Civic Intelligence

William B Mcguire Jr Family Foundation

EIN 56-1988052 • Charlotte, NC

309 East Morehead St 275Charlotte, NC 28202
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Net Margin

35th percentile

-16%

Higher net margin than 35% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$48,443

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

NTEE T20Z • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.8%

Faster asset growth than 30% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

9.0%

Faster revenue growth than 43% of similar nonprofits.

NTEE T20Z • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$3,874,520

Down $70,184 (-1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,874,520

Down $70,184 (-1.8%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin35th percentile

Revenue

Up

$342,159

Up $28,284 (+9.0%) from 2023

Expenses

Up

$395,289

Up $35,957 (+10%) from 2023

Net Income

Down

-$53,130

Down $7,673 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,747,309Liabilities 2011: $02011Assets 2012: $4,607,428Liabilities 2012: $0Net Assets 2012: $4,607,4282012Assets 2013: $4,460,797Liabilities 2013: $0Net Assets 2013: $4,460,7972013Assets 2014: $4,360,523Liabilities 2014: $0Net Assets 2014: $4,360,5232014Assets 2015: $4,189,293Liabilities 2015: $0Net Assets 2015: $4,189,2932015Assets 2016: $4,141,521Liabilities 2016: $0Net Assets 2016: $4,141,5212016Assets 2017: $4,174,484Liabilities 2017: $0Net Assets 2017: $4,174,4842017Assets 2018: $4,407,320Liabilities 2018: $0Net Assets 2018: $4,407,3202018Assets 2019: $4,363,056Liabilities 2019: $0Net Assets 2019: $4,363,0562019Assets 2020: $4,135,507Liabilities 2020: $0Net Assets 2020: $4,135,5072020Assets 2021: $4,174,974Liabilities 2021: $0Net Assets 2021: $4,174,9742021Assets 2022: $3,992,277Liabilities 2022: $0Net Assets 2022: $3,992,2772022Assets 2023: $3,944,704Liabilities 2023: $0Net Assets 2023: $3,944,7042023Assets 2024: $3,874,520Liabilities 2024: $0Net Assets 2024: $3,874,5202024

Highlighted filing

2024

Assets$3,874,520
Liabilities$0
Net Assets$3,874,520
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,351,681Expenses 2011: $326,043Net Income 2011: $1,025,6382011Expenses 2012: $322,5382012Revenue 2013: $187,454Expenses 2013: $334,040Net Income 2013: -$146,5862013Revenue 2014: $247,175Expenses 2014: $347,186Net Income 2014: -$100,0112014Revenue 2015: $152,838Expenses 2015: $323,230Net Income 2015: -$170,3922015Revenue 2016: $255,251Expenses 2016: $303,020Net Income 2016: -$47,7692016Revenue 2017: $389,645Expenses 2017: $356,118Net Income 2017: $33,5272017Revenue 2018: $575,469Expenses 2018: $342,129Net Income 2018: $233,3402018Revenue 2019: $331,741Expenses 2019: $376,005Net Income 2019: -$44,2642019Revenue 2020: $373,789Expenses 2020: $282,673Net Income 2020: $91,1162020Revenue 2021: $599,270Expenses 2021: $559,803Net Income 2021: $39,4672021Revenue 2022: $206,070Expenses 2022: $388,197Net Income 2022: -$182,1272022Revenue 2023: $313,875Expenses 2023: $359,332Net Income 2023: -$45,4572023Revenue 2024: $342,159Expenses 2024: $395,289Net Income 2024: -$53,1302024

Highlighted filing

2024

Revenue$342,159
Expenses$395,289
Net Income-$53,130
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,874,520
Liabilities
$0
Net assets
$3,874,520
Revenue
$342,159
Expenses
$395,289
Net income
-$53,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.34$0.40$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.31$0.36$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.21$0.39$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.60$0.56$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.37$0.28$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.33$0.38$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.58$0.34$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.39$0.36$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.26$0.30$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$0.15$0.32$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.25$0.35$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.19$0.33$0.15
2012Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.32
2011Summary only. Only limited summary data is available for this year.$4.75$0.00$1.35$0.33$1.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE M WINSLETTDirector - Vice PresidentPT$48,443-$48,443
WILLIAM H MCGUIREDirector - Vice President-$1,101-$1,101
SUSANNE H MCGUIREDirector - President-$0--
WILLIAM B MCGUIRE JRDirector - Chairman-$0--
Filing and Contact Details

Filer

Filer Name
William B Mcguire Jr Family Foundation
EIN
56-1988052
Phone
7043732880
Address
309 EAST MOREHEAD ST 275, CHARLOTTE, NC 28202

Signing Officer

Name
William B Mcguire Jr
Title
Director - Vice President
Phone
7043732880
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Katherine a Warlick
Phone
7049985200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LINDE PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SANDOZ GROUP AG-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ALIBABA GROUP HOLDING-SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CHECK POINT SOFTWARE TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1546902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt237965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt566714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt636315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt827916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt918124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1029065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1297568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1324383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1420587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1520451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1661422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1756381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1868548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1943682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20182270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2127785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2273134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23163913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24146267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25112610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26324274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt273338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28787929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2911296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CONSUMER DISCRETIONARY SELT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FINANCIAL SELECT SECTOR SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HEALTH CARE SELECT SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INDUSTRIAL SELECT SECT SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INVESCO QQQ TRUST SERIES 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6INVESCO S&P 500 EQUAL WEIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANECK SEMICONDUCTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES CORE S&P MIDCAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SPDR OIL & GAS EQUIP & SERV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ARTISAN INTL VAL-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FIDELITY INTL INDX-INST PRM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JPMORGAN BETABUILDERS CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES MSCI EUROPE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES MSCI UNITED KINGDOM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SPDR EURO STOXX 50 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD FTSE EUROPE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES MSCI JAPAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19WISDOMTREE JAPAN HEDGED EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ISHARES CORE MSCI EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANECK GOLD MINERS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BLACKROCK HIGH YIELD-K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23DODGE & COX INCOME-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ISHARES 7-10 YEAR TREASURY B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PIMCO TOTAL RETURN FUND-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD TTL BD MKT IDX-ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CAMDEN PROPERTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CROWN CASTLE INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1945851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5156436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt743370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt829303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt961438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1027859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1152324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12112029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1326542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1421855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1520374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1661199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1758710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1879312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1944006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20182352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2128349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2271901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23162863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24137381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25108359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26311362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt272568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt283481200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt296353
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0195127
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0144699
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02333
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0342159
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0342159
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01692
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01693
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03385
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0144699
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt036332
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012111
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048443
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0324900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0324900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0195127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0195127
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-53130
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0869728
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02333
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02333
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0144699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0320536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06135
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01684
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0371178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0395289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0342159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0342159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt046278
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070389
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06883
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0725029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0118460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0118460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0843489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0144699
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53130
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt017054
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03891574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03944704
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03874520
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00

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