Civic Intelligence

W P Carey Foundation Inc

EIN 13-3597510 • New York, NY

395 9th Ave 58th FloorNew York, NY 10001
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

$250M-$1B nonprofits • Source year 2024

Net Margin

5th percentile

-48%

Higher net margin than 5% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

45th percentile

$188,806

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

$250M-$1B nonprofits • Source year 2023

Asset Growth

16th percentile

-2.7%

Faster asset growth than 16% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-20%

Faster revenue growth than 8% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$513,685,071

Down $14,243,339 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$513,685,071

Down $14,243,339 (-2.7%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin5th percentile

Revenue

Down

$18,217,797

Down $4,630,763 (-20%) from 2023

Expenses

Down

$26,877,635

Down $418,663 (-1.5%) from 2023

Net Income

Down

-$8,659,838

Down $4,212,100 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$800M$600M$400M$200M$0Assets 2011: $31,687,766Liabilities 2011: $02011Assets 2012: $26,556,559Liabilities 2012: $02012Assets 2013: $23,916,215Liabilities 2013: $02013Assets 2014: $367,890,630Liabilities 2014: $02014Assets 2015: $353,956,783Liabilities 2015: $02015Assets 2019: $582,627,992Liabilities 2019: $02019Assets 2020: $559,503,704Liabilities 2020: $1Net Assets 2020: $559,503,7042020Assets 2021: $607,596,566Liabilities 2021: $1Net Assets 2021: $607,596,5662021Assets 2022: $541,039,202Liabilities 2022: $0Net Assets 2022: $541,039,2022022Assets 2023: $527,928,410Liabilities 2023: $0Net Assets 2023: $527,928,4102023Assets 2024: $513,685,071Liabilities 2024: $0Net Assets 2024: $513,685,0712024

Highlighted filing

2024

Assets$513,685,071
Liabilities$0
Net Assets$513,685,071
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$400M$300M$200M$100M$0-$100MRevenue 2011: $19,061,325Expenses 2011: $10,942,670Net Income 2011: $8,118,6552011Revenue 2012: $2,173,953Expenses 2012: $7,974,739Net Income 2012: -$5,800,7862012Revenue 2013: $5,485,164Expenses 2013: $8,885,574Net Income 2013: -$3,400,4102013Revenue 2014: $365,822,684Expenses 2014: $26,555,563Net Income 2014: $339,267,1212014Revenue 2015: $27,593,127Expenses 2015: $18,683,984Net Income 2015: $8,909,1432015Revenue 2019: $51,166,376Expenses 2019: $23,714,605Net Income 2019: $27,451,7712019Revenue 2020: $24,437,668Expenses 2020: $27,011,343Net Income 2020: -$2,573,6752020Revenue 2021: $30,678,359Expenses 2021: $30,418,268Net Income 2021: $260,0912021Revenue 2022: $21,024,156Expenses 2022: $29,611,174Net Income 2022: -$8,587,0182022Revenue 2023: $22,848,560Expenses 2023: $27,296,298Net Income 2023: -$4,447,7382023Revenue 2024: $18,217,797Expenses 2024: $26,877,635Net Income 2024: -$8,659,8382024

Highlighted filing

2024

Revenue$18,217,797
Expenses$26,877,635
Net Income-$8,659,838
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$513,685,071
Liabilities
$0
Net assets
$513,685,071
Revenue
$18,217,797
Expenses
$26,877,635
Net income
-$8,659,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$514$0.00$514$18.2$26.9$8.66
2023Detailed filing. Detailed filing data is available for this year.$528$0.00$528$22.8$27.3$4.45
2022Detailed filing. Detailed filing data is available for this year.$541$0.00$541$21.0$29.6$8.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$608$0.00$608$30.7$30.4$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$560$0.00$560$24.4$27.0$2.57
2019Summary only. Only limited summary data is available for this year.$583$0.00$51.2$23.7$27.5
2015Summary only. Only limited summary data is available for this year.$354$0.00$27.6$18.7$8.91
2014Summary only. Only limited summary data is available for this year.$368$0.00$366$26.6$339
2013Summary only. Only limited summary data is available for this year.$23.9$0.00$5.49$8.89$3.40
2012Summary only. Only limited summary data is available for this year.$26.6$0.00$2.17$7.97$5.80
2011Summary only. Only limited summary data is available for this year.$31.7$0.00$19.1$10.9$8.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANA K HARRISSecretary/Exec Director/Assi TreasurerFT$170,000$18,806$188,806
WILLIAM P CAREY IIPresident/Chairman/TrusteePT$0--
ZACHARY J PACKChief Operating Officer/Director-$0--
JOHN D MILLERDirector-$0--
RYAN WILLSMORETreasurerPT$0--
JOHN SAMUEL ARMSTRONG IVTrustee-$0--
GWENDOLEN G BONDTrustee-$0--
JASON E FOXTrustee-$0--
MICHAEL H CARPENTERTrustee-$0--
JOHN J PARKTrustee-$0--
A PATTERSON PENDLETON IIITrustee-$0--
WILLIAM BASTDirector-$0--
RODNEY C BODENDirector-$0--
CHARLOTTE H CAREYDirector-$0--
EMILY N CAREYDirector-$0--
J MEADE CAREYDirector-$0--
LAURA G CAREYDirector-$0--
SUSAN C HYDEDirector-$0--
FRANCES W MACMASTERDirector-$0--
DONALD F MACMASTER JRDirector-$0--
DOUGLAS S PARVISDirector-$0--
JUSTIN B PATTERSONDirector-$0--
MARJORIE B TOMPKINSDirector-$0--
RICARDO A VASQUEZDirector-$0--
Filing and Contact Details

Filer

Filer Name
W P Carey Foundation Inc
EIN
13-3597510
Phone
2124921108
Address
395 9TH AVE 58TH FLOOR, NEW YORK, NY 10001

Signing Officer

Name
William P Carey Ii
Title
Chairman
Phone
2124921108
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
BLOOM HOCHBERG & CO PC CPA'S
Address
450 SEVENTH AVENUE, NEW YORK, NY 10123
Preparer
Howard Taber
Phone
2122442112
Raw XML AppendixShowing 400 of 3,768 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6IHP CO-INVEST IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7IHP CO-INVEST IV-A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8IHP CO-INVEST V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9IHP CO-INVEST VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INNOVA HEALTH PARTNERS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES BIOTECHNOLOGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SPDR S&P BIOTECH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD FTSE EMERGING MARKETS IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD FTSE EUROPE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD FTSE PACIFIC ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD S&P SMALL-CAP 600 E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03598936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128309475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21488307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3679943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4197199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53078994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62016385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7614116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8504281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92028416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103049303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112288665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129600033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132563605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1416690217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt159093034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1615861438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17533211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18532254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt022981469
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-159010
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt025101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022847560
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022847560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt052076
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt052076
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025170367
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025170367
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022981469
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022981469
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4447738
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083048016
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt036881
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt036881
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-159010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021591794
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt011200
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt011200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt023184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01376449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01399633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt025101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt025101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt018806
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt018806
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt038327
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0358575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025576522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01414776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027296298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023006570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022848560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0406155
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01414776
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02125931
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt033760
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt033760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472022-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492022-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532022-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612021-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682022-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742021-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762022-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772022-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792021-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822022-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832022-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852022-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862022-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872022-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892021-12-15

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