Civic Intelligence

Christine E Moser Foundation

990PF • Fiscal year 2019 • EIN 06-1353117

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

C/O Scalise 35 Pearl St Suite 301New Britain, CT 06051

(860) 229-0369

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Up

$536,866

Up $14,972 (+2.9%) from 2018

Net Assets

Up

$536,866

Up $14,972 (+2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$48,132

Up $52,294 (+1256%) from 2018

Expenses

Up

$33,160

Up $5,379 (+19%) from 2018

Net Income

Up

$14,972

Up $46,915 (+147%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $589,205Liabilities 2010: $0Net Assets 2010: $589,2052010Assets 2011: $552,101Liabilities 2011: $0Net Assets 2011: $552,1012011Assets 2012: $448,673Liabilities 2012: $286Net Assets 2012: $448,3872012Assets 2013: $459,235Liabilities 2013: $12013Assets 2014: $451,582Liabilities 2014: $1Net Assets 2014: $451,5822014Assets 2015: $460,913Liabilities 2015: $1Net Assets 2015: $460,9132015Assets 2017: $553,837Liabilities 2017: $0Net Assets 2017: $553,8372017Assets 2018: $521,894Liabilities 2018: $0Net Assets 2018: $521,8942018Assets 2019: $536,866Liabilities 2019: $0Net Assets 2019: $536,8662019Assets 2020: $562,817Liabilities 2020: $1Net Assets 2020: $562,8172020Assets 2021: $611,142Liabilities 2021: $12021Assets 2022: $595,339Liabilities 2022: $0Net Assets 2022: $595,3392022Assets 2023: $689,149Liabilities 2023: $12023Assets 2024: $767,123Liabilities 2024: $0Net Assets 2024: $767,1232024

Highlighted filing

2019

Assets$536,866
Liabilities$0
Net Assets$536,866

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $63,0252010Expenses 2011: $63,4182011Expenses 2012: $41,3652012Revenue 2013: $61,317Expenses 2013: $50,469Net Income 2013: $10,8482013Revenue 2014: $38,315Expenses 2014: $45,968Net Income 2014: -$7,6532014Revenue 2015: $37,740Expenses 2015: $28,409Net Income 2015: $9,3312015Revenue 2017: $82,535Expenses 2017: $26,959Net Income 2017: $55,5762017Revenue 2018: -$4,162Expenses 2018: $27,781Net Income 2018: -$31,9432018Revenue 2019: $48,132Expenses 2019: $33,160Net Income 2019: $14,9722019Revenue 2020: $58,361Expenses 2020: $32,410Net Income 2020: $25,9512020Revenue 2021: $98,426Expenses 2021: $50,101Net Income 2021: $48,3252021Revenue 2022: -$17,722Expenses 2022: $42,599Net Income 2022: -$60,3212022Revenue 2023: $56,525Expenses 2023: $34,936Net Income 2023: $21,5892023Revenue 2024: $36,510Expenses 2024: $50,323Net Income 2024: -$13,8132024

Highlighted filing

2019

Revenue$48,132
Expenses$33,160
Net Income$14,972
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A SCALISE JRTrustee-$0--
MARY ENGELSTrustee-$0--
MICHELE VAN EPPSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Christine E Moser Foundation
EIN
06-1353117
Phone
8602290369
Address
C/O SCALISE 35 PEARL ST SUITE 301, NEW BRITAIN, CT 06051

Signing Officer

Name
Robert a Scalise Jr
Title
Trustee
Phone
8602290369
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Raw XML AppendixShowing 400 of 891 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/Amt01612
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX RETURNS PREPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0806
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt559302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt209357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2353791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt305947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt355839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt376154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt386168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt406162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt435938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt446126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt455850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt466080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4930782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5030826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt463114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt560500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1210065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt138782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt157097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt167530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2361873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt289112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt296596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt306727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt347828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt355905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt376239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt385868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt396055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt406617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt447004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt456468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt466087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt476402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt484768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4931816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5032172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKROCK DEB STRAT FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKROCK INCOME TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CONOCOPHILLIPS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FACEBOOK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROCTOR GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26THE BLACKSTONE GROUP LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WELLS FARGO ADV MULTI SEC IN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NUVEEN TAXABLE INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ALIGN TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CLOROX COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CONSOLIDATED COMM HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DUKE ENERGY HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NEWMONT MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NRG ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TARGA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TOLL BROTHERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BARRICK GOLD CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CARLYLE GROUP LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CVR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HEWLETT PACKARD ENTERPRISE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60IRON MOUNTAIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ROKU INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WEYERMAUSER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WILLIAMS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ISHARES TRUST MSCI EMG MKT EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SPDR INDEX SHARES FUNDS EURO STOXX
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019892
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt026453
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt065
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01722
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048132
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048132
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01612
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt026453
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019892
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019892
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014972
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0349332
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026453
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040775
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06359
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01785
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01785
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0188
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07357
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382004-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt427855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt98808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt179286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt186366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt197553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt203971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt235506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt247082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt256684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt261414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt276401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt286527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt294545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt305819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt316579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3210368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt336876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3410366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt354144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt365520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt375960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt381511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3911404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4019246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt437377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4412767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-3012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-1715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-1446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt231116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-4015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt265399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt282269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30-332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32-4133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt341097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt384470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt391594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt401398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42-613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt444311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-3012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-1715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-1446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-4015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt251442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt265399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt282269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30-332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32-4133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt341097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt384470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt391594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt401398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt411297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42-613

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.37$0.50$0.14
2023Detailed filing. Detailed filing data is available for this year.$6.89$0.00$0.57$0.35$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.18$0.43$0.60
2021Detailed filing. Detailed filing data is available for this year.$6.11$0.00$0.98$0.50$0.48
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.63$0.00$5.63$0.58$0.32$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.48$0.33$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.04$0.28$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.83$0.27$0.56
2016Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.38$0.28$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.38$0.46$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.59$0.00$0.61$0.50$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.48$0.41
2011Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.63
2010Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.63