Civic Intelligence

Franklin W & Helen S Bowen Charitable Trust

EIN 25-6091907 • Orlando, FL

Pub. 78 Eligible
PO Box 919798Orlando, FL 32891-9798
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

34th percentile

-1.0%

Higher net margin than 34% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$37,024

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

35th percentile

-0.1%

Faster asset growth than 35% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

261%

Faster revenue growth than 94% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,755,111

Down $5,542 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,755,111

Down $5,542 (-0.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin34th percentile

Revenue

Up

$323,490

Up $233,904 (+261%) from 2023

Expenses

Up

$326,835

Up $28,763 (+9.6%) from 2023

Net Income

Up

-$3,345

Up $205,141 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $5,409,464Liabilities 2016: $0Net Assets 2016: $5,409,4642016Assets 2017: $5,512,420Liabilities 2017: $0Net Assets 2017: $5,512,4202017Assets 2018: $5,486,414Liabilities 2018: $2,439Net Assets 2018: $5,483,9752018Assets 2019: $5,402,065Liabilities 2019: $0Net Assets 2019: $5,402,0652019Assets 2020: $5,412,668Liabilities 2020: $0Net Assets 2020: $5,412,6682020Assets 2021: $5,961,708Liabilities 2021: $0Net Assets 2021: $5,961,7082021Assets 2022: $5,970,635Liabilities 2022: $0Net Assets 2022: $5,970,6352022Assets 2023: $5,760,653Liabilities 2023: $0Net Assets 2023: $5,760,6532023Assets 2024: $5,755,111Liabilities 2024: $0Net Assets 2024: $5,755,1112024

Highlighted filing

2024

Assets$5,755,111
Liabilities$0
Net Assets$5,755,111
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $143,033Expenses 2016: $362,948Net Income 2016: -$219,9152016Revenue 2017: $444,807Expenses 2017: $341,508Net Income 2017: $103,2992017Revenue 2018: $300,787Expenses 2018: $329,313Net Income 2018: -$28,5262018Revenue 2019: $204,902Expenses 2019: $287,736Net Income 2019: -$82,8342019Revenue 2020: $378,271Expenses 2020: $348,555Net Income 2020: $29,7162020Revenue 2021: $816,998Expenses 2021: $271,077Net Income 2021: $545,9212021Revenue 2022: $360,903Expenses 2022: $350,649Net Income 2022: $10,2542022Revenue 2023: $89,586Expenses 2023: $298,072Net Income 2023: -$208,4862023Revenue 2024: $323,490Expenses 2024: $326,835Net Income 2024: -$3,3452024

Highlighted filing

2024

Revenue$323,490
Expenses$326,835
Net Income-$3,345
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,755,111
Liabilities
$0
Net assets
$5,755,111
Revenue
$323,490
Expenses
$326,835
Net income
-$3,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.32$0.33$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.09$0.30$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.36$0.35$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.82$0.27$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.38$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.20$0.29$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.48$0.30$0.33$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.44$0.34$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.14$0.36$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK N ATrusteePT$37,024-$37,024
MICHAEL B SISSONCommittee Member-$900-$900
Jeff BiddleCommittee MemberPT$900-$900
William BrownCommittee MemberPT$900-$900
REV JOE SEESECommittee MemberPT$300-$300
Filing and Contact Details

Filer

Filer Name
Franklin W & Helen S Bowen Charitable Trust
EIN
25-6091907
Phone
3043487271
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3043487271
Signed
2025-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML AppendixShowing 400 of 2,812 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/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm020772KJX8 CONNECTICUT STATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm129270CUZ6 ENERGY N W WASHINGTO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm273358WAJ3 PORT AUTH OF NEW YOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm380036RBK5 SANDY SPRINGS GEORGI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm486481ABL7 SUFFOLK VIRGINIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm591412GXQ3 UNIV OF CALIFORNIA R
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm692818NGP7 VIRGINIA STATE RESOU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7977100HC3 WISCONSIN STATE GEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8025537AJ0 AMERICAN ELECTRIC PO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm905526DAZ8 BAT CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1006051GJM2 BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11084664BV2 BERKSHIRE HATHAWAY F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12126650DP2 CVS HEALTH CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1314040HBG9 CAPITAL ONE FINANCIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14142339AG5 CARLISLE COS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15172967HT1 CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1622822VAR2 CROWN CASTLE INTL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1725470DAR0 DISCOVERY COMMUNICAT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1829364WBD9 ENTERGY LOUISIANA LL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19437076CC4 HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2046625HJB7 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2149446RAM1 KIMCO REALTY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2249456BAP6 KINDER MORGAN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2359156RBG2 METLIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm246174468C6 MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2567066GAF1 NVIDIA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26717081EU3 PFIZER INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2774456QCD6 PUBLIC SERVICE ELECT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28816851BH1 SEMPRA ENERGY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29824348AW6 SHERWIN-WILLIAMS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30913017CY3 RTX CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31949746SH5 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3206367WMQ3 BANK OF MONTREAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33822582CD2 SHELL INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34961214DF7 WESTPAC BANKING CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3520030NDM0 COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm363135G05Q2 FEDERAL NATIONAL MOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm373135G0ZR7 FEDERAL NATIONAL MOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3859261AG76 MET TRANSPRTN AUTH N
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3969121KAE4 OWL ROCK CAPITAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40693475AX3 PNC FINANCIAL SERVIC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm417591EPAT7 REGIONS FINANCIAL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42806854AJ4 SCHLUMBERGER INVT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43912810RB6 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44912810RK6 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45912810SP4 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm469128282A7 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47912828B25 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48912828J27 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4900914AAS1 AIR LEASE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50052430TN5 AUSTIN TEXAS INDEP S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5159333FZC7 MIAMI-DADE CNTY FLOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52828807CS4 SIMON PROPERTY GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53912810RP5 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm549128286B1 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5500287YBD0 ABBVIE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5621871XAS8 COREBRIDGE FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5726441CBL8 DUKE ENERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5830303M8N5 META PLATFORMS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5965339KCP3 NEXTERA ENERGY CAPIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6067103HAG2 O'REILLY AUTOMOTIVE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61808513CG8 SCHWAB CHARLES CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6287264AAX3 T-MOBILE USA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6391282CFV8 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm64971697KM8 WILMINGTON NORTH CAR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65054989AB4 BAT CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm66172967LP4 CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm67337738AV0 FISERV INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6837045XEP7 GENERAL MOTORS FINL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6950077LAZ9 KRAFT HEINZ FOODS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7061747YFD2 MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71822905AF2 SHELL FINANCE US INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7289352HAD1 TRANS-CANADA PIPELIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7391282CGG0 UNITED STATES TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7495000U3D3 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt045029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt524958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt616573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt713550
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt816817
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt922656
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1027348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1122298
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1210867
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1327407
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1425601
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1514805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1616786
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1714152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1825074
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1926047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2027758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2150491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2224404
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2324524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2426739
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2527006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2642990
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2741679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2874204
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2920140
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3027175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3137178
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3224688
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3360718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3429569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3516959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3624952
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt377406
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3824548
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3920108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4024353
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4123969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4211400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43146699
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4429248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4524118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4623187
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4723389
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4823012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4911393
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5024240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5124866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5217813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5349991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5422366
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt042368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt121808
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt219174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt323578
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt422254
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt523955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt611691
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt711249
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt811680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt918698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1023220
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1118619
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1210795
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1322698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1423827
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1512651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1611584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1711571
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1823360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1924606
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2023420
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2145414
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2223253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2323249
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2424049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2524062
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2634084
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2734133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2871796
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2919943
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3023861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3135321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3219585
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3352637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3428048
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3516163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3625466
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt377684
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3825035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3920586
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4024545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4124409
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4212135
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43141421
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4429777
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4523253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4623248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4722860
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4823333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4911112
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5024068
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5124221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5217514
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5349989
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5422744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0195421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1103073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2124939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3171580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt490590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt565679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6172389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7118103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8223860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9799898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1080703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1196922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12145550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13200962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14254091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1549830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16142232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17544455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1846256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1952241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20100785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21110166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22100410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0277902235 EATON VANCE ATLANTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187283A102 T. ROWE PRICE QM US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2921075438 VANECK EMERGING MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346137V357 INVESCO S&P 500 EQUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5921908844 VANGUARD DIVIDEND AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60075W0759 EDGEWOOD GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7233203371 DFA INTERNATIONAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt841664T669 HARTFORD DIVIDEND &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt946653M849 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1085917K744 STERLING CAPITAL QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100771X419 GQG PARTNERS EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12040337842 ARIEL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13233203843 DFA US SMALL CAP POR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1438147N269 GOLDMAN SACHS GQG PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16543488845 LOOMIS SAYLES GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17921946810 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922040100 VANGUARD INSTL INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193137H9SN0 FEDERAL HOME LOAN MO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2038384BAG6 GOVERNMENT NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2145775L408 T ROWE PRICE LARGE-C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2292107P889 VANECK EMERGING MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2392206C680 VANGUARD RUSSELL 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0227800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1120121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2172426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3260892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4143739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt573474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6172950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7161771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8179072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9737892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1098438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11107085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12186434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13223823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14385585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15139081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16166939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17588059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1846366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1952405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20109071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2184086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22116936
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0140224
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0181737
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01529
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0323490
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0323490
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0181737
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018512
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040024
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0242279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0242279
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0140224
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0140224
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3345
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01744200
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0181737
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0301573
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt024824
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt024824
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02205
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt011162
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01876
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0306447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0326835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0321961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0323490
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt064168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020388
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt084556
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0971
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462021-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512023-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542024-02-16

Document Assets

No mirrored PDF or thumbnail assets are attached yet.