Civic Intelligence

William S Rogers Fd Tr UW

990PF • Fiscal year 2021 • EIN 04-6023001

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

67%

Higher net margin than 91% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$3,089

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

17%

Faster asset growth than 68% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

161%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$190,029

Up $28,094 (+17%) from 2020

Net Assets

Up

$190,029

Up $28,094 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Up

$39,777

Up $24,523 (+161%) from 2020

Expenses

Up

$12,974

Up $601 (+4.9%) from 2020

Net Income

Up

$26,803

Up $23,922 (+830%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$200K$150K$100K$50K$0Assets 2011: $174,143Liabilities 2011: $02011Assets 2012: $165,692Liabilities 2012: $02012Assets 2013: $165,278Liabilities 2013: $02013Assets 2014: $163,432Liabilities 2014: $0Net Assets 2014: $163,4322014Assets 2015: $160,517Liabilities 2015: $0Net Assets 2015: $160,5172015Assets 2016: $152,775Liabilities 2016: $0Net Assets 2016: $152,7752016Assets 2017: $157,130Liabilities 2017: $0Net Assets 2017: $157,1302017Assets 2018: $160,935Liabilities 2018: $0Net Assets 2018: $160,9352018Assets 2019: $159,419Liabilities 2019: $0Net Assets 2019: $159,4192019Assets 2020: $161,935Liabilities 2020: $0Net Assets 2020: $161,9352020Assets 2021: $190,029Liabilities 2021: $0Net Assets 2021: $190,0292021Assets 2022: $171,823Liabilities 2022: $0Net Assets 2022: $171,8232022Assets 2023: $167,202Liabilities 2023: $0Net Assets 2023: $167,2022023Assets 2024: $174,003Liabilities 2024: $0Net Assets 2024: $174,0032024

Highlighted filing

2021

Assets$190,029
Liabilities$0
Net Assets$190,029
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$40K$20K$0-$20KRevenue 2011: $9,544Expenses 2011: $9,407Net Income 2011: $1372011Revenue 2012: $4,660Expenses 2012: $12,742Net Income 2012: -$8,0822012Revenue 2013: $9,334Expenses 2013: $10,073Net Income 2013: -$7392013Revenue 2014: $6,061Expenses 2014: $10,892Net Income 2014: -$4,8312014Revenue 2015: $7,177Expenses 2015: $10,332Net Income 2015: -$3,1552015Revenue 2016: $3,439Expenses 2016: $9,743Net Income 2016: -$6,3042016Revenue 2017: $17,066Expenses 2017: $9,940Net Income 2017: $7,1262017Revenue 2018: $14,540Expenses 2018: $11,348Net Income 2018: $3,1922018Revenue 2019: $11,104Expenses 2019: $10,293Net Income 2019: $8112019Revenue 2020: $15,254Expenses 2020: $12,373Net Income 2020: $2,8812020Revenue 2021: $39,777Expenses 2021: $12,974Net Income 2021: $26,8032021Revenue 2022: -$3,796Expenses 2022: $14,410Net Income 2022: -$18,2062022Revenue 2023: $5,865Expenses 2023: $10,419Net Income 2023: -$4,5542023Revenue 2024: $19,138Expenses 2024: $12,155Net Income 2024: $6,9832024

Highlighted filing

2021

Revenue$39,777
Expenses$12,974
Net Income$26,803
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$3,089-$3,089
Filing and Contact Details

Filer

Filer Name
William S Rogers Fd Tr Uw
EIN
04-6023001
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2022-04-26
Raw XML AppendixShowing 400 of 745 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt230114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1310476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt230216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt716287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt817781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1117026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt167021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt202145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287507 ISHARES CORE S&P MID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3466001864 IVY ASSET STRATEGY F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4693390841 PIMCO HIGH YIELD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5202671913 AGGREGATE BOND COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6207543877 SMALL CAP GROWTH LEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm729099J109 EMERGING MARKETS STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8302993993 MID CAP VALUE CTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9303995997 SMALL CAP VALUE COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10323991307 MID CAP GROWTH COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1145399C107 DIVIDEND INCOME COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1299Z466163 HIGH QUALITY CORE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1399Z466197 INTERNATIONAL FOCUSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1599Z501647 STRATEGIC GROWTH COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1673935S105 POWERSHARES DB COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1738145C646 GOLDMAN SACHS STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18464287200 ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1997717X701 WISDOMTREE EUROPE HE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20464287226 ISHARES CORE U.S. AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22922908363 VANGUARD 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2300203H859 AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2409256H286 BLACKROCK STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2594987W737 WELLS FARGO ABSOLUTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26589509108 THE MERGER FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2700203H446 AQR LONG-SHORT EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2862827P816 CATALYST/MILLBURN HE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2974253Q747 PRINCIPAL MIDCAP FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3046138B103 INVESCO DB COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3109257V201 BLACKSTONE ALTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3209260B382 BLACKROCK STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3300142R539 INVESCO BALANCED-RIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3499Z639934 LARGE CAP CORE COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3599Z639942 MID CAP CORE COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3699Z639959 SMALL CAP CORE COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3778468R622 SPDR BLOOMBERG BARCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3892203J407 VANGUARD TOTAL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3952469H784 CLEARBRIDGE LARGE CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4077954Q403 T ROWE PRICE BLUE CH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41693390882 PIMCO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4278468R663 SPDR BLOOMBERG 1-3 M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4374440Y884 PGIM HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4499Z665806 MID CAP VALUE COMMON
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03811
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035966
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039777
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039777
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035966
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01236
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01853
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03089
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07994
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07994
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03637
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03811
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt026803
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt059707
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035966
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036717
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0181
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04980
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt281066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt322304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt352029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt362029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt372029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt382029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt392029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt402029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt412029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt422029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt432029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt442029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt452029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt462029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt472029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt482029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt492029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt502029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt512029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt522029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt532029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt542029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt552029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt562029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt572029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt582029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt592029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt602029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt612029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt622029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt632029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt642029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt652029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt662029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt672029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt682029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt692029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt702029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt261262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt271200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt281216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt341701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351376
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/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$190,029
Liabilities
$0
Net assets
$190,029
Revenue
$39,777
Expenses
$12,974
Net income
$26,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.19$0.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.04$0.14$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.40$0.13$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.15$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.15$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.17$0.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.03$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06$0.11$0.05
2013Summary only. Only limited summary data is available for this year.$1.65$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.05$0.13$0.08
2011Summary only. Only limited summary data is available for this year.$1.74$0.00$0.10$0.09$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits