Civic Intelligence

The Don Rodman Family Foundation

EIN 04-3444155 • Foxboro, MA

10 LINCOLN ROAD Suite 205Foxboro, MA 02035
Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

41st percentile

0.09x

Higher debt load relative to revenue than 41% of similar nonprofits.

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

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

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

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

78th percentile

43%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$14,815,421

Down $423,189 (-2.8%) from 2023

Liabilities

Down

$114,876

Down $4,332 (-3.6%) from 2023

Net Assets

Down

$14,700,545

Down $418,857 (-2.8%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin7th percentile

Revenue

Up

$1,321,986

Up $396,391 (+43%) from 2023

Expenses

Up

$2,038,839

Up $254,886 (+14%) from 2023

Net Income

Up

-$716,853

Up $141,505 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2011: $1,893,347Liabilities 2011: $02011Assets 2012: $1,580,938Liabilities 2012: $02012Assets 2013: $1,395,082Liabilities 2013: $02013Assets 2014: $1,058,585Liabilities 2014: $02014Assets 2015: $720,717Liabilities 2015: $02015Assets 2019: $2,111,078Liabilities 2019: $02019Assets 2020: $28,230,215Liabilities 2020: $9,170,321Net Assets 2020: $19,059,8942020Assets 2021: $19,652,648Liabilities 2021: $119,208Net Assets 2021: $19,533,4402021Assets 2022: $16,643,143Liabilities 2022: $119,208Net Assets 2022: $16,523,9352022Assets 2023: $15,238,610Liabilities 2023: $119,208Net Assets 2023: $15,119,4022023Assets 2024: $14,815,421Liabilities 2024: $114,876Net Assets 2024: $14,700,5452024

Highlighted filing

2024

Assets$14,815,421
Liabilities$114,876
Net Assets$14,700,545
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: -$11,964Expenses 2011: $227,297Net Income 2011: -$239,2612011Revenue 2012: $40,528Expenses 2012: $352,937Net Income 2012: -$312,4092012Revenue 2013: $95,560Expenses 2013: $281,416Net Income 2013: -$185,8562013Revenue 2014: $181,781Expenses 2014: $518,278Net Income 2014: -$336,4972014Revenue 2015: $293,296Expenses 2015: $631,164Net Income 2015: -$337,8682015Revenue 2019: $366,528Expenses 2019: $592,475Net Income 2019: -$225,9472019Revenue 2020: $17,819,811Expenses 2020: $984,605Net Income 2020: $16,835,2062020Revenue 2021: $553,995Expenses 2021: $2,301,010Net Income 2021: -$1,747,0152021Revenue 2022: $1,162,225Expenses 2022: $1,981,950Net Income 2022: -$819,7252022Revenue 2023: $925,595Expenses 2023: $1,783,953Net Income 2023: -$858,3582023Revenue 2024: $1,321,986Expenses 2024: $2,038,839Net Income 2024: -$716,8532024

Highlighted filing

2024

Revenue$1,321,986
Expenses$2,038,839
Net Income-$716,853
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,815,421
Liabilities
$114,876
Net assets
$14,700,545
Revenue
$1,321,986
Expenses
$2,038,839
Net income
-$716,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.8$0.11$14.7$1.32$2.04$0.72
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.12$15.1$0.93$1.78$0.86
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.12$16.5$1.16$1.98$0.82
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.12$19.5$0.55$2.30$1.75
2020Detailed filing. Detailed filing data is available for this year.$28.2$9.17$19.1$17.8$0.98$16.8
2019Summary only. Only limited summary data is available for this year.$2.11$0.00$0.37$0.59$0.23
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.29$0.63$0.34
2014Summary only. Only limited summary data is available for this year.$1.06$0.00$0.18$0.52$0.34
2013Summary only. Only limited summary data is available for this year.$1.40$0.00$0.10$0.28$0.19
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.04$0.35$0.31
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$0.01$0.23$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN CHAPLINTrustee-$0--
JOSEPH D'ARRIGOChairman-$0--
NANCY DEMPZETrustee-$0--
THOMAS JACKSONTreasurer-$0--
MELISSA M MACDONNELLVice President-$0--
BRUCE RODMANTrustee-$0--
MARY SCANNELLTrustee-$0--
CHRIS SMALLTrustee-$0--
KELLY VERROCHITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Don Rodman Family Foundation
EIN
04-3444155
In Care Of
% THOMAS W JACKSON TRUSTEE
Phone
5086984000
Address
10 LINCOLN ROAD Suite 205, FOXBORO, MA 02035

Signing Officer

Name
Thomas Jackson
Title
Treasurer
Phone
5086984000
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
155 SEAPORT BOULEVARD, BOSTON, MA 02210
Preparer
Kevin J Carnes
Phone
6172273333
Raw XML AppendixShowing 400 of 715 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
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02020-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12020-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22020-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32020-12-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42021-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52021-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62023-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72023-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82024-10-01
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt0121602
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt11010
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt2724
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt33659
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt4916
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt52410
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt62410
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt7197
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01937507
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14742493
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt239394
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt328250
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4142708
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt535705
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt616867
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt716867
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt830795
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0121602
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11010
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2724
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt33659
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4916
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt52410
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt62410
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7197
DepreciationSchedule/DepreciationPropertyGrp/LifeRt039
DepreciationSchedule/DepreciationPropertyGrp/LifeRt139
DepreciationSchedule/DepreciationPropertyGrp/LifeRt239
DepreciationSchedule/DepreciationPropertyGrp/LifeRt339
DepreciationSchedule/DepreciationPropertyGrp/LifeRt439
DepreciationSchedule/DepreciationPropertyGrp/LifeRt57
DepreciationSchedule/DepreciationPropertyGrp/LifeRt67
DepreciationSchedule/DepreciationPropertyGrp/LifeRt739
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt0121602
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt11010
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2724
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt33659
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt4916
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt52410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt62410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt7197
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0415474
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13451
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22232
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt310977
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt42213
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51004
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6402
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2BUILDING - CONSTRU
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUILDING - CONSTRU
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4BUILDING - CONSTRU
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5BUILDING - CONSTRU
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8BUILDING-CONSTRU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIDELITY #4945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIDELITY #0360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FIDELITY #0361
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3FIDELITY #6558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01352903
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1577564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt217116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01318765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11271473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt216428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0667583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12319078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2544436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3217887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4430456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01028687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12561437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2679504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3401231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4546961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY #4907 & #4908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIDELITY #4945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIDELITY #0361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FIDELITY #0432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIDELITY #6558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11357499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2500364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt443139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PRIVATE EQUITY BBQ RESTAURANT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LPL FINANCIAL #9364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY #4945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY # 6558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIDELITY # 0361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11525317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2593955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0308224
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt077598
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01575
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0442397
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0829794
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0829794
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06136
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06136
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0102482
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01357500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01357500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0132928
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0132928
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0267310
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0308224
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-716853
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0934589
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0934589
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03726217
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03793
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03793
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt077598
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0628546
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0442397
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt095283
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt095283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0194037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0194037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0164239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0164239
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt080994
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt084923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01357500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0677410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02038839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01305956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01321986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0677410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0681339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1161120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt459738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt580505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6198512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt723948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt891502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91123606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1053249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11732947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12334693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1375284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14647228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-29182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-42736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1132798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1239614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-37377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29119135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt416347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-29182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-42736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1132798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1239614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-37377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1167563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt476085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt584293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6200032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt722486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt862320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91080870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1055862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11765745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12374307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1376037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14609851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY - 4907 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY - 4907 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY - 4908 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY - 0432 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY - 0432 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIDELITY - 4219 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIDELITY - 4219 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIDELITY - 0361 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FIDELITY - 0361 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FIDELITY -4945- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FIDELITY -6568- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LPL FINANCIAL - 9364 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LPL FINANCIAL - 9364 - DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FIDELITY -0360- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FIDELITY -0360- DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0102482
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-716853
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0297996
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014700545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015119402
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014700545
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0831866
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0831866
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0831866
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0840603
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08737
IRS990PF/DistributableAmountGrp/TotalTaxAmt08737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04932
IRS990PF/FMVAssetsEOYAmt016773597
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0119208
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0114876
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02111078
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02111078
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026159
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024753
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01481865
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01947583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02606666
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04963396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04179440
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05217820
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0568681
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt06990586
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt06524038
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt06421905
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt06421905
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02135781
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01909737
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02170450
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013008324
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt012589467
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0107371
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0332003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0332003
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015238610
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014815421
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016773597
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0119208
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0114876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015238610
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014815421
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015119402
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014700545
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017068088
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0107652
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010539219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0256021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.