Civic Intelligence

The Shirin Pandju Merali Foundation

990PF • Fiscal year 2019 • EIN 26-0875013

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

PO Box 2433Rapid City, SD 57709-2433

(605) 343-7700

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$40,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2017 to 2019

Revenue Growth

91st percentile

70%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2017 to 2019

Assets

Up

$7,583,319

Up $151,430 (+2.0%) from 2017

Net Assets

Up

$7,582,427

Up $151,345 (+2.0%) from 2017

Liabilities

Up

$892

Up $85 (+11%) from 2017

Revenue

Up

$666,854

Up $437,139 (+190%) from 2017

Expenses

Up

$552,359

Up $88,744 (+19%) from 2017

Net Income

Up

$114,495

Up $348,395 (+149%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $2,065Liabilities 2010: $0Net Assets 2010: $2,0652010Assets 2011: $1,353Liabilities 2011: $0Net Assets 2011: $1,3532011Assets 2012: $159,518Liabilities 2012: $961Net Assets 2012: $158,5572012Assets 2013: $8,004,765Liabilities 2013: $2,581Net Assets 2013: $8,002,1842013Assets 2014: $8,663,218Liabilities 2014: $2,305Net Assets 2014: $8,660,9132014Assets 2015: $8,027,712Liabilities 2015: $2,305Net Assets 2015: $8,025,4072015Assets 2016: $7,870,107Liabilities 2016: $807Net Assets 2016: $7,869,3002016Assets 2017: $7,431,889Liabilities 2017: $807Net Assets 2017: $7,431,0822017Assets 2019: $7,583,319Liabilities 2019: $892Net Assets 2019: $7,582,4272019Assets 2020: $7,257,146Liabilities 2020: $885Net Assets 2020: $7,256,2612020Assets 2021: $7,085,620Liabilities 2021: $5,915Net Assets 2021: $7,079,7052021Assets 2022: $7,163,536Liabilities 2022: $2,460Net Assets 2022: $7,161,0762022Assets 2023: $7,020,650Liabilities 2023: $2,460Net Assets 2023: $7,018,1902023

Highlighted filing

2019

Assets$7,583,319
Liabilities$892
Net Assets$7,582,427

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $968,9242010Expenses 2011: $1,020,0762011Expenses 2012: $555,7512012Revenue 2013: $8,953,654Expenses 2013: $1,110,027Net Income 2013: $7,843,6272013Revenue 2014: $927,488Expenses 2014: $268,759Net Income 2014: $658,7292014Revenue 2015: $100,682Expenses 2015: $687,689Net Income 2015: -$587,0072015Revenue 2016: $164,896Expenses 2016: $152,823Net Income 2016: $12,0732016Revenue 2017: $229,715Expenses 2017: $463,615Net Income 2017: -$233,9002017Revenue 2019: $666,854Expenses 2019: $552,359Net Income 2019: $114,4952019Revenue 2020: $441,242Expenses 2020: $341,077Net Income 2020: $100,1652020Revenue 2021: $257,587Expenses 2021: $418,311Net Income 2021: -$160,7242021Revenue 2022: $206,329Expenses 2022: $300,721Net Income 2022: -$94,3922022Revenue 2023: $237,469Expenses 2023: $390,780Net Income 2023: -$153,3112023

Highlighted filing

2019

Revenue$666,854
Expenses$552,359
Net Income$114,495
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEHDI MERALIVice President & DirectorPT$40,000-$40,000
KARIM MERALIPresidentPT$27,071-$27,071
AZIM MERALIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Merali Foundation
EIN
26-0875013
Address
PO BOX 2433, RAPID CITY, SD 57709-2433

Signing Officer

Name
Karim Merali
Title
President
Phone
6054849000
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
James Postma CPA
Address
PO Box 2433, Rapid City, SD 57709
Preparer
James Postma
Phone
6053437700
Raw XML AppendixShowing 400 of 1,371 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06406
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CANADIAN TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06406
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WELLS FARGO ULTRA SHORT INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ISHARES MBS ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ISHARES IBOXX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3T ROW PRICE INST FLOAT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4VANGUARD INTERM TERM B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VANGUARD ST BOND ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PRINCIPAL HIGH YIELD FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7GAI AGILITY INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8FIDELITY NEW MARKETS INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9TCW EMERGING MARKETS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10EATON VANCE GLOBAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11JOHN HANCOCK ABSOLUTE RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12T ROWE PRICE REAL ESTATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13ANTHEM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14APPLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ATT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16BANK OF AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17BANK OF MONTREAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18BANK OF NOVA SCOTIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19BNP PARIBAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20CAPITAL ONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21CITIGROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22CVS HEALTH CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23DOW DUPONT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24GOLDMAN SACHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26NOVARTIS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27SUMITOMO MITSUI FINL GRP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28SUNTRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29WESPAC BANKING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30HALIBURTON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31HOME DEPOT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32HSBC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33JP MORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34METLIFE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35MITSUBISHI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt179570
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6147428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7107145
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt898975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9199100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10151200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11100500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1250200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1321051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1425440
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1516246
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1615617
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1715166
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1810143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1920755
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2015038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2125379
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2216027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2315281
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2415892
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2520128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2626373
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2720287
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2816242
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2921701
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3026017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3126268
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3215660
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3325647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3426515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3521031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt179424
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6149089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7105064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8101731
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9202546
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10152807
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1199133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1243327
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1321180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1425427
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1516261
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1615637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1715186
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1810150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1920634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2015020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2125416
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2216105
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2315208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2415923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2520152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2626282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2720346
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2816265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2921318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3026006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3126168
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3215632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3325765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3426640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3521070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt637851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt733037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt836506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1123684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1235512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1310921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1429979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1529273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1614673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1818991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2013129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2213338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2321473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2432050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2517609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2727851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2813604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2930909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3037874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3118612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3227436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3326058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3414432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3525589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3721225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3839377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40173273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41194844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42100326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44296709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45342430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4695333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5351946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5444015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5522873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5640048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5729559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5936503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6527531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6617653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6722377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6839499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt248224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt651632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt726993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt845441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1135189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1251929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1322079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1433182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1567609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1626339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1929238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2055856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2132576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2242486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2328094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24108651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2538848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2633197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2773536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2820042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29116698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3051313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3141861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3230390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3338737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3429837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3539474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3621176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3725270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3840645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40185242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41211726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42183583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44322345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45372872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46106639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5349263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5449241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5533065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5631487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5738855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5943460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6530103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6620168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6724959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6839572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2NIKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EOG RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4TJX CPS OMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7HAIN CELESTIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERIPRISE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JPMORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ELI LILLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNITED HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BOEING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CISCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MERCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SPIRIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CELANESE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COGNIZANT TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EATON CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LAM RESEARCH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ZOETIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TOTAL SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES CORE SP SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES SP MID CAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SPDR MIDCAP 400 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD FTSE DEVELOPED MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AQR MANAGED FUTURES STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THE MERGER FUND CLASS INST 30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49E TRACS ALERIAN MLP INF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CREDIT SUISSE COMMODITY RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JP MORGAN ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TE CONNECTIVITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56FLEX LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MANULIFE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROCHE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SUNCOR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BOSTON PARTNERS LONG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NEUBERGER BERMAN LONG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62BLACKROCK GLOBAL LONG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63USB GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66FIDELITY NATL INFORM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TORONTO DOMINION BANK
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt015744
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt015616
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0168000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt01115 ACRES CARSON RD DIWIDDIE VA
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0168000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0168000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0124240
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01592
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SWACO CA RENTAL K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt034076
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0159908
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0159908
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0506946
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027071
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt067071
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0411091
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0411091
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0124240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0114495
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03597983
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0506946
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0568665
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0309
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt034076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt034076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046977
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03079
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt014306
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0454170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt098189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0552359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0666854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0666854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043079
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt098189
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0141268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-08-14

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings