Civic Intelligence

Witz-Mallinger Charitable Foundation

EIN 20-6412740 • Chicago, IL

10 S Dearborn Il1-0111Chicago, IL 60603
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

90th percentile

63%

Higher net margin than 90% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$93,907

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

61st percentile

6.7%

Faster asset growth than 61% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

155%

Faster revenue growth than 91% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,520,673

Up $346,877 (+6.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,520,673

Up $346,877 (+6.7%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Up

$553,090

Up $335,893 (+155%) from 2024

Expenses

Up

$206,202

Up $105,623 (+105%) from 2024

Net Income

Up

$346,888

Up $230,270 (+197%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,685,850Liabilities 2011: $0Net Assets 2011: $4,685,8502011Assets 2012: $4,569,442Liabilities 2012: $0Net Assets 2012: $4,569,4422012Assets 2013: $4,458,449Liabilities 2013: $02013Assets 2014: $4,751,683Liabilities 2014: $02014Assets 2015: $4,776,667Liabilities 2015: $02015Assets 2019: $4,660,705Liabilities 2019: $0Net Assets 2019: $4,660,7052019Assets 2020: $4,597,635Liabilities 2020: $0Net Assets 2020: $4,597,6352020Assets 2021: $4,845,985Liabilities 2021: $0Net Assets 2021: $4,845,9852021Assets 2022: $4,864,668Liabilities 2022: $0Net Assets 2022: $4,864,6682022Assets 2023: $5,059,595Liabilities 2023: $0Net Assets 2023: $5,059,5952023Assets 2024: $5,173,796Liabilities 2024: $0Net Assets 2024: $5,173,7962024Assets 2025: $5,520,673Liabilities 2025: $0Net Assets 2025: $5,520,6732025

Highlighted filing

2025

Assets$5,520,673
Liabilities$0
Net Assets$5,520,673
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $352,7822011Expenses 2012: $265,6992012Revenue 2013: $236,477Expenses 2013: $347,457Net Income 2013: -$110,9802013Revenue 2014: $458,430Expenses 2014: $162,809Net Income 2014: $295,6212014Revenue 2015: $257,413Expenses 2015: $248,241Net Income 2015: $9,1722015Revenue 2019: $398,910Expenses 2019: $416,709Net Income 2019: -$17,7992019Revenue 2020: $424,836Expenses 2020: $488,155Net Income 2020: -$63,3192020Revenue 2021: $747,935Expenses 2021: $499,578Net Income 2021: $248,3572021Revenue 2022: $379,489Expenses 2022: $370,816Net Income 2022: $8,6732022Revenue 2023: $545,077Expenses 2023: $355,163Net Income 2023: $189,9142023Revenue 2024: $217,197Expenses 2024: $100,579Net Income 2024: $116,6182024Revenue 2025: $553,090Expenses 2025: $206,202Net Income 2025: $346,8882025

Highlighted filing

2025

Revenue$553,090
Expenses$206,202
Net Income$346,888
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,520,673
Liabilities
$0
Net assets
$5,520,673
Revenue
$553,090
Expenses
$206,202
Net income
$346,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.55$0.21$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.22$0.10$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.55$0.36$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.38$0.37$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.75$0.50$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.42$0.49$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.40$0.42$0.02
2015Summary only. Only limited summary data is available for this year.$4.78$0.00$0.26$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$4.75$0.00$0.46$0.16$0.30
2013Summary only. Only limited summary data is available for this year.$4.46$0.00$0.24$0.35$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$93,907-$93,907
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSS PETER AND PAUL CATHOLIC SCHOOLGENERALPCTUCSON, AZ, US$52,000
Paid GrantIMMACULATE HEART ACADEMYGENERALP.COro Valley, AZ, US$26,000
Paid GrantSAN XAVIER DEL BAS MISSION SCHOOLGENERALP.CTucson, AZ, US$26,000
Filing and Contact Details

Filer

Filer Name
Witz-mallinger Charitable Foundation
EIN
20-6412740
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
ExecDirector
Phone
8004962583
Signed
2025-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60315911727 FIDELITY INTL INDX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61573284106 MARTIN MARIETTA MATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6279466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63842587107 THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66127387108 CADENCE DESIGN SYS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6713646K108 CANADIAN PACIFIC KAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7268902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73824348106 SHERWIN-WILLIAMS CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0104687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt269913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3147198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164128R608 NEUBERGER BERM LNG S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt272201M487 PIMCO DYNAMIC BOND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3024525669 AMERICAN BEACON AHL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt472201U638 PIMCO MRTG OPP & BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt535241W401 K2 ALTERNATIVE STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt683002G876 SIX CIRCLES MULTI-ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0109742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt139711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt270437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3150271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0209391
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0343699
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0553090
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0553090
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0343699
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040448
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt053460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt093907
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0104000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0104000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0209391
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0209391
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0346888
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01475345
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04893
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04893
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0343699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0499338
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0292
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt053752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0206202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0553090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0553090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt045341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt053752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0102202
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402011-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442013-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582023-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652021-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672020-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702018-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852023-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862023-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932022-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992020-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002020-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072019-04-08

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