Civic Intelligence

William B Redden Charitable Tuw FBO

EIN 63-6147008 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

16th percentile

-51%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$6,616

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

<$500k nonprofits • Source year 2021

Asset Growth

49th percentile

-2.3%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-68%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$367,538

Down $7,061 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$367,538

Down $7,061 (-1.9%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin16th percentile

Revenue

Up

$17,661

Up $281 (+1.6%) from 2023

Expenses

Down

$24,717

Down $1,459 (-5.6%) from 2023

Net Income

Up

-$7,056

Up $1,740 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $377,511Liabilities 2011: $02011Assets 2012: $362,823Liabilities 2012: $02012Assets 2013: $378,728Liabilities 2013: $02013Assets 2014: $372,118Liabilities 2014: $02014Assets 2015: $367,532Liabilities 2015: $02015Assets 2019: $348,972Liabilities 2019: $02019Assets 2020: $357,323Liabilities 2020: $0Net Assets 2020: $357,3232020Assets 2021: $357,872Liabilities 2021: $0Net Assets 2021: $357,8722021Assets 2022: $383,405Liabilities 2022: $0Net Assets 2022: $383,4052022Assets 2023: $374,599Liabilities 2023: $0Net Assets 2023: $374,5992023Assets 2024: $367,538Liabilities 2024: $0Net Assets 2024: $367,5382024

Highlighted filing

2024

Assets$367,538
Liabilities$0
Net Assets$367,538
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $36,991Expenses 2011: $27,824Net Income 2011: $9,1672011Revenue 2012: $14,615Expenses 2012: $28,190Net Income 2012: -$13,5752012Revenue 2013: $43,759Expenses 2013: $26,855Net Income 2013: $16,9042013Revenue 2014: $28,308Expenses 2014: $33,135Net Income 2014: -$4,8272014Revenue 2015: $25,450Expenses 2015: $28,549Net Income 2015: -$3,0992015Revenue 2019: $34,326Expenses 2019: $26,429Net Income 2019: $7,8972019Revenue 2020: $35,221Expenses 2020: $27,044Net Income 2020: $8,1772020Revenue 2021: $27,668Expenses 2021: $27,180Net Income 2021: $4882021Revenue 2022: $53,787Expenses 2022: $28,120Net Income 2022: $25,6672022Revenue 2023: $17,380Expenses 2023: $26,176Net Income 2023: -$8,7962023Revenue 2024: $17,661Expenses 2024: $24,717Net Income 2024: -$7,0562024

Highlighted filing

2024

Revenue$17,661
Expenses$24,717
Net Income-$7,056
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$367,538
Liabilities
$0
Net assets
$367,538
Revenue
$17,661
Expenses
$24,717
Net income
-$7,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.18$0.25$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.17$0.26$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.54$0.28$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.28$0.27$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.35$0.27$0.08
2019Summary only. Only limited summary data is available for this year.$3.49$0.00$0.34$0.26$0.08
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.25$0.29$0.03
2014Summary only. Only limited summary data is available for this year.$3.72$0.00$0.28$0.33$0.05
2013Summary only. Only limited summary data is available for this year.$3.79$0.00$0.44$0.27$0.17
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.15$0.28$0.14
2011Summary only. Only limited summary data is available for this year.$3.78$0.00$0.37$0.28$0.09
Latest Filing Detail
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
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$7,153-$7,153
Filing and Contact Details

Filer

Filer Name
William B Redden Charitable Tuw Fbo
EIN
63-6147008
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 615 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15706406RAQ0 BANK NEW YORK MELLON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17692828N247 VIRTUS EQUITY TR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17925159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1804812C0134 JPMORGAN TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18131635T807 FIDELITY SALEM STR T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18247803W703 JOHN HANCOCK FDS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18346653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184115233207 BROWN ADVISORY FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185921910501 VANGUARD WORLD FD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18700771X419 GQG PART EMERG MKTS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18952472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt716618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt838150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt931146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1073092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1218380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1315618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1611177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1711225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt187890
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012638
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04678
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017661
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04678
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01431
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07153
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016307
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016307
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012628
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012638
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7056
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt060348
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04678
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011477
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0345
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017661
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02006
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08410
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt106255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt156255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt176255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc033.758 ARTISAN PARTNERS FDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1768.712 BARON SELECT FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24693.266 PGIM HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3301.649 HARDING LOEVNER FDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc422.494 ARTISAN MID CAP FUND-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc542.088 BROWN ADVISORY FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc639.476 DIAMOND HILL FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76. ISHARES TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc811.151 VANGUARD 500 INDEX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04678
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7056
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05

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