Civic Intelligence

The Neis Family Foundation

EIN 16-1711912 • Pennington, NJ

PO Box 1532 AftPennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

46%

Higher net margin than 68% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

Asset Growth

68th percentile

6.3%

Faster asset growth than 68% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

5911%

Faster revenue growth than 98% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,215,099

Up $71,522 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,215,099

Up $71,522 (+6.3%) from 2023

Revenue

Up

$142,933

Up $140,555 (+5911%) from 2023

Expenses

Up

$76,863

Up $10,421 (+16%) from 2023

Net Income

Up

$66,070

Up $130,134 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $828,161Liabilities 2011: $02011Assets 2012: $810,679Liabilities 2012: $12012Assets 2013: $867,629Liabilities 2013: $02013Assets 2014: $901,566Liabilities 2014: $02014Assets 2015: $868,288Liabilities 2015: $02015Assets 2019: $1,019,719Liabilities 2019: $02019Assets 2020: $1,031,232Liabilities 2020: $0Net Assets 2020: $1,031,2322020Assets 2021: $1,201,736Liabilities 2021: $0Net Assets 2021: $1,201,7362021Assets 2022: $1,208,002Liabilities 2022: $0Net Assets 2022: $1,208,0022022Assets 2023: $1,143,577Liabilities 2023: $0Net Assets 2023: $1,143,5772023Assets 2024: $1,215,099Liabilities 2024: $0Net Assets 2024: $1,215,0992024

Latest loaded filing

2024

Assets$1,215,099
Liabilities$0
Net Assets$1,215,099

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $88,998Expenses 2011: $8,948Net Income 2011: $80,0502011Revenue 2012: $49,630Expenses 2012: $64,285Net Income 2012: -$14,6552012Revenue 2013: $92,329Expenses 2013: $35,889Net Income 2013: $56,4402013Revenue 2014: $100,593Expenses 2014: $66,044Net Income 2014: $34,5492014Revenue 2015: $65,327Expenses 2015: $98,399Net Income 2015: -$33,0722015Revenue 2019: $60,830Expenses 2019: $62,249Net Income 2019: -$1,4192019Revenue 2020: $73,368Expenses 2020: $58,116Net Income 2020: $15,2522020Revenue 2021: $238,894Expenses 2021: $69,608Net Income 2021: $169,2862021Revenue 2022: $77,807Expenses 2022: $73,488Net Income 2022: $4,3192022Revenue 2023: $2,378Expenses 2023: $66,442Net Income 2023: -$64,0642023Revenue 2024: $142,933Expenses 2024: $76,863Net Income 2024: $66,0702024

Latest loaded filing

2024

Revenue$142,933
Expenses$76,863
Net Income$66,070

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 1, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARNOLD NEISPresident-$0--
ROBERT NEISSecretary/Treasurer-$0--
HILDA FROSTVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JAMES EPISCOPAL CHURCHUNRESTRICTED GENERALPCNEW YORK, NY, US$30,000
Paid GrantCHRIST CHURCH ESPISCOPALUNRESTRICTED GENERALPCSHARON, CT, US$15,000
Paid GrantHELPING HANDS OUTLET STORE & MISSION CENTERUNRESTRICTED GENERALPCDUTTON, AL, US$10,000
Filing and Contact Details

Filer

Filer Name
The Neis Family Foundation
EIN
16-1711912
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Arnold H Neis
Title
Director
Phone
8888663275
Signed
2026-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
Raw XML AppendixShowing 400 of 6,575 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0035242AN6 ANHEUSER-BUSCH INBEV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1907818EY0 UNION PACIFIC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm261746BEG7 MORGAN STANLEY SER M
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3126650DJ6 CVS HEALTH CORP GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm446647PBT2 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm592343VGH1 VERIZON COMMUNICATIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm695000U2S1 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm768389XCH6 ORACLE CORP GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8172967PA3 CITIGROUP INC GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm910373QBU3 BP CAP MARKETS AMERI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1029379VCF8 ENTERPRISE PRODUCTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1138141GB29 GOLDMAN SACHS GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1291159HJR2 US BANCORP GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1391324PFJ6 UNITEDHEALTH GROUP I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14716973AG7 PFIZER INVESTMENT EN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1546647PEY8 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16036752BE2 ELEVANCE HEALTH INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1711135FCD1 BROADCOM INC GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt06053
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt110087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt212712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt411408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt56272
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65867
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt75919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt87015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt96098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1012248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1113194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1212141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt135959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1411590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05268
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt212420
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt411656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt56547
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt66077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt76083
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt87163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt96325
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1012333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1113542
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1212394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt135930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1412057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1515205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt167686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1810753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1910280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2410173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2811444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt307883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt349890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt361660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt320099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1529159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1717742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1818123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1910273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2410836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt264412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2712195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2811206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2912697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt309174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3211121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3410615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt351871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt362027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2670100205 NOVO NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392826C839 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm530303M102 META PLATFORMS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm602079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7055622104 BP P L C SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm820030N101 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1246625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1302079K107 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1534959J108 FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1720825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1980105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2022052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2168902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22759351604 REINSURANCE GROUP OF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2305352A100 AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24171779309 CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2545866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26G6095L109 APTIV PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28780259305 ROYAL DUTCH SHELL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29830566105 SKECHERS U S A INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3187256C101 TKO GROUP HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3288033G407 TENET HEALTHCARE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33989207105 ZEBRA TECHNOLOGIES C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34007903107 ADVNCD MICRO D INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3526484T106 DUN AND BRADSTREET H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3631620R303 FIDELITY NATIONAL FI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37285512109 ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39595112103 MICRON TECHNOLOGY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4067066G104 NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4175513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4390353T100 UBER TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44929740108 WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45G4705A100 ICON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46009158106 AIR PRODUCTS&CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4711135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4814149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4922822V101 CROWN CASTLE INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5025243Q205 DIAGEO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51254709108 DISCOVER FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53833445109 SNOWFLAKE INC REG SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56958102105 WSTN DIGITAL CORP DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5995082P105 WESCO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6077311W101 ROCKET COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6178409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63L8681T102 SPOTIFY TECH S.A. RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6603831W108 APPLOVIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6778467J100 SS AND C TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6903073E105 CENCORA INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0190148
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0184775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt087477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt143210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt339802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt440306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt538797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt620158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt731398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt821905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9131711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1021647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1230314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1346680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1425527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1524164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1644697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464288885 ISHARES MSCI EAFE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1464288877 ISHARES MSCI EAFE VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287432 ISHARES 20 YEAR TREA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287721 ISHARES US TECHNOLOG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464288281 ISHARES JP MORGAN US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464288588 ISHARES MBS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746432F339 ISHARES EDGE MSCI US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287309 ISHARES S&P 500 GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287408 ISHARES S&P 500 VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1146432F396 ISHARES EDGE MSCI US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1246434G764 ISHARES INC MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13092528603 ISHARES FLEXIBLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1446435G672 ISHASRES INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1509290C103 ISHARES US EQUITY FA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1678464A508 STATE STREET SPDR PR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1746137V233 INVESCO S&P 500 TOP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1898149E303 WORLD GOLD TR SHS SP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19025072604 AVANTIS EMERGING MAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2046138E339 INVESCO S AND P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2137960A529 GLOBAL X FDS GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2209789C812 BONDBLOXX ETF TRBLOO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0102934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt166534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt347897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt448267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt557154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt731530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt822416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9146794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1023008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1157444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1237457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1348224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1431885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1524797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1645737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt031644
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0167609
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OID INCOME ON USGI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0290
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0199543
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0199543
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0167609
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031644
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0128761
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01070207
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0167609
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0192800
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010228
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0556
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt070782
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0199506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015782
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402021-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472023-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512022-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572024-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582022-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592022-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602021-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612021-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622021-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642022-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652023-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672021-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692020-05-04

Document Assets

No mirrored PDF or thumbnail assets are attached yet.