Civic Intelligence

Edward P and Mary Klein Smith

EIN 90-0587749 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
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

49th percentile

5.5%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

45th percentile

$137,566

Higher top officer pay than 45% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

36th percentile

0.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

93rd percentile

208%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,439,218

Up $74,063 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,439,218

Up $74,063 (+0.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin49th percentile

Revenue

Up

$1,007,251

Up $679,977 (+208%) from 2023

Expenses

Down

$952,099

Down $244,416 (-20%) from 2023

Net Income

Up

$55,152

Up $924,393 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,706,329Liabilities 2011: $02011Assets 2012: $11,182,854Liabilities 2012: $02012Assets 2013: $11,208,222Liabilities 2013: $02013Assets 2014: $11,340,677Liabilities 2014: $02014Assets 2015: $11,384,837Liabilities 2015: $02015Assets 2019: $13,028,573Liabilities 2019: $02019Assets 2020: $12,869,611Liabilities 2020: $0Net Assets 2020: $12,869,6112020Assets 2021: $13,194,385Liabilities 2021: $0Net Assets 2021: $13,194,3852021Assets 2022: $13,106,523Liabilities 2022: $0Net Assets 2022: $13,106,5232022Assets 2023: $12,365,155Liabilities 2023: $0Net Assets 2023: $12,365,1552023Assets 2024: $12,439,218Liabilities 2024: $0Net Assets 2024: $12,439,2182024

Highlighted filing

2024

Assets$12,439,218
Liabilities$0
Net Assets$12,439,218
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $385,234Expenses 2011: $603,618Net Income 2011: -$218,3842011Revenue 2012: $401,011Expenses 2012: $740,336Net Income 2012: -$339,3252012Revenue 2013: $375,281Expenses 2013: $747,320Net Income 2013: -$372,0392013Revenue 2014: $365,733Expenses 2014: $830,674Net Income 2014: -$464,9412014Revenue 2015: $354,966Expenses 2015: $879,840Net Income 2015: -$524,8742015Revenue 2019: $735,489Expenses 2019: $994,842Net Income 2019: -$259,3532019Revenue 2020: $835,753Expenses 2020: $994,715Net Income 2020: -$158,9622020Revenue 2021: $1,488,972Expenses 2021: $1,047,767Net Income 2021: $441,2052021Revenue 2022: $887,857Expenses 2022: $994,873Net Income 2022: -$107,0162022Revenue 2023: $327,274Expenses 2023: $1,196,515Net Income 2023: -$869,2412023Revenue 2024: $1,007,251Expenses 2024: $952,099Net Income 2024: $55,1522024

Highlighted filing

2024

Revenue$1,007,251
Expenses$952,099
Net Income$55,152
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,439,218
Liabilities
$0
Net assets
$12,439,218
Revenue
$1,007,251
Expenses
$952,099
Net income
$55,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.01$0.95$0.06
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.33$1.20$0.87
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.89$0.99$0.11
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.49$1.05$0.44
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.84$0.99$0.16
2019Summary only. Only limited summary data is available for this year.$13.0$0.00$0.74$0.99$0.26
2015Summary only. Only limited summary data is available for this year.$11.4$0.00$0.35$0.88$0.52
2014Summary only. Only limited summary data is available for this year.$11.3$0.00$0.37$0.83$0.46
2013Summary only. Only limited summary data is available for this year.$11.2$0.00$0.38$0.75$0.37
2012Summary only. Only limited summary data is available for this year.$11.2$0.00$0.40$0.74$0.34
2011Summary only. Only limited summary data is available for this year.$11.7$0.00$0.39$0.60$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$131,097-$131,097
Filing and Contact Details

Filer

Filer Name
Smith Foundation - Trustee
EIN
90-0587749
Phone
4072375986
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4072375986
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25502431109 L3 HARRIS TECHNOLOGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29254709108 DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30254687106 DISNEY WALT CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32231021106 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40052769106 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4600287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4700724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4802079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4902079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5061174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5166987V109 NOVARTIS AG SPONSORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52799926100 SANDOZ GROUP AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt048412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1260617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2173487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3519000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6519000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt022822V101 CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt378462F103 SPDR S&P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt446432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt504314H857 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt772201F490 PIMCO INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8921910501 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt023416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1710907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2712203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3482383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42985531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5992453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6454438
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0497948
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0508314
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0969
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01007251
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01007251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0508314
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt065549
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt065548
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0131097
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0812047
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0812047
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0497246
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0497948
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt055152
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011485995
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01589
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01589
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0508314
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0938754
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0969
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0881685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt066826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0952099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01005580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01007251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt069638
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt066826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0140052
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532023-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552021-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592021-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602021-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612023-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672024-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682023-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702022-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742019-05-10

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