Civic Intelligence

Mary Elizabeth Dee Shaw Foundation

EIN 87-6116370 • Ogden, UT

2605 Washington BlvdOgden, UT 84401
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

4th percentile

-111%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

30th percentile

$51,825

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

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

Asset Growth

44th percentile

2.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

89th percentile

116%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,751,797

Up $275,627 (+2.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$11,751,797

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Up

$462,184

Up $248,165 (+116%) from 2023

Expenses

Up

$973,899

Up $272,052 (+39%) from 2023

Net Income

Down

-$511,715

Down $23,887 (-4.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,774,482Liabilities 2011: $02011Assets 2012: $7,518,226Liabilities 2012: $02012Assets 2013: $7,290,869Liabilities 2013: $02013Assets 2014: $7,811,768Liabilities 2014: $02014Assets 2015: $7,577,739Liabilities 2015: $02015Assets 2018: $8,470,492Liabilities 2018: $0Net Assets 2018: $8,470,4922018Assets 2019: $8,318,220Liabilities 2019: $0Net Assets 2019: $8,318,2202019Assets 2020: $8,557,285Liabilities 2020: $0Net Assets 2020: $8,557,2852020Assets 2021: $10,826,036Liabilities 2021: $0Net Assets 2021: $10,826,0362021Assets 2022: $11,417,967Liabilities 2022: $0Net Assets 2022: $11,417,9672022Assets 2023: $11,476,170Liabilities 2023: $12023Assets 2024: $11,751,797Liabilities 2024: $0Net Assets 2024: $11,751,7972024

Highlighted filing

2024

Assets$11,751,797
Liabilities$0
Net Assets$11,751,797
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $289,213Expenses 2011: $482,080Net Income 2011: -$192,8672011Revenue 2012: $284,434Expenses 2012: $548,916Net Income 2012: -$264,4822012Revenue 2013: $369,004Expenses 2013: $594,715Net Income 2013: -$225,7112013Revenue 2014: $593,955Expenses 2014: $606,105Net Income 2014: -$12,1502014Revenue 2015: $380,993Expenses 2015: $615,483Net Income 2015: -$234,4902015Revenue 2018: $1,398,601Expenses 2018: $664,274Net Income 2018: $734,3272018Revenue 2019: $559,416Expenses 2019: $713,372Net Income 2019: -$153,9562019Revenue 2020: $961,882Expenses 2020: $721,808Net Income 2020: $240,0742020Revenue 2021: $2,770,057Expenses 2021: $842,210Net Income 2021: $1,927,8472021Revenue 2022: $768,670Expenses 2022: $789,175Net Income 2022: -$20,5052022Revenue 2023: $214,019Expenses 2023: $701,847Net Income 2023: -$487,8282023Revenue 2024: $462,184Expenses 2024: $973,899Net Income 2024: -$511,7152024

Highlighted filing

2024

Revenue$462,184
Expenses$973,899
Net Income-$511,715
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$11,751,797
Liabilities
$0
Net assets
$11,751,797
Revenue
$462,184
Expenses
$973,899
Net income
-$511,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.46$0.97$0.51
2023Summary only. Only limited summary data is available for this year.$11.5$0.00$0.21$0.70$0.49
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.77$0.79$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$2.77$0.84$1.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.56$0.00$8.56$0.96$0.72$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$0.00$8.32$0.56$0.71$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$1.40$0.66$0.73
2015Summary only. Only limited summary data is available for this year.$7.58$0.00$0.38$0.62$0.23
2014Summary only. Only limited summary data is available for this year.$7.81$0.00$0.59$0.61$0.01
2013Summary only. Only limited summary data is available for this year.$7.29$0.00$0.37$0.59$0.23
2012Summary only. Only limited summary data is available for this year.$7.52$0.00$0.28$0.55$0.26
2011Summary only. Only limited summary data is available for this year.$7.77$0.00$0.29$0.48$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF UTAHTrustee-$51,825-$51,825
BRYAN STROMBERGDirector-$5,800-$5,800
JACK LAMPROSDirector-$5,800-$5,800
JACKLYN LAMPROS HUNTDirector-$5,800-$5,800
JAMIE SHENEFELTDirector-$5,800-$5,800
KARIN HURST OLSENDirector-$5,800-$5,800
KRISTEN HURST HYDEDirector-$5,800-$5,800
RICHARD STROMBERGDirector-$5,800-$5,800
THOMAS D DEE IIIDirector-$5,800-$5,800
DEAN W HURSTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mary Elizabeth Dee Shaw Foundation
EIN
87-6116370
Phone
8015327111
Address
2605 WASHINGTON BLVD, OGDEN, UT 84401

Signing Officer

Name
Brenda Lambert
Title
VP Bank of Utah, Trustee
Phone
8015327111
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINT DR STE 300, OGDEN, UT 84403-4684
Preparer
Eric C Johnson CPA
Phone
8016211575
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DANAHER CORP DEL COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DATADOG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DRAFTKINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DUKE ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EATON CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ELI LILLY & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FORTIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HUNTINGTON BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LINCOLN ELECTRIC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MONOLITHIC POWER SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MSCI INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NETFLIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60OLD DOMINION FREIGHT LINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PHILLIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71QUEST DIAGNOSTICS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SALESFORCE.COM INC COM STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SOUTH BOW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TESLA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84THE TRADE DESK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THERMO FISHER SCIENTIFIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TRUIST FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNITED RENTALS, INC. COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92WAL-MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WALT DISNEY CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WILLIAMS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03151727
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03165439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0353800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2393420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3643665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4474035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5158303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6342683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7102098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8525700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt960962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10361338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11142422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12163492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13664600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN FUNDS EUROPAC GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BRITISH AMERICAN TOBACCO PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CLEARBRIDGE INTL GROWTH FUND - LM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COHEN & STEERS INSTITUIONAL REALTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIDELITY INTERNATIONAL BOND INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIDELITY SHORT TERM TREASURY BOND INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES CORE MSCI EMERGING MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES TR CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MFS MID CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SCHWAB STRATEGIC TR US LARGE CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD BD INDEX INTERMEDIATE TERM ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD HIGH DIVIDEND YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD INDEX FDS S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD SMALL CAP INDEX ADMIRAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0340778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2369657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3597649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4468091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5159402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6328046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7162006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8537598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt960506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10354145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11136139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12158949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13831003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0345320
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0116864
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0462184
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0462184
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01287
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03219
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0116864
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt046400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051825
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt098225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0853968
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0853968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0345320
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0345320
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-511715
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04343883
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0116864
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0390585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012956
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05531
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0902100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0973899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0462184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0462184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071599
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0119931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03618318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1608701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt057563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-8007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt267308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt057563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-8007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt267308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03675881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1600694

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