Civic Intelligence

Carroll Petrie Foundation

EIN 13-3912203 • Santa Fe, NM

View Organization Page

1000 Cordova Place - Pmb 524Santa Fe, NM 87505
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

16th percentile

0.04x

Higher debt load relative to revenue than 16% of similar nonprofits.

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

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$413,642

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

49th percentile

5.4%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

91st percentile

101%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$320,611,220

Up $16,355,474 (+5.4%) from 2023

Liabilities

Down

$1,596,333

Down $44,208 (-2.7%) from 2023

Net Assets

Up

$319,014,887

Up $16,399,682 (+5.4%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Up

$35,880,569

Up $18,031,695 (+101%) from 2023

Expenses

Down

$19,427,110

Down $817,017 (-4.0%) from 2023

Net Income

Up

$16,453,459

Up $18,848,712 (+787%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$400M$300M$200M$100M$0Assets 2011: $2,778,711Liabilities 2011: $0Net Assets 2011: $2,778,7112011Assets 2012: $2,663,714Liabilities 2012: $12012Assets 2013: $2,389,473Liabilities 2013: $02013Assets 2014: $2,731,105Liabilities 2014: $0Net Assets 2014: $2,731,1052014Assets 2015: $2,501,576Liabilities 2015: $0Net Assets 2015: $2,501,5762015Assets 2019: $268,550,344Liabilities 2019: $1,793,020Net Assets 2019: $266,757,3242019Assets 2020: $267,985,256Liabilities 2020: $1,764,061Net Assets 2020: $266,221,1952020Assets 2021: $306,631,944Liabilities 2021: $1,726,840Net Assets 2021: $304,905,1042021Assets 2022: $306,738,321Liabilities 2022: $1,684,202Net Assets 2022: $305,054,1192022Assets 2023: $304,255,746Liabilities 2023: $1,640,541Net Assets 2023: $302,615,2052023Assets 2024: $320,611,220Liabilities 2024: $1,596,333Net Assets 2024: $319,014,8872024

Highlighted filing

2024

Assets$320,611,220
Liabilities$1,596,333
Net Assets$319,014,887
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $1,572,2752011Revenue 2012: $1,956,637Expenses 2012: $2,072,333Net Income 2012: -$115,6962012Revenue 2013: $1,182,918Expenses 2013: $1,454,761Net Income 2013: -$271,8432013Revenue 2014: $1,423,138Expenses 2014: $1,049,564Net Income 2014: $373,5742014Revenue 2015: $179,127Expenses 2015: $418,795Net Income 2015: -$239,6682015Revenue 2019: $23,855,973Expenses 2019: $17,210,825Net Income 2019: $6,645,1482019Revenue 2020: $16,676,448Expenses 2020: $17,119,775Net Income 2020: -$443,3272020Revenue 2021: $55,176,464Expenses 2021: $16,857,550Net Income 2021: $38,318,9142021Revenue 2022: $22,062,020Expenses 2022: $21,870,367Net Income 2022: $191,6532022Revenue 2023: $17,848,874Expenses 2023: $20,244,127Net Income 2023: -$2,395,2532023Revenue 2024: $35,880,569Expenses 2024: $19,427,110Net Income 2024: $16,453,4592024

Highlighted filing

2024

Revenue$35,880,569
Expenses$19,427,110
Net Income$16,453,459
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$320,611,220
Liabilities
$1,596,333
Net assets
$319,014,887
Revenue
$35,880,569
Expenses
$19,427,110
Net income
$16,453,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$321$1.60$319$35.9$19.4$16.5
2023Detailed filing. Detailed filing data is available for this year.$304$1.64$303$17.8$20.2$2.40
2022Detailed filing. Detailed filing data is available for this year.$307$1.68$305$22.1$21.9$0.19
2021Detailed filing. Detailed filing data is available for this year.$307$1.73$305$55.2$16.9$38.3
2020Detailed filing. Detailed filing data is available for this year.$268$1.76$266$16.7$17.1$0.44
2019Detailed filing. Detailed filing data is available for this year.$269$1.79$267$23.9$17.2$6.65
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.18$0.42$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.42$1.05$0.37
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$1.18$1.45$0.27
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$1.96$2.07$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORA PORTAGOPresident, Director & Exec DirectorFT$372,544$41,098$413,642
ZACH DILLENBACKAsst Treasurer & CFOFT$200,764$21,702$222,466
CAROLINA PORTAGOVice President, Director & SecretaryPT$37,866-$37,866
CAMILLE MANNINGTreasurer & DirectorPT$37,866-$37,866
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANGUARD CHARITABLE ENDOWMENT PROGRAMCHARITABLE GIVINGPCWARWICK, RI, US$3,862,500
Paid GrantTHE WHITE COAT WASTE PROJECT INCEXPANSION OF WORKPCWASHINGTON, DC, US$1,000,000
Paid GrantXERCES SOCIETY INCPROGRAMMATIC SUPPORTPCSEATTLE, WA, US$450,000
Paid GrantCENTER FOR BIOLOGICAL DIVERSITYNEW MEXICO & ENVIRONMENTAL HEALTH PROGRAMSPCTUCSON, AZ, US$400,000
Paid GrantTHE BUCKEYE INSTITUTEEMERGENCY POWERS LITIGATION SUPPORTPCCOLUMBUS, OH, US$400,000
Paid GrantDARKSKYSOUTHWEST DARK SKIES PROGRAM & GENERAL SUPPORTPCTUCSON, AZ, US$350,000
Paid GrantTROUT UNLIMITED INCCONSERVATION WORK IN NEW MEXICO & COLORADOPCARLINGTON, VA, US$350,000
Paid Grant1792 EXCHANGE INCGENERAL SUPPORTPCSPRINGBORO, OH, US$300,000
Paid GrantDEFENDERS OF WILDLIFENEW MEXICO & ARIZONA PROGRAMSPCWASHINGTON, DC, US$300,000
Paid GrantFREE THE PEOPLE FOUNDATIONBUILD FREE THE PEOPLE'S AUDIENCEPCWASHINGTON, DC, US$250,000
Paid GrantNEW MEXICO WILDERNESS ALLIANCECONSERVATION WORK IN NEW MEXICO & COLORADOPCALBUQUERQUE, NM, US$250,000
Paid GrantPHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINETOXICOLOGY PROGRAMPCWASHINGTON, DC, US$250,000
Paid GrantWILD EARTH SOCIETY INCORPORATED DBA WILDLANDS NETWORKWORK IN NEW MEXICOPCSALT LAKE CITY, UT, US$230,000
Paid GrantAMERICAN BROWNSTONE INSTITUTEFELLOWSHIP PROGRAM & REPPARE TEAMPCAUSTIN, TX, US$200,000
Paid GrantCENTER FOR FOOD SAFETYGMO & POLLINATORS AND PESTICIDES PROGRAMSPCSAN FRANCISCO, CA, US$200,000
Paid GrantPEOPLE UNITED FOR PRIVACY FOUNDATIONGENERAL SUPPORTPCWASHINGTON, DC, US$200,000
Paid GrantAMIGOS BRAVOSPROTECTING RIVER SYSTEMS & WETLANDSPCTAOS, NM, US$150,000
Paid GrantAUDUBON SOUTHWESTNEW MEXICO PROGRAMPCSANTA FE, NM, US$150,000
Paid GrantBAT CONSERVATION INTERNATIONALAGAVE RESTORATION IN NEW MEXICOPCAUSTIN, TX, US$150,000
Paid GrantCENTER FOR INTERNATIONAL ENVIRONMENTAL LAWWORK ON GEOENGINEERING DANGERSPCWASHINGTON, DC, US$150,000
Paid GrantFOOD & WATER WATCHFACTORY FARM WORK IN NEW MEXICOPCWASHINGTON, DC, US$150,000
Paid GrantFOUR CORNERS EQUINE RESCUEGENERAL SUPPORTPCAZTEC, NM, US$150,000
Paid GrantFRIENDS OF THE EARTHGEOENGINEERING WORK IN THE USAPCMERRIFIELD, VA, US$150,000
Paid GrantPANTHERA CORPORATIONMOUNTAIN LION CONSERVATION IN TEXAS & NEW MEXICOPCNEW YORK, NY, US$150,000
Paid GrantTHE HUMANE SOCIETY OF THE UNITED STATESANIMAL RESEARCH ISSUES, UNITED STATES PROGRAMPCWASHINGTON, DC, US$150,000
Paid GrantTREE NEW MEXICOGENERAL SUPPORTPCALBUQUERQUE, NM, US$150,000
Paid GrantWALKIN N CIRCLES RANCH INCGENERAL SUPPORTPCEDGEWOOD, NM, US$150,000
Paid GrantFRIENDS OF THE BOSQUE DEL APACHE NATIONAL WILDLIFE REFUGE INCBEAM PROJECTPCSAN ANTONIO, NM, US$120,000
Paid GrantWESTERN LANDOWNERS ALLIANCEWILDLIFE COEXISTENCE PROGRAMS IN NEW MEXICOPCDENVER, CO, US$120,000
Paid GrantINSTITUTE FOR APPLIED ECOLOGYNATIVE SEED & POLLINATORS PROJECTS IN NEW MEXICOPCCORVALLIS, OR, US$115,000
Paid GrantAMERICAN RIVERS INCWORK IN NEW MEXICOPCWASHINGTON, DC, US$100,000
Paid GrantANIMAL HUMANE ASSOCIATION OF NEW MEXICO INCPROJECT FETCHPCALBUQUERQUE, NM, US$100,000
Paid GrantCONSERVATION LANDS FOUNDATIONWORK IN NEW MEXICOPCDURANGO, CO, US$100,000
Paid GrantDONA ANA COUNTY HUMANE SOCIETYANIMAL RELIEF FUNDPCLAS CRUCES, NM, US$100,000
Paid GrantNATIONAL WILDLIFE FEDERATIONRIBBONS OF LIFE PROGRAMPCRESTON, VA, US$100,000
Paid GrantWESTERN RESOURCE ADVOCATESWORK IN NEW MEXICOPCBOULDER, CO, US$100,000
Paid GrantAMERICAN BIRD CONSERVANCYPESTICIDES & BIRDS CAMPAIGNPCTHE PLAINS, VA, US$90,000
Paid GrantANIMAL WELFARE COALITION OF NORTHEASTERN NEW MEXICOSPAY/NEUTER & PET FOOD PANTRYPCLAS VEGAS, NM, US$80,000
Paid GrantENVIRONMENTAL HEALTH TRUSTGENERAL SUPPORTPCTETON VILLAGE, WY, US$75,000
Paid GrantESPANOLA VALLEY HUMANE SOCIETYPAWS IN THE PEN PROGRAMPCESPANOLA, NM, US$75,000
Paid GrantNEW MEXICO WILDLIFE CENTERSUPPORT FOR WILDLIFE HOSPITAL & ANIMAL REHABILITATIONPCESPANOLA, NM, US$75,000
Paid GrantPUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITYPESTICIDES ON PUBLIC LANDS WORKPCSILVER SPRING, MD, US$75,000
Paid GrantSJOGREN'S FOUNDATIONGENERAL SUPPORTPCRESTON, VA, US$75,000
Paid GrantANIMAL PROTECTION NEW MEXICO INCEQUINE SAFETY NET SERVICESPCALBUQUERQUE, NM, US$50,000
Paid GrantBEYOND PESTICIDESGENERAL SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantBRO & TRACY ANIMAL WELFARE INCGENERAL SUPPORT & EMERGENCY VET CAREPCCORRALES, NM, US$50,000
Paid GrantCHAMA PEAK LAND ALLIANCEWORK IN NEW MEXICO & PUBLIC EDUCATIONPCPAGOSA SPRINGS, CO, US$50,000
Paid GrantCITY OF LOVINGTONVET CARE, ANIMAL TRANSPORT & SHELTER STAFF SUPPORTGOVLOVINGTON, NM, US$50,000
Paid GrantCONSERVATION VOTERS NEW MEXICO EDUCATION FUNDWORK FOR WILDLIFE, PUBLIC LANDS & FRESHWATERPCSANTA FE, NM, US$50,000
Paid GrantDESERT PAWS INCGENERAL SUPPORTPCPENA BLANCA, NM, US$50,000
Paid GrantEND OF THE ROAD RANCHEQUINE CAREPCSILVER CITY, NM, US$50,000
Paid GrantFELINES & FRIENDS NEW MEXICOGENERAL SUPPORTPCSANTA FE, NM, US$50,000
Paid GrantHUMANE SOCIETY OF TAOS INCVET CARE/MEDICAL SUPPLIES FOR SHELTER ANIMALSPCTAOS, NM, US$50,000
Paid GrantKINDRED SPIRITS ANIMAL SANCTUARYGENERAL SUPPORTPCSANTA FE, NM, US$50,000
Paid GrantMCKINLEY COUNTY HUMANE SOCIETY OF NEW MEXICOANIMAL CARE & SPAY/NEUTERPCGALLUP, NM, US$50,000
Paid GrantNMDOG INCGENERAL SUPPORTPCALBUQUERQUE, NM, US$50,000
Paid GrantNORTHERN NEW MEXICO STREET HOMELESS ANIMAL PROJECTVETERINARY CAREPCSANTA FE, NM, US$50,000
Paid GrantPAJARITO ENVIRONMENTAL EDUCATION CENTERBEE COUNTY USA ACTIVITIESPCLOS ALAMOS, NM, US$50,000
Paid GrantREWILDRE:WILD YOUR CAMPUS SUPPORTPCAUSTIN, TX, US$50,000
Paid GrantRIO GRANDE RETURNNATIVE SEED PROPOGATION; CULTIVATION OF NATIVE PLANTSPCSANTA FE, NM, US$50,000
Paid GrantSTREET CAT HUB INCGENERAL SUPPORTPCALBUQUERQUE, NM, US$50,000
Paid GrantTORRANCE COUNTY ANIMAL SERVICESEMERGENCY VETERINARY CARE & SPAY/NEUTERGOVESTANCIA, NM, US$50,000
Paid GrantWILD BLUE CATSSUPPORT OF NEW MEXICO CATSPCCOLORADO SPRINGS, CO, US$50,000
Paid GrantDEMING ANIMAL GUARDIANSGENERAL SUPPORTPCDEMING, NM, US$40,000
Paid GrantFRIENDS OF ROSWELL ANIMALS INCPURCHASE OF TRANSPORT VEHICLEPCROSWELL, NM, US$40,000
Paid GrantHEART AND SOUL ANIMAL SANCTUARYGENERAL SUPPORTPCSANTA FE, NM, US$40,000
Paid GrantSPAY & NEUTER ACTION PROGRAMGENERAL SUPPORTPCLAS CRUCES, NM, US$40,000
Paid GrantHIGH PLAINS HUMANE SOCIETY INCVETERINARY CARE & KEEPING ANIMALS IN HOMESPCCLOVIS, NM, US$35,000
Paid GrantCITY OF ALAMOGORDOANIMAL SHELTER SUPPORTGOVALAMOGORDO, NM, US$30,000
Paid GrantDEMING-LUNA COUNTY HUMANE SOCIETYSPAY/NEUTER VOUCHER PROGRAMPCDEMING, NM, US$30,000
Paid GrantSANDOVAL COUNTYVETERINARY CARE FOR SHELTER ANIMALSGOVBERNALILLO, NM, US$30,000
Paid GrantACTION PROGRAMS FOR ANIMALSPAWS PROGRAMPCLAS CRUCES, NM, US$25,000
Paid GrantASOMBRO INSTITUTE FOR SCIENCE EDUCATIONPOLLINATOR EDUCATIONPCLAS CRUCES, NM, US$25,000
Paid GrantCITY OF ROSWELLSPAY & NEUTER SERVICESGOVROSWELL, NM, US$25,000
Paid GrantCOLORADO CORRECTIONAL INDUSTRIESPRISON TRAINED K9 COMPANION PROGRAMGOVCANON CITY, CO, US$25,000
Paid GrantDHARMAHORSE INCORPORATEDGENERAL SUPPORTPCLAS CRUCES, NM, US$25,000
Paid GrantEQUINE SPIRIT SANCTUARYEQUINE CARE & PROTECTIONPCRANCHOS DE TAOS, NM, US$25,000
Paid GrantFACTS ABOUT FERTILITYGENERAL SUPPORTPCLANCASTER, PA, US$25,000
Paid GrantFARM TO TABLE NEW MEXICOGENERAL SUPPORTPCSANTA FE, NM, US$25,000
Paid GrantFOREST SERVICE EMPLOYEES FOR ENVIRONMENTAL ETHICSGENERAL SUPPORTPCEUGENE, OR, US$25,000
Paid GrantGAPS SCIENCE FOUNDATIONGENERAL SUPPORTPCARGYLE, TX, US$25,000
Paid GrantHUMANE SOCIETY OF CENTRAL DELAWARE COUNTY INCGENERAL SUPPORTPCDELHI, NY, US$25,000
Paid GrantINDIGENOUS ENVIRONMENTAL NETWORKGEOENGINEERING WORKPCBEMIDJI, MN, US$25,000
Paid GrantMALPAI BORDERLANDS GROUPSUPPORTING NEW MEXICO WILDLIFE & SCIENCE CONFERENCEPCDOUGLAS, AZ, US$25,000
Paid GrantMUSTANG CAMPEQUINE CARE & PROTECTIONPCBLANCO, NM, US$25,000
Paid GrantNEW MEXICO WILDLIFE FEDERATIONSUPPORT FOR NON-LEAD HUNTING EDUCATIONPCALBUQUERQUE, NM, US$25,000
Paid GrantPAWS & CLAWS ANIMAL RESCUE OF QUAY COUNTY INCKENNEL UPGRADES & ANIMAL CAREPCTUCUMCARI, NM, US$25,000
Paid GrantPEOPLE AND POLLINATORS ACTION NETWORKPESTICIDE & POLLINATOR ADVOCACYPCNIWOT, CO, US$25,000
Paid GrantPERFECT HARMONY ANIMAL RESCUE AND SANCTUARYGENERAL SUPPORTPCCHAPARRAL, NM, US$25,000
Paid GrantSANTA FE BOTANICAL GARDENPOLLINATOR PROGRAMMING & HABITAT ENHANCEMENTPCSANTA FE, NM, US$25,000
Paid GrantSANTA FE EDUCATIONAL SERVICESGENERAL SUPPORTPCSANTA FE, NM, US$25,000
Paid GrantTHE COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICOANIMAL COMPANIONS OF LAS CRUCES SUPPORTPCLAS CRUCES, NM, US$25,000
Paid GrantWESTON A PRICE FOUNDATIONGENERAL SUPPORTPCWASHINGTON, DC, US$25,000
Paid GrantCOMPANION ANIMAL ACTION TEAMGENERAL SUPPORTPCWILLIAMSBURG, NM, US$20,000
Paid GrantRATON HUMANE SOCIETYGENERAL SUPPORTPCRATON, NM, US$20,000
Paid GrantTHINK LIKE A BEEPOLLINATORS IN THE NEIGHBORHOOD PROJECTPCALBUQUERQUE, NM, US$20,000
Paid GrantANIMAL PROTECTIVE ASSOCIATION OF SOCORROGENERAL SUPPORTPCSOCORRO, NM, US$15,000
Paid GrantCITY OF LAS VEGASVETERINARY CARE FOR SHELTER ANIMALSGOVLAS VEGAS, NM, US$15,000
Paid GrantCITY OF SANTA ROSAANIMAL SHELTER IMPROVEMENTS & GENERAL SUPPORTGOVSANTA ROSA, NM, US$15,000
Paid GrantDESERT WILLOW WILDLIFE REHABILITATION CENTERGENERAL SUPPORTPCCARLSBAD, NM, US$15,000
Paid GrantJUNE'S SENIOR CAT RESCUE INCHELP MEOWT PROGRAMPCALBUQUERQUE, NM, US$15,000
Paid GrantKATO FOUNDATIONCOMMUNITY CAT PROGRAM & GENERAL SUPPORTPCALAMOGORDO, NM, US$15,000
Paid GrantMOUNT SINAI MEDICAL CENTER INCSMOKING CESSATION PROGRAMPCNEW YORK, NY, US$15,000
Paid GrantPAS DE CHEVAL HORSE RESCUEGENERAL SUPPORTPCCERRILLOS, NM, US$15,000
Paid GrantTHE HUMANE SOCIETY OF LINCOLN COUNTYMICROCHIPPING, SPAY/NEUTER & FENCING PROJECTPCRUIDOSO, NM, US$15,000
Paid GrantNORTHERN NEW MEXICO COLLEGE FOUNDATIONBEE CAMPUS ACTIVITIESPCESPANOLA, NM, US$12,000
Paid GrantFERAL CAT FOCUS OF WESTERN NEW YORKGENERAL SUPPORTPCEAST AURORA, NY, US$10,000
Paid GrantWILHELM REICH MUSEUMGENERAL SUPPORTPCRANGELEY, ME, US$10,000
Paid GrantANIMAL VILLAGE NMGENERAL SUPPORTPCRUIDOSO, NM, US$5,000
Paid GrantPRAIRIE DOG PALSGENERAL SUPPORTPCALBUQUERQUE, NM, US$5,000
Paid GrantPROJECT ELEVEN HUNDREDGENERAL SUPPORTPCCASTLE VALLEY, UT, US$5,000
Paid GrantROOTS ANIMAL SANCTUARYGENERAL SUPPORTPCTIJERAS, NM, US$5,000
Paid GrantSANTA FE RAPTOR CENTERGENERAL SUPPORTPCSANTA FE, NM, US$5,000
Paid GrantSOUTHGATE SANCTUARYGENERAL SUPPORTPCALAMOGORDO, NM, US$5,000
Paid GrantHELPING PAWS ACROSS BORDERSEMERGENCY EVACUATION OF ANIMALSPCPLACITAS, NM, US$2,000
Filing and Contact Details

Filer

Filer Name
Carroll Petrie Foundation
EIN
13-3912203
Phone
2125305887
Address
1000 CORDOVA PLACE - PMB 524, SANTA FE, NM 87505

Signing Officer

Name
Theodora Portago
Title
President and Director
Phone
2125305880
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Steven Talbot
Phone
5058787200
Raw XML AppendixShowing 400 of 1,702 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & AUDIT SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01325
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0442
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ANIMAL PROTECTION VOTERS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt01/31/24; 1/29/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02023-02-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0CHARITABLE & EDUCATIONAL ACTIVITIES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0COMMITMENTS MADE BY THE GRANTEE IN THE GRANT AGREEMENT WERE ADHERED TO. NO VIOLATIONS WERE NOTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0PO BOX 11651
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0ALBUQUERQUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NM
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd087192
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART II, LINE 22 - CHARITABLE GIFT ANNUITY RESERVE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0UNDER THE TERMS OF THE SETTLEMENT AGREEMENT DATED NOVEMBER 14, 2017, AND FORMALLY ENTERED INTO THE RECORD OF THE NEW YORK COUNTY SURROGATE'S COURT BETWEEN THE ESTATE OF CARROLL PETRIE, THE CARROLL PETRIE FOUNDATION ("FOUNDATION") AND THREE INDIVIDUALS ("ANNUITANTS") WHO HAD BEEN NAMED AS BENEFICIARIES OF CERTAIN UNFUNDED CHARITABLE REMAINDER ANNUITY TRUSTS UNDER THE WILL OF MRS. CARROLL PETRIE, THE CARROLL PETRIE FOUNDATION WAS OBLIGATED TO USE A DISTRIBUTION IN THE AMOUNT OF $3,500,000 FROM THE ESTATE OF CARROLL PETRIE TO ESTABLISH THREE CHARITABLE GIFT ANNUITIES FOR THE BENEFIT OF THESE INDIVIDUALS IN THE AMOUNT OF $1,000,000 EACH, AND TO MAKE A LUMP SUM PAYMENT TO EACH BENEFICIARY REPRESENTING THE ANNUITIES EACH SUCH INDIVIDUAL WOULD HAVE BEEN ENTITLED TO RECEIVE FROM THE DATE OF MRS. PETRIE'S DEATH THROUGH THE ESTABLISHMENT OF THE CHARITABLE GIFT ANNUITIES. THE CHARITIES BUREAU OF THE OFFICE OF THE ATTORNEY GENERAL OF THE STATE OF NEW YORK PARTICIPATED IN THE SETTLEMENT NEGOTIATIONS AND APPROVED THE TERMS OF THE SETTLEMENT AGREEMENT. IN CONNECTION THEREWITH, THE FOUNDATION REQUESTED AND RECEIVED APPROVAL FROM THE NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES FOR A SPECIAL PERMIT TO ISSUE SAID CHARITABLE GIFT ANNUITIES, WHICH APPROVAL IS LIMITED TO THE ISSUANCE OF THESE PARTICULAR CHARITABLE GIFT ANNUITIES. AS REQUIRED BY THE NEW YORK STATE DEPARTMENT OF FINANCIAL SERVICES, THE FOUNDATION MAINTAINS A MANDATED RESERVE OF $1,596,333 AS OF DECEMBER 31, 2024, FOR THE SURVIVING ANNUITANTS, OF WHICH THERE ARE TWO REMAINING. THE FOUNDATION FILED ITS 2024 ANNUAL STATEMENT OF THE SEGREGATED GIFT ANNUITY FUND WITH THE NEW YORK DEPARTMENT OF FINANCIAL SERVICES, AS REQUIRED BY LAW. THE ANNUAL ANNUITY PAYMENTS (TOTAL $97,985 PER YEAR) ARE PAYABLE TO THE SURVIVING ANNUITANTS FOR LIFE. THE ANNUITANTS ARE NOT RELATED TO THE FOUNDATION OR TO ANY OF THE MANAGERS OR DIRECTORS OF THE FOUNDATION.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JPM CORE BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020856733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020460877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010104184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1372021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25000000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019947233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11067252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27640791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32241328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EDGEWOOD GROWTH FUND INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SPYGLASS GROWTH FUND INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD LIFESTRATEGY GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04544530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12695990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22590905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32743040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42353542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53518297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6902797
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129107158
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141188164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153319150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161912681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt177607859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1829918679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191324755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt203981553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212672861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224524491
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253220686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26873444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt271888659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt282771775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29713154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt308000000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt324400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt333701738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351789072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362158424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt371677894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt389885425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt393943908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt403617153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411073720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt424967443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43166727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4468543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt456895027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4615000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt475000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4810000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt494620415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5011561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt511997588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt521079427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt532314678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54672021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt551370742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5610776254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt575000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt58414833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60137225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMBERBROOK VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AXIOM ASIA 5, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AXIOM ASIA 6, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLUEGRASS EQUITY FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CANYON DISTRESSED OPPORTUNITY FUND III (CAYMAN), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CD&R FUND X, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CD&R FUND X (CREDIT), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CD&R FUND X ENERGY B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CD&R FUND X WATERWORKS B1, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CD&R FUND XI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CTF RESEARCH EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DAVIDSON KEMPNER LT DISTRESSED OPP INTL IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DAVIDSON KEMPNER LT DISTRESSED OPP INTL IV (AIV), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DAVIDSON KEMPNER LT DISTRESSED OPP INTL V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DAVIDSON KEMPNER LT DISTRESSED OPP INTL V (AIV-TE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FARALLON EQUITY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FARALLON SPECIAL SITUATIONS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FARALLON SPECIAL SITUATIONS FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GOLUB CAPITAL PARTNERS INTERNATIONAL 11, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GQG PARTNERS EMERGING MARKETS EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GQG PARTNERS INTERNATIONAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GRAHAM PARTNERS V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26HARBOR SPRING CAPITAL PARTNERS OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27LEXINGTON MIDDLE MARKET INVESTORS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MADISON DEARBORN CAPITAL PARTNERS VIII-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MADISON DEARBORN CAPITAL PARTNERS VIII-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30MW EUREKA FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31NUT TREE DRAWDOWN OFFSHORE FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32NUT TREE OFFSHORE FUND, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33BLUE OWL FIRST LIEN FUND (OFFSHORE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34REDWOOD DRAWDOWN OFFSHORE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35REDWOOD DRAWDOWN OFFSHORE FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SAGEVIEW CAPITAL PARTNERS III (B), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SELECT EQUITY OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39THE OVERLOOK PARTNERS FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40THE VARDE FUND XIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41TRUE WIND CAPITAL II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42VIP IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43CD&R FUND X ORANGE B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44CD&R FUND XI AIV B, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45STEPSTONE VC SECONDARIES FUND V (CAYMAN), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46BAIN CAPITAL GLOBAL LONG EQUITY FUND (OFFSHORE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47CASDIN PARTNERS OFFSHORE, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48JUNTO OFFSHORE FUND LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49REDWOOD ENHANCED INCOME CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50CD&R FUND XI (CREDIT), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51DAVIDSON KEMPNER OPPORTUNITIES INTL VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52DAVIDSON KEMPNER OPPORTUNITIES INTL VI (AIV-TE), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53MAINSAIL PARTNERS VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54GRAHAM PARTNERS VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55AMBERBROOK OFFSHORE IX, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56OAKTREE GLOBAL CREDIT PLUS FUND FEEDER CAYMAN (PARALLEL), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57WHALE ROCK LONG OPPORTUNITIES FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58FARALLON SPECIAL SITUATIONS FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59NUT TREE DRAWDOWN OFFSHORE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60CD&R FUND XI (AUGUSTA), LP
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0284475
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt016136
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0300611
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0172000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016250239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02870712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019427110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035302476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035880569
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02013739
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02870712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05190610
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt017680
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt017680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1346087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13585789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3798968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419957120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-346087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13585789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3798968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt419957120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-346087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt610830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13585789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2798968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319957120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2REALIZED SHORT-TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3REALIZED LONG-TERM CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS FROM K-1 PARTNERSHIP INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5K-1 CAPITAL GAIN ADJUSTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6731 GAIN - DISTRIBUTIONS EXCEEDING BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024006221
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016453459
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt053777
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0319068664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0302615205
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0319014887
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018313725
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018313725
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018313725
IRS990PF/DistributableAmountGrp/IncomeTaxAmt085433
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018849960
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0450802
IRS990PF/DistributableAmountGrp/TotalTaxAmt0536235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0283926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00

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