Civic Intelligence

Keith M Orme and Pat Vigeon Orme

EIN 74-2772038 • San Antonio, TX

PO Box 17001-TrustSan Antonio, TX 78217
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

100th percentile

5389%

Faster asset growth than 100% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

665%

Faster revenue growth than 98% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,492,874

Up $28,955,534 (+5389%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$29,492,874

Up $28,955,534 (+5389%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin92nd percentile

Revenue

Up

$1,380,074

Up $1,199,671 (+665%) from 2023

Expenses

Up

$468,194

Up $352,987 (+306%) from 2023

Net Income

Up

$911,880

Up $846,684 (+1299%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$30M$20M$10M$0Assets 2010: $430,254Liabilities 2010: $0Net Assets 2010: $430,2542010Assets 2011: $402,914Liabilities 2011: $0Net Assets 2011: $402,9142011Assets 2012: $394,709Liabilities 2012: $0Net Assets 2012: $394,7092012Assets 2013: $394,478Liabilities 2013: $0Net Assets 2013: $394,4782013Assets 2014: $397,785Liabilities 2014: $1,000Net Assets 2014: $396,7852014Assets 2015: $425,257Liabilities 2015: $3,556Net Assets 2015: $421,7012015Assets 2016: $423,858Liabilities 2016: $5,690Net Assets 2016: $418,1682016Assets 2018: $391,234Liabilities 2018: $0Net Assets 2018: $391,2342018Assets 2019: $328,081Liabilities 2019: $0Net Assets 2019: $328,0812019Assets 2020: $307,040Liabilities 2020: $0Net Assets 2020: $307,0402020Assets 2021: $540,659Liabilities 2021: $0Net Assets 2021: $540,6592021Assets 2022: $470,856Liabilities 2022: $0Net Assets 2022: $470,8562022Assets 2023: $537,340Liabilities 2023: $0Net Assets 2023: $537,3402023Assets 2024: $29,492,874Liabilities 2024: $0Net Assets 2024: $29,492,8742024

Highlighted filing

2024

Assets$29,492,874
Liabilities$0
Net Assets$29,492,874
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $51,8732010Expenses 2011: $56,6352011Expenses 2012: $67,8432012Revenue 2013: $31,983Expenses 2013: $70,232Net Income 2013: -$38,2492013Revenue 2014: $34,640Expenses 2014: $80,199Net Income 2014: -$45,5592014Revenue 2015: $69,570Expenses 2015: $77,002Net Income 2015: -$7,4322015Revenue 2016: $44,926Expenses 2016: $77,666Net Income 2016: -$32,7402016Revenue 2018: $42,283Expenses 2018: $84,804Net Income 2018: -$42,5212018Revenue 2019: $42,451Expenses 2019: $105,604Net Income 2019: -$63,1532019Revenue 2020: $42,786Expenses 2020: $108,628Net Income 2020: -$65,8422020Revenue 2021: $255,617Expenses 2021: $64,869Net Income 2021: $190,7482021Revenue 2022: $44,100Expenses 2022: $113,575Net Income 2022: -$69,4752022Revenue 2023: $180,403Expenses 2023: $115,207Net Income 2023: $65,1962023Revenue 2024: $1,380,074Expenses 2024: $468,194Net Income 2024: $911,8802024

Highlighted filing

2024

Revenue$1,380,074
Expenses$468,194
Net Income$911,880
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$29,492,874
Liabilities
$0
Net assets
$29,492,874
Revenue
$1,380,074
Expenses
$468,194
Net income
$911,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$1.38$0.47$0.91
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.18$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.04$0.11$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.26$0.06$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.04$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.04$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.01$0.42$0.04$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.42$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.03$0.07$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn DixonVP-$0--
Pat V OrmePresident-$0--
Tammy M WheeldonTreas/Secy-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-2nd installment of 5-year grant to be used for UT Health San Antnio for brain health.501(c)(3)Austin, TX, US$200,000
Paid Grant-General operating.501(c)(3)San Antonio, TX, US$10,000
Paid Grant-To be used for the band and the bible mission, scholarships, instruments, expenses for sponsors, in memory of Keith Orme and Eric Fenton.501(c)(3)San Antonio, TX, US$8,000
Paid Grant-To be used for The Battle of Flowers Association food drive.501(c)(3)San Antonio, TX, US$8,000
Paid Grant-To minister to single, elderly, shut ins, and those parishioners and staff members and their families going through medical crisis. Funds would be used to assist with transportation, medical or veterinary costs, or short term financial assistance related to siturations beyond their control.501(c)(3)San Antonio, TX, US$8,000
Paid Grant-Provide mental health services to child victims and their supportive, non-offending family members to combat primary and secondary trauma that accompanies child maltreatment victimization.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Will be used for both rider programs (including scholarships for those who cannot afford session fees) and horse care expenses.501(c)(3)Selma, TX, US$5,000
Paid Grant-Will be used to support access to educational childcare at Y's Early Learning Centers (ELCs) by providing scholarships to families in need.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Support CAM's ongoing direct client services and the resources we provide to very vulnerable populations in San Antonio.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Will enable Haven for Hope to help families, veterans, and individuals secure permanent housing, improve access to healthcare, and provide comprehensive support to overcome homelessness.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Support our Summer Outreach And Recreation (S.O.A.R) & more program.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Support program and staff expenses for our Supervised Visitation/ Monitored Exchange (SVXC) Program serving low-income families facing hardship of divorce or high-conflict relationships in Bexar County.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Will be used for the provision of food for adult and child victims of domestic violence residing at The Battered Women and Children's Shelter (BWCS).501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Will help bridge the gap between government funding and the true cost of care for children in or at risk of entering foster care.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Provide a home away from home for families with children receiving essential medical treatment in San Antonio.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Help provide critical vererinary care to pets belonging to Meals on Wheels clients in Bexar County. Funds will support the hard-costs of care including essential vaccinations, flea/tick and heartworm prevention, blookwork and urine tests, and advanced care as needed such as dentals, surgery, skin treatments, and more.501(c)(3)Austin, TX, US$5,000
Paid Grant-To provide free smoke alarms to families within socially vulnerable communities in San Antonio.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Upgrade 15 bathrooms, installing new bathtubs and vanities.501(c)(3)San Antonio, TX, US$5,000
Paid Grant-Will support the expansion of Texas Diaper Bank's direct-to-door diaper delivery service.501(c)(3)San Antonio, TX, US$3,000
Paid Grant-Will be utilized to off-set expenses associated with the purchase of safe decent footwear for students participating in our "Better Feet Better Minds" project.501(c)(3)San Antonio, TX, US$2,500
Paid Grant-Will be allocated to TBI Warrior Foundation's Access to Care Program for Children with TBI to be used for Bexar County residents.501(c)(3)Borene, TX, US$2,000
Paid Grant-To support our Residential Program, which features family-centered cottages designed to create a safe & structured environment.501(c)(3)Converse, TX, US$2,000
Paid Grant-To support our dual-generation program that provides safe shelter, holistic wellness programming, academic development, and nurturing relationships for families fleeing family violence and facing homelessness.501(c)(3)San Antonio, TX, US$1,500
Paid Grant-To provide essential pet food, enabling more animals to stay with their families.501(c)(3)San Antonio, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
Keith M Orme and Pat Vigeon Orme
EIN
74-2772038
Phone
2108285802
Address
PO Box 17001-Trust, San Antonio, TX 78217

Signing Officer

Name
Tammy Wheeldon
Title
Secretary
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Wenzel & Associates
Address
5535 Fredericksburg Rd Ste 200, San Antonio, TX 78229
Preparer
Gary W Wenzel
Phone
2107982500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35307 sh Merck & Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36191 sh Meta Platforms Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37400 sh Microchip Technology Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381348 sh Microsoft Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39534 sh Mondelez International Inc-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40868 sh Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41930 sh Nvidia Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421313 sh Oracle Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43366 sh Palo Alto Networks Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44400 sh Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45400 sh Procter & Gamble Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4677 sh Roper Technologies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47100 sh S&P Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48185 sh SalesForce Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49200 sh Stryker Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50620 sh Sysco Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51233 sh T-Mobile US Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52500 sh Target Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5395 sh The Hershey Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54122 sh Thermo Fisher Scientific Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55442 sh TJX Companies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5658 sh Ulta Beauty Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57166 sh Union Pacific Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58800 sh United Parcel Service
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5970 sh Unitedhealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60300 sh Valero Energy New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615000 sh Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62155 sh Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631911 sh Wal-Mart, Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64351 sh Walt Disney Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65215 sh West Management Inc (New)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66199 sh Zoetis Inc
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9118319
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104648.592 sh John Hancock FDS III-Discipl
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12533.806 sh Conestoga Small Cap Fund Inst
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148555.863 sh Artisan Interna Sm Mid Ad
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153940.336 sh Dodge Cox International St F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167847.859 sh MFS International Intri V R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171014 sh Vanguard Intl High Divid Yield I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181581.516 sh American New World Fund F3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197364.08 sh GQG Partners Emerg Mkts Eq In
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201 sh Valaris LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0439524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1178374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2378552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt345381
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5144596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt629723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77668
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1142438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1238425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13147161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14196623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15280953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1668830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17121808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18121802
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0889379
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0431402
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt049621
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt09672
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01380074
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01380074
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0948681
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0431402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0311000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0311000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0889379
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0889379
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0911880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt09672
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt09672
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt09672
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02191980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt049621
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026594
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt049621
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02305
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0431402
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01357047
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt09672
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0142104
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0948681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0311000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0468194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01357047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01380074
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0157194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31997-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11344957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2170238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4237877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1314088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt456385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt857494
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt456385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11659045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2174091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4294262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Broadway Bank -6630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Broadway Bank -6630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Broadway Bank -6630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31600 Nokia Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45760 Sunoco LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SPDR Gold Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Sunoco LP - from K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Sunoco LP - from K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0431402

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