Civic Intelligence

The Elder Foundation

990PF • Fiscal year 2019 • EIN 23-7749572

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile
PO Box 1330Somerset, PA 15501

(814) 443-9201

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$4,358

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

$541,368

No earlier filing loaded for comparison.

Net Assets

$541,368

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin86th percentile

Revenue

$46,350

No earlier filing loaded for comparison.

Expenses

$28,470

No earlier filing loaded for comparison.

Net Income

$17,880

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2019: $541,368Liabilities 2019: $0Net Assets 2019: $541,3682019Assets 2020: $561,994Liabilities 2020: $0Net Assets 2020: $561,9942020Assets 2021: $627,792Liabilities 2021: $0Net Assets 2021: $627,7922021Assets 2022: $501,973Liabilities 2022: $0Net Assets 2022: $501,9732022Assets 2023: $529,044Liabilities 2023: $0Net Assets 2023: $529,0442023Assets 2024: $569,176Liabilities 2024: $0Net Assets 2024: $569,1762024

Highlighted filing

2019

Assets$541,368
Liabilities$0
Net Assets$541,368
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2019: $46,350Expenses 2019: $28,470Net Income 2019: $17,8802019Revenue 2020: $30,701Expenses 2020: $28,454Net Income 2020: $2,2472020Revenue 2021: $30,945Expenses 2021: $31,666Net Income 2021: -$7212021Revenue 2022: $24,851Expenses 2022: $35,197Net Income 2022: -$10,3462022Revenue 2023: $31,335Expenses 2023: $31,754Net Income 2023: -$4192023Revenue 2024: $28,919Expenses 2024: $31,915Net Income 2024: -$2,9962024

Highlighted filing

2019

Revenue$46,350
Expenses$28,470
Net Income$17,880
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOMERSET TRUST COTrustee-$4,358-$4,358
GEORGIANN PETRILLATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Elder Foundation
EIN
23-7749572
Address
PO BOX 1330, SOMERSET, PA 15501

Signing Officer

Name
Somerset Trust Co
Title
Trustee
Signed
2020-07-09

Preparer

Firm
Bulow Hottle & Co
Address
950 E MAIN ST, SOMERSET, PA 15501-2005
Preparer
Georgiann Petrilla CPA
Phone
8144458961
Raw XML AppendixShowing 400 of 865 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0995
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0995
ExplnOfNonFilingWithAGStmt/ExplanationTxt0EXEMPT - CONTRIBUTIONS LESS THAN 25,000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm05,000 UNITEDHEALTH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15,000 COCA COLA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210,000 HONEYWELL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm310,000 PNC FUNDING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm410,000 BANK OF NEW YORK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55,000 DU PONT E I DE NEMOURS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05401
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt210305
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt310274
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt410510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05401
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt210305
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt310274
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt410510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1616546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1915563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2014498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt219277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2212623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2312229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2416243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2810357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt306662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3125876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1211681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt153684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1616546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt178292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1915563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2014498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2212623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2312229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2416243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt276673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2810357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt306662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3125876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0123 SHARES ROSS STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm169 SHARES QUEST DIAGNOSTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2119 SHARES REGENCY CENTERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm369 SHARES PENTAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4107 SHARES MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm575 SHARES IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6410 SHARES HP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm748 SHARES MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8169 SHARES DELTA AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9170 SHARES NUTRIEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10156 SHARES CBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1127 SHARES AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1223 SHARES CIGNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1351 SHARES COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1478 SHARES UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1581 SHARES GILEAD SCIENCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1617 SHARES WHIRLPOOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1760 SHARES VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18177 SHARES QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19345 SHARES CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2047 SHARES 3M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21312 SHARES PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2253 SHARES APPLE COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23104 SHARES JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24182 SHARES METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25158 SHARES CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2656 SHARES HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27103 SHARES MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2875 SHARES EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2987 SHARES CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30130 SHARES AMERICAN INTL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3171 SHARES JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3218 SHARES NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33113 SHARES WALGREENS BOOTS ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34186 SHARES FIRST TR EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35175 SHARES VIACOMCBS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013925
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032425
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt046350
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt032425
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04358
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04358
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt023110
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt023110
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013925
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013925
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt017880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt091874
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032425
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt023110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt046350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt046350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82007-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362009-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1511514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt202223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt263944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt282172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt303189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt371044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-1349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt162428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt201063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt243870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt293144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt301925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt322690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt371255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt243870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt271013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt293144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt301925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt322690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt371255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt203286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt263062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt271342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt282890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt293967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt305114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt372299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd32P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd33P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd34P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd35P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd36P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd37P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INTL BUSINESS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EXXON MOBIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23M CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CIGNA CORP NEW COM / CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIRST TR EXCHANGE TRADED FD DJ INTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53M CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CISCO SYS INC COM / CUSIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GILDEAD SCIENCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8UNITED TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DU PONT E I DE NEMOURS & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GILEAD SCIENCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VERIZON COMMUNICATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13HP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WALGREENS BOOT ALLIANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15QUALCOMM INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16HOME DEPOT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WHIRLPOOL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18AMGEN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19JP MORGAN CHASE & CO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$541,368
Liabilities
$0
Net assets
$541,368
Revenue
$46,350
Expenses
$28,470
Net income
$17,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.29$0.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.31$0.32$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.25$0.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.31$0.32$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.31$0.28$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.46$0.28$0.18