Civic Intelligence

Wise Memorial

990PF • Fiscal year 2024 • EIN 62-6241255

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 09, 2025

P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$7,283

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

2.9%

Faster asset growth than 56% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

54%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$412,183

Up $11,505 (+2.9%) from 2023

Net Assets

$412,183

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$39,544

Up $13,798 (+54%) from 2023

Expenses

Up

$27,560

Up $134 (+0.5%) from 2023

Net Income

Up

$11,984

Up $13,664 (+813%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $341,739Liabilities 2011: $02011Assets 2012: $351,849Liabilities 2012: $02012Assets 2013: $396,099Liabilities 2013: $02013Assets 2014: $420,491Liabilities 2014: $02014Assets 2015: $422,618Liabilities 2015: $02015Assets 2019: $411,094Liabilities 2019: $02019Assets 2020: $385,318Liabilities 2020: $0Net Assets 2020: $385,3182020Assets 2021: $401,151Liabilities 2021: $0Net Assets 2021: $401,1512021Assets 2022: $402,383Liabilities 2022: $12022Assets 2023: $400,678Liabilities 2023: $12023Assets 2024: $412,183Liabilities 2024: $0Net Assets 2024: $412,1832024

Highlighted filing

2024

Assets$412,183
Liabilities$0
Net Assets$412,183

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $28,671Expenses 2011: $48,697Net Income 2011: -$20,0262011Revenue 2012: $21,027Expenses 2012: $10,917Net Income 2012: $10,1102012Revenue 2013: $63,504Expenses 2013: $19,224Net Income 2013: $44,2802013Revenue 2014: $52,121Expenses 2014: $27,724Net Income 2014: $24,3972014Revenue 2015: $27,621Expenses 2015: $25,344Net Income 2015: $2,2772015Revenue 2019: $41,769Expenses 2019: $42,766Net Income 2019: -$9972019Revenue 2020: $11,743Expenses 2020: $37,115Net Income 2020: -$25,3722020Revenue 2021: $38,058Expenses 2021: $22,212Net Income 2021: $15,8462021Revenue 2022: $33,197Expenses 2022: $31,941Net Income 2022: $1,2562022Revenue 2023: $25,746Expenses 2023: $27,426Net Income 2023: -$1,6802023Revenue 2024: $39,544Expenses 2024: $27,560Net Income 2024: $11,9842024

Highlighted filing

2024

Revenue$39,544
Expenses$27,560
Net Income$11,984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$7,283-$7,283
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST PAULS EPISCOPAL CHURCHGENERAL OPERATINGPCALBANY, GA, US$9,127
Paid GrantCHATTANOOGA ST COMMUNITY COLLEGE ATTNGENERAL OPERATINGPCCHATTANOOGA, TN, US$6,205
Paid GrantST PAUL'S EPISCOPAL CHURCH ATTN CONNIEGENERAL OPERATINGPCCHATTANOOGA, TN, US$3,284
Filing and Contact Details

Filer

Filer Name
Wise Memorial
EIN
62-6241255
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 1,158 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt514807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt202766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt221888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt232303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt272794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt283259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt293890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt313194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3210283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt372300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt395748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt402492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt413528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4223579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt436245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt448927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt452914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt462941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt472499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4829058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt492662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt505513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5113782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt537859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt54927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt552418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt567859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt572266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt582869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt591967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60140632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6115539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0681919106 OMNICOM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4018802108 ALLIANT ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt630231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10009158106 AIR PRODS & CHEMS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1125746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12339128100 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287234 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287655 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15110122108 BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19682680103 ONEOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21166764100 CHEVRON CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2259156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2365339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2594106L109 WASTE MGMT INC DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26G491BT108 INVESCO LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27191216100 COCA-COLA CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2820030N101 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2946625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3169351T106 PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33464288240 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34532457108 LILLY ELI & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35553530106 MSC INDUSTRIAL DIREC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3658933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4009247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41189054109 CLOROX CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43464287226 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44464287242 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45631103108 NASDAQ INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4717275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4820825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4974440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50882508104 TEXAS INSTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5189832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5292647Q363 VICTORY PORTFOLIOS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53942622200 WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5529476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5600770G847 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5704314H600 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58057071854 BAIRD FDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63875921777 PGIM QMA SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6400889A400 INVESCO INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6511135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66258620509 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6726614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6831635T807 FIDELITY SALEM STR T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71258620566 DOUBLELINE FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72412295107 HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7391324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7530161N101 EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7600287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7856167N712 NUANCE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80427866108 HERSHEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81907818108 UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8587165B103 SYNCHRONY FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8646653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88770323103 ROBERT HALF INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89G3223R108 EVEREST RE GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9022822V101 CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9231620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9404314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9525159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt974812C0134 JPMORGAN TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9800206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99808524755 SCHWAB STRATEGIC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10006828M876 BARON SELECT FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10192828N247 VIRTUS EQUITY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10247803W703 JOHN HANCOCK FDS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10312572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105651639106 NEWMONT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109921910501 VANGUARD WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11098389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11100770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11200771X419 GQG PART EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113020002101 ALLSTATE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11404314H568 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11509290D101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11649271V100 KEURIG DR PEPPER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11752472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118539830109 LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119579780206 MC CORMICK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121921937603 VANGUARD BD INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt520770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt203086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt247903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt262094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt273086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt283554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt302202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3210535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt372181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt382880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt399456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt402210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4225705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt436095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt449552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt453360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt463471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt473532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4829514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt492633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt505235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5113056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt522506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt537947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt543075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt552281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt567952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt582592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt591204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60138729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6114585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt621430
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt013754
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt025790
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039544
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039544
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025790
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01457
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07283
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018616
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018616
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013663
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013754
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011984
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0244815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025790
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033442
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039544
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08944
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-02-12

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings