Civic Intelligence

Hinz Charitable Foundation

990PF • Fiscal year 2022 • EIN 85-3258539

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 21, 2023

136 South Oak Knoll Ave 2nd FloorPasadena, CA 91101

(661) 295-1910

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$14,964

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$14,385,183

No earlier filing loaded for comparison.

Net Assets

$14,381,917

No earlier filing loaded for comparison.

Liabilities

$3,266

No earlier filing loaded for comparison.

Revenue

$3,936,121

No earlier filing loaded for comparison.

Expenses

$5,032,335

No earlier filing loaded for comparison.

Net Income

-$1,096,214

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2022: $14,385,183Liabilities 2022: $3,266Net Assets 2022: $14,381,9172022Assets 2023: $11,888,176Liabilities 2023: $3,627Net Assets 2023: $11,884,5492023Assets 2024: $11,140,606Liabilities 2024: $3,085Net Assets 2024: $11,137,5212024

Highlighted filing

2022

Assets$14,385,183
Liabilities$3,266
Net Assets$14,381,917

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2022: $3,936,121Expenses 2022: $5,032,335Net Income 2022: -$1,096,2142022Revenue 2023: $1,711,216Expenses 2023: $4,208,584Net Income 2023: -$2,497,3682023Revenue 2024: $1,875,838Expenses 2024: $2,622,866Net Income 2024: -$747,0282024

Highlighted filing

2022

Revenue$3,936,121
Expenses$5,032,335
Net Income-$1,096,214
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 21, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katharine McCoySecretary/TreasurerPT$3,000$11,964$14,964
Roland HinzChair/President-$0--
Lila HinzDirector-$0--
Thomas HinzDirector-$0--
Cassandra MittelbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hinz Charitable Foundation
EIN
85-3258539
Phone
6612951910
Address
136 South Oak Knoll Ave 2nd Floor, Pasadena, CA 91101

Signing Officer

Name
Katharine McCoy
Title
Secretary/Treasurer
Phone
6612951910
Signed
2023-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Capin Crouse LLP
Address
3200 Guasti Road Suite 230, Ontario, CA 91761
Preparer
Ted R Batson Jr
Phone
5055022746
Raw XML AppendixShowing 400 of 11,463 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/AdjustedNetIncomeAmt08713
AccountingFeesSchedule/AccountingFeesDetail/Amt08713
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08713
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02005-04-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12005-12-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22005-11-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32006-02-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42007-04-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52008-06-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62008-09-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72014-10-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82014-06-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92015-09-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102016-09-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112017-05-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122006-06-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132020-07-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142020-08-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152000-09-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162021-11-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172021-11-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182021-11-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192021-10-21
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt7129
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10755
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt11519
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt132403
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt142549
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt16231
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt17279
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt184430
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt19255
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt018224
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt120010
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt22682
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32572
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt413562
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt53834
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt63816
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt76780
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt87504
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt97620
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1052431
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt119000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1222663
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1312017
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1412746
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt152638
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt161984
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt172092
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1833226
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt191915
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7129
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10755
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11519
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt120
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt134807
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt145098
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt150
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt161984
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt172092
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1833226
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt191915
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt125.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt135.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt145.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt155.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt165.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt175.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt195.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt018224
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt120010
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22682
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32572
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt413562
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt53834
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt63816
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt76651
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt87504
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt97620
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1051676
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt118481
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1222663
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Equipment - SD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Movable Security Fencing
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Computer
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Computer Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Computer Equipment - Server
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Supply
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Air Conditioning Unit
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9Equipment
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10STA Transmitter - KSDO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11Installation STA Transmitter - KSDO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12Nissan Quest
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13Equipment - Transmitter
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14Equipment - Console
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15Equipment - Software
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Transmitter - KEZY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Transmitter - KEZY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18Transmitter - KEZY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Tower - KEZY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UBS-Fixed Income
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt07057956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06388825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05328622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05740923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS-Equity Securities
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01049657
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0992267
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0269450
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01387014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0163114
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0541890
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Broadcasting Revenue
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Miscellaneous Revenue
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt023163
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0220943
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01108605
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01842741
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0220943
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01108605
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03172289
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt08713
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08713
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08713
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0328733
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01387014
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt02076
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0924
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02923800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02923800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0763832
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt011550
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt050525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0269450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0269450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0269450
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1096214
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06310195
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt01526
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0679
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0163114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0163114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0163114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02205
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt023868
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0527
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt022683
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt024395
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01387014
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01688710
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt026783
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt0425339
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0189225
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0614564
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt0516982
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0229994
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0746976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0214273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt094892
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0309165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01352711
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01352711
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0133026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt010740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0108883
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0143766
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt084583
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt037629
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0122212
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt041069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012585
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012778
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01812058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01483325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03510035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0154031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05032335
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01842741
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03936121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01483325
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0586235
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0154031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02108535
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt020309
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09035
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt029344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522021-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532021-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592021-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602021-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622018-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652019-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662019-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872015-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882015-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972021-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982021-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992021-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052021-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132022-01-03

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings