Civic Intelligence

Stephen Condit Tr FBO Lehigh University Etal

990PF • Fiscal year 2020 • EIN 22-6367444

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 06, 2021

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-3479

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,919,287

Flat from 2020

Net Assets

Flat

$1,919,287

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$201,675

Flat from 2020

Expenses

Flat

$124,467

Flat from 2020

Net Income

Flat

$77,208

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,656,816Liabilities 2014: $02014Assets 2015: $2,269,497Liabilities 2015: $0Net Assets 2015: $2,269,4972015Assets 2018: $2,174,207Liabilities 2018: $0Net Assets 2018: $2,174,2072018Assets 2019: $1,844,434Liabilities 2019: $0Net Assets 2019: $1,844,4342019Assets 2020: $1,919,287Liabilities 2020: $0Net Assets 2020: $1,919,2872020Assets 2020: $1,919,287Liabilities 2020: $0Net Assets 2020: $1,919,2872020Assets 2021: $2,031,572Liabilities 2021: $0Net Assets 2021: $2,031,5722021Assets 2022: $2,015,678Liabilities 2022: $0Net Assets 2022: $2,015,6782022Assets 2023: $1,730,283Liabilities 2023: $12023Assets 2024: $1,750,513Liabilities 2024: $0Net Assets 2024: $1,750,5132024

Highlighted filing

2020

Assets$1,919,287
Liabilities$0
Net Assets$1,919,287
Open 2020 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $77,977Expenses 2014: $95,918Net Income 2014: -$17,9412014Revenue 2015: $729,769Expenses 2015: $117,093Net Income 2015: $612,6762015Revenue 2018: $141,170Expenses 2018: $146,261Net Income 2018: -$5,0912018Revenue 2019: $195,040Expenses 2019: $524,813Net Income 2019: -$329,7732019Revenue 2020: $201,675Expenses 2020: $124,467Net Income 2020: $77,2082020Revenue 2020: $201,675Expenses 2020: $124,467Net Income 2020: $77,2082020Revenue 2021: $172,230Expenses 2021: $59,754Net Income 2021: $112,4762021Revenue 2022: $34,927Expenses 2022: $51,697Net Income 2022: -$16,7702022Revenue 2023: -$4,610Expenses 2023: $279,361Net Income 2023: -$283,9712023Revenue 2024: $129,473Expenses 2024: $120,148Net Income 2024: $9,3252024

Highlighted filing

2020

Revenue$201,675
Expenses$124,467
Net Income$77,208
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 6, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$26,376-$26,376
Filing and Contact Details

Filer

Filer Name
Stephen Condit Tw
EIN
22-6367444
Phone
4128073479
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128073479
Signed
2021-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Raw XML AppendixShowing 400 of 3,268 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt273488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt362099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt373605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt385116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt394496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt403976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt463211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt482405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt493339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt502524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt552137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt573063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt252829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt273865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt284172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt303566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt394978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt419834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt422454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt454090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt475152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt482899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt494673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt505504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt514889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt555906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt565462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt575485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02824100 ABBOTT LABORATORIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116255101 ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm326874784 AMERICAN INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm439483102 ARCHER DANIELS MIDLAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm552769106 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6125523100 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10205887102 CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12254709108 DISCOVER FINANCIAL W
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15281020107 EDISON INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16366651107 GARTNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21548661107 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25654106103 NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2975513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3000206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3202079K107 ALPHABET INC/CA-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3302079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3411135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3514149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3720030N101 COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3820825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3926614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4029476L107 EQUITY RESIDENTIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4130303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4246120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4355354G100 MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4457636Q104 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4558933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4668389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4770450Y103 PAYPAL HOLDINGS INC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4875886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4979466L302 SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5081762P102 SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5189832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5392343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5492556V106 VIATRIS INC-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5592826C839 VISA INC CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5698978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57G1151C101 ACCENTURE PLC CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0157123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3161668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt462687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt541021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt671904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7127599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8123015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9124619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1055635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1177023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1257307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1352908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1499380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1578116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16129450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1793700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1859180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287226 ISHARES CORE US AGGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287481 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7592905749 METROPOLITAN WEST UN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8957663503 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt946090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1000170K869 AMG GW&K SC CORE-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100769G543 CAMBIAR INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1246432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1346434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1452106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1574256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1677958B105 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1781369Y860 REAL ESTATE SELECT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1897717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0174047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt177229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt276955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3174685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt474627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt552753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt688377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7130737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8131258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9143379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1065474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1176778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1265912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1366879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1499158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1588557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16130655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1799078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1866047
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044068
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0157607
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0201675
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0201675
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0157607
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05275
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021101
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026376
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt094272
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt094272
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044068
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt077208
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01013376
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0157607
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0178034
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01117
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0124467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0201229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0201675
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030195
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582015-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632019-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662018-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702018-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722019-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782012-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922015-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982019-01-15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,919,287
Liabilities
$0
Net assets
$1,919,287
Revenue
$201,675
Expenses
$124,467
Net income
$77,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.13$0.12$0.01
2023Summary only. Only limited summary data is available for this year.$1.73$0.00$0.00$0.28$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.17$0.06$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.20$0.12$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.20$0.52$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.14$0.15$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.73$0.12$0.61
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.08$0.10$0.02