERTA FOUNDATIONGENERAL SUPPORTPCBAKERFIELD, CA, US$4,000
Paid GrantVOICES FOR RACIAL JUSTICEGENERAL SUPPORTPCMINNEAPOLIS, MN, US$3,500
Paid GrantGLOBALGIVINGGENERAL SUPPORTPCWASHINGTON, DC, US$3,000
Paid GrantGEORGIA FOOD BANK ASSOCIATION INCGENERAL SUPPORTPCATHENS, GA, US$3,000
Paid GrantQUODDY TIDES FOUNDATIONGENERAL SUPPORTPCEASTPORT, ME, US$2,500
Paid GrantRAINNGENERAL SUPPORTPCWASHINGTON, DC, US$2,500
Paid GrantCENTRO LEGAL DE LA RAZA INCGENERAL SUPPORTPCOAKLAND, CA, US$2,000
Paid GrantFOOD FOR THOUGHTGENERAL SUPPORTPCFORESTVILLE, CA, US$2,000
Paid GrantPLOWSHARES PEACE AND JUSTICE CENTERGENERAL SUPPORTPCUKIAH, CA, US$2,000
Filing and Contact Details

Filer

Filer Name
Kaufman Family Foundation 16115009633
EIN
03-6111428
Phone
8023341677
Address
PO BOX 120, NEWPORT, VT 05855

Signing Officer

Name
Michelle Charest
Title
Vice President
Phone
8023341677
Signed
2025-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BANK OF AMERICA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACKROCK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHART INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NESTLE S A SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NOVARTIS A G SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48RIO TINTO PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CAUSEWAY INTERNATIONAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIDELITY ADVISOR FOCUSED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MFS RESEARCH INTERNATIONAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PNC FINANCIAL SERVICES GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERALTO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ZOETIS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NVIDIA CORPORATION
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0434081
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0587439
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01021520
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01021520
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0587439
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027858
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt041787
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069645
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0908000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0908000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0434081
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0434081
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01077
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04347730
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0587439
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0968398
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010405
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0935858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt053122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01020443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01021520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01021520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027858
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt053122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112443
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482023-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492023-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2149793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt348398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4195469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5209014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt662877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7116739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8244306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9136552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10185160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11133772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12133832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1372640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1837201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1950263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20144022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2234661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2322009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24132822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2517331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2653069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt278120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2831344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2940142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30234273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3110196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt328033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33137848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3446501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35103411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3632007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt375336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt386361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3936871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4013716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4116155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4216519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4327788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4432297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt458341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4650378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt474059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49115128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-19323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-5121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt736055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt835634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt928445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1028007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-13559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1426287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1534912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1643180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt177452

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