Civic Intelligence

Donald J Lindley Trust

EIN 90-0052196 • Birmingham, AL

P O Box 11647Birmingham, AL 35202
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-51%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$34,278

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,480,879

Down $143,101 (-3.9%) from 2023

Liabilities

Down

$0

Down $85 (-100%) from 2023

Net Assets

Down

$3,480,879

Down $143,016 (-3.9%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin11th percentile

Revenue

Up

$279,026

Up $69,730 (+33%) from 2023

Expenses

Up

$419,947

Up $1,492 (+0.4%) from 2023

Net Income

Up

-$140,921

Up $68,238 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,596,571Liabilities 2011: $0Net Assets 2011: $2,596,5712011Assets 2012: $2,288,070Liabilities 2012: $0Net Assets 2012: $2,288,0702012Assets 2013: $2,214,110Liabilities 2013: $448Net Assets 2013: $2,213,6622013Assets 2014: $2,145,006Liabilities 2014: $0Net Assets 2014: $2,145,0062014Assets 2015: $1,886,477Liabilities 2015: $0Net Assets 2015: $1,886,4772015Assets 2016: $2,592,224Liabilities 2016: $0Net Assets 2016: $2,592,2242016Assets 2017: $2,128,833Liabilities 2017: $0Net Assets 2017: $2,128,8332017Assets 2018: $2,723,461Liabilities 2018: $0Net Assets 2018: $2,723,4612018Assets 2019: $3,224,904Liabilities 2019: $0Net Assets 2019: $3,224,9042019Assets 2020: $2,962,358Liabilities 2020: $0Net Assets 2020: $2,962,3582020Assets 2021: $4,149,864Liabilities 2021: $1,045Net Assets 2021: $4,148,8192021Assets 2022: $3,833,629Liabilities 2022: $0Net Assets 2022: $3,833,6292022Assets 2023: $3,623,980Liabilities 2023: $85Net Assets 2023: $3,623,8952023Assets 2024: $3,480,879Liabilities 2024: $0Net Assets 2024: $3,480,8792024

Highlighted filing

2024

Assets$3,480,879
Liabilities$0
Net Assets$3,480,879
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $877,9622011Expenses 2012: $846,8812012Revenue 2013: $383,709Expenses 2013: $458,117Net Income 2013: -$74,4082013Revenue 2014: $362,568Expenses 2014: $431,224Net Income 2014: -$68,6562014Revenue 2015: $222,500Expenses 2015: $481,029Net Income 2015: -$258,5292015Revenue 2016: $1,263,154Expenses 2016: $557,407Net Income 2016: $705,7472016Revenue 2017: $83,191Expenses 2017: $546,582Net Income 2017: -$463,3912017Revenue 2018: $1,159,112Expenses 2018: $564,484Net Income 2018: $594,6282018Revenue 2019: $1,022,951Expenses 2019: $521,508Net Income 2019: $501,4432019Revenue 2020: $269,906Expenses 2020: $530,189Net Income 2020: -$260,2832020Revenue 2021: $1,713,753Expenses 2021: $527,267Net Income 2021: $1,186,4862021Revenue 2022: $174,774Expenses 2022: $491,009Net Income 2022: -$316,2352022Revenue 2023: $209,296Expenses 2023: $418,455Net Income 2023: -$209,1592023Revenue 2024: $279,026Expenses 2024: $419,947Net Income 2024: -$140,9212024

Highlighted filing

2024

Revenue$279,026
Expenses$419,947
Net Income-$140,921
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,480,879
Liabilities
$0
Net assets
$3,480,879
Revenue
$279,026
Expenses
$419,947
Net income
-$140,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.28$0.42$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.21$0.42$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.17$0.49$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$1.71$0.53$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.27$0.53$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$1.02$0.52$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$1.16$0.56$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.08$0.55$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$1.26$0.56$0.71
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.22$0.48$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.36$0.43$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.38$0.46$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.85
2011Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$34,278-$34,278
Filing and Contact Details

Filer

Filer Name
Donald J Lindley Trust
EIN
90-0052196
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML AppendixShowing 400 of 436 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/Amt03100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt043038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1107594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt249924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4105415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5390695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6385950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7121767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8124007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9149956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1049924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11165913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12197332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13109314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1453579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15663225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1673486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17319000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18225183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt000770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100771X419 GQG PART EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204314H568 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt304314H592 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt404314H600 ARTISAN PARTNERS FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5057071854 BAIRD FDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt631635T807 FIDELITY SALEM STR T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287879 ISHARES TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt847803W703 JOHN HANCOCK FDS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94812C0134 JPMORGAN TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1052472T718 BRNDYWNGLBL HIGH YLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11808524755 SCHWAB STRATEGIC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12921910501 VANGUARD WORLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13921943858 VANGUARD TAX-MANAGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15922908710 VANGUARD INDEX FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1692828N247 VIRTUS EQUITY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NM0009404 110.18 ACRES CHRISMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18NM0009859 197.5 ACRES EDGAR C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt042116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1104253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt377486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5342566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6340452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7135219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8126258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9145264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1050861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11201253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12193297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13101139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1452317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151224116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1672510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171432600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182541500
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt085893
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt055799
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt077434
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0219126
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0219126
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03100
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt064033
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt055799
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06856
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027422
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034278
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0268000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0268000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt085848
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085893
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-140921
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0137334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0137334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0137334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0480329
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt055799
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0176861
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt077434
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt073301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt039771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt073301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0113072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01397
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0137334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt073301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0317727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0102120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0419947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0278981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0279026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt073301
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt049727
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0102120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0151947
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1158068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2116043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt481559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt516279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-20976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-16194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt427453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt650836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt750836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt850836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt950836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1050836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1150836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-20976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-16194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt427453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1137092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt299849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt345000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4109012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0747.632 ARTISAN PARTNERS FDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19841.485 BARON SELECT FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221244.409 PGIM HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc388.257 VANGUARD 500 INDEX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43858.846 HARDING LOEVNER FDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc544.651 VANGUARD 500 INDEX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt055799
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-140921
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0522
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03483581
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03623980
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03480879
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0362687
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0362687
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0362687
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0365145
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02458
IRS990PF/DistributableAmountGrp/TotalTaxAmt02458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017799
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt012881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017799
IRS990PF/FMVAssetsEOYAmt07417236
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03623980
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03480879
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03454362
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03389347
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07325704
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0169618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt091532
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt091532
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03623980
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03480879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07417236
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03623980
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03480879
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03623980
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03480879
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07414104
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07347525
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0111212
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0365145
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07302892
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07414104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt034278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REGIONS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0317727
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0317727
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035244
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02058203141
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0268000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O REGIONS BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0268000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052790
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0264937
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0362687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0317727
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0309897
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0264937
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02702
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt013401
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CAP. EXPENDITURES/PART INC. IN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt039741
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt213401
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039741
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213401
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt359900
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0522
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt01232
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt2165
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.