Civic Intelligence

Liberty Mutual Foundation Inc

EIN 14-1893520 • Boston, MA

175 Berkeley StreetBoston, MA 02116
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

29th percentile

-0.9%

Higher net margin than 29% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

24th percentile

-0.9%

Faster asset growth than 24% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.8%

Faster revenue growth than 55% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$46,120,876

Down $435,333 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$46,120,876

Down $435,333 (-0.9%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin29th percentile

Revenue

Up

$50,862,917

Up $4,539,769 (+9.8%) from 2023

Expenses

Down

$51,298,250

Down $1,535,828 (-2.9%) from 2023

Net Income

Up

-$435,333

Up $6,075,597 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$100M$50M$0Assets 2011: $22,804,549Liabilities 2011: $02011Assets 2012: $42,307,666Liabilities 2012: $02012Assets 2013: $90,937,484Liabilities 2013: $02013Assets 2014: $93,447,503Liabilities 2014: $02014Assets 2015: $81,126,659Liabilities 2015: $02015Assets 2019: $50,983,364Liabilities 2019: $02019Assets 2020: $40,269,965Liabilities 2020: $0Net Assets 2020: $40,269,9652020Assets 2021: $40,383,671Liabilities 2021: $0Net Assets 2021: $40,383,6712021Assets 2022: $53,067,139Liabilities 2022: $0Net Assets 2022: $53,067,1392022Assets 2023: $46,556,209Liabilities 2023: $0Net Assets 2023: $46,556,2092023Assets 2024: $46,120,876Liabilities 2024: $0Net Assets 2024: $46,120,8762024

Highlighted filing

2024

Assets$46,120,876
Liabilities$0
Net Assets$46,120,876
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $9,034,853Expenses 2011: $8,665,043Net Income 2011: $369,8102011Revenue 2012: $30,437,241Expenses 2012: $10,934,124Net Income 2012: $19,503,1172012Revenue 2013: $60,225,923Expenses 2013: $11,596,105Net Income 2013: $48,629,8182013Revenue 2014: $17,425,304Expenses 2014: $14,915,285Net Income 2014: $2,510,0192014Revenue 2015: $5,731,026Expenses 2015: $18,051,870Net Income 2015: -$12,320,8442015Revenue 2019: $14,454,771Expenses 2019: $25,844,594Net Income 2019: -$11,389,8232019Revenue 2020: $29,460,698Expenses 2020: $40,174,097Net Income 2020: -$10,713,3992020Revenue 2021: $39,283,240Expenses 2021: $39,169,534Net Income 2021: $113,7062021Revenue 2022: $61,066,266Expenses 2022: $48,382,798Net Income 2022: $12,683,4682022Revenue 2023: $46,323,148Expenses 2023: $52,834,078Net Income 2023: -$6,510,9302023Revenue 2024: $50,862,917Expenses 2024: $51,298,250Net Income 2024: -$435,3332024

Highlighted filing

2024

Revenue$50,862,917
Expenses$51,298,250
Net Income-$435,333
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$46,120,876
Liabilities
$0
Net assets
$46,120,876
Revenue
$50,862,917
Expenses
$51,298,250
Net income
-$435,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$50.9$51.3$0.44
2023Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$46.3$52.8$6.51
2022Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$61.1$48.4$12.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$0.00$40.4$39.3$39.2$0.11
2020Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$29.5$40.2$10.7
2019Summary only. Only limited summary data is available for this year.$51.0$0.00$14.5$25.8$11.4
2015Summary only. Only limited summary data is available for this year.$81.1$0.00$5.73$18.1$12.3
2014Summary only. Only limited summary data is available for this year.$93.4$0.00$17.4$14.9$2.51
2013Summary only. Only limited summary data is available for this year.$90.9$0.00$60.2$11.6$48.6
2012Summary only. Only limited summary data is available for this year.$42.3$0.00$30.4$10.9$19.5
2011Summary only. Only limited summary data is available for this year.$22.8$0.00$9.03$8.67$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY M SWEENEYDirector-$0--
NEETI BHALLA JOHNSONDirector-$0--
ANN T STANBERRYDirector-$0--
MELISSA M MACDONNELLPresident-$0--
VLAD BARBALATExecutive VP/CIO/Director-$0--
JAMES CLOSSONVice President-$0--
COLLEEN K LYNCHAssistant Secretary-$0--
KRISTIN L KELLEYAssistant Secretary-$0--
MARY F GARLOCKAssistant Secretary-$0--
MICHAEL B GARVEYAssistant Secretary-$0--
MELANIE M FOLEYDirector-$0--
MONICA CALDASDirector-$0--
NIK VASILAKOSAssistant Treasurer-$0--
THOMAS LOVVOLLVice President-$0--
MAURA MCKINNONVice President-$0--
JAMES M MACPHEEDirector-$0--
DAMON P HARTEvp/Chief Legal Officer/Secy/Director-$0--
MARK D'AMATOAssistant Treasurer-$0--
DAVID H LONGChairman/Director-$0--
HAMID TALAL MIRZADirector-$0--
TREVOR G SCHNEIDERVice President-$0--
MICHAELA EDWARDSVice President-$0--
MILES JOHNSONAssistant Treasurer-$0--
ROBERT PIETSCHAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Liberty Mutual Foundation Inc
EIN
14-1893520
Phone
6173579500
Address
175 BERKELEY STREET, BOSTON, MA 02116

Signing Officer

Name
Maura S Mckinnon
Title
Chief Tax Officer
Phone
6173579500
Signed
2025-11-04

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET SUITE 203, DEDHAM, MA 02026
Preparer
Michael Driscoll
Phone
6172629898
Raw XML AppendixShowing 400 of 9,025 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/EOYFMVAmt61122307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62106252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63121372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64107186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0611 SHARES OF ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1273 SHARES OF ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2202 SHARES OF ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,375 SHARES OF ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4484 SHARES OF ALPHABET INC COM CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,446 SHARES OF AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6737 SHARES OF AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7233 SHARES OF AON PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82,442 SHARES OF APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9763 SHARES OF APPLIED MATERIALS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10841 SHARES OF ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115,546 SHARES OF AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12392 SHARES OF ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132,505 SHARES OF BANK OF AMERICA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14998 SHARES OF BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15376 SHARES OF BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16944 SHARES OF CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171,704 SHARES OF CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,211 SHARES OF COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19393 SHARES OF CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20355 SHARES OF CONSTELLATION ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2188 SHARES OF COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22265 SHARES OF CUMMINS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23540 SHARES OF DELTA AIRLINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,435 SHARES OF EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25155 SHARES OF ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,912 SHARES OF EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271,552 SHARES OF FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28230 SHARES OF GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29307 SHARES OF HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30215 SHARES OF HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312,848 SHARES OF HOST HOTELS & RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32425 SHARES OF JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33782 SHARES OF JPMORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34260 SHARES OF LINDE PLC COM USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35384 SHARES OF MARRIOTT INTL INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361,449 SHARES OF MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37407 SHARES OF META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381,304 SHARES OF MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39759 SHARES OF NETAPP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,531 SHARES OF NEWMONT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41995 SHARES OF NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm424,123 SHARES OF NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43626 SHARES OF ORACLE SYSTEMS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44268 SHARES OF QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45618 SHARES OF RAYMOND JAMES FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46300 SHARES OF SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47373 SHARES OF SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,955 SHARES OF SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4998 SHARES OF SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50823 SHARES OF TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51376 SHARES OF TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52800 SHARES OF TEXTRON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53109 SHARES OF THERMO FISHER SCIENTIFIC INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54813 SHARES OF TJX COMPANIES NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55467 SHARES OF T-MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56356 SHARES OF TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571,386 SHARES OF UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58142 SHARES OF UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59219 SHARES OF UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60166 SHARES OF VERTEX PHARMACEUTICALS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61387 SHARES OF VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621,176 SHARES OF WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631,090 SHARES OF WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641,526 SHARES OF WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0102640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1118930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2492030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt04,311.993 SHARES OF FIDELITY SMALL CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13,450.681 SHARES OF FULLER & THALER BEHAVIORAL SM-CP EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt210,122 SHARES OF ISHARES CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0119356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1155212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2630702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02106266
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02653162
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0363650
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0626
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05123704
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05123704
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021170
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030835507
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050580017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050580017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt045739213
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02106266
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02106266
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-435333
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt053530027
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0363650
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0363650
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01076
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02653162
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033161765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01703
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0144284
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0144284
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050580017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0144284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051298250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033306049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050862917
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0144284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0718233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602024-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702024-01-01

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