Civic Intelligence

Case Family Foundation

EIN 13-7105895 • New York, NY

885 Park Ave Rm/Ste 6CNew York, NY 10075
Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

35%

Higher net margin than 72% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T • $500k-$1M nonprofits • Source year 2024

Asset Growth

70th percentile

6.8%

Faster asset growth than 70% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

63%

Faster revenue growth than 69% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$725,771

Up $46,192 (+6.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$725,771

No earlier filing loaded for comparison.

Revenue

Up

$130,481

Up $50,589 (+63%) from 2023

Expenses

Up

$84,289

Up $6,516 (+8.4%) from 2023

Net Income

Up

$46,192

Up $44,073 (+2080%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $649,893Liabilities 2011: $0Net Assets 2011: $649,8932011Assets 2012: $651,467Liabilities 2012: $0Net Assets 2012: $651,4672012Assets 2013: $694,620Liabilities 2013: $0Net Assets 2013: $694,6202013Assets 2014: $714,273Liabilities 2014: $0Net Assets 2014: $714,2732014Assets 2015: $676,496Liabilities 2015: $0Net Assets 2015: $676,4962015Assets 2016: $701,925Liabilities 2016: $0Net Assets 2016: $701,9252016Assets 2017: $864,461Liabilities 2017: $0Net Assets 2017: $864,4612017Assets 2019: $643,536Liabilities 2019: $0Net Assets 2019: $643,5362019Assets 2020: $653,471Liabilities 2020: $0Net Assets 2020: $653,4712020Assets 2021: $740,084Liabilities 2021: $12021Assets 2022: $677,460Liabilities 2022: $0Net Assets 2022: $677,4602022Assets 2023: $679,579Liabilities 2023: $12023Assets 2024: $725,771Liabilities 2024: $0Net Assets 2024: $725,7712024

Highlighted filing

2024

Assets$725,771
Liabilities$0
Net Assets$725,771

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $103,6882011Expenses 2012: $123,0922012Revenue 2013: $203,431Expenses 2013: $160,278Net Income 2013: $43,1532013Revenue 2014: $133,290Expenses 2014: $113,637Net Income 2014: $19,6532014Revenue 2015: $9,162Expenses 2015: $46,519Net Income 2015: -$37,3572015Revenue 2016: $59,367Expenses 2016: $33,938Net Income 2016: $25,4292016Revenue 2017: $273,707Expenses 2017: $111,171Net Income 2017: $162,5362017Revenue 2019: $119,351Expenses 2019: $143,701Net Income 2019: -$24,3502019Revenue 2020: $118,880Expenses 2020: $108,945Net Income 2020: $9,9352020Revenue 2021: $194,836Expenses 2021: $108,223Net Income 2021: $86,6132021Revenue 2022: $64,674Expenses 2022: $127,655Net Income 2022: -$62,9812022Revenue 2023: $79,892Expenses 2023: $77,773Net Income 2023: $2,1192023Revenue 2024: $130,481Expenses 2024: $84,289Net Income 2024: $46,1922024

Highlighted filing

2024

Revenue$130,481
Expenses$84,289
Net Income$46,192

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$1.30$0.84$0.46
2023Summary only. Only limited summary data is available for this year.$6.80$0.00$0.80$0.78$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.65$1.28$0.63
2021Summary only. Only limited summary data is available for this year.$7.40$0.00$1.95$1.08$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.00$6.53$1.19$1.09$0.10
2019Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$1.19$1.44$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$8.64$2.74$1.11$1.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.00$7.02$0.59$0.34$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.00$6.76$0.09$0.47$0.37
2014Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.33$1.14$0.20
2013Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$2.03$1.60$0.43
2012Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.23
2011Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 3, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A CASETrustee-$0--
SUZANNE P CASETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Case Family Foundation
EIN
13-7105895
Phone
9176264864
Address
885 PARK AVE RM/STE 6C, NEW YORK, NY 10075

Signing Officer

Name
Robert a Case
Title
Trustee
Phone
9176264864
Signed
2025-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Sharon L Sputh CPA Pc
Address
763 CHESTER RD, SAYVILLE, NY 11782
Preparer
Sharon L Sputh
Phone
6315890098
Raw XML AppendixShowing 400 of 4,533 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INVESCO S&P 500 EQUAL WEIGHT (RSPT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES 10-20 YR TREASURY BD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES CORE GROWTH ALLOCATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES EDGE MSCI INTL QLTY FAC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES GLOBAL CON STAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES GLOBAL HEALTHCARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES MSCI EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES MSCI EMU ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES MSCI CHINA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES S&P GLOBAL IND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES US AEROSPACE & DEF ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JANUS HENDERSON AAA CLO ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JANUS HENDERSON MORTG BACKED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JANUS HENDERSON B-BBB CLO ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JPMORGAN BETABUILDERS CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JPMORGAN BETABUILDERS JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MATCH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MOBILEYE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53OAKMARK GLOBAL SELECT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55QUADRATIC INT RTE VOL INFL H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SPDR BLOOMBERG 1-3 MONTH T-BILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SPDR S&P DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SPDR S&P GLOBAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SPDR S&P 600 SMALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SPDR SHORT TERM TREASURY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63THE FINANCIAL SEL SECT SPDR FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TKO GROUP HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TRADE DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD FTSE EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD VALUE ETF INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VEEVA SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VERTIV HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WISDOMTREE TRUST FLOATING RATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ALLY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76AMER INTL GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77APA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84CARLYLE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CENTENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93COREBRIDGE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101FIRST CITIZEN BANCSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103FORTUNE BRANDS INNOVATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104GE HEALTHCARE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107GLOBAL PAYMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108INTERCONTINENTAL EXCHANNCGE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113LIBERTY BROADBAND CORP S-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114MAGNA INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119REINSURANCE GROUP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121TE CONNECTIVITY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124WILLIS TOWERS WATSON PLC LTD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09714
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0120428
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0150
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0189
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0130481
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0130481
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0120428
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt073000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09714
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09714
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt046192
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0953262
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0120428
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08027
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt073000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt084289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0130481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0130481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08102
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-06-21

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