Civic Intelligence

David G and Nancy B Walsh Family Foundation Ltd

EIN 39-1914595 • Madison, WI

C/O Foley Lardner PO Box 1497Madison, WI 53701-1497
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

5.7%

Faster revenue growth than 45% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,250,627

Up $327,059 (+8.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,250,627

Up $327,059 (+8.3%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$791,236

Up $42,940 (+5.7%) from 2024

Expenses

Up

$425,721

Up $43,044 (+11%) from 2024

Net Income

Down

$365,515

Down $104 (-0.0%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,357,392Liabilities 2011: $02011Assets 2012: $1,378,348Liabilities 2012: $02012Assets 2013: $1,525,204Liabilities 2013: $02013Assets 2014: $1,986,159Liabilities 2014: $0Net Assets 2014: $1,986,1592014Assets 2015: $2,250,819Liabilities 2015: $0Net Assets 2015: $2,250,8192015Assets 2016: $2,347,238Liabilities 2016: $0Net Assets 2016: $2,347,2382016Assets 2017: $3,680,721Liabilities 2017: $0Net Assets 2017: $3,680,7212017Assets 2018: $3,811,208Liabilities 2018: $0Net Assets 2018: $3,811,2082018Assets 2019: $3,764,194Liabilities 2019: $0Net Assets 2019: $3,764,1942019Assets 2020: $3,750,076Liabilities 2020: $0Net Assets 2020: $3,750,0762020Assets 2021: $3,483,746Liabilities 2021: $0Net Assets 2021: $3,483,7462021Assets 2022: $3,359,151Liabilities 2022: $0Net Assets 2022: $3,359,1512022Assets 2023: $3,619,144Liabilities 2023: $0Net Assets 2023: $3,619,1442023Assets 2024: $3,923,568Liabilities 2024: $0Net Assets 2024: $3,923,5682024Assets 2025: $4,250,627Liabilities 2025: $0Net Assets 2025: $4,250,6272025

Highlighted filing

2025

Assets$4,250,627
Liabilities$0
Net Assets$4,250,627
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $141,965Expenses 2011: $95,137Net Income 2011: $46,8282011Revenue 2012: $439,183Expenses 2012: $103,285Net Income 2012: $335,8982012Revenue 2013: $263,843Expenses 2013: $116,987Net Income 2013: $146,8562013Revenue 2014: $638,060Expenses 2014: $135,422Net Income 2014: $502,6382014Revenue 2015: $590,152Expenses 2015: $183,595Net Income 2015: $406,5572015Revenue 2016: $309,968Expenses 2016: $160,072Net Income 2016: $149,8962016Revenue 2017: $1,541,680Expenses 2017: $187,961Net Income 2017: $1,353,7192017Revenue 2018: $422,816Expenses 2018: $283,013Net Income 2018: $139,8032018Revenue 2019: $143,750Expenses 2019: $283,126Net Income 2019: -$139,3762019Revenue 2020: $101,714Expenses 2020: $297,510Net Income 2020: -$195,7962020Revenue 2021: $99,113Expenses 2021: $306,424Net Income 2021: -$207,3112021Revenue 2022: $247,244Expenses 2022: $372,089Net Income 2022: -$124,8452022Revenue 2023: $374,865Expenses 2023: $406,315Net Income 2023: -$31,4502023Revenue 2024: $748,296Expenses 2024: $382,677Net Income 2024: $365,6192024Revenue 2025: $791,236Expenses 2025: $425,721Net Income 2025: $365,5152025

Highlighted filing

2025

Revenue$791,236
Expenses$425,721
Net Income$365,515
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,250,627
Liabilities
$0
Net assets
$4,250,627
Revenue
$791,236
Expenses
$425,721
Net income
$365,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.79$0.43$0.37
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.75$0.38$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.37$0.41$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.25$0.37$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.10$0.31$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.10$0.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.14$0.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.42$0.28$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.54$0.19$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.31$0.16$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.59$0.18$0.41
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.64$0.14$0.50
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.26$0.12$0.15
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.44$0.10$0.34
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.14$0.10$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold MayerDirector-$500-$500
Thomas StolperDirector-$500-$500
Kathleen LaskisDirector-$500-$500
David G Walsh co Foley LardnerPres/Sec/Director-$0--
Nancy B WalshVP/Treas/Director-$0--
Michael WalshDirector-$0--
Katherine WalshDirector-$0--
Molly WalshDirector-$0--
John G WalshDirector-$0--
Filing and Contact Details

Filer

Filer Name
DAVID G and NANCY B WALSH FAMILY FOUNDATION LTD
EIN
39-1914595
Phone
6082584269
Address
C/O FOLEY LARDNER PO BOX 1497, MADISON, WI 53701-1497

Signing Officer

Name
David G Walsh
Title
President
Phone
6082584269
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Axley Brynelson LLP
Address
2 E Mifflin street Suite 200, Madison, WI 53703
Preparer
Steven E Grimm
Phone
6082575661
Raw XML AppendixShowing 400 of 972 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/Amt06500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Kathleen Laskis Bookkeeping
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt152022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt162022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0100 shrs Qualcomm Inc.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1750 shrs Oracle Corp.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2524 shrs Magnera Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3943 shrs Chewy Inc.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4550 shrs Discover Financial Services
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5550 shrs Discover Financial Services
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc61900 shrs Berry Global Group
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7112 shrs McKesson Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc86000 shrs Bausch Health Companies Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc92447 shrs Chewy Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc101584 shrs Ebay Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc111243 shrs Tyson Foods Inc
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12358 shrs Coherent Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13159 shrs Performance Food Group
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14300 shrs JPMorgan Chase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1540 shrs Microsoft
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1616 shrs McKesson Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt06623
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt127213
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt29942
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt316922
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt410901
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt522972
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt6108635
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt74996
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt851123
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt943911
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1053974
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1164287
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1212242
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt134606
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1411447
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt151035
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt16714
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt2FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt3FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt4FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt5FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt6FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt7FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt8FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt9FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt10FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt11FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt12FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt13FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt14FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt15FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt16FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt020802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1142410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt210720
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt332533
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt499982
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt599982
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt6131049
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt767677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt842122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt9118431
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt10124290
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1168740
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1228756
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1313897
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1483042
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1519153
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1611557
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62025-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72025-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82025-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162025-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt014179
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1115197
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2778
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt315611
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt489081
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt577010
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt622414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt762681
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-9001
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt974520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1070316
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt114453
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1216514
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt139291
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1471595
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1518118
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1610843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03731101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1118906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08387412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt220226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Fidelity Brokerage Account ***-**6713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Flugen Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Investigation Occular LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0149765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REIT Holdings (Fidelity)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0128918
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0126308
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0663600
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01328
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0791236
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0791236
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0663600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0351540
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0351540
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0126308
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0126308
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0365515
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01115143
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06173
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06173
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0663600
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0732578
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt015600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044891
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0262
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0352290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0425721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0791236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0791236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058658
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt416922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt622972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt754570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt854069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1051123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1143911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1253974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1364287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1412242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt154606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1611447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1115197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt415611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt589081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt677010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt814906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt962681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-9001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1174520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1270316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1416514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1671595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1718118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1810843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1115197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt415611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt589081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt677010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt814906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt962681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-9001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1174520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1270316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1416514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt159291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1671595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1718118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1810843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1142410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt432533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt599982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt699982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt762078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt868975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt967677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1042122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11118431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12124290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1368740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1428756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1513897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1683042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1719153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1811557
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/PropertyDesc0100 shrs Qualcomm Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1750 shrs Oracle Corp.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2510 shrs Magnera Corp.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34 shrs Magnera Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4943 shrs Chewy Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5550 shrs Discover Financial Services
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6550 shrs Discover Financial Services
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7900 shrs Berry Global Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 shrs Berry Global Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9112 shrs McKesson Corp

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits