Civic Intelligence

Marion J Givens Charitable Trust

EIN 59-6577478 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$60,141

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

27th percentile

-1.9%

Faster asset growth than 27% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

7.5%

Faster revenue growth than 48% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,837,953

Down $130,101 (-1.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,837,953

Down $130,101 (-1.9%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Up

$300,593

Up $20,915 (+7.5%) from 2024

Expenses

Up

$470,992

Up $13,859 (+3.0%) from 2024

Net Income

Up

-$170,399

Up $7,056 (+4.0%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$10M$5.0M$0Assets 2011: $5,746,389Liabilities 2011: $02011Assets 2012: $5,709,942Liabilities 2012: $02012Assets 2013: $5,489,072Liabilities 2013: $02013Assets 2014: $5,551,908Liabilities 2014: $02014Assets 2015: $5,483,118Liabilities 2015: $02015Assets 2016: $5,438,173Liabilities 2016: $0Net Assets 2016: $5,438,1732016Assets 2017: $5,478,757Liabilities 2017: $0Net Assets 2017: $5,478,7572017Assets 2018: $7,199,123Liabilities 2018: $0Net Assets 2018: $7,199,1232018Assets 2019: $7,118,387Liabilities 2019: $02019Assets 2020: $7,244,432Liabilities 2020: $0Net Assets 2020: $7,244,4322020Assets 2021: $8,205,222Liabilities 2021: $0Net Assets 2021: $8,205,2222021Assets 2022: $7,168,461Liabilities 2022: $0Net Assets 2022: $7,168,4612022Assets 2023: $7,129,285Liabilities 2023: $0Net Assets 2023: $7,129,2852023Assets 2024: $6,968,054Liabilities 2024: $0Net Assets 2024: $6,968,0542024Assets 2025: $6,837,953Liabilities 2025: $0Net Assets 2025: $6,837,9532025

Highlighted filing

2025

Assets$6,837,953
Liabilities$0
Net Assets$6,837,953
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $279,654Expenses 2011: $306,901Net Income 2011: -$27,2472011Revenue 2012: $218,596Expenses 2012: $254,186Net Income 2012: -$35,5902012Revenue 2013: $253,487Expenses 2013: $477,595Net Income 2013: -$224,1082013Revenue 2014: $373,279Expenses 2014: $310,442Net Income 2014: $62,8372014Revenue 2015: $274,967Expenses 2015: $343,346Net Income 2015: -$68,3792015Revenue 2016: $278,370Expenses 2016: $323,543Net Income 2016: -$45,1732016Revenue 2017: $354,323Expenses 2017: $312,991Net Income 2017: $41,3322017Revenue 2018: $2,073,290Expenses 2018: $401,294Net Income 2018: $1,671,9962018Revenue 2019: -$81,779Expenses 2019: $334,331Net Income 2019: -$416,1102019Revenue 2020: $896,983Expenses 2020: $442,647Net Income 2020: $454,3362020Revenue 2021: $433,305Expenses 2021: $342,273Net Income 2021: $91,0322021Revenue 2022: $554,041Expenses 2022: $606,630Net Income 2022: -$52,5892022Revenue 2023: $227,230Expenses 2023: $280,042Net Income 2023: -$52,8122023Revenue 2024: $279,678Expenses 2024: $457,133Net Income 2024: -$177,4552024Revenue 2025: $300,593Expenses 2025: $470,992Net Income 2025: -$170,3992025

Highlighted filing

2025

Revenue$300,593
Expenses$470,992
Net Income-$170,399
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$6,837,953
Liabilities
$0
Net assets
$6,837,953
Revenue
$300,593
Expenses
$470,992
Net income
-$170,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.30$0.47$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.00$6.97$0.28$0.46$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.23$0.28$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.55$0.61$0.05
2021Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.43$0.34$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$0.00$7.24$0.90$0.44$0.45
2019Summary only. Only limited summary data is available for this year.$7.12$0.00$0.08$0.33$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$2.07$0.40$1.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$0.35$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.28$0.32$0.05
2015Summary only. Only limited summary data is available for this year.$5.48$0.00$0.27$0.34$0.07
2014Summary only. Only limited summary data is available for this year.$5.55$0.00$0.37$0.31$0.06
2013Summary only. Only limited summary data is available for this year.$5.49$0.00$0.25$0.48$0.22
2012Summary only. Only limited summary data is available for this year.$5.71$0.00$0.22$0.25$0.04
2011Summary only. Only limited summary data is available for this year.$5.75$0.00$0.28$0.31$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 31, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$60,141-$60,141
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE GIVENS ESTATE INCUNRESTRICTED GENERALPCASHEVILLE, NC, US$395,851
Filing and Contact Details

Filer

Filer Name
Marion J Givens Charitable Trust
EIN
59-6577478
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-01-31
Raw XML AppendixShowing 400 of 2,296 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3958933Y105 MERCK AND CO INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4309260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4409290D101 BLACKROCK INC REG SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4514040H105 CAPITAL ONE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4646625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4748251W104 KKR & CO INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4857636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50693475105 PNC FINCL SERVICES G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5192826C839 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53N07059210 ASML HLDG NV NY REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5967059N108 NUTANIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6067066G104 NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6279466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6402079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65254687106 DISNEY (WALT) CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6630303M102 META PLATFORMS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6721037T109 CONSTELLATION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6865339F101 NEXTERA ENERGY INC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69816851109 SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7092840M102 VISTRA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72464287226 ISHARES CORE U.S. AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73464287499 ISHARES RUSSELL MIDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74464287655 ISHARES TR RUSSELL 2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75464288448 ISHARES INTL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7678468R606 STATE STREET SPDR PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7897717W315 WISDOMTREE EMERGING
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0215261
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085332
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0300593
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0300593
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0520
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt085332
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt024056
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036085
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060141
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0395851
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0395851
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0214768
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215261
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-170399
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01006389
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt085332
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0257914
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04704
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09521
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0420427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0470992
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0304804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0300593
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt075141
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492025-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512025-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542024-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612025-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642024-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652024-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662024-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672025-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742022-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762024-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802024-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842024-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892024-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952025-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962025-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972023-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992025-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022024-07-12

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