Civic Intelligence

Julie & Doug Baker Jr Foundation

EIN 46-1734894 • 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

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

95th percentile

61%

Faster asset growth than 95% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

174%

Faster revenue growth than 92% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,981,280

Up $8,362,570 (+61%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,981,280

Up $8,362,570 (+61%) from 2023

Revenue

Up

$16,505,993

Up $10,491,325 (+174%) from 2023

Expenses

Down

$1,424,325

Down $265,937 (-16%) from 2023

Net Income

Up

$15,081,668

Up $10,757,262 (+249%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $1,382,742Liabilities 2012: $02012Assets 2013: $3,547,678Liabilities 2013: $02013Assets 2014: $4,577,247Liabilities 2014: $02014Assets 2015: $7,550,504Liabilities 2015: $02015Assets 2017: $7,598,413Liabilities 2017: $0Net Assets 2017: $7,598,4132017Assets 2019: $7,846,513Liabilities 2019: $02019Assets 2020: $11,317,497Liabilities 2020: $0Net Assets 2020: $11,317,4972020Assets 2021: $12,076,693Liabilities 2021: $0Net Assets 2021: $12,076,6932021Assets 2022: $10,804,246Liabilities 2022: $0Net Assets 2022: $10,804,2462022Assets 2023: $13,618,710Liabilities 2023: $0Net Assets 2023: $13,618,7102023Assets 2024: $21,981,280Liabilities 2024: $0Net Assets 2024: $21,981,2802024

Highlighted filing

2024

Assets$21,981,280
Liabilities$0
Net Assets$21,981,280

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,382,742Expenses 2012: $0Net Income 2012: $1,382,7422012Revenue 2013: $2,583,269Expenses 2013: $189,368Net Income 2013: $2,393,9012013Revenue 2014: $1,827,458Expenses 2014: $797,891Net Income 2014: $1,029,5672014Revenue 2015: $5,692,238Expenses 2015: $1,583,941Net Income 2015: $4,108,2972015Revenue 2017: $4,359,097Expenses 2017: $1,670,258Net Income 2017: $2,688,8392017Revenue 2019: $1,276,927Expenses 2019: $2,451,017Net Income 2019: -$1,174,0902019Revenue 2020: $11,415,244Expenses 2020: $3,292,728Net Income 2020: $8,122,5162020Revenue 2021: $8,372,561Expenses 2021: $2,827,610Net Income 2021: $5,544,9512021Revenue 2022: $2,986,972Expenses 2022: $3,212,886Net Income 2022: -$225,9142022Revenue 2023: $6,014,668Expenses 2023: $1,690,262Net Income 2023: $4,324,4062023Revenue 2024: $16,505,993Expenses 2024: $1,424,325Net Income 2024: $15,081,6682024

Highlighted filing

2024

Revenue$16,505,993
Expenses$1,424,325
Net Income$15,081,668

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS M BAKER JRC0-Trustee-$0--
JULIE M BAKERCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Julie & Doug Baker Jr Foundation
EIN
46-1734894
Phone
6514668710
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Trustee
Title
Douglas Baker
Phone
6514668710
Signed
2025-10-15
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/StockNm7909290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82237194105 DARDEN RESTAURANTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8326142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8429444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85482480100 KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8758733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9092537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91G29183103 EATON CORP PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01418063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1955704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21067954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3382981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41118663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5199831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9900000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12199831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0315911727 FIDELITY INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146432F834 ISHARES CORE MSCI TO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2670700400 NUVEEN PREFERRED SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt378462F103 SPDR S P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt695MSC61P3 SUMMIT PART SUB DEBT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MSP EQUITY FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8149498107 CAUSEWAY EMERGING MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt919765Y340 COLUMBIA SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10315911750 FIDELITY 500 INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1174925K367 ABBEY CAPITAL FUTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1292835M422 ALPHASIMPLEX MGD FUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1398149E303 SPDR GOLD MINISHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01434315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11010455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22896407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3426254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41095697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5223609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7486583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8559670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91019534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10364268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11345238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12223609
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0695860
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07342383
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SUMMIT PARTNERS SU
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MSP EQUITY FUND IN
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt020156
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1868
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt24057
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08063324
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08063324
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07342383
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01133700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01133700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08442669
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0693559
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0695860
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015081668
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013123355
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07342383
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07962248
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011735
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt025074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt025081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt073015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081128
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07353
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0176862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01156048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt098768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01424325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08061016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016505993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt098768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0290625
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172007-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182007-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192007-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202007-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt291900-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-09-28

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