Civic Intelligence

Heineman Foundation for Research Educational

EIN 13-6082899 • New York, NY

C/O Bbh CO 140 Broadway Pb-tax SNew York, NY 10005
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

779%

Faster revenue growth than 98% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,587,159

Up $3,194,467 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,587,159

Up $3,194,467 (+22%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$4,402,309

Up $3,901,400 (+779%) from 2023

Expenses

Down

$1,207,831

Down $80,685 (-6.3%) from 2023

Net Income

Up

$3,194,478

Up $3,982,085 (+506%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,216,588Liabilities 2011: $54,2662011Assets 2012: $13,671,159Liabilities 2012: $433,1052012Assets 2013: $13,749,868Liabilities 2013: $02013Assets 2014: $13,539,935Liabilities 2014: $02014Assets 2015: $13,386,243Liabilities 2015: $02015Assets 2016: $13,408,450Liabilities 2016: $0Net Assets 2016: $13,408,4502016Assets 2017: $13,692,064Liabilities 2017: $0Net Assets 2017: $13,692,0642017Assets 2018: $13,649,542Liabilities 2018: $0Net Assets 2018: $13,649,5422018Assets 2019: $14,260,791Liabilities 2019: $0Net Assets 2019: $14,260,7912019Assets 2020: $13,787,853Liabilities 2020: $0Net Assets 2020: $13,787,8532020Assets 2021: $14,282,866Liabilities 2021: $0Net Assets 2021: $14,282,8662021Assets 2022: $15,180,302Liabilities 2022: $0Net Assets 2022: $15,180,3022022Assets 2023: $14,392,692Liabilities 2023: $0Net Assets 2023: $14,392,6922023Assets 2024: $17,587,159Liabilities 2024: $0Net Assets 2024: $17,587,1592024

Highlighted filing

2024

Assets$17,587,159
Liabilities$0
Net Assets$17,587,159
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,112,256Expenses 2011: $735,905Net Income 2011: $376,3512011Revenue 2012: $1,043,642Expenses 2012: $967,910Net Income 2012: $75,7322012Revenue 2013: $1,593,773Expenses 2013: $1,079,919Net Income 2013: $513,8542013Revenue 2014: $966,950Expenses 2014: $1,176,883Net Income 2014: -$209,9332014Revenue 2015: $1,182,035Expenses 2015: $1,335,915Net Income 2015: -$153,8802015Revenue 2016: $991,962Expenses 2016: $970,058Net Income 2016: $21,9042016Revenue 2017: $1,207,549Expenses 2017: $923,932Net Income 2017: $283,6172017Revenue 2018: $849,913Expenses 2018: $884,025Net Income 2018: -$34,1122018Revenue 2019: $1,465,113Expenses 2019: $850,842Net Income 2019: $614,2712019Revenue 2020: $454,180Expenses 2020: $926,597Net Income 2020: -$472,4172020Revenue 2021: $1,588,931Expenses 2021: $1,093,915Net Income 2021: $495,0162021Revenue 2022: $2,265,899Expenses 2022: $1,368,459Net Income 2022: $897,4402022Revenue 2023: $500,909Expenses 2023: $1,288,516Net Income 2023: -$787,6072023Revenue 2024: $4,402,309Expenses 2024: $1,207,831Net Income 2024: $3,194,4782024

Highlighted filing

2024

Revenue$4,402,309
Expenses$1,207,831
Net Income$3,194,478
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,587,159
Liabilities
$0
Net assets
$17,587,159
Revenue
$4,402,309
Expenses
$1,207,831
Net income
$3,194,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$4.40$1.21$3.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$0.50$1.29$0.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$2.27$1.37$0.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$1.59$1.09$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$0.45$0.93$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$1.47$0.85$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.85$0.88$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$1.21$0.92$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$0.99$0.97$0.02
2015Summary only. Only limited summary data is available for this year.$13.4$0.00$1.18$1.34$0.15
2014Summary only. Only limited summary data is available for this year.$13.5$0.00$0.97$1.18$0.21
2013Summary only. Only limited summary data is available for this year.$13.7$0.00$1.59$1.08$0.51
2012Summary only. Only limited summary data is available for this year.$13.7$0.43$1.04$0.97$0.08
2011Summary only. Only limited summary data is available for this year.$13.2$0.05$1.11$0.74$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA BERGENDAHLDirector-$0--
MARILYN HEINEMANDirector-$0--
JUNE C HEINEMAN-MORRISDirector-$0--
ANDERS BERGENDAHLDirector-$0--
MICHAEL SCHUR M DDirector-$0--
MOLLY CUMMINGSDirector-$0--
ANN R PODLIPNYDirector-$0--
STEPHAN PATERNOTDirector-$0--
LAURIE HEINEMANTreasurer-$0--
CRISTA C BERGENDAHLSecretary-$0--
ANNA PATERNOTVice President-$0--
HUNTER MORRISDirector-$0--
DANIEL SCHURDirector-$0--
C DAVID BERGENDAHLDirector-$0--
ALEXANDER BERGENDAHLPresident-$0--
MADELEINE PATERNOTDirector-$0--
BETTINA ENRIQUEZ BERGENDAHLDirector-$0--
LIDA RUNNING CRANEDirector-$0--
MAGDA PODLIPNYDirector-$0--
DAVID HUSBANDSDirector-$0--
KAYLUM SMITHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEINEMAN-ROBICSEK MEDICAL OUTREACH INCGENERALPCCHARLOTTE, NC, US$144,000
Paid GrantAMERICAN INSTITUTE OF PHYSICSSCIENTIFICPCCOLLEGE PARK, MD, US$118,375
Paid GrantFOODLINK INCGENERALPCROCHESTER, NY, US$90,000
Paid GrantCLARK FORK COALITIONGENERALPCMISSOULA, MT, US$60,000
Paid GrantGO RUN MISSOULAGENERAL OPERATINGPCMISSOULA, MT, US$50,000
Paid GrantPSYCHOTROPIC DEPRESCRIBING COUNCILGENERAL OPERATINGPCSAN FRANCISCO, CA, US$50,000
Paid GrantHEINEMAN-ROBICSEK FOUNDATIONGENERAL OPERATINGPCCHARLOTTE, NC, US$50,000
Paid GrantNEXT EDGE ARTS INCGENERALPCNEW YORK, NY, US$50,000
Paid GrantSocial and Environmental Entrepreneurs IncGENERAL PROGRAM OPERATIONSPCCalabasas, CA, US$50,000
Paid GrantKBFUS FRIENDS OF THE VERBIER FESTIVALGENERAL PURPOSEPCNEW YORK, NY, US$40,000
Paid GrantMARBLE HILL NURSERY SCHOOLGENERAL SUPPORTPCBRONX, NY, US$40,000
Paid GrantBREVARD SCHOOLS FOUNDATIONGENERAL PURPOSEPCVIERA, FL, US$40,000
Paid GrantNOMI NETWORKGENERAL SUPPORTPCW DALLAS, TX, US$40,000
Paid GrantMISSOULA BUTTERFLY HOUSE AND INSECTARIUMGENERAL OPERATINGPCMISSOULA, MT, US$30,000
Paid GrantAmerican Dance Institute IncGENERAL PROGRAM OPERATIONSPCNew York, NY, US$30,000
Paid GrantWOMEN'S STORYBOOK PROJECT OF TEXASGENERAL SUPPORTPCAUSTIN, TX, US$25,000
Paid GrantMADISON SQUARE BOYS & GIRLS CLUB FDNGENERAL OPERATINGPCNEW YORK, NY, US$25,000
Paid GrantAIP FOUNDATIONGENERAL OPERATINGPCCOLLEGE PARK, MD, US$15,000
Paid GrantREADING OPENS YOUR WORLDGENERAL OPERATINGPCMISSOULA, MT, US$10,000
Filing and Contact Details

Filer

Filer Name
Heineman Foundation for Research Educational
EIN
13-6082899
Phone
2124938000
Address
C/O BBH CO 140 BROADWAY PB-TAX S, NEW YORK, NY 10005

Signing Officer

Name
Laurie Heineman
Title
Treasurer
Phone
2124938000
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447800
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TAKE-TWOO INTERACTIVE SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TORO CO COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WATSCO INC COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WEST PHARMACEUTICAL SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WILLSCOT MOBILE MINI HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WYNDHAM HOTELS & RESORTS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ZEBRA TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ICON PLC COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GLOBANT SA COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0767101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1226740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2217082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3130711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42668341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51416710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61162138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7125738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BBH WEALTH STRATEGIES LLC CLAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BBH WEALTH STRATEGIES LLC LBC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BBH REAL ESTATE FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CLARKSTON FOUNDERS FUND-FOUNDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BBH PARTNER FUND-INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GQG PARTNERS EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BOWIE GLOBAL EQUITY SERIES - B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BBH CEDAR STREET EQUITY INTERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0886081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1214453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2135539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33019278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41594666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51265884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6202585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0471218
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03933761
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GQG PARTNERS EMERG
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1BOWIE GLOBAL EQUIT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-1278
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1392
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd118
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04402309
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04402309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010120
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03933761
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0957375
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0957375
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0471218
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0471218
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03194478
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010367777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03933761
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04266663
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0119213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0119213
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019095
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01069515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0138316
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01207831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04404979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04402309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0112140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0138316
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0250456
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0101860
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0101860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192006-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542023-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582022-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642022-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742022-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752023-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762021-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792009-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812014-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822014-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852022-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3103338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt467612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt698444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt936014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11219289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12114031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1320703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142981258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1565853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22106703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2310101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt248417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt261262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt289342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2936947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt304199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331679

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