Civic Intelligence

Robert David Lion Gardiner Foundation Inc.

990PF • Fiscal year 2021 • EIN 13-3354308

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
148 East Montauk Highway Suite 1Hampton Bays, NY 11946

(631) 594-3990

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.13x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

61st percentile

20%

Higher net margin than 61% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$179,726

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

29th percentile

3.6%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

134%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$81,642,908

Up $2,832,267 (+3.6%) from 2020

Net Assets

Up

$80,537,978

Up $1,727,337 (+2.2%) from 2020

Liabilities

Up

$1,104,930

Up $1,104,930 from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin61st percentile

Revenue

Up

$8,570,970

Up $4,908,699 (+134%) from 2020

Expenses

Up

$6,843,633

Up $1,307,461 (+24%) from 2020

Net Income

Up

$1,727,337

Up $3,601,238 (+192%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$150M$100M$50M$0Assets 2010: $1,271,754Liabilities 2010: $0Net Assets 2010: $1,271,7542010Assets 2011: $1,239,058Liabilities 2011: $5,243Net Assets 2011: $1,233,8152011Assets 2012: $4,211,438Liabilities 2012: $99,8212012Assets 2013: $78,534,827Liabilities 2013: $4,503Net Assets 2013: $78,530,3242013Assets 2014: $79,916,652Liabilities 2014: $0Net Assets 2014: $79,916,6522014Assets 2015: $81,682,008Liabilities 2015: $0Net Assets 2015: $81,682,0082015Assets 2016: $76,775,827Liabilities 2016: $0Net Assets 2016: $76,775,8272016Assets 2017: $76,975,354Liabilities 2017: $66,117Net Assets 2017: $76,909,2372017Assets 2018: $83,866,927Liabilities 2018: $0Net Assets 2018: $83,866,9272018Assets 2019: $80,753,215Liabilities 2019: $68,673Net Assets 2019: $80,684,5422019Assets 2020: $78,810,641Liabilities 2020: $0Net Assets 2020: $78,810,6412020Assets 2021: $81,642,908Liabilities 2021: $1,104,930Net Assets 2021: $80,537,9782021Assets 2022: $70,453,731Liabilities 2022: $0Net Assets 2022: $70,453,7312022Assets 2023: $66,968,513Liabilities 2023: $0Net Assets 2023: $66,968,5132023Assets 2024: $115,085,424Liabilities 2024: $6,011,382Net Assets 2024: $109,074,0422024

Highlighted filing

2021

Assets$81,642,908
Liabilities$1,104,930
Net Assets$80,537,978
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$100M$50M$0-$50MExpenses 2010: $49,1912010Expenses 2011: $92,0692011Revenue 2012: $3,567,202Expenses 2012: $689,400Net Income 2012: $2,877,8022012Revenue 2013: $75,722,203Expenses 2013: $1,303,497Net Income 2013: $74,418,7062013Revenue 2014: $3,837,641Expenses 2014: $2,451,313Net Income 2014: $1,386,3282014Revenue 2015: $7,300,701Expenses 2015: $5,535,345Net Income 2015: $1,765,3562015Revenue 2016: $485,359Expenses 2016: $5,391,540Net Income 2016: -$4,906,1812016Revenue 2017: $6,462,866Expenses 2017: $6,329,456Net Income 2017: $133,4102017Revenue 2018: $14,198,739Expenses 2018: $7,241,049Net Income 2018: $6,957,6902018Revenue 2019: $4,291,970Expenses 2019: $5,778,238Net Income 2019: -$1,486,2682019Revenue 2020: $3,662,271Expenses 2020: $5,536,172Net Income 2020: -$1,873,9012020Revenue 2021: $8,570,970Expenses 2021: $6,843,633Net Income 2021: $1,727,3372021Revenue 2022: -$3,992,677Expenses 2022: $6,091,570Net Income 2022: -$10,084,2472022Revenue 2023: $1,931,145Expenses 2023: $5,416,363Net Income 2023: -$3,485,2182023Revenue 2024: $9,477,904Expenses 2024: $9,621,672Net Income 2024: -$143,7682024

Highlighted filing

2021

Revenue$8,570,970
Expenses$6,843,633
Net Income$1,727,337
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN M CURRANExecutive DiFT$179,726-$179,726
LYNNE C NOWICKTreasurer/SeFT$90,962-$90,962
JENNIFER ATTONITOTrustee/Chai-$65,000-$65,000
JOSEPH ATTONITOTrustee/Dire-$40,000-$40,000
ROBERT WATKINSVice Pres./D-$40,000-$40,000
JUSTICE PETER FOX COHALANTrustee/Dire-$40,000-$40,000
Filing and Contact Details

Filer

Filer Name
Robert David Lion Gardiner
EIN
13-3354308
Phone
6315943990
Address
148 EAST MONTAUK HIGHWAY SUITE 1, HAMPTON BAYS, NY 11946

Signing Officer

Name
Kathryn M Curran
Title
Executive Director
Phone
6315943990
Signed
2022-05-04

Preparer

Firm
Cullen & Danowski Llp
Address
1650 ROUTE 112, PORT JEFFERSON STA, NY 11776-3060
Preparer
James Danowski CPA
Phone
6314733400
Raw XML AppendixShowing 400 of 1,548 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/Amt022380
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt012380
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt010000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0632
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0DEPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01285537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1313665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21825818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31607043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41198216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5628446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61739776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7543503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81571165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9697840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10990450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111836025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121788832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132649919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141407403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151279743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161156246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171327207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182052606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193253382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20500000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21910372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22631939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234906375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243416066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251203577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261011344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27269972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281109403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291088557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30736473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311478366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32911333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333311763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34792873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351792565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36790299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371168940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381504655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt391316157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401228389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411518919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421303403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431118825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44796089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453949931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt461931853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472018309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt481214864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt491477255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50493091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511183994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52784798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53791890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt542321119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt551502136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLSPRINGS ULTRA SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN CENTURY SHORT DUR STRAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN CENTURY SHDUR IFL PROT BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APOLLO GLOBAL MGMT LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKSTONE GROUP INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRADDOCK MULTI STRATEGY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CALVERT EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COLUMBIA MORTGAGE OPPORTUNITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLUMBIA TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CROWDSTRIKE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DELAWARE CORPORATE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EATON VANCE SHORT DURATION GOVT I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EATON VANCE SHORT DURATION STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EATON VANCE FLOATING RATE ADVANTAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FT PREFERRED SECUR & INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GUGGENHEIM TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HARTFORD SHORT DURATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36IAC INTERACTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INFRASTRUCTURE REAL ESTATE SCTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES PFD & INCOME SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JANUS HENDERSON CONTRARIAN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JD COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JHANCOCK INVESTMENT GRADE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LOCKHEED MARTIN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LORD ABBETT CONVERTIBLE FUND CLASS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LORD ABBETT BOND DEBENTURE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MARVEL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MORGAN STANLEY INSIGHT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NETFLIX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PERFORMANCE TRUST STRATEGIC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PIMCO INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PUTNAM ULTRA SHORT DURATION INCOME F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SPDR S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TCWT/R BOND FUND-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69T ROWE PRICE HEALTH SCIENCE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TRANSAMERICA CAPITAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO ULTRA SHORT TERM INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WESTERN ASSET CORE PLUS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01981987
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0851354
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05722719
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt050
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REFUND OF GRANT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt014860
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02833391
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05737579
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08570970
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012380
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022380
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02696456
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06574073
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0230688
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0455688
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04946291
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04946291
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01981987
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01981987
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01981987
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01727337
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt044432957
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0451
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0451
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06574073
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07524729
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01720940
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt036081
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt036081
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0118492
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0118492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt027135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt014860
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt014860
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt01021381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt076550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01021381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01097931
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt047725
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt047725
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt058271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03717837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01021381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05529849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01031381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06843633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08556110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08570970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01021381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0583558
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01031381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01897342
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt032556
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt032556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442017-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462021-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542021-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21039072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5498499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7222653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt838087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93470352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10544788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121138731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13416504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14154492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16997920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17546923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19788191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt208101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211157340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22520179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt237441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24440533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251040253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt261931803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27511684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt281036975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29242865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3011457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31131258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32736473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331824936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35172121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt362495936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37241806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt388599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39170615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40450827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41187895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4369784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44579896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45232836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt467093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47103492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt482671123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt491017370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt507303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511452833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52153929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt531469481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt548070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55313099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56303846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57567091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt589257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59256441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60607692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61519811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt629771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63312451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6460505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt651838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt037921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2183959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt367752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt528442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt721953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt889848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-96722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-17847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12175563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15670988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17278568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-42915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1910522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20686517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-48712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-20179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25404527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-198050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27-47995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28-11684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29-34454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30451750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31-1794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32119998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt332270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34-92079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35977349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36146104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37-84308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38153387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt393929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40144092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41363862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4253076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt431715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44165875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45-60085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46-36337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt471445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48202305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49-106440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50-109680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52865878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53377027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt56-13099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57-16547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58-39726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt59554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60-15943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61-33095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62-7908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64-12451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65179158

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
$81,642,908
Liabilities
$1,104,930
Net assets
$80,537,978
Revenue
$8,570,970
Expenses
$6,843,633
Net income
$1,727,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$115$6.01$109$9.48$9.62$0.14
2023Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$1.93$5.42$3.49
2022Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$3.99$6.09$10.1
2021Detailed filing. Detailed filing data is available for this year.$81.6$1.10$80.5$8.57$6.84$1.73
2020Detailed filing. Detailed filing data is available for this year.$78.8$0.00$78.8$3.66$5.54$1.87
2019Detailed filing. Detailed filing data is available for this year.$80.8$0.07$80.7$4.29$5.78$1.49
2018Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$14.2$7.24$6.96
2017Detailed filing. Detailed filing data is available for this year.$77.0$0.07$76.9$6.46$6.33$0.13
2016Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$0.49$5.39$4.91
2015Detailed filing. Detailed filing data is available for this year.$81.7$0.00$81.7$7.30$5.54$1.77
2014Detailed filing. Detailed filing data is available for this year.$79.9$0.00$79.9$3.84$2.45$1.39
2013Detailed filing. Detailed filing data is available for this year.$78.5$0.00$78.5$75.7$1.30$74.4
2012Summary only. Only limited summary data is available for this year.$4.21$0.10$3.57$0.69$2.88
2011Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05