Civic Intelligence

Carson Family Charitable Trust

EIN 13-6957038 • New York, NY

650 Madison Avenue 26th FloorNew York, NY 10022-1029
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

19th percentile

-4.8%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

58th percentile

$712,807

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

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

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$497,620,335

Up $31,027,265 (+6.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$497,620,335

Up $31,027,265 (+6.6%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin19th percentile

Revenue

Up

$63,019,144

Up $18,413,568 (+41%) from 2023

Expenses

Up

$66,071,188

Up $4,928,174 (+8.1%) from 2023

Net Income

Up

-$3,052,044

Up $13,485,394 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600M$400M$200M$0Assets 2011: $6,471,919Liabilities 2011: $02011Assets 2012: $3,505,408Liabilities 2012: $02012Assets 2013: $34,279,685Liabilities 2013: $02013Assets 2014: $27,702,869Liabilities 2014: $02014Assets 2015: $22,866,063Liabilities 2015: $02015Assets 2019: $218,043,291Liabilities 2019: $02019Assets 2020: $302,357,968Liabilities 2020: $16,866,000Net Assets 2020: $285,491,9682020Assets 2021: $345,960,754Liabilities 2021: $9,195,500Net Assets 2021: $336,765,2542021Assets 2022: $454,041,302Liabilities 2022: $0Net Assets 2022: $454,041,3022022Assets 2023: $466,593,070Liabilities 2023: $0Net Assets 2023: $466,593,0702023Assets 2024: $497,620,335Liabilities 2024: $0Net Assets 2024: $497,620,3352024

Highlighted filing

2024

Assets$497,620,335
Liabilities$0
Net Assets$497,620,335
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $58,534,292Expenses 2011: $22,000,407Net Income 2011: $36,533,8852011Revenue 2012: $16,380,981Expenses 2012: $19,404,094Net Income 2012: -$3,023,1132012Revenue 2013: $93,451,636Expenses 2013: $22,204,296Net Income 2013: $71,247,3402013Revenue 2014: $11,122,476Expenses 2014: $34,737,538Net Income 2014: -$23,615,0622014Revenue 2015: $12,041,388Expenses 2015: $31,588,865Net Income 2015: -$19,547,4772015Revenue 2019: $139,041,198Expenses 2019: $49,167,265Net Income 2019: $89,873,9332019Revenue 2020: $144,716,166Expenses 2020: $67,166,463Net Income 2020: $77,549,7032020Revenue 2021: $127,610,877Expenses 2021: $68,062,169Net Income 2021: $59,548,7082021Revenue 2022: $111,506,666Expenses 2022: $70,256,397Net Income 2022: $41,250,2692022Revenue 2023: $44,605,576Expenses 2023: $61,143,014Net Income 2023: -$16,537,4382023Revenue 2024: $63,019,144Expenses 2024: $66,071,188Net Income 2024: -$3,052,0442024

Highlighted filing

2024

Revenue$63,019,144
Expenses$66,071,188
Net Income-$3,052,044
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$497,620,335
Liabilities
$0
Net assets
$497,620,335
Revenue
$63,019,144
Expenses
$66,071,188
Net income
-$3,052,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$498$0.00$498$63.0$66.1$3.05
2023Detailed filing. Detailed filing data is available for this year.$467$0.00$467$44.6$61.1$16.5
2022Detailed filing. Detailed filing data is available for this year.$454$0.00$454$112$70.3$41.3
2021Detailed filing. Detailed filing data is available for this year.$346$9.20$337$128$68.1$59.5
2020Detailed filing. Detailed filing data is available for this year.$302$16.9$285$145$67.2$77.5
2019Summary only. Only limited summary data is available for this year.$218$0.00$139$49.2$89.9
2015Summary only. Only limited summary data is available for this year.$22.9$0.00$12.0$31.6$19.5
2014Summary only. Only limited summary data is available for this year.$27.7$0.00$11.1$34.7$23.6
2013Summary only. Only limited summary data is available for this year.$34.3$0.00$93.5$22.2$71.2
2012Summary only. Only limited summary data is available for this year.$3.51$0.00$16.4$19.4$3.02
2011Summary only. Only limited summary data is available for this year.$6.47$0.00$58.5$22.0$36.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MEYERCORD STEVENSExecutive Vice PresidentFT$587,500$125,307$712,807
CECILY M CARSONTrusteeFT$485,000$83,791$568,791
EDWARD S CARSONTrusteePT$117,500$109,507$227,007
MADELINE CARSONTrustee (Began April 2024)FT$85,417-$85,417
RUSSELL CARSONTrusteeFT$0--
JUDITH CARSONTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW YORK GENOME CENTER INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$6,221,253
Paid GrantROBIN HOOD FOUNDATIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$2,772,489
Paid GrantTHE ROCKEFELLER UNIVERSITYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$2,105,128
Paid GrantCENTRAL PARK CONSERVANCY INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$2,050,000
Paid GrantMANHATTAN MARYMOUNT COLLEGEGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$2,000,257
Paid GrantMILLBROOK COMMUNITY PARTNERSHIP INCGENERAL OPERATING SUPPORTPCMILLBROOK, NY, US$2,000,000
Paid GrantUNCOMMON SCHOOLS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$2,000,000
Paid GrantBREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$1,250,000
Paid GrantLINCOLN CENTER FOR THE PERFORMING ARTS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$1,250,000
Paid GrantBROOKLYN PUBLIC LIBRARYGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$1,200,000
Paid GrantTRUSTEES OF DARTMOUTH COLLEGEGENERAL OPERATING SUPPORTPCHANOVER, NH, US$1,198,756
Paid GrantUNIVERSITY OF MOUNT SAINT VINCENTGENERAL OPERATING SUPPORTPCRIVERDALE, NY, US$1,025,000
Paid GrantINTERNATIONAL RESCUE COMMITTEE INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$1,000,000
Paid GrantMEMORIAL SLOAN-KETTERING CANCER CENTERGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$750,000
Paid GrantSPONSORS FOR EDUCATIONAL OPPORTUNITYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$750,000
Paid Grant50CAN INCGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$729,620
Paid GrantKIPP NEW YORK INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$600,000
Paid GrantNATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTERGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$600,000
Paid GrantPROSPECT PARK ALLIANCE INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$525,000
Paid GrantAMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantENVISION FREEDOM FUNDGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$500,000
Paid GrantGODDARD RIVERSIDE COMMUNITY CENTERGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantGOOD SHEPHERD SERVICESGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$500,000
Paid GrantHARLEM CHILDRENS ZONEGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantMAKE THE ROAD NEW YORKGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$500,000
Paid GrantMETROPOLITAN MUSEUM OF ARTGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantNEW CLASSROOMS INNOVATION PARTNERS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantNEW YORK CITY CENTER FOR CHARTER SCHOOL EXCELLENCEGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantTHE CHILDREN'S AID SOCIETYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantTHE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONSGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$500,000
Paid GrantEXALT YOUTH INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$425,000
Paid GrantCOOP CAREERS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$400,000
Paid GrantRED HOOK INITIATIVEGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$400,000
Paid GrantTRUST FOR THE NATIONAL MALLGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$375,000
Paid GrantBERKSHIRE TACONIC COMMUNITY FOUNDATIONGENERAL OPERATING SUPPORTPCSHEFFIELD, MA, US$371,570
Paid GrantTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORKGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$350,000
Paid GrantCENTER FOR EMPLOYMENT OPPORTUNITIES INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$300,000
Paid GrantJUSTICE INNOVATION INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$300,000
Paid GrantNEIGHBORHOOD TRUST FINANCIAL PARTNERS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$300,000
Paid GrantSAFE PASSAGE PROJECT CORPORATIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$300,000
Paid GrantALLIED CLIMATE PARTNERS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantBRONX CHILDREN'S MUSEUMGENERAL OPERATING SUPPORTPCBRONX, NY, US$250,000
Paid GrantBROOKLYN ORGGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$250,000
Paid GrantCOME TO BELIEVE FOUNDATIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantCRISTO REY MIAMI HIGH SCHOOL INCGENERAL OPERATING SUPPORTPCCORAL GABLES, FL, US$250,000
Paid GrantEAST HARLEM SCHOOL AT EXODUS HOUSEGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantEXCELLENCE COMMUNITY SCHOOLS INCGENERAL OPERATING SUPPORTPCBRONX, NY, US$250,000
Paid GrantNEW YORK HISTORICAL SOCIETYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantNEW YORK STEM CELL FOUNDATION INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantNOTRE DAME SCHOOL OF MANHATTANGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantRELAY GRADUATE SCHOOL OF EDUCATIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantRIGHT TO PLAYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantSTUDENT SPONSOR PARTNERSHIP INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantSUCCESS ACADEMY CHARTER SCHOOLS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantTHE CHILD CENTER OF NY INCGENERAL OPERATING SUPPORTPCFOREST HILLS, NY, US$250,000
Paid GrantTHE CHILDREN'S HEALTH FUNDGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantUPWARDLY GLOBALGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantWORLD TRADE CENTER PERFORMING ARTS CENTER INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$250,000
Paid GrantTHE NEW YORK AND PRESBYTERIAN HOSPITALGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$240,000
Paid GrantCANCER RESEARCH INSTITUTEGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$201,500
Paid GrantACHIEVEMENT FIRST INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$200,000
Paid GrantBARD COLLEGEGENERAL OPERATING SUPPORTPCANNANDALEONHUDSON, NY, US$200,000
Paid GrantBRAVEN INCGENERAL OPERATING SUPPORTPCCHICAGO, IL, US$200,000
Paid GrantCRISTO REY BROOKLYN HIGH SCHOOLGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$200,000
Paid GrantFUND FOR THE CITY OF NEW YORK INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$200,000
Paid GrantHOSPITAL FOR SPECIAL SURGERY FUND INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$200,000
Paid GrantNEW YORK ACADEMY OF SCIENCESGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$200,000
Paid GrantPEER HEALTH EXCHANGE INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$200,000
Paid GrantREADWORKS INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$200,000
Paid GrantST JOHNS BREAD & LIFE PROGRAM INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$200,000
Paid GrantTEACH FOR AMERICA INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$200,000
Paid GrantTHE BETTER ANGELS SOCIETY INCGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$200,000
Paid GrantAMERICAN MUSEUM OF NATURAL HISTORYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$150,000
Paid GrantKENYON COLLEGEGENERAL OPERATING SUPPORTPCGAMBIER, OH, US$150,000
Paid GrantMETROPOLITAN OPERA ASSOCIATION INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$150,000
Paid GrantNEIGHBORHOOD COALITION FOR SHELTER INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$150,000
Paid GrantNEW YORK HALL OF SCIENCEGENERAL OPERATING SUPPORTPCCORONA, NY, US$150,000
Paid GrantTHE PARTNERSHIP SCHOOLSGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$127,500
Paid GrantCOMMUNITY HELP IN PARK SLOPE INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$125,000
Paid GrantCRISTO REY NEW YORK HIGH SCHOOLGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$125,000
Paid GrantBROOKLYN BOTANIC GARDEN CORPORATIONGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$110,000
Paid GrantAMERICAN IMMIGRATION COUNCILGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$100,000
Paid GrantAMERICAN NATIONAL RED CROSSGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantBEGINNING WITH CHILDREN FOUNDATION INCGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$100,000
Paid GrantBROOKLYN CHILDREN'S MUSEUM CORPORATIONGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$100,000
Paid GrantDRIVE CHANGEGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$100,000
Paid GrantFRIENDS OF THE HIGH LINE INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantGOSO (GETTING OUT STAYING OUT)GENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantGRAHAM WINDHAMGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$100,000
Paid GrantGREENLIGHT FUND INCGENERAL OPERATING SUPPORTPCBOSTON, MA, US$100,000
Paid GrantIDEA FOUNDRYGENERAL OPERATING SUPPORTPCPITTSBURGH, PA, US$100,000
Paid GrantJOIN FREEWORLD INCGENERAL OPERATING SUPPORTPCSAN JOSE, CA, US$100,000
Paid GrantLITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantMUSEUM OF THE CITY OF NEW YORKGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantREGIS HIGH SCHOOLGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantROBERT A TOIGO FOUNDATIONGENERAL OPERATING SUPPORTPCOAKLAND, CA, US$100,000
Paid GrantTEACHING MATTERSGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantTHE FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTERGENERAL OPERATING SUPPORTPCPOUGHKEEPSIE, NY, US$100,000
Paid GrantTHE PHILHARMONIC SYMPHONY SOCIETY OF NY INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantUNION SETTLEMENT ASSOCIATIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantURBAN ASSEMBLY CHARTER SCHOOL FOR COMPUTER SCIENCEGENERAL OPERATING SUPPORTPCBRONX, NY, US$100,000
Paid GrantVERA INSTITUTE OF JUSTICEGENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$100,000
Paid GrantCENTRAL QUEENS ACADEMY CHARTER SCHOOLGENERAL OPERATING SUPPORTPCELMHURST, NY, US$75,000
Paid GrantINNOCENCE PROJECTGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$75,000
Paid GrantADRIENNE ARSHT CENTER TRUST INCGENERAL OPERATING SUPPORTPCMIAMI, FL, US$50,000
Paid GrantAMERICA NEEDS YOUGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$50,000
Paid GrantCARY INSTITUTE OF ECOSYSTEM STUDIES INCGENERAL OPERATING SUPPORTPCMILLBROOK, NY, US$50,000
Paid GrantHEU LEARNING INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$50,000
Paid GrantKESSLER FOUNDATION INCGENERAL OPERATING SUPPORTPCEAST HANOVER, NJ, US$50,000
Paid GrantNATIONAL COLLEGE ADVISING CORPS INCGENERAL OPERATING SUPPORTPCCHAPEL HILL, NC, US$50,000
Paid GrantTHE ASPEN INSTITUTEGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantTHE FRICK COLLECTIONGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$50,000
Paid GrantTHE NEW SCHOOLGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$45,000
Paid GrantASSOCIATION TO BENEFIT CHILDRENGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantDUTCHESS LAND CONSERVANCY INCGENERAL OPERATING SUPPORTPCMILLBROOK, NY, US$25,000
Paid GrantINNISFREE FOUNDATION INCGENERAL OPERATING SUPPORTPCMILLBROOK, NY, US$25,000
Paid GrantMUSEUM OF ARTS AND DESIGNGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantNOT ANOTHER CHILDGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantCOLLEGIATE SCHOOL INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$10,000
Paid GrantCONVENT OF THE SACRED HEARTGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$10,000
Filing and Contact Details

Filer

Filer Name
Carson Family Charitable Trust
EIN
13-6957038
Phone
2128995983
Address
650 MADISON AVENUE 26TH FLOOR, NEW YORK, NY 10022-1029

Signing Officer

Name
Russell Carson
Title
Trustee
Phone
2128995983
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Michael R Koenecke CPA
Phone
9143818900
Raw XML AppendixShowing 400 of 1,982 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/Amt073089
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX COMPLIANCE AND ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt073089
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY - CS VENTURE OPPORTUNITIES FUND LPEMPLOYER ID NO - 88-1219760ADDRESS - 11 SOUTH TRAIL, DARIEN, CT 06820EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - $4,398,446DESCRIPTION OF TRANSFER - CASHTRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ANAME OF CONTROLLED ENTITY - GCP-CRA INVESTMENTS, LLCEMPLOYER ID NO - 83-3601138ADDRESS - 318 W ADAMS STREET, #1607, CHICAGO, IL 60606EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ANAME OF CONTROLLED ENTITY - RCH ENERGY MLP SWAP FUND, LPEMPLOYER ID NO - 81-1271233ADDRESS - 3953 MAPLE AVENUE, SUITE 180, DALLAS, TX 75219EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $1,465,559DESCRIPTION OF TRANSFER - CASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01760657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12079250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01760657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12079250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CONCENTRA GROUP HOLDINGS PARENT, INC. (CON) 89,012.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SELECT MEDICAL HOLDINGS CORPORATION (SEM) 110,305.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0724839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17316596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23400194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3469779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41864699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt58074854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64418697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7806324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87445896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt98442196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt107269293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114367453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122817233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13540657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14403522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1518630293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1631711265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt173562766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1814305229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt197400969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt202083415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2110104872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22599844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231855581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt247565578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2511251746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt264546867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt275798350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt284143331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2910560279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt307688447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311825110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3231671378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3315229267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt342383832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35207146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36821432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt372341805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38986139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3929990690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4010060435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt415621999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt423172317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt433092150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44200358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4547558200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4610393141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt472822919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt486678546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt491545084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50728200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5165100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5213464500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5326256800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5413438000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5553045680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCOLADE EMPOWERMENT FUND II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACCOLADE PARTNERS GROWTH I, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ACCOLADE PARTNERS GROWTH II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ACCOLADE PARTNERS GROWTH III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ACCOLADE PARTNERS II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ACCOLADE PARTNERS III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ACCOLADE PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ACCOLADE PARTNERS IX, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ACCOLADE PARTNERS V, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ACCOLADE PARTNERS VI, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ACCOLADE PARTNERS VII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ACCOLADE PARTNERS VIII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AUTHENTIC VENTURES II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AUTHENTIC VENTURES III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CAPITAL F FUND I, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CASDIN PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16CS VENTURE OPPORTUNITIES FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DAP PLAZA PLACE SOUTHLAKE HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DHM HOLDINGS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19DRIFTWOOD ACQUISITIONS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20DRIFTWOOD DEVELOPMENT PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21DRIFTWOOD LENDING PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22DRIFTWOOD ROCKWALL HOLDINGS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23EMERGENCE CAPITAL OPPORTUNITY I, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24EMERGENCE CAPITAL PARTNERS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25EMERGENCE CAPITAL PARTNERS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26EMERGENCE CAPITAL PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27EMERGENCE CAPITAL PARTNERS V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28EMERGENCE CAPITAL PARTNERS VI, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29GCP-CRA INVESTMENTS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30GOLDMAN SACHS SHORT-TERM CONSERVATIVE INCOME FD (GPPIX) 761,986.843 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31GREYSTAR-THACKERAY REALTY FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32GROWTH CATALYST PARTNERS I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33GROWTH CATALYST PARTNERS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34GROWTH CATALYST PARTNERS III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35HARLEM CAPITAL PARTNERS VENTURE FUND I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36HARLEM CAPITAL PARTNERS VENTURE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37JSL HEALTH CAPITAL FUND I, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38JSL HEALTH CAPITAL OPPORTUNITY FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39RCH ENERGY MLP SWAP FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40REIGN VENTURES, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41ROUND HILL MUSIC ROYALTY FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42RS2 VENTURES, LP - SP SERIES A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43RS2 VENTURES, LP - SP SERIES B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SOSV INDIEBIO NY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45STRATEGY CAPITAL INVESTORS, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46TAILWATER ROYALTIES FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47THACKERAY PARTNERS REALTY FUND IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48THACKERAY PARTNERS REALTY FUND V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49TWO SIGMA IMPACT FUND-A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50WCAS GP USAP, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51WCAS XI ASSOCIATES LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52WCAS XII CO-INVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WCAS XIII CO-INVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54WCAS XIV CO-INVESTORS I LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55WHALE ROCK FLAGSHIP FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0724839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17316596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23400194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3469779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41864699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt58074854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64418697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7806324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87445896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt98442196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt107269293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114367453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122817233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13540657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14403522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1518630293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1631711265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173562766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1814305229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197400969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202083415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2110104872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22599844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231855581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt247565578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2511251746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt264546867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt275798350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt284143331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2910560279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt307688447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311825110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3231671378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3315229267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342383832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35207146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36821432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt372341805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38986139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3929990690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4010060435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415621999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt423172317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt433092150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44200358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4547558200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4610393141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472822919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt486678546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491545084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50728200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5165100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5213464500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5326256800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5413438000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5553045680
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05237489
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0167113
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032108129
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0223960
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0184215
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL UBI TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FEDERAL UBI TAX REFUND INTEREST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2OTHER INCOME THRU K-1S, NET OF UBI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0698
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt23810192
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-293396
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt041340725
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt097677
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt041438402
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt073089
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt073089
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt048048507
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0829021
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0446396
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01275417
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050468073
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050468073
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt021580742
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05237489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05404602
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3052044
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042284162
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01702150
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0184215
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0184215
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01900015
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06615
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06615
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032332089
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047701355
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0481343
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0160448
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0641791
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0669339
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt035228
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0704567
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0118820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07063497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07513621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03810194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03517496
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0475416
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0158472
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0633888
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02828978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053140566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09579050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066071188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt057280405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063019144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02672493
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09579050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015603115
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt018850
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt06284
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt025134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020811338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15640365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt061608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115770851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3245710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4189284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5235318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61729735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7252572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9543718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10385863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1182675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1233694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-18259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-355227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1511187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-27069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-115068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18501273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-7941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2224399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-34783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-49358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt254510394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-117284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2714546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28-2949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt292264126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30886651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31410653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32288506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33548371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3410518120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt352173605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt367095134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt061608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115770851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3245710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4189284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5235318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61729735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7252572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9543718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10385863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1182675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1233694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-18259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-355227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1511187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-27069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-115068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18501273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-7941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2224399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-34783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-49358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt254510394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-117284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2714546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28-2949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt292264126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30886651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31410653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32288506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33548371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3410518120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt352173605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt367095134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020872946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121411216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $250M-$1B nonprofits