Civic Intelligence

Curry & Downey Scholarship Trust

EIN 45-6837157 • Boston, MA

265 Franklin St Bos-301Boston, MA 02110
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 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$4,387

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,421,734

Up $127 (+0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,421,734

Up $127 (+0.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin29th percentile

Revenue

Down

$97,622

Down $22,397 (-19%) from 2023

Expenses

Up

$103,107

Up $1,242 (+1.2%) from 2023

Net Income

Down

-$5,485

Down $23,639 (-130%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,335,628Liabilities 2013: $02013Assets 2014: $1,293,600Liabilities 2014: $02014Assets 2015: $1,292,781Liabilities 2015: $02015Assets 2019: $1,271,880Liabilities 2019: $02019Assets 2020: $1,327,272Liabilities 2020: $0Net Assets 2020: $1,327,2722020Assets 2021: $1,399,525Liabilities 2021: $0Net Assets 2021: $1,399,5252021Assets 2022: $1,407,244Liabilities 2022: $0Net Assets 2022: $1,407,2442022Assets 2023: $1,421,607Liabilities 2023: $0Net Assets 2023: $1,421,6072023Assets 2024: $1,421,734Liabilities 2024: $0Net Assets 2024: $1,421,7342024

Highlighted filing

2024

Assets$1,421,734
Liabilities$0
Net Assets$1,421,734
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $51,488Expenses 2013: $80,904Net Income 2013: -$29,4162013Revenue 2014: $61,709Expenses 2014: $101,221Net Income 2014: -$39,5122014Revenue 2015: $102,388Expenses 2015: $93,488Net Income 2015: $8,9002015Revenue 2019: $73,425Expenses 2019: $79,041Net Income 2019: -$5,6162019Revenue 2020: $128,386Expenses 2020: $76,314Net Income 2020: $52,0722020Revenue 2021: $150,732Expenses 2021: $93,381Net Income 2021: $57,3512021Revenue 2022: $134,576Expenses 2022: $114,943Net Income 2022: $19,6332022Revenue 2023: $120,019Expenses 2023: $101,865Net Income 2023: $18,1542023Revenue 2024: $97,622Expenses 2024: $103,107Net Income 2024: -$5,4852024

Highlighted filing

2024

Revenue$97,622
Expenses$103,107
Net Income-$5,485
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,421,734
Liabilities
$0
Net assets
$1,421,734
Revenue
$97,622
Expenses
$103,107
Net income
-$5,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.10$0.10$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.15$0.09$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.13$0.08$0.05
2019Summary only. Only limited summary data is available for this year.$1.27$0.00$0.07$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$0.10$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$1.29$0.00$0.06$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.05$0.08$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EASTERN BANK EASTERN WEALTH MGMTTrustee-$4,147-$4,147
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MASSACHUSETTS - AMHERST-A FBO ANDY DUVERGESCHOLARSHIPNONEAmherst, MA, US$20,000
Paid GrantMERRIMACK COLLEGESCHOLARSHIPNONENORTH ANDOVER, MA, US$14,000
Paid GrantNortheastern University FBO Taylor SullivanSCHOLARSHIPNONEBoston, MA, US$7,000
Paid GrantBoston University FBO Julia ChenSCHOLARSHIPNONEBoston, MA, US$7,000
Paid GrantBRANDEIS UNIVERSITYSCHOLARSHIPNONEWALTHAM, MA, US$7,000
Paid GrantEmmanuel College FBO Hannah TranantSCHOLARSHIPNONEBoston, MA, US$7,000
Paid GrantSuffolk University FBO Haris HusidicSCHOLARSHIPNONEBoston, MA, US$7,000
Paid GrantUNIVERSITY OF MASSACHUSETTS LOWELL FBO YEN-NHI CHITSCHOLARSHIPNONELOWELL, MA, US$7,000
Paid GrantUniversity of Rhode Island FBO Olivia LangloisSCHOLARSHIPNONEKingston, RI, US$7,000
Paid GrantVILLANOVA UNIVERSITY FBO ALEXIS IRAWANDISCHOLARSHIPNONEVILLANOVA, PA, US$7,000
Filing and Contact Details

Filer

Filer Name
Curry & Downey Scholarship Trust
EIN
45-6837157
Phone
7815814292
Address
265 FRANKLIN ST BOS-301, BOSTON, MA 02110

Signing Officer

Name
James Bonfanti
Title
Vice President
Phone
7815814292
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Raw XML AppendixShowing 400 of 1,448 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABBOTT LABORATORIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ADOBE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AIR PRODUCTS & CHEMICALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALABAMA POWER CO 3.55% 12/01/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ALPHABET, INC. CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ALPHABET, INC. CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMAZON.COM, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ANALOG DEVICES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ASTRAZENECA PLC ADR 3.375% 11/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BLACKROCK INC. 3.375% 06/01/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14BMO TCH CORPORATE INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15BOEING CO 3.25% 03/01/2028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17BURLINGTON STORES, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18CAMDEN PROPERTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CITIGROUP 3.7% 01/12/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20COMCAST CORP NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22CROWN CASTLE INTERNATIONAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25FACEBOOK META PLATFORMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26FEDERATED GOV'T OBLIGATION TAX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28HONEYWELL INT'L INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29I SHARES MSCI EMERGING MKT IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30HARTFORD FINANCIAL SERVICES GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31INTERCONTEXCHANGE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32J P MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34MASTERCARD 3.375% 04/01/2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35MARVELL TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MERCK & CO INC. NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37MICROSOFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38MOTOROLA SOLUTIONS, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39NORTHROP GRUMMAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41PFIZER INC 3% 12/15/2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42ROYAL PHARMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43PNC BANK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SERVICENOW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45TESLA INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50UNITEDHEALTH GROUP, INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52VISA, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WALMART, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55AMERICAN ELEC POWER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56APPLIED MATERIALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57BAILLE GIFFORD EMERGING MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58BAILLE GIFFORD INTERNATIONAL G
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60FEDEX CORPORATION 3.4% 02/15/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61GLOBAL PAYMENTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62CVS HEALTH CORP 3.25% 08/15/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63NVIDIA CORPORATION 2.85% 04/01
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64IQVIA HOLDINGS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67KEYCORP 2.25% 04/06/2027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68PRINCIPAL PREFERRED SECURITIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70SPDR PORTFOLIO INT TERM CORP B
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72SPDR TECHNOLOGY IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74ULTA BEAUTY, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75SHENKMAN SHORT DURATION HIGH I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76ADVANCED MICRO DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77AMEREN CORP.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78AMGEN INC 2.2% 02/21/2027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79CAPITAL ONE FINANCIAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80CONESTOGA SMALL CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81DARDEN RESTAURANTS INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82EASTMAN CHEMICAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83INSULET CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84I SHARES RUSSELL 1000 VALUE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85MARRIOTT INTERNATIONAL INC. C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86OSHKOSH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87PAYPAL HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88SPDR SPDR BLACKSTONE SENIOR LO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89SPDR HEALTH CARE SELECT SPDR E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90THERMO FISHER SCIENTIFIC, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91THERMO FISHER SCIENTIFIC, INC.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5835458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5921614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6015239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6148986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt628960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6310320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt647902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6510759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6617969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6713285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6812035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt699366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt709715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7137609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7212805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt738378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7424045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7514869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7617675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7737150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7827517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt035407
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt099169
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0134576
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0134576
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt099169
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04147
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035141
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035407
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019633
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0560329
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt099169
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122700
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017181
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0101132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0134576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024943
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-06-25

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