Civic Intelligence

The Frederick B and Ramona E Mirabito

EIN 16-1577124 • Norwich, NY

PO Box 550Norwich, NY 13815
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$41,336

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2023

Asset Growth

49th percentile

4.0%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

97th percentile

344%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$15,579,197

Up $445,519 (+2.9%) from 2023

Liabilities

Down

$11,405

Down $404,556 (-97%) from 2023

Net Assets

Up

$15,567,792

Up $850,075 (+5.8%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin84th percentile

Revenue

Up

$1,307,821

Up $1,299,303 (+15254%) from 2023

Expenses

Down

$723,154

Down $331,077 (-31%) from 2023

Net Income

Up

$584,667

Up $1,630,380 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $25,004Liabilities 2013: $02013Assets 2014: $23,778Liabilities 2014: $02014Assets 2015: $22,557Liabilities 2015: $02015Assets 2017: $20,736Liabilities 2017: $0Net Assets 2017: $20,7362017Assets 2018: $20,031Liabilities 2018: $0Net Assets 2018: $20,0312018Assets 2019: $13,169,627Liabilities 2019: $6,731Net Assets 2019: $13,162,8962019Assets 2020: $16,503,884Liabilities 2020: $10,700Net Assets 2020: $16,493,1842020Assets 2021: $16,673,176Liabilities 2021: $9,000Net Assets 2021: $16,664,1762021Assets 2022: $15,776,918Liabilities 2022: $13,488Net Assets 2022: $15,763,4302022Assets 2023: $15,133,678Liabilities 2023: $415,961Net Assets 2023: $14,717,7172023Assets 2024: $15,579,197Liabilities 2024: $11,405Net Assets 2024: $15,567,7922024

Highlighted filing

2024

Assets$15,579,197
Liabilities$11,405
Net Assets$15,567,792
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $26,304Expenses 2013: $1,300Net Income 2013: $25,0042013Revenue 2014: $1,826Expenses 2014: $2,065Net Income 2014: -$2392014Revenue 2015: $1,938Expenses 2015: $2,313Net Income 2015: -$3752015Revenue 2017: $819Expenses 2017: $1,495Net Income 2017: -$6762017Revenue 2018: $595Expenses 2018: $1,300Net Income 2018: -$7052018Revenue 2019: $13,550,476Expenses 2019: $407,611Net Income 2019: $13,142,8652019Revenue 2020: $4,098,121Expenses 2020: $767,833Net Income 2020: $3,330,2882020Revenue 2021: $1,378,312Expenses 2021: $1,207,320Net Income 2021: $170,9922021Revenue 2022: $109,598Expenses 2022: $1,010,347Net Income 2022: -$900,7492022Revenue 2023: $8,518Expenses 2023: $1,054,231Net Income 2023: -$1,045,7132023Revenue 2024: $1,307,821Expenses 2024: $723,154Net Income 2024: $584,6672024

Highlighted filing

2024

Revenue$1,307,821
Expenses$723,154
Net Income$584,667
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,579,197
Liabilities
$11,405
Net assets
$15,567,792
Revenue
$1,307,821
Expenses
$723,154
Net income
$584,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.6$0.01$15.6$1.31$0.72$0.58
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.42$14.7$0.01$1.05$1.05
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.01$15.8$0.11$1.01$0.90
2021Detailed filing. Detailed filing data is available for this year.$16.7$0.01$16.7$1.38$1.21$0.17
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.01$16.5$4.10$0.77$3.33
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.01$13.2$13.6$0.41$13.1
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.00$0.03
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD RUNYONTrusteePT$27,052-$27,052
Filing and Contact Details

Filer

Filer Name
The Frederick B and Ramona E Mirabito
EIN
16-1577124
Phone
6073349090
Address
PO BOX 550, NORWICH, NY 13815

Signing Officer

Name
Richard Runyon
Title
Trustee
Phone
6073161650
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Farrow & Locke CPA Associates Pllc
Address
116 E MAIN STREET SUITE 3, NORWICH, NY 13815
Preparer
Daniel J Farrow
Phone
6072334144
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72692872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73345951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74695545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC CAP STKCL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPS ETF TR RIVERFRONT DYM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPS ETF TRUST RIVERFRONT DYNAMIC US DIV ADVANTAGE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPS ETF TRUST RIVERFRONT STRATEGICINCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK 60/40 TARGET ALLOC INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKROCK TAXABLE MUNICIPAL BOND TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BUNGE GLOBAL SA COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CALUMET INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CAPITAL GRP FIXED INCM ETF TR CORE PLUS INCM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CARILLON REAMS CORE PLUS BOND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHAUTAUQUA INTL GROWTH FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CVS HEALTH CORPORATION COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EATON VANCE SHT DUR STRATEGIC INC FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ELEVANCE HEALTH INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EXELON CORP COM NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FERGUSON ENTERPRISESINC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FID ADVISOR MULTI ASSET INCOME CLASS Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FIRST EAGLE GLOBAL CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FIRST TRUST RIVERFRONT DYNAM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FLAHERTY AND CRUMRINE PREFERRED AND INCOME SECURITIES FUND INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FRANK VALUE FUND - INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FRANKLIN INCOME ADVISOR CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FREEPORT-MCMORAN INCCOM USD0.10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES RUSSELL 2000ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES TR 7-10 YR TRSY BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES TR PFD AND INCM SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES TR RUS 1000 GRW ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES TRUST CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMORGAN INCOME BUILDER FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36KAYNE ANDERSON ENERGY INFRSTR COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KEURIG DR PEPPER INCCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LOCKHEED MARTIN CORPNOTE CALL MAKE WHOLE3.60000% 03/01/2035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MERCK &CO. INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MFS GROWTH FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NBT BANCORP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NUVEEN PFD &INCOME OPPORTUNIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NUVEEN TAXABLE MUNICPAL INM FD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ORGANON &CO COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PACER FDS TR DEVELOPED MRKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PATHFINDER BANCORP INC (MARYLAND)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ROYCE SMALL CAP TRUST INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SIEMENS AG SPON ADR EACH REP 0.5 ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SIRIUSXM HOLDINGS INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WATERSTONE FINANCIALINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WEST HILLS TACTICAL CORE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ZOOM COMMUNICATIONS,INC. CLASS A COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BANK AMERICA CORP NON CUML PERPETL CONV PFD SER L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FS MULTI STRATEGY ALT CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ISHARES CORE MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ISHARES CORE S&P MID CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JPMORGAN ACTIVE GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JPMORGAN EQUITY PREMIUM INCOME CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67JPMORGAN NASDAQ EQUITY PREMIUM INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WELLS FARGO & COMPANY PERPETUAL PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70BOND FUND OF AMERICA CL F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EATON VANCE ATLANTA CAP SMID CAP CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72FIRST TRUST RISING DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ISHARES MBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0449781
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0451024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt440000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt650001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt740001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt850001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAPITAL ONE NATL ASSN VA CD 4.95000% 11/09/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CARETRUST REIT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FARMERS &MERCHANTS BK BERLIN CD 4.40000% 09/25/2028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MORGAN STANLEY BK N A CD 4.90000% 05/17/2027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MORGAN STANLEY BK N A CD 5.00000% 03/10/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MORGAN STANLEY PRIVATE BK NATL CD 4.90000% 04/17/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SALLIE MAE BK MURRAYUTAH CD 4.80000% 07/27/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SYNCHRONY BANK CD 4.35000% 10/07/2027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8WELLS FARGO BANK NATL ASSN CD 5.10000% 08/22/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt299747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt440050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5100984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt650539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt740349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt850296
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0558669
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0749152
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01307821
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01307821
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01062
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01062
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0749152
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013526
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0578939
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0578939
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0558669
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0558669
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0584667
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04906608
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0749152
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01198307
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02802
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02803
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt05605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01934
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt088238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt088238
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02918
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0596234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0109514
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0723154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01307821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01307821
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0109514
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0144215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-06-23

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