Civic Intelligence

Alexander Berkeley Carrington Jr & Ruth Simpson Carrington Charitable Trust

EIN 54-6223108 • Danville, VA

628 Main Street CO Wealth MgmtDanville, VA 24541
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 2025

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

90th percentile

63%

Higher net margin than 90% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$192,475

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

472%

Faster revenue growth than 97% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,166,199

Up $2,652,873 (+17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$18,166,199

Up $2,652,873 (+17%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Up

$4,208,782

Up $3,472,836 (+472%) from 2024

Expenses

Up

$1,555,909

Up $258,765 (+20%) from 2024

Net Income

Up

$2,652,873

Up $3,214,071 (+573%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,996,197Liabilities 2011: $0Net Assets 2011: $14,996,1972011Assets 2012: $14,693,448Liabilities 2012: $0Net Assets 2012: $14,693,4482012Assets 2013: $18,609,887Liabilities 2013: $0Net Assets 2013: $18,609,8872013Assets 2014: $18,544,425Liabilities 2014: $0Net Assets 2014: $18,544,4252014Assets 2015: $19,583,935Liabilities 2015: $0Net Assets 2015: $19,583,9352015Assets 2016: $18,994,098Liabilities 2016: $0Net Assets 2016: $18,994,0982016Assets 2017: $19,024,855Liabilities 2017: $0Net Assets 2017: $19,024,8552017Assets 2018: $18,486,825Liabilities 2018: $0Net Assets 2018: $18,486,8252018Assets 2019: $18,112,311Liabilities 2019: $0Net Assets 2019: $18,112,3112019Assets 2020: $17,834,670Liabilities 2020: $0Net Assets 2020: $17,834,6702020Assets 2021: $17,147,852Liabilities 2021: $0Net Assets 2021: $17,147,8522021Assets 2022: $16,861,649Liabilities 2022: $0Net Assets 2022: $16,861,6492022Assets 2023: $16,074,524Liabilities 2023: $0Net Assets 2023: $16,074,5242023Assets 2024: $15,513,326Liabilities 2024: $0Net Assets 2024: $15,513,3262024Assets 2025: $18,166,199Liabilities 2025: $0Net Assets 2025: $18,166,1992025

Highlighted filing

2025

Assets$18,166,199
Liabilities$0
Net Assets$18,166,199
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,047,4502011Expenses 2012: $1,018,1322012Expenses 2013: $1,196,6382013Revenue 2014: $1,096,169Expenses 2014: $1,189,593Net Income 2014: -$93,4242014Revenue 2015: $2,210,925Expenses 2015: $1,176,494Net Income 2015: $1,034,4312015Revenue 2016: $655,576Expenses 2016: $1,248,726Net Income 2016: -$593,1502016Revenue 2017: $1,088,648Expenses 2017: $1,074,725Net Income 2017: $13,9232017Revenue 2018: $656,201Expenses 2018: $1,184,415Net Income 2018: -$528,2142018Revenue 2019: $774,473Expenses 2019: $1,169,390Net Income 2019: -$394,9172019Revenue 2020: $965,321Expenses 2020: $1,215,812Net Income 2020: -$250,4912020Revenue 2021: $541,347Expenses 2021: $1,228,165Net Income 2021: -$686,8182021Revenue 2022: $1,138,409Expenses 2022: $1,420,638Net Income 2022: -$282,2292022Revenue 2023: $524,235Expenses 2023: $1,311,360Net Income 2023: -$787,1252023Revenue 2024: $735,946Expenses 2024: $1,297,144Net Income 2024: -$561,1982024Revenue 2025: $4,208,782Expenses 2025: $1,555,909Net Income 2025: $2,652,8732025

Highlighted filing

2025

Revenue$4,208,782
Expenses$1,555,909
Net Income$2,652,873
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$18,166,199
Liabilities
$0
Net assets
$18,166,199
Revenue
$4,208,782
Expenses
$1,555,909
Net income
$2,652,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$4.21$1.56$2.65
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.74$1.30$0.56
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.52$1.31$0.79
2022Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.14$1.42$0.28
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.54$1.23$0.69
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.97$1.22$0.25
2019Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.77$1.17$0.39
2018Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.66$1.18$0.53
2017Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.09$1.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.66$1.25$0.59
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$2.21$1.18$1.03
2014Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.10$1.19$0.09
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.20
2012Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$1.02
2011Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Jun 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ATLANTIC UNION BANKTrusteePT$192,475-$192,475
CHARLES H MAJORSTrustee-$68,898-$68,898
EDWARD F HODGES JRTrustee-$68,898-$68,898
WILLIAM S WOODSTrustee-$68,898-$68,898
AMERICAN NATIONAL BANK TRUSTTrusteePT$15,845-$15,845
Filing and Contact Details

Filer

Filer Name
Alexander Berkeley Carrington Jr &
EIN
54-6223108
Phone
4347732206
Address
628 MAIN STREET CO WEALTH MGMT, DANVILLE, VA 24541

Signing Officer

Name
Debra C Carlson
Title
Sr VP & Sr Trust Officer
Phone
4347732206
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
HARRIS HARVEY NEAL & COLLPCPA'S
Address
PO BOX 3424, DANVILLE, VA 24543-3424
Preparer
Katherine D Mcdaniel CPA
Phone
4347923220
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VERISK ANALYTICS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29OTIS WORLDWIDE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INVESCO BULLETSHS 2031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38D R HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CONOCOPHILLIPS COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41AMERIPRISE FINANCIAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ADOBE SYSTEM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PHILLIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NUCOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49METTLER-TOLEDO INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EBAY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DEERE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CSX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62APPLIED MATERIALS INC
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02090870
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01939837
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01459488
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01417932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CARLYLE TACTICAL PRIVATE CREDIT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0498826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0508952
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03659144
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt039788
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0898
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04208782
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04208782
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03659144
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0207506
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0207506
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0415012
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01118501
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01118501
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0508952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0508952
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02652873
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012257364
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt039788
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt039788
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03659144
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03989880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0898
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0898
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04815
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01332007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0218902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01555909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04208782
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04208782
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0213506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0218902
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0437408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502023-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522022-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542024-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552022-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562023-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572022-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602022-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612024-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672023-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692022-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712023-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752023-07-06

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