Civic Intelligence

The Resource Foundation Inc.

990PF • Fiscal year 2020 • EIN 22-2870501

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

CO Wj Mckeever CO Llc PO Box 5Greenwich, CT 06831

(203) 622-8625

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$167,879

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

44th percentile

3.3%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

42%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$13,567,876

Up $437,870 (+3.3%) from 2019

Net Assets

Up

$13,550,524

Up $420,518 (+3.2%) from 2019

Liabilities

Up

$17,352

Up $17,352 from 2019

Revenue

Up

$1,850,814

Up $551,955 (+42%) from 2019

Expenses

Down

$1,062,969

Down $9,134 (-0.9%) from 2019

Net Income

Up

$787,845

Up $561,089 (+247%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $9,266,882Liabilities 2011: $239,2082011Assets 2012: $9,254,222Liabilities 2012: $9,1332012Assets 2013: $9,994,464Liabilities 2013: $25,377Net Assets 2013: $9,969,0872013Assets 2014: $12,229,313Liabilities 2014: $1,936Net Assets 2014: $12,227,3772014Assets 2015: $12,261,029Liabilities 2015: $241Net Assets 2015: $12,260,7882015Assets 2016: $12,121,659Liabilities 2016: $416Net Assets 2016: $12,121,2432016Assets 2017: $12,430,354Liabilities 2017: $229Net Assets 2017: $12,430,1252017Assets 2018: $13,368,235Liabilities 2018: $1,168Net Assets 2018: $13,367,0672018Assets 2019: $13,130,006Liabilities 2019: $0Net Assets 2019: $13,130,0062019Assets 2020: $13,567,876Liabilities 2020: $17,352Net Assets 2020: $13,550,5242020Assets 2021: $15,578,037Liabilities 2021: $12,480Net Assets 2021: $15,565,5572021Assets 2022: $15,548,336Liabilities 2022: $10,712Net Assets 2022: $15,537,6242022Assets 2023: $15,440,172Liabilities 2023: $25,487Net Assets 2023: $15,414,6852023Assets 2024: $15,012,968Liabilities 2024: $27,835Net Assets 2024: $14,985,1332024

Highlighted filing

2020

Assets$13,567,876
Liabilities$17,352
Net Assets$13,550,524

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $511,012Expenses 2011: $685,580Net Income 2011: -$174,5682011Revenue 2012: $1,054,856Expenses 2012: $837,441Net Income 2012: $217,4152012Revenue 2013: $1,694,682Expenses 2013: $970,684Net Income 2013: $723,9982013Revenue 2014: $3,268,265Expenses 2014: $1,009,975Net Income 2014: $2,258,2902014Revenue 2015: $817,705Expenses 2015: $693,993Net Income 2015: $123,7122015Revenue 2016: $709,031Expenses 2016: $848,576Net Income 2016: -$139,5452016Revenue 2017: $1,223,611Expenses 2017: $914,729Net Income 2017: $308,8822017Revenue 2018: $1,823,936Expenses 2018: $896,471Net Income 2018: $927,4652018Revenue 2019: $1,298,859Expenses 2019: $1,072,103Net Income 2019: $226,7562019Revenue 2020: $1,850,814Expenses 2020: $1,062,969Net Income 2020: $787,8452020Revenue 2021: $3,073,672Expenses 2021: $1,070,160Net Income 2021: $2,003,5122021Revenue 2022: $954,973Expenses 2022: $1,217,633Net Income 2022: -$262,6602022Revenue 2023: $667,836Expenses 2023: $1,201,502Net Income 2023: -$533,6662023Revenue 2024: $909,064Expenses 2024: $1,417,440Net Income 2024: -$508,3762024

Highlighted filing

2020

Revenue$1,850,814
Expenses$1,062,969
Net Income$787,845
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON J ALLENSecretary/TreasurerFT$126,348$41,531$167,879
ROY B SIMPSONChmn/PresidentPT$0--
EDITH J SIMPSONDirector-$0--
MARY-ELIZABETH JOY SIMPSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREENWICH LAND TRUSTGENERAL PURPOSESPUBLICGREENWICH, CT, US$122,500
Paid GrantFAMILY CENTERSGENERAL PURPOSESPUBLICGREENWICH, CT, US$91,000
Paid GrantVAUGHN COLLEGEGENERAL PURPOSESPUBLICFLUSHING, NY, US$50,000
Paid GrantGUIDING EYES FOR THE BLINDGENERAL PURPOSESPUBLICYORKTOWN HEIGHTS, NY, US$35,000
Paid GrantRIVER HOUSEGENERAL PURPOSESPUBLICCOS COB, CT, US$25,000
Paid GrantWATERSIDE SCHOOLGENERAL PURPOSESPUBLICSTAMFORD, CT, US$22,000
Paid GrantNEIGHBOR TO NEIGHBORGENERAL PURPOSESPUBLICGREENWICH, CT, US$20,000
Paid GrantFIRST CHURCH OF CHRIST SCIENTISTGENERAL PURPOSESPUBLICGREENWICH, CT, US$15,000
Paid GrantGREENWICH DEPT OF HUMAN SERVICES FUNDGENERAL PURPOSESPUBLICGREENWICH, CT, US$12,702
Paid GrantHILL HOUSEGENERAL PURPOSESPUBLICRIVERSIDE, CT, US$12,500
Paid GrantABILISGENERAL PURPOSESPUBLICSTAMFORD, CT, US$10,000
Paid GrantAMERICARESGENERAL PURPOSESPUBLICSTAMFORD, CT, US$10,000
Paid GrantBACK COUNTRY JAZZGENERAL PURPOSESPUBLICGREENWICH, CT, US$10,000
Paid GrantCOMMUNITY CENTERS INC OF GREENWICHGENERAL PURPOSESPUBLICGREENWICH, CT, US$10,000
Paid GrantGREENWICH EMERGENCY MEDICAL SERVICEGENERAL PURPOSESPUBLICRIVERSIDE, CT, US$10,000
Paid GrantHIGH RIDGE HOUSEGENERAL PURPOSESPUBLICBRONX, NY, US$10,000
Paid GrantINSPIRICAGENERAL PURPOSESPUBLICSTAMFORD, CT, US$10,000
Paid GrantJEWISH FAMILY SERVICES OF GREENWICHGENERAL PURPOSESPUBLICGREENWICH, CT, US$10,000
Paid GrantJUSTICE IN MOTIONGENERAL PURPOSESPUBLICBROOKLYN, NY, US$10,000
Paid GrantKIDS IN CRISISGENERAL PURPOSESPUBLICCOS COB, CT, US$10,000
Paid GrantLAUREL HOUSEGENERAL PURPOSESPUBLICSTAMFORD, CT, US$10,000
Paid GrantPACIFIC HOUSEGENERAL PURPOSESPUBLICSTAMFORD, CT, US$10,000
Paid GrantPATHWAYSGENERAL PURPOSESPUBLICGREENWICH, CT, US$10,000
Paid GrantPUPPIES BEHIND BARSGENERAL PURPOSESPUBLICNEW YORK, NY, US$10,000
Paid GrantRADIO WNYC NYPRGENERAL PURPOSESPUBLICNEW YORK, NY, US$10,000
Paid GrantSTUDIO IN A SCHOOLGENERAL PURPOSESPUBLICNEW YORK, NY, US$10,000
Paid GrantTRANSPORTATION ASSOCIATION OF GREENWICHGENERAL PURPOSESPUBLICRIVERSIDE, CT, US$10,000
Paid GrantYWCA OF GREENWICHGENERAL PURPOSESPUBLICGREENWICH, CT, US$10,000
Paid GrantAMERICAN FARM SCHOOLGENERAL PURPOSESPUBLICNEW YORK, NY, US$9,775
Paid GrantCALL A RIDE OF GREENWICHGENERAL PURPOSESPUBLICGREENWICH, CT, US$8,500
Paid GrantFRIENDS OF THE FAMILY CENTERGENERAL PURPOSESPUBLICBRONX, NY, US$8,000
Paid GrantAT HOME IN GREENWICHGENERAL PURPOSESPUBLICGREENWICH, CT, US$7,500
Paid GrantADOPT-A-DOGGENERAL PURPOSESPUBLICGREENWICH, CT, US$5,145
Paid GrantCARLE MUSEUMGENERAL PURPOSESPUBLICAMHERST, MA, US$5,000
Paid GrantCHARLESTON DOG SHELTERGENERAL PURPOSESPUBLICCHARLESTON, AR, US$5,000
Paid GrantCONNECTICUT HUMANE SOCIETYGENERAL PURPOSESPUBLICWESTPORT, CT, US$5,000
Paid GrantCPTV - WNPR (CT PUBLIC)GENERAL PURPOSESPUBLICHARTFORD, CT, US$5,000
Paid GrantCT FOOD BANKGENERAL PURPOSESPUBLICBRIDGEPORT, CT, US$5,000
Paid GrantFOUNDATIONS IN EDUCATIONGENERAL PURPOSESPUBLICBRIDGEPORT, CT, US$5,000
Paid GrantFRIENDS OF NATHANIEL WITHERELLGENERAL PURPOSESPUBLICGREENWICH, CT, US$5,000
Paid GrantGREENWICH UNITED WAYGENERAL PURPOSESPUBLICGREENWICH, CT, US$5,000
Paid GrantMEALS ON WHEELSGENERAL PURPOSESPUBLICGREENWICH, CT, US$5,000
Paid GrantNORWALK COMMUNITY COLLEGE FOUNDATIONGENERAL PURPOSESPUBLICNORWALK, CT, US$5,000
Paid GrantOPINGENERAL PURPOSESPUBLICSTAMFORD, CT, US$5,000
Paid GrantPARSONAGE COTTAGEGENERAL PURPOSESPUBLICGREENWICH, CT, US$5,000
Paid GrantSIERRA CLUBGENERAL PURPOSESPUBLICBEDFORD, NY, US$5,000
Paid GrantTHE PRINCIPAL FOUNDATIONGENERAL PURPOSESPUBLICOVERLAND PARK, KS, US$5,000
Paid GrantUNIVERSITY OF THE ARTSGENERAL PURPOSESPUBLICPHILADELPHIA, PA, US$5,000
Paid GrantFAMILY RE ENTRYGENERAL PURPOSESPUBLICNORWALK, CT, US$4,000
Paid GrantGREENWICH SYMPHONY ORCHESTRAGENERAL PURPOSESPUBLICGREENWICH, CT, US$4,000
Paid GrantOUR COMPANIONSGENERAL PURPOSESPUBLICMANCHESTER, CT, US$4,000
Paid GrantTHE SALVATION ARMYGENERAL PURPOSESPUBLICSTAMFORD, CT, US$4,000
Paid GrantCT NURSES ASSOCIATIONGENERAL PURPOSESPUBLICEAST BERLIN, CT, US$3,000
Paid GrantLITTLE PINK SHELTERGENERAL PURPOSESPUBLICWESTPORT, CT, US$3,000
Paid GrantLOUISIANA SPCAGENERAL PURPOSESPUBLICNEW ORLEANS, LA, US$3,000
Paid GrantWISHES FOR HORSESGENERAL PURPOSESPUBLICNORWALK, CT, US$3,000
Paid GrantCONNECTICUT AGAINST GUN VIOLENCE CAGVGENERAL PURPOSESPUBLICRIDGEFIELD, CT, US$1,500
Paid GrantSPECIAL OLYMPICSGENERAL PURPOSESPUBLICMELVILLE, NY, US$1,025
Paid GrantAMOGERONE VOLUNTEER FIRE COMPANYGENERAL PURPOSESPUBLICGREENWICH, CT, US$1,000
Paid GrantFRIENDS OF GREENWICH LIBRARYGENERAL PURPOSESPUBLICGREENWICH, CT, US$1,000
Paid GrantGREENWICH RIDING & TRAILS ASSOC GRTAGENERAL PURPOSESPUBLICGREENWICH, CT, US$1,000
Paid GrantHUDSON VALLEY FILM COMMISSIONGENERAL PURPOSESPUBLICWOODSTOCK, NY, US$1,000
Paid GrantHUMAN RIGHTS WATCHGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,000
Paid GrantWLIW21GENERAL PURPOSESPUBLICNEW YORK, NY, US$1,000
Paid GrantCURE JM FOUNDATIONGENERAL PURPOSESPUBLICENCINITAS, CA, US$526
Paid GrantBEDFORD RIDING LANES ASSOCIATIONGENERAL PURPOSESPUBLICBEDFORD, NY, US$500
Paid GrantGARDEN RESCUESGENERAL PURPOSESPUBLICSTAMFORD, CT, US$500
Paid GrantRE RUN INCGENERAL PURPOSESPUBLICEAST GREENBUSH, NY, US$500
Paid GrantRISING STARR HORSE RESCUEGENERAL PURPOSESPUBLICWEST REDDING, CT, US$500
Paid GrantSB FOUNDATIONGENERAL PURPOSESPUBLICSANTA BARBARA, CA, US$500
Paid GrantTHE FUND FOR PRATTGENERAL PURPOSESPUBLICNEW YORK, NY, US$500
Paid GrantUNION FREE PUBLIC LIBRARYGENERAL PURPOSESPUBLICUNION, CT, US$500
Paid GrantUNION VOLUNTEER FIRE DEPARTMENTGENERAL PURPOSESPUBLICUNION, CT, US$500
Paid GrantSOUNDWATERSGENERAL PURPOSESPUBLICSTAMFORD, CT, US$250
Paid GrantWIKIPEDIAGENERAL PURPOSESPUBLICWASHINGTON, DC, US$38
Filing and Contact Details

Filer

Filer Name
The Resource Foundation Inc
EIN
22-2870501
Phone
2036228625
Address
CO WJ MCKEEVER CO LLC PO BOX 5, GREENWICH, CT 06831

Signing Officer

Name
Alison Allen
Title
Secretary
Phone
2036228625
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Walter J Mckeever & Company LLC
Address
PO BOX 5147 15 VALLEY DRIVE, GREENWICH, CT 06831
Preparer
Denise C Doria
Phone
2036228625
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BBH WEALTH STRATEGIES - SELECT EQUITY SRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BBH WEALTH STRATEGIES LLC - V-1 SUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOOKING HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BROWN-FORMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CEDAR ROCK PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CLARKSTON CAPITAL PRTNRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DOLLAR GENERAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DOUBLELINE TOTAL RETURN BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FLEETCOR TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HENRY SCHEIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LBC CREDIT PARTNERS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NESTLE SA SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PERRIGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PIMCO INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PIMCO MORTGAGE OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ROPER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SILVER POINT DIST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VISA INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51STIFEL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CLARKSTON FOUNDERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BBH WEALTH STRATEGIES-GQG PRTS EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BBH CAPITAL PTRS-OPPORTUNITIES (CAYMAN) 3
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0100000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0113623
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0269455
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0793754
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0726
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01063935
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01063935
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010762
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02690
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013452
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0793754
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt094761
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031587
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0126348
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0740961
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0740961
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0786879
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0269455
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0269455
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0787845
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04686974
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt01054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01211
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0793754
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0924072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012644
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014533
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0726
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt096847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0114847
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt036162
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt05399
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt041531
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08657
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01294
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0923001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0139863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01062969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01063935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01850814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0182040
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0139863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0322008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302007-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322007-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362011-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372011-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382007-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422007-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432007-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492006-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562004-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572006-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642018-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672008-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0377742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1208846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt230487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3205500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4127671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5259549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt651198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7208267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt945677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1081294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1155897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12206648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13106657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1515590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1619991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt184164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt199476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2013459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2164397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2213986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt237182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt246106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt257658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt265793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt272059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2811480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt292074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt305702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3213048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt337562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3419346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt354186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt363232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt378229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt388900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt394602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt404825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt413105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4213544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt436778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt441924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4521021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4610749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4717872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4860656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt491445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt504091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5169900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt524403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5310071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5479759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5597632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt564766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5717093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt589816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt605841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt624087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt635917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt641464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt651237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt666525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt674273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt685138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt692688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt701127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt714378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt728101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt735584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7417491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt752377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt767105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt777356

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.03$15.0$0.91$1.42$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.03$15.4$0.67$1.20$0.53
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.01$15.5$0.95$1.22$0.26
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.01$15.6$3.07$1.07$2.00
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.02$13.6$1.85$1.06$0.79
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.30$1.07$0.23
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.82$0.90$0.93
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.22$0.91$0.31
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.71$0.85$0.14
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.82$0.69$0.12
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$3.27$1.01$2.26
2013Detailed filing. Detailed filing data is available for this year.$9.99$0.03$9.97$1.69$0.97$0.72
2012Summary only. Only limited summary data is available for this year.$9.25$0.01$1.05$0.84$0.22
2011Summary only. Only limited summary data is available for this year.$9.27$0.24$0.51$0.69$0.17