Civic Intelligence

Edwin & Elayne Gross Charitable Fund

990PF • Fiscal year 2020 • EIN 27-0305327

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

PO Box 579Carnelian Bay, CA 96140

(260) 482-4573

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

52nd percentile

5.8%

Higher net margin than 52% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

69%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$54,248

Down $1,603 (-2.9%) from 2018

Net Assets

Down

$54,248

Down $1,603 (-2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$6,441

Up $1,254 (+24%) from 2018

Expenses

Up

$6,070

Up $1,424 (+31%) from 2018

Net Income

Down

$371

Down $170 (-31%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $56,857Liabilities 2014: $1Net Assets 2014: $56,8562014Assets 2016: $56,783Liabilities 2016: $2Net Assets 2016: $56,7812016Assets 2017: $55,310Liabilities 2017: $0Net Assets 2017: $55,3102017Assets 2018: $55,851Liabilities 2018: $0Net Assets 2018: $55,8512018Assets 2020: $54,248Liabilities 2020: $0Net Assets 2020: $54,2482020Assets 2021: $56,610Liabilities 2021: $0Net Assets 2021: $56,6102021Assets 2022: $56,982Liabilities 2022: $0Net Assets 2022: $56,9822022Assets 2024: $64,797Liabilities 2024: $0Net Assets 2024: $64,7972024

Highlighted filing

2020

Assets$54,248
Liabilities$0
Net Assets$54,248

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2014: $5,132Expenses 2014: $5,568Net Income 2014: -$4362014Revenue 2016: $3,432Expenses 2016: $6,052Net Income 2016: -$2,6202016Revenue 2017: $3,296Expenses 2017: $4,767Net Income 2017: -$1,4712017Revenue 2018: $5,187Expenses 2018: $4,646Net Income 2018: $5412018Revenue 2020: $6,441Expenses 2020: $6,070Net Income 2020: $3712020Revenue 2021: $6,767Expenses 2021: $4,405Net Income 2021: $2,3622021Revenue 2022: $9,217Expenses 2022: $8,845Net Income 2022: $3722022Revenue 2024: $13,413Expenses 2024: $8,567Net Income 2024: $4,8462024

Highlighted filing

2020

Revenue$6,441
Expenses$6,070
Net Income$371
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY B GROSSPresident-$0--
SAMUEL H GROSSSecretary-$0--
WILLIAM M SCHREYERTreasurer-$0--
ELIZABETH K SCHREYERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edwin & Elayne Gross Charitable Fnd
EIN
27-0305327
Address
PO BOX 579, CARNELIAN BAY, CA 96140

Signing Officer

Name
Jeffrey B Gross
Title
President
Phone
5304486000
Signed
2021-05-13

Preparer

Firm
Bojrab Kaufman & Company
Address
1020 E DUPONT ROAD, FORT WAYNE, IN 46825
Preparer
Ronald D Bojrab
Phone
2604824573
Raw XML AppendixShowing 400 of 723 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt205366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt189485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2018851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt302576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt352087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt372868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt392527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt401052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt462359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR PRODUCT & CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CICSO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DU PONT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FIDELITY NATL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ISHARES MSCI EAFE INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES MSCI EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES RUSSELL MIDCAP IND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MERCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MONDELEZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PAYPAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PIONEER NATURAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SAP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SCHLUMBERG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TMOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNILEVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITED HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VIATRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01571
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01994
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04447
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06441
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06441
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04447
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01994
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01994
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01994
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0371
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012723
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04447
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt01290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01290
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26745
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/PropertyDesc0CVS HEALTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNILEVER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UNILEVER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ADP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6UPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BERKSHIRE HATHAWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CISCO SYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CISCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CVS HEALTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ISHARES RUSSELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14KINDER MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16METLIFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PROCTOR & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18NEXTERA ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ORACLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VIATRIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22PAYPAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23WALT DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24PROCTOR & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25SCHLUMBERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26TARGET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04447
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-130
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0371
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt054248
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt053877
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt054248
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05849
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05849
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05849
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05893
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/DistributableAmountGrp/TotalTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits