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

15th 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

56th percentile

$0

Higher top officer pay than 56% 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 / Revenue15th 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 Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn DixonVP-$0--
Pat V OrmePresident-$0--
Tammy M WheeldonTreas/Secy-$0--
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1136813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1236486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13144758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14184368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15306873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1664566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17113801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18104619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt018743.046 sh Guggenheim Total Return B F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118835.701 sh Voya Securitized Credit-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt239268.865 sh JPMorgan Global Bond Opp FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3129 sh Accenture PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt453 sh Linde PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51750 sh Nestle SA-Spons ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6143 sh NXP Semiconductors NV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7200 sh Schlumberger Limited
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt843 sh Valaris PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt943446 sh SPDR S&P 500 ETF Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104648.592 sh John Hancock FDS III-Discipl
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111288.178 sh T Rowe Price Mid Cap Growt I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12533.806 sh Conestoga Small Cap Fund Inst
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132102.01 sh MFS New Discovery Value FD R6
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5144596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt629723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt825462832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9125280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10128869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1142438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1238425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13147161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14196623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15280953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1668830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17121808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18121802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197
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
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
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0889379
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
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1314088
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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