Civic Intelligence

Ida Koran Trust 25641470

EIN 41-6124022 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$260,091

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

42nd percentile

2.8%

Faster asset growth than 42% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

83%

Faster revenue growth than 87% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$32,114,756

Up $866,834 (+2.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$32,114,756

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue16th percentileNet Margin64th percentile

Revenue

Up

$3,430,931

Up $1,558,961 (+83%) from 2023

Expenses

Up

$2,946,985

Up $524,796 (+22%) from 2023

Net Income

Up

$483,946

Up $1,034,165 (+188%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $33,191,055Liabilities 2010: $0Net Assets 2010: $33,191,0552010Assets 2011: $33,892,463Liabilities 2011: $0Net Assets 2011: $33,892,4632011Assets 2012: $35,181,947Liabilities 2012: $12012Assets 2013: $35,257,793Liabilities 2013: $20,580Net Assets 2013: $35,237,2132013Assets 2014: $34,643,652Liabilities 2014: $12014Assets 2015: $33,893,382Liabilities 2015: $0Net Assets 2015: $33,893,3822015Assets 2019: $30,853,240Liabilities 2019: $02019Assets 2020: $30,698,325Liabilities 2020: $0Net Assets 2020: $30,698,3252020Assets 2021: $31,103,266Liabilities 2021: $0Net Assets 2021: $31,103,2662021Assets 2022: $31,838,186Liabilities 2022: $0Net Assets 2022: $31,838,1862022Assets 2023: $31,247,922Liabilities 2023: $12023Assets 2024: $32,114,756Liabilities 2024: $0Net Assets 2024: $32,114,7562024

Highlighted filing

2024

Assets$32,114,756
Liabilities$0
Net Assets$32,114,756
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,895,2082010Expenses 2011: $1,965,5152011Revenue 2012: $3,498,535Expenses 2012: $2,180,808Net Income 2012: $1,317,7272012Revenue 2013: $2,070,933Expenses 2013: $1,990,996Net Income 2013: $79,9372013Revenue 2014: $1,670,907Expenses 2014: $2,376,169Net Income 2014: -$705,2622014Revenue 2015: $1,837,643Expenses 2015: $2,622,599Net Income 2015: -$784,9562015Revenue 2019: $2,422,919Expenses 2019: $2,231,426Net Income 2019: $191,4932019Revenue 2020: $1,706,643Expenses 2020: $2,281,972Net Income 2020: -$575,3292020Revenue 2021: $3,070,764Expenses 2021: $2,603,402Net Income 2021: $467,3622021Revenue 2022: $3,401,386Expenses 2022: $2,724,270Net Income 2022: $677,1162022Revenue 2023: $1,871,970Expenses 2023: $2,422,189Net Income 2023: -$550,2192023Revenue 2024: $3,430,931Expenses 2024: $2,946,985Net Income 2024: $483,9462024

Highlighted filing

2024

Revenue$3,430,931
Expenses$2,946,985
Net Income$483,946
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$32,114,756
Liabilities
$0
Net assets
$32,114,756
Revenue
$3,430,931
Expenses
$2,946,985
Net income
$483,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$3.43$2.95$0.48
2023Summary only. Only limited summary data is available for this year.$31.2$0.00$1.87$2.42$0.55
2022Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.40$2.72$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$3.07$2.60$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$0.00$30.7$1.71$2.28$0.58
2019Summary only. Only limited summary data is available for this year.$30.9$0.00$2.42$2.23$0.19
2015Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$1.84$2.62$0.78
2014Summary only. Only limited summary data is available for this year.$34.6$0.00$1.67$2.38$0.71
2013Detailed filing. Detailed filing data is available for this year.$35.3$0.02$35.2$2.07$1.99$0.08
2012Summary only. Only limited summary data is available for this year.$35.2$0.00$3.50$2.18$1.32
2011Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$1.97
2010Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$1.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$260,091-$260,091
DIANA LEWISTrustee-$0--
STEVE FRITZETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ida Koran Trust
EIN
41-6124022
Phone
6123033259
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6123033259
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4470432V102 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4609290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48166764100 CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4926142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5029444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5258733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5592537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56G29183103 EATON CORP PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0775791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12843743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21194390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31642692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42437709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5690527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6874962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71010643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81720805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91278891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10956995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111653037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12306660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131007136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141230000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt098MSC15L3 IDR CORE EQUITY RE S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt246434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt304314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt506828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt874440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt978467Y107 SPDR S P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10921910501 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11922908710 VANGUARD 500 INDEX A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1298MSCF1J1 PARTNERS GRP PRVT EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464288521 ISHARES CORE US REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464288885 ISHARES MSCI EAFE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1699MSCPGB8 POINTER OFFSHORE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01041122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12902564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21148840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31667480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42334787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5840029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61209760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71309188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81509569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92050488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt102426216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113522607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12355322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13987666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141223148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152413703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01173004
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02225554
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FROM PARTNERSHIP/S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03645
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt124728
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03426931
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03426931
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt015775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015775
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02225554
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt065023
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0195068
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0260091
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02355179
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02355179
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01168620
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01173004
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0483946
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011509777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt057069
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt057069
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02225554
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03201397
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt042265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050664
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt028373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt028373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0139108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0139108
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020183
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt069099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02674419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0221150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02946985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03422547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03430931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0319240
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0221150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0591806
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242012-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282024-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt331970-12-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt228336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt343163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4112998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6105858

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