Civic Intelligence

The Phelps Foundation Trust

EIN 59-6974405 • Pennington, NJ

PO Box 1532Pennington, NJ 08534
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

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,211

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

97th percentile

604%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,134,878

Up $206,782 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,134,878

Up $206,782 (+22%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin94th percentile

Revenue

Up

$277,725

Up $238,272 (+604%) from 2023

Expenses

Up

$69,052

Up $3,672 (+5.6%) from 2023

Net Income

Up

$208,673

Up $234,600 (+905%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $667,399Liabilities 2011: $02011Assets 2012: $670,522Liabilities 2012: $02012Assets 2013: $691,592Liabilities 2013: $02013Assets 2014: $725,299Liabilities 2014: $02014Assets 2015: $727,369Liabilities 2015: $02015Assets 2019: $791,937Liabilities 2019: $02019Assets 2020: $836,668Liabilities 2020: $0Net Assets 2020: $836,6682020Assets 2021: $917,396Liabilities 2021: $0Net Assets 2021: $917,3962021Assets 2022: $953,976Liabilities 2022: $0Net Assets 2022: $953,9762022Assets 2023: $928,096Liabilities 2023: $0Net Assets 2023: $928,0962023Assets 2024: $1,134,878Liabilities 2024: $0Net Assets 2024: $1,134,8782024

Highlighted filing

2024

Assets$1,134,878
Liabilities$0
Net Assets$1,134,878
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $53,632Expenses 2011: $39,714Net Income 2011: $13,9182011Revenue 2012: $45,912Expenses 2012: $41,888Net Income 2012: $4,0242012Revenue 2013: $65,013Expenses 2013: $43,037Net Income 2013: $21,9762013Revenue 2014: $80,725Expenses 2014: $46,245Net Income 2014: $34,4802014Revenue 2015: $52,050Expenses 2015: $49,322Net Income 2015: $2,7282015Revenue 2019: $56,136Expenses 2019: $55,099Net Income 2019: $1,0372019Revenue 2020: $99,914Expenses 2020: $55,999Net Income 2020: $43,9152020Revenue 2021: $143,922Expenses 2021: $63,032Net Income 2021: $80,8902021Revenue 2022: $107,205Expenses 2022: $70,520Net Income 2022: $36,6852022Revenue 2023: $39,453Expenses 2023: $65,380Net Income 2023: -$25,9272023Revenue 2024: $277,725Expenses 2024: $69,052Net Income 2024: $208,6732024

Highlighted filing

2024

Revenue$277,725
Expenses$69,052
Net Income$208,673
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,134,878
Liabilities
$0
Net assets
$1,134,878
Revenue
$277,725
Expenses
$69,052
Net income
$208,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.28$0.07$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.14$0.06$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.10$0.06$0.04
2019Summary only. Only limited summary data is available for this year.$0.79$0.00$0.06$0.06$0.00
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$0.05$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$0.73$0.00$0.08$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.07$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.05$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$0.05$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 31, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$23,211-$23,211
Filing and Contact Details

Filer

Filer Name
The Phelps Foundation Trust
EIN
59-6974405
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40G6095L109 APTIV PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4331620R303 FIDELITY NATIONAL FI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4434965K107 FORTREA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4550212V100 LPL FINANCIAL HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47595112103 MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48780259305 ROYAL DUTCH SHELL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49830566105 SKECHERS U S A INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5187256C101 TKO GROUP HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5288033G407 TENET HEALTHCARE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5492343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55989207105 ZEBRA TECHNOLOGIES C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56G0176J109 ALLEGION PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57G5960L103 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5904626A103 ASTERA LABS INC REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6114149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6222822V101 CROWN CASTLE INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63254709108 DISCOVER FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64285512109 ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6542809H107 HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6948251W104 KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70502441306 LVMH MOET HENNESSY L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7267066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7375513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7475734B100 REDDIT INC REG SHS-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7578409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7678467J100 SS&C TECHNOLOGIES HO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7790353T100 UBER TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78929740108 WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79G51502105 JOHNSON CTLS INTL PL
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0146986
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0146773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2159122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3191963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1922908595 VANGUARD SMALL-CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922908611 VANGUARD SMALL-CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3922908736 VANGUARD GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4922908744 VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt023245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2153094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3187923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt025788
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0251424
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0513
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0277725
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0277725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0251424
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013927
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09284
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt023211
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045505
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045505
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025474
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025788
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0208673
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01243312
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0251424
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0267278
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0276
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt059432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt069052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0276898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0277725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09620
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023547
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452021-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462021-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542021-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552021-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582020-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602020-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662020-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692020-08-21

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