Civic Intelligence

The Thoracic Foundation

990PF • Fiscal year 2024 • EIN 04-2226641

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

160 Federal St 20thBoston, MA 02110

(617) 951-2777

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

9.3%

Higher net margin than 57% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

1.2%

Faster asset growth than 39% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

491%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,376,544

Up $64,680 (+1.2%) from 2023

Net Assets

Up

$5,376,544

Up $64,680 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$746,280

Up $619,990 (+491%) from 2023

Expenses

Up

$677,086

Up $54,071 (+8.7%) from 2023

Net Income

Up

$69,194

Up $565,919 (+114%) from 2023

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 2011: $4,487,740Liabilities 2011: $02011Assets 2012: $4,386,537Liabilities 2012: $02012Assets 2013: $4,958,552Liabilities 2013: $02013Assets 2014: $4,822,156Liabilities 2014: $02014Assets 2015: $5,119,000Liabilities 2015: $02015Assets 2019: $5,206,743Liabilities 2019: $02019Assets 2020: $5,107,955Liabilities 2020: $0Net Assets 2020: $5,107,9552020Assets 2021: $5,510,090Liabilities 2021: $0Net Assets 2021: $5,510,0902021Assets 2022: $5,805,994Liabilities 2022: $0Net Assets 2022: $5,805,9942022Assets 2023: $5,311,864Liabilities 2023: $0Net Assets 2023: $5,311,8642023Assets 2024: $5,376,544Liabilities 2024: $0Net Assets 2024: $5,376,5442024

Highlighted filing

2024

Assets$5,376,544
Liabilities$0
Net Assets$5,376,544

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $563,778Expenses 2011: $537,194Net Income 2011: $26,5842011Revenue 2012: $275,995Expenses 2012: $386,260Net Income 2012: -$110,2652012Revenue 2013: $895,115Expenses 2013: $324,923Net Income 2013: $570,1922013Revenue 2014: $311,138Expenses 2014: $447,202Net Income 2014: -$136,0642014Revenue 2015: $677,058Expenses 2015: $380,929Net Income 2015: $296,1292015Revenue 2019: $1,219,592Expenses 2019: $561,303Net Income 2019: $658,2892019Revenue 2020: $448,518Expenses 2020: $549,607Net Income 2020: -$101,0892020Revenue 2021: $1,071,358Expenses 2021: $661,375Net Income 2021: $409,9832021Revenue 2022: $908,624Expenses 2022: $621,193Net Income 2022: $287,4312022Revenue 2023: $126,290Expenses 2023: $623,015Net Income 2023: -$496,7252023Revenue 2024: $746,280Expenses 2024: $677,086Net Income 2024: $69,1942024

Highlighted filing

2024

Revenue$746,280
Expenses$677,086
Net Income$69,194
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary WorthenTrustee-$0--
Edward R MartinTrustee-$0--
Patricia ShepardTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thoracic Foundation
EIN
04-2226641
Phone
6179512777
Address
160 Federal St 20th, Boston, MA 02110

Signing Officer

Name
Edward R Martin
Title
Trustee
Phone
6179512777
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Taylor Ganson & Perrin LLP
Address
160 Federal Street 20th Floor, Boston, MA 02110
Preparer
Edward R Martin Esq
Phone
6179512777
Raw XML AppendixShowing 400 of 1,394 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt011985
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation Fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt011985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm010,000 shs Biogen Inc
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm110,000 shs Zoetis Inc
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210,000 American Tower Corp New
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320,000 shs Oracle Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt010021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29701
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt318503
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt09943
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19990
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29768
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt319234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt817637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1415805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1718681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1814989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1923896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2012062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2228485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2415421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2724354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt285757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3120329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt349332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3514861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3716913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3812932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4010755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt419596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42106623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4363322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4440533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4579930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46156587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47156489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48187170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49101934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5092409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51111909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52141163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53119587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54172916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5519933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5619399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt573434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5812081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt593211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt602490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6216064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6316106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6414842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6515203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6617788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6796533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6886358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69101938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7096374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71176581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7289579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7374824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7491840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7590518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76115525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77130829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78168637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7918727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt80124703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8150087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82147043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83126912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84167194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8587364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8627379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8750351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88146575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8989649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9080403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt243484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt370358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt453785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt560016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt643860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt794650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt841913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt928924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1030453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1171913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1228676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1338866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1433996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1522212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1628224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1722484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1850869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1937182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2033877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2126611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2247389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2312734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2417574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2530268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2717424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2879177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2919044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30112506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3131604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32127476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3370988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3470205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3558349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3663225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3737255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3856887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3939275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt408748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4113712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42160096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43303855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44289000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4541891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4689964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47262363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48147608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49271422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50149073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51295744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52312933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53109494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54169363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5528725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5627095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5772552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5811478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59131240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60168600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt618170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6212903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6318026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6416383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6515769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6622540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67125477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68161918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69421457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70183509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71160572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72104929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7389346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7477821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75243092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76225835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77125993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78184245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79189179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80165975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81378086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82168686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83166269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84145570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85105522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86182431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87108053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88229580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89101390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9098051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0200 shs Novartis AG Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,200 shs Roche Holdings Ltd Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2150 shs McDonald's Corp Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 shs Accenture PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 shs Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5210 shs Rockwell Automation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6250 shs Sempra Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500 shs Alphabet Inc. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8250 shs Procter & Gamble Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9200 shs Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10300 shs Canadian National Railway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11300 shs JP Morgan Chase & Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12400 shs Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13525 shs Edwards Lifesciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1475 shs Berkshire Hathaway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1590 shs Lowes Companies Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16900 shs Enterprise Products Partners
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17700 shs Keurig Dr. Pepper Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18700 shs Par Technology
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19438 shs Alcon Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20410 shs Nestle SA-Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21175 shs Pepsico Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22100 shs Watsco Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23150 shs Alcon Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2475 shs Ecolab Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25400 shs Nike Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2630 shs Union Pacific
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2795 shs American Tower Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28700 shs Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29100 shs Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30600 shs Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31100 shs Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32600 shs Analog Devices
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33375 shs Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34320 shs Amazon.Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35150 shs Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36150 shs Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37245 shs Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38180 shs Visa Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39250 shs Aptargroup Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40300 shs Baxter International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41800 shs Keycorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422,047 shs Agnico Eagle Mines LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431,385 shs Amazon Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441,345 shs Cheniere Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45559 shs Dollar Tree Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm466,120 shs Energy Recovery Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472,439 shs Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48952 shs Generac Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49474 shs Goldman Sachs Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm505,651 shs Kratos Defense & Security Solutions Com.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513,871 shs Primoris Services Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52936 shs Salesforce Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5314,220 shs Sunopta Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541,521 shs Walt Disney Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55500 shs Brookfield Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56500 shs Brookfield Asset Mgmt
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57200 shs Caterpillar Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5850 shs Danaher Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59170 shs Eli Lilly and Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60400 shs Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61100 shs Nestle S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62150 shs Novo Nordisk A/s ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63100 shs Ametek Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64100 shs Diamondback Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65800 shs Veeva Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66400 shs Gitlab Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671,725 shs Ambarella Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm686,574 shs American Superconductor Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691,683 shs Apple Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7011,115 shs Avepoint Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711,841 shs Blueprint Medicines Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72942 shs BWX Technologies Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm734,517 shs Concentra Group Holdings Parent Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm743,893 shs Everquote Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751,442 shs Guidewire Softward Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761,938 shs HCI Group Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77602 shs IDEX Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782,206 shs Intra-Celluar Therapies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79301 shs Intuit Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801,549 shs Ligand Pharmaceutical Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81897 shs Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm822,353 shs Nextera Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm831,784 shs Pegasystems Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm845,487 shs Pfizer Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm855,598 shs Select Medical Holdings Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861,083 shs Sterling Infrastructure Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87856 shs Tenet Healthcare Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm884,457 shs Tower Semiconductor LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89562 shs Zscaler Inc. Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm903,317 shs BP Spon ADR EAach Rep 6 Ord shs
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0289645
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0291777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt025,000 Coach Inc 4.25% due 4/1/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125,000 Molson Coors Brewing Co
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt215,000 Coach Inc 4.125% due 7/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt310,000 Sherwin Williams Company 2.3% CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt410,000 CVS Health 3% cpn 8/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt510,000 EBAY Inc 3.6% CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0105755
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0622821
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt017704
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0746280
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0746280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011985
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011985
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0123459
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0622821
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt053342
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt053342
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0523448
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0523448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0105755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0105755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0105755
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069194
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02221327
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt017704
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt017704
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017704
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0622821
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0599693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04268
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt081260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081260
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0123459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0523448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0146587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0677086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0746280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0746280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0146587
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0153638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72003-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-02-23

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings