Civic Intelligence

M Piuze Foundation

990PF • Fiscal year 2024 • EIN 61-1460815

Dec 01, 2023 to Nov 30, 2024 • Filed on Oct 21, 2025

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5627 Kanan Road Suite 436Agoura Hills, CA 91301

(818) 519-4818

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$85,777,423

Up $5,310,766 (+6.6%) from 2023

Net Assets

$75,724,525

No earlier filing loaded for comparison.

Liabilities

Down

$10,052,898

Down $35,311 (-0.4%) from 2023

Revenue And Expenses

Revenue

Down

$12,302,371

Down $8,671,705 (-41%) from 2023

Expenses

Up

$6,977,517

Up $2,543,783 (+57%) from 2023

Net Income

Down

$5,324,854

Down $11,215,488 (-68%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2011: $5,818,267Liabilities 2011: $02011Assets 2012: $5,812,884Liabilities 2012: $0Net Assets 2012: $5,812,8842012Assets 2013: $9,425,036Liabilities 2013: $0Net Assets 2013: $9,425,0362013Assets 2014: $10,164,983Liabilities 2014: $0Net Assets 2014: $10,164,9832014Assets 2015: $11,722,988Liabilities 2015: $0Net Assets 2015: $11,722,9882015Assets 2016: $12,396,644Liabilities 2016: $0Net Assets 2016: $12,396,6442016Assets 2018: $14,877,517Liabilities 2018: $0Net Assets 2018: $14,877,5172018Assets 2019: $16,796,953Liabilities 2019: $0Net Assets 2019: $16,796,9532019Assets 2020: $20,892,219Liabilities 2020: $12020Assets 2021: $30,914,117Liabilities 2021: $0Net Assets 2021: $30,914,1172021Assets 2022: $66,375,612Liabilities 2022: $12,531,6992022Assets 2023: $80,466,657Liabilities 2023: $10,088,2092023Assets 2024: $87,211,236Liabilities 2024: $10,050,315Net Assets 2024: $77,160,9212024Assets 2024: $85,777,423Liabilities 2024: $10,052,898Net Assets 2024: $75,724,5252024

Highlighted filing

2024

Assets$85,777,423
Liabilities$10,052,898
Net Assets$75,724,525

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $36,670Expenses 2011: $342,312Net Income 2011: -$305,6422011Expenses 2012: $377,4202012Expenses 2013: $426,4592013Revenue 2014: $1,427,535Expenses 2014: $630,613Net Income 2014: $796,9222014Revenue 2015: $2,318,520Expenses 2015: $760,515Net Income 2015: $1,558,0052015Revenue 2016: $1,524,862Expenses 2016: $851,206Net Income 2016: $673,6562016Revenue 2018: $2,510,024Expenses 2018: $898,541Net Income 2018: $1,611,4832018Revenue 2019: $2,921,963Expenses 2019: $1,002,527Net Income 2019: $1,919,4362019Revenue 2020: $5,274,987Expenses 2020: $1,179,721Net Income 2020: $4,095,2662020Revenue 2021: $11,396,153Expenses 2021: $1,374,255Net Income 2021: $10,021,8982021Revenue 2022: $25,610,274Expenses 2022: $2,444,812Net Income 2022: $23,165,4622022Revenue 2023: $20,974,076Expenses 2023: $4,433,734Net Income 2023: $16,540,3422023Revenue 2024: $2,103,569Expenses 2024: $667,173Net Income 2024: $1,436,3962024Revenue 2024: $12,302,371Expenses 2024: $6,977,517Net Income 2024: $5,324,8542024

Highlighted filing

2024

Revenue$12,302,371
Expenses$6,977,517
Net Income$5,324,854
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 21, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE WILSONCEOPT$85,000-$85,000
MARION S PIUZESecretary/CFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMORGAN STANLEY GLOBAL IMPACT FUNDING TRUSTGRANTS FROM THE DONOR-ADVISED FUND FOR CHARITABLE PURPOSES UNDER IRC 170(C)(2)(B).PCPURCHASE, NY, US$1,300,000
Paid GrantRENAISSANCE CHARITABLE FOUNDATION INCGRANTS FROM THE DONOR-ADVISED FUND FOR CHARITABLE PURPOSES UNDER IRC 170(C)(2)(B)PCINDIANAPOLIS, IN, US$1,300,000
Paid GrantAFRICAN WILDLIFE FOUNDATIONWILDLIFE CONSERVATIONPCWASHINGTON, DC, US$1,000,000
Paid GrantWILDLIFE CONSERVATION NETWORKWILDLIFE CONSERVATIONPCLOS ALTOS, CA, US$300,000
Paid GrantYELLOWSTONE TO YUKONENVIRONMENTAL CONSERVATIONPCCANMORE CANMORE, CA$100,000
Paid GrantDEFENDERS OF WILDLIFEWILDLIFE CONSERVATIONPCMERRIFIELD, VA, US$50,000
Paid GrantJAMES STOREHOUSEHUMANITARIAN OUTREACHPCNEWBURY PARK, CA, US$50,000
Paid GrantSKY ROOTSHUMANITARIAN OUTREACHPCSANTA YNEZ, CA, US$50,000
Paid GrantWILD AFRICA FUNDWILDLIFE CONSERVATIONPCCAPE TOWN, SF$50,000
Paid GrantWILD AIDWILDLIFE CONSERVATIONPCSAN FRANCISCO, CA, US$50,000
Paid GrantWILDLIFE CONSERVATION SOCIETYWILDLIFE CONSERVATIONPCBRONX, NY, US$50,000
Paid GrantWORKING DOGS FOR CONSERVATIONWILDLIFE CONSERVATIONPCBOZEMAN, MT, US$50,000
Paid GrantINTERNATIONAL RHINO FOUNDATIONWILDLIFE CONSERVATIONPCSTRASBURG, VA, US$35,000
Paid GrantCRYSTAL PEAKS YOUTH RANCHANIMAL RESCUEPCBEND, OR, US$30,000
Paid GrantSAVE THE CHIMPS INCWILDLIFE CONSERVATIONPCFORT PIERCE, FL, US$30,000
Paid GrantTHE NATURE CONSERVANCYENVIRONMENTAL CONSERVATIONPCARLINGTON, VA, US$30,000
Paid GrantWORLD WILDLIFE FUNDWILDLIFE CONSERVATIONPCWASHINGTON, DC, US$30,000
Paid GrantJUSTICE RISINGHUMANITARIAN OUTREACHPCLOS ANGELES, CA, US$26,000
Paid GrantAPA FOUNDATIONHUMANITARIAN OUTREACHPCWASHINGTON, DC, US$25,000
Paid GrantCRISIS RELIEF INTERNATIONALHUMANITARIAN OUTREACHPCWASHINGTON, DC, US$25,000
Paid GrantENVIRONMENTAL INVESTIGATION AGENCYWILDLIFE CONSERVATIONPCLONDON LONDON, UK$25,000
Paid GrantPREBORNHUMANITARIAN OUTREACHPCINDIANAPOLIS, IN, US$25,000
Paid GrantPUBLIC HEALTH ADVOCACY INSTITUTEHUMANITARIAN OUTREACHPCBOSTON, MA, US$25,000
Paid GrantBREAKING CHAINS ACADEMY OF DEVELOPMENTHUMANITARIAN OUTREACHPCNAMPA, ID, US$20,000
Paid GrantENVIRONMENTAL DEFENSE FUNDENVIRONMENTAL CONSERVATIONPCNEW YORK, NY, US$20,000
Paid GrantINTERNATIONAL JUSTICE MISSIONHUMANITARIAN OUTREACHPCARLINGTON, VA, US$20,000
Paid GrantMARINE MAMMAL CARE CENTERWILDLIFE CONSERVATIONPCSAN PEDRO, CA, US$20,000
Paid GrantSAMARITAN'S PURSEHUMANITARIAN OUTREACHPCBOONE, NC, US$20,000
Paid GrantA21 CAMPAIGN INCHUMANITARIAN OUTREACHPCSANTA ANA, CA, US$15,000
Paid GrantCATO INSTITUTEHUMANITARIAN OUTREACHPCWASHINGTON, DC, US$15,000
Paid GrantCLARIS HEALTHHUMANITARIAN OUTREACHPCLOS ANGELES, CA, US$15,000
Paid GrantHEIFER PROJECT INTERNATIONALHUMANITARIAN OUTREACHPCLITTLE ROCK, AR, US$15,000
Paid GrantINNOCENCE PROJECTHUMANITARIAN OUTREACHPCNEW YORK, NY, US$15,000
Paid GrantNOVA UKRAINEHUMANITARIAN OUTREACHPCPALO ALTO, CA, US$15,000
Paid GrantTHE CLEAR FUND DBA GIVEWELLHUMANITARIAN OUTREACHPCOAKLAND, CA, US$15,000
Paid GrantTHE DREAM CENTERHUMANITARIAN OUTREACHPCLOS ANGELES, CA, US$15,000
Paid GrantAMERICANS FOR OXFORD INCEDUCATION DEVELOPMENTPCNEW YORK, NY, US$12,500
Paid GrantLION GUARDIANS USAWILDLIFE CONSERVATIONPCWASHINGTON, DC, US$12,500
Paid GrantALLIANCE DEFENDING FREEDOMHUMANITARIAN OUTREACHPCSCOTTSDALE, AZ, US$10,000
Paid GrantAMERICAN FORESTENVIRONMENTAL CONSERVATIONPCWASHINGTON, DC, US$10,000
Paid GrantCHARITY WATERHUMANITARIAN OUTREACHPCNEW YORK, NY, US$10,000
Paid GrantGLOBAL CONSERVATIONENVIRONMENTAL CONSERVATIONPCSAN FRANCISCO, CA, US$10,000
Paid GrantHARVEST HOMEHUMANITARIAN OUTREACHPCSANTA MONICA, CA, US$10,000
Paid GrantHOPE THE MISSIONHUMANITARIAN OUTREACHPCNORTH HILLSC, CA, US$10,000
Paid GrantINTERNATIONAL CHILDREN'S FUNDHUMANITARIAN OUTREACHPCNEENAH, WI, US$10,000
Paid GrantNATIONAL AUDUBON SOCIETYWILDLIFE CONSERVATIONPCNEW YORK, NY, US$10,000
Paid GrantNATURAL RESOURCES DEFENSE COUNCILENVIRONMENTAL CONSERVATIONPCNEW YORK, NY, US$10,000
Paid GrantOCEANAENVIRONMENTAL CONSERVATIONPCWASHINGTON, DC, US$10,000
Paid GrantOHANA HEALTH CLINICHUMANITARIAN OUTREACHPCTHOUSAND OAKS, CA, US$10,000
Paid GrantPARTNERS IN HEALTHHUMANITARIAN OUTREACHPCBOSTON, MA, US$10,000
Paid GrantSURFRIDER FOUNDATIONENVIRONMENTAL CONSERVATIONPCSAN CLEMENTE, CA, US$10,000
Paid GrantTHE JOSHUA FUNDHUMANITARIAN OUTREACHPCMCLEAN, VA, US$10,000
Paid GrantTUNNEL TO TOWERS FOUNDATIONHUMANITARIAN OUTREACHPCSTATEN ISLAND, NY, US$10,000
Paid GrantTWO PENNIES MINISTRYHUMANITARIAN OUTREACHPCELGIN, IL, US$10,000
Paid GrantUNION RESCUE MISSIONHUMANITARIAN OUTREACHPCLOS ANGELES, CA, US$10,000
Paid GrantWATERKEEPER ALLIANCEENVIRONMENTAL CONSERVATIONPCNEW YORK, NY, US$10,000
Paid GrantWORLD RELIEFHUMANITARIAN OUTREACHPCBALTIMORE, MD, US$10,000
Paid GrantYUGO MINISRIESHUMANITARIAN OUTREACHPCCHULA VISTA, CA, US$10,000
Paid GrantHOPE FOR JUSTICEHUMANITARIAN OUTREACHPCNASHVILLE, TN, US$7,500
Paid GrantNATIONAL MARINE SANCTUARY FOUNDATION MASTERWILDLIFE CONSERVATIONPCSILVER SPRING, MD, US$6,500
Paid GrantAMANDA FOUNDATIONHUMANITARIAN OUTREACHPCBEVERLY HILLS, CA, US$5,000
Paid GrantBUD MINISTRIESHUMANITARIAN OUTREACHPCNASHVILLE, TN, US$5,000
Paid GrantCHARITY NAVIGATORASSESSMENT ORGANIZATIONPCHARLAN, IA, US$5,000
Paid GrantFIXNATIONANIMAL RESCUEPCLOS ANGELES, CA, US$5,000
Paid GrantGREENWARDHUMANITARIAN OUTREACHPCMELROSE, FL, US$5,000
Paid GrantHAWAII WILDLIFE FUNDWILDLIFE CONSERVATIONPCPAIA, HI, US$5,000
Paid GrantHOPE FOR HOMELESS YOUTH & JOY MINISTRYHUMANITARIAN OUTREACHPCLOS ANGELES, CA, US$5,000
Paid GrantHOPE FOR MOMMIESHUMANITARIAN OUTREACHPCKENNEWICK, WA, US$5,000
Paid GrantINSTITUTE OF RANGE AND THE AMERICAN MUSTANGWILDLIFE CONSERVATIONPCHOT SPRINGS, SD, US$5,000
Paid GrantLUGUNA GREENBELTH INCWILDLIFE CONSERVATIONPCLAGUNA BEACH, CA, US$5,000
Paid GrantMARK & JACOB ISKANDER FOUNDATIONHUMANITARIAN OUTREACHPCWESTLAKE VILLAGE, CA, US$5,000
Paid GrantMOUNTAIN SEA ADVENTURESHUMANITARIAN OUTREACHPCSANTA CRUZ, CA, US$5,000
Paid GrantSAFE PASSAGE HEALSHUMANITARIAN OUTREACHPCVAN NUYS, CA, US$5,000
Paid GrantTHE HERITAGE FOUNDATIONHUMANITARIAN OUTREACHPCWASHINGTON, DC, US$5,000
Paid GrantWESTMINSTER PRESBYTERIANRELIGIOUS MISSIONPCWESTLAKE VILLAGE, CA, US$3,000
Paid GrantKAUAI COMMUNITY CAT PROJECTANIMAL RESCUEPCKEKAHA, HI, US$2,500
Filing and Contact Details

Filer

Filer Name
M Piuze Foundation
EIN
61-1460815
Phone
8185194818
Address
5627 KANAN ROAD SUITE 436, AGOURA HILLS, CA 91301

Signing Officer

Name
Marion Piuze
Title
CEO
Phone
8185194818
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Mark H Weber CPA an Accountancy Corpor
Address
2475 TOWNSGATE ROAD SUITE 230, WESTLAKE VILLAGE, CA 91361
Preparer
Mark Weber
Phone
8057194400
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 9, PART XII, LINE 6F.
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISCLOSURE STATEMENT FOR UNDISTRIBUTED INCOME AND IRC 4942(H)(2) ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISCLOSURE STATEMENT FOR UNDISTRIBUTED INCOME AND IRC SECTION 4942(H)(2) ELECTIONM. PIUZE FOUNDATION ACKNOWLEDGES THAT FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, THE AMOUNT OF UNDISTRIBUTED INCOME REQUIRED TO BE DISTRIBUTED IN 2024 WAS $5,926,081.00, AS REPORTED ON FORM 990-PF, PAGE 9, PART XII, LINE 6F. THE DEADLINE TO DISTRIBUTE THIS AMOUNT WAS DECEMBER 31, 2024. THE DEADLINE WAS ACCELERATED AS M. PIUZE FOUNDATION TRANSITIONED TO A CALENDAR YEAR ACCOUNTING PERIOD BEGINNING WITH THE 2025 TAX YEAR. AS A RESULT, THE REMAINING UNDISTRIBUTED INCOME FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, WAS NOT DISTRIBUTED IN FULL BY DECEMBER 31, 2024. ONLY $500,000 OF THE TOTAL UNDISTRIBUTED AMOUNT OF $5,926,081.00 WAS DISTRIBUTED BY THE DUE DATE.M. PIUZE FOUNDATION WILL BE FILING A SHORT-PERIOD RETURN FOR THE PERIOD BEGINNING DECEMBER 1, 2024, AND ENDING DECEMBER 31, 2024. FOR THIS SHORT PERIOD, M. PIUZE FOUNDATION WILL ANSWER "NO" TO FORM 990-PF, PAGE 5, PART VI-B, QUESTION 2B FOR THIS SHORT-PERIOD RETURN AND DISCLOSE ALL PERTINENT SUPPORTING INFORMATION RELATED TO THE YEAR-END TRANSITION AND REQUIRED DISTRIBUTIONS IN ACCORDANCE WITH IRS INSTRUCTIONS.THE FOUNDATION INTENDS TO MAKE QUALIFYING DISTRIBUTIONS TOTALING $5,426,081.00 DURING THE SUBSEQUENT CALENDAR YEAR ENDING DECEMBER 31, 2025. THE FOUNDATION WILL EXECUTE A FORMAL ELECTION UNDER IRC 4942(H)(2) AND TREASURY REGULATION 53.4942(A)-3(D)(2) TO APPLY THE DISTRIBUTIONS MADE IN 2025 TOWARD SATISFYING THE UNDISTRIBUTED INCOME REQUIREMENT FROM THE FISCAL YEAR ENDED NOVEMBER 30, 2024. THE FORMAL ELECTION STATEMENT IDENTIFYING THE APPLICATION OF THESE DISTRIBUTIONS TO THE PRIOR YEAR'S UNDISTRIBUTED INCOME WILL BE ATTACHED TO THE 2025 CALENDAR YEAR FORM 990-PF RETURN FILING.M. PIUZE FOUNDATION IS DEDICATED TO FULL COMPLIANCE WITH ALL IRS REGULATIONS CONCERNING MINIMUM DISTRIBUTION REQUIREMENTS AND EXCISE TAX OBLIGATIONS. COPIES OF THIS DISCLOSURE STATEMENT AND THE RELATED ELECTION STATEMENT ARE ATTACHED TO THE TAX RETURN FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, FOR ADVANCE DISCLOSURE. THEY WILL ALSO BE ATTACHED TO THE SHORT-PERIOD RETURN FOR THE PERIOD ENDING DECEMBER 31, 2024 AND TO THE 2025 CALENDAR YEAR TAX RETURN, INFORMING THE IRS OF THE FOUNDATION'S ACTIONS TO ADDRESS THE UNDISTRIBUTED INCOME AND THE PLANNED ELECTION UNDER IRC 4942(H)(2).
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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LANDSCAPING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3BUILDING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4BUILDING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5BUILDING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6BUILDING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7BUILDING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8LANDSCAPING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt9LANDSCAPING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt10LANDSCAPING IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt07932500
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1417500
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt23550
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt31759
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt423946
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt52492
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt69164
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt71675
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt820362
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt950000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1025000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt038004021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt036785615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt02404131
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07523973
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/BusinessCd0424000
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt0107
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0102517
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt0-52189
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt0195
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010030816
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-52082
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09978734
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015629
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0246079
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07523973
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05190500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05190500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01749260
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt03198
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt020083
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt021407
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02404131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02404131
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05324854
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0522188
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0522188
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt03305
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015354939
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0102517
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0102517
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0185918
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt014797
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07523973
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09431785
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-52189
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt021575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0847373
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0855149
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01445
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0229404
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0343493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05190500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01121219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06977517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010553004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012302371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01121219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01787017
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt08730
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt012154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312008-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322009-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0582841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8889374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt929410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1041978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1134629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1228750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13300303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14544007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15336486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161000500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17241097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1849969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20783534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2155449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2210125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232424275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt243556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26248484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27124780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2843800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2911341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0727731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1113688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21542159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1045047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-7242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-2469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17124271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18904742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt198903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22284826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2370183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt247842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252442649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28392045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2925651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30210864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3167197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32557143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0727731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1113688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21542159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1045047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-7242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-2469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt164216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17124271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18904742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt198903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22284826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2370183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt247842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252442649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt262732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28392045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2925651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30210864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3167197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32557143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0727731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt612878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10934421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1130535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1241623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1327387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1428885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15297834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16548223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17460757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181905242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221068360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23125632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2417967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254866924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt266288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28640529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2925651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30335644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31110997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32568484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$87.2$10.1$77.2$2.10$0.67$1.44
2024Detailed filing. Detailed filing data is available for this year.$85.8$10.1$75.7$12.3$6.98$5.32
2023Summary only. Only limited summary data is available for this year.$80.5$10.1$21.0$4.43$16.5
2022Summary only. Only limited summary data is available for this year.$66.4$12.5$25.6$2.44$23.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$0.00$30.9$11.4$1.37$10.0
2020Summary only. Only limited summary data is available for this year.$20.9$0.00$5.27$1.18$4.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$2.92$1.00$1.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$2.51$0.90$1.61
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.52$0.85$0.67
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.32$0.76$1.56
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.43$0.63$0.80
2013Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.43
2012Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.38
2011Summary only. Only limited summary data is available for this year.$5.82$0.00$0.04$0.34$0.31