Civic Intelligence

Dugan-Scallon Foundation

EIN 86-6635517 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-45%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$144,604

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

26th percentile

-1.8%

Faster asset growth than 26% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,929,771

Down $273,141 (-1.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$14,929,771

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Down

$606,551

Down $1,293,945 (-68%) from 2023

Expenses

Up

$878,509

Up $167,396 (+24%) from 2023

Net Income

Down

-$271,958

Down $1,461,341 (-123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$20M$15M$10M$5.0M$0Assets 2021: $7,803,119Liabilities 2021: $12021Assets 2022: $12,326,710Liabilities 2022: $0Net Assets 2022: $12,326,7102022Assets 2023: $15,202,912Liabilities 2023: $12023Assets 2024: $14,929,771Liabilities 2024: $0Net Assets 2024: $14,929,7712024

Highlighted filing

2024

Assets$14,929,771
Liabilities$0
Net Assets$14,929,771
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2021: $8,094,872Expenses 2021: $291,722Net Income 2021: $7,803,1502021Revenue 2022: $5,193,602Expenses 2022: $670,007Net Income 2022: $4,523,5952022Revenue 2023: $1,900,496Expenses 2023: $711,113Net Income 2023: $1,189,3832023Revenue 2024: $606,551Expenses 2024: $878,509Net Income 2024: -$271,9582024

Highlighted filing

2024

Revenue$606,551
Expenses$878,509
Net Income-$271,958
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$14,929,771
Liabilities
$0
Net assets
$14,929,771
Revenue
$606,551
Expenses
$878,509
Net income
-$271,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.61$0.88$0.27
2023Summary only. Only limited summary data is available for this year.$15.2$0.00$1.90$0.71$1.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$5.19$0.67$4.52
2021Summary only. Only limited summary data is available for this year.$7.80$0.00$8.09$0.29$7.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$144,604-$144,604
ANDREW W MADAYCo-Trustee-$20,000-$20,000
COLETTE M CHAFFEECo-Trustee-$20,000-$20,000
MARY R GORMANCo-Trustee-$20,000-$20,000
SARAH S GODFREYCo-Trustee-$20,000-$20,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPACELLI CATHOLIC SCHOOLSCHOLARSHIPS AND TURFPCAUSTIN, MN, US$300,000
Paid GrantST AUGUSTINE CHURCHGENERAL OPERATINGPCST LOUIS, MO, US$100,000
Paid GrantASSISTANCE LEAGUE OF SANTA ANASCHOLARSHIPISANTA ANA, CA, US$50,000
Paid GrantAMERICAN DIABETES ASSOCIATION INCCAMP NEEDLEPOINTPCARLINGTON, VA, US$30,000
Paid GrantLAURA BAKER SCHOOL ASSOCIATIONGENERAL OPERATINGPCNORTHFIELD, MN, US$30,000
Paid GrantSPECIAL OLYMPICS MNSUPPORT ATHLETES MOWER CTYPCMINNEAPOLIS, MN, US$25,000
Paid GrantGILLETTE CHILDRENS HOSPITAL FOUNDATIONST PAUL SPEC CLINIC RENOPCSAINT PAUL, MN, US$25,000
Paid GrantCALVARY CEMETERYCEMETERY MAINTPCAUSTIN, MN, US$20,000
Paid GrantAMERICAN RED CROSSGENERAL OPERATINGPCWASHINGTON, DC, US$20,000
Paid GrantMOWER COUNTY HUMANE SOCIETYBUILDING FOR CATSPCAUSTIN, MN, US$20,000
Paid GrantSALVATION ARMY NATIONAL CORPGENERAL OPERATINGPCALEXANDRIA, VA, US$10,000
Paid GrantAUSTIN SYMPHONY ORCHESTRA SOCIETY INCGENERAL OPERATINGPCAUSTIN, MN, US$10,000
Paid GrantAUSTIN PUBLIC SCHOOLSSPEC EDU PROGRAMPCAUSTIN, MN, US$5,000
Paid GrantHOLY ANGELS CATHOLIC CHURCHCEMETERY MAINTPCLA VALLE, WI, US$2,000
Filing and Contact Details

Filer

Filer Name
Dugan-scallon Foundation
EIN
86-6635517
Phone
8554524015
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8554524015
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12893641100 TRANSDIGM GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1446625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1503027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1687612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1881762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2157667L107 MATCH GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2288339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23009066101 AIRBNB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2656585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2730303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2957636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3178409V104 S P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3298954M101 ZILLOW GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3365339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3409247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3590353T100 UBER TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3864110L106 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4100724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42018802108 ALLIANT ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4302209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48166764100 CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4917275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5126441C204 DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5330231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5758933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5870432V102 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6388579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6492343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6609290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6826142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6929444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7158733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7283444M101 SOLVENTUM CORP COM S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G29183103 EATON CORP PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01280974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1563600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22499377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3353317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4109042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5852987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464287499 ISHARES RUSSELL MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt246432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt656064L298 MAINSTAY CBRE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt778462F103 SPDR S P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846137V357 INVESCO S P 500 EQUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01498203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1546149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23527959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3350222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4176410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5823581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0379860
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0212892
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01425
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0594177
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0594177
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0212892
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0194144
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0224604
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0647000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0647000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt012374
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0378810
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0379860
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-271958
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04372201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0212892
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0396110
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02873
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0679061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0197017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0878509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0593127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0606551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0197017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0231509
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314694

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