Civic Intelligence

Capel Trust FBO Montgomery Hospital

EIN 51-0160511 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
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

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$30,930

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

9.3%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,974,480

Up $168,330 (+9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,974,480

Up $168,330 (+9.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin89th percentile

Revenue

Up

$300,706

Up $73,622 (+32%) from 2023

Expenses

Up

$133,833

Up $735 (+0.6%) from 2023

Net Income

Up

$166,873

Up $72,887 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,316,909Liabilities 2011: $02011Assets 2012: $1,416,642Liabilities 2012: $02012Assets 2013: $1,385,726Liabilities 2013: $0Net Assets 2013: $1,385,7262013Assets 2014: $1,352,007Liabilities 2014: $0Net Assets 2014: $1,352,0072014Assets 2015: $1,298,317Liabilities 2015: $0Net Assets 2015: $1,298,3172015Assets 2016: $1,995,067Liabilities 2016: $0Net Assets 2016: $1,995,0672016Assets 2017: $1,950,064Liabilities 2017: $0Net Assets 2017: $1,950,0642017Assets 2018: $1,952,849Liabilities 2018: $0Net Assets 2018: $1,952,8492018Assets 2019: $1,904,948Liabilities 2019: $0Net Assets 2019: $1,904,9482019Assets 2020: $1,831,991Liabilities 2020: $0Net Assets 2020: $1,831,9912020Assets 2021: $1,836,255Liabilities 2021: $0Net Assets 2021: $1,836,2552021Assets 2022: $1,713,997Liabilities 2022: $0Net Assets 2022: $1,713,9972022Assets 2023: $1,806,150Liabilities 2023: $0Net Assets 2023: $1,806,1502023Assets 2024: $1,974,480Liabilities 2024: $0Net Assets 2024: $1,974,4802024

Highlighted filing

2024

Assets$1,974,480
Liabilities$0
Net Assets$1,974,480
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $150,154Expenses 2011: $108,745Net Income 2011: $41,4092011Revenue 2012: $148,980Expenses 2012: $107,117Net Income 2012: $41,8632012Revenue 2013: $140,565Expenses 2013: $111,892Net Income 2013: $28,6732013Revenue 2014: $123,103Expenses 2014: $153,530Net Income 2014: -$30,4272014Revenue 2015: $50,199Expenses 2015: $106,216Net Income 2015: -$56,0172015Revenue 2016: $831,131Expenses 2016: $133,029Net Income 2016: $698,1022016Revenue 2017: $102,656Expenses 2017: $150,445Net Income 2017: -$47,7892017Revenue 2018: $145,254Expenses 2018: $139,335Net Income 2018: $5,9192018Revenue 2019: $91,843Expenses 2019: $138,464Net Income 2019: -$46,6212019Revenue 2020: $63,187Expenses 2020: $135,939Net Income 2020: -$72,7522020Revenue 2021: $149,291Expenses 2021: $134,860Net Income 2021: $14,4312021Revenue 2022: $20,270Expenses 2022: $149,760Net Income 2022: -$129,4902022Revenue 2023: $227,084Expenses 2023: $133,098Net Income 2023: $93,9862023Revenue 2024: $300,706Expenses 2024: $133,833Net Income 2024: $166,8732024

Highlighted filing

2024

Revenue$300,706
Expenses$133,833
Net Income$166,873
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,974,480
Liabilities
$0
Net assets
$1,974,480
Revenue
$300,706
Expenses
$133,833
Net income
$166,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.30$0.13$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.23$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.10$0.15$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.83$0.13$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.14$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.15$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$0.15$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$30,930-$30,930
Filing and Contact Details

Filer

Filer Name
Capel Trust Fbo Montgomery Hospital
EIN
51-0160511
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt957000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10170000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11123011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1286000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13103312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1424000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1548000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1648000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1748000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1848000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1948000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0722005667 PIMCO COMMODITY REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287879 ISHARES S&P SMALL-CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287408 ISHARES S&P 500 VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4962166104 WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6921937793 VANGUARD LONG-TERM B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt946432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10828806109 SIMON PROPERTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287887 ISHARES S&P SMALL-CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1274440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1438147N269 GLDMN SCHS GQG PRT I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15693390700 PIMCO TOTAL RET FD-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1672201R833 PIMCO ENHANCED SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1777956H435 T ROWE PR OVERSEAS S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1889155T490 TOUCHSTONE MID CAP-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2031641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2141152J108 EMBARK COMMODITY STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2241152J306 EMBARK SMALL CAP EQU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2356063N881 NYLI MACKAY HIGH YIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2474256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt048308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt257264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt467886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt580136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt616016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt772090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8274298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt957953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10172979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11127130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1296303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13118859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1423517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1548047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1649356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1747632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1849224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1946699
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt060645
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0240061
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0300706
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0300706
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01102
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01102
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0240061
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07732
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023197
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030930
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt094000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt094000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt058941
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt060645
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0166873
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01044670
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0240061
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0272994
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0566
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0102834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0133833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0299002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0300706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039833
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402021-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt128082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt775000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt845308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt109598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1210021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1411213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt153591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1611812

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