Civic Intelligence

Elizabeth C Pool Charitable Tr Uma

EIN 91-6577853 • Eagan, MN

PO Box 64193Eagan, MN 55164
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$34,895

Higher top officer pay than 57% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

73rd percentile

34%

Faster revenue growth than 73% of similar nonprofits.

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

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,140,087

Down $15,311 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,140,087

Down $15,311 (-1.3%) from 2023

Revenue

Up

$199,949

Up $50,984 (+34%) from 2023

Expenses

Up

$220,654

Up $38,949 (+21%) from 2023

Net Income

Up

-$20,705

Up $12,035 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,460,604Liabilities 2010: $0Net Assets 2010: $1,460,6042010Assets 2011: $1,411,916Liabilities 2011: $0Net Assets 2011: $1,411,9162011Assets 2012: $1,531,577Liabilities 2012: $0Net Assets 2012: $1,531,5772012Assets 2013: $1,517,613Liabilities 2013: $02013Assets 2014: $1,874,747Liabilities 2014: $0Net Assets 2014: $1,874,7472014Assets 2015: $1,717,849Liabilities 2015: $02015Assets 2016: $1,604,272Liabilities 2016: $0Net Assets 2016: $1,604,2722016Assets 2017: $1,519,530Liabilities 2017: $0Net Assets 2017: $1,519,5302017Assets 2018: $1,444,556Liabilities 2018: $0Net Assets 2018: $1,444,5562018Assets 2019: $1,346,711Liabilities 2019: $0Net Assets 2019: $1,346,7112019Assets 2020: $1,261,828Liabilities 2020: $0Net Assets 2020: $1,261,8282020Assets 2021: $1,280,403Liabilities 2021: $0Net Assets 2021: $1,280,4032021Assets 2022: $1,188,128Liabilities 2022: $0Net Assets 2022: $1,188,1282022Assets 2023: $1,155,398Liabilities 2023: $0Net Assets 2023: $1,155,3982023Assets 2024: $1,140,087Liabilities 2024: $0Net Assets 2024: $1,140,0872024

Latest loaded filing

2024

Assets$1,140,087
Liabilities$0
Net Assets$1,140,087

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $92,6462010Expenses 2011: $96,1432011Expenses 2012: $93,2772012Revenue 2013: $99,730Expenses 2013: $111,096Net Income 2013: -$11,3662013Revenue 2014: $1,606,659Expenses 2014: $180,319Net Income 2014: $1,426,3402014Revenue 2015: $123,791Expenses 2015: $280,683Net Income 2015: -$156,8922015Revenue 2016: $114,462Expenses 2016: $225,397Net Income 2016: -$110,9352016Revenue 2017: $152,957Expenses 2017: $235,999Net Income 2017: -$83,0422017Revenue 2018: $193,291Expenses 2018: $268,264Net Income 2018: -$74,9732018Revenue 2019: $136,241Expenses 2019: $234,096Net Income 2019: -$97,8552019Revenue 2020: $138,238Expenses 2020: $223,120Net Income 2020: -$84,8822020Revenue 2021: $248,741Expenses 2021: $230,866Net Income 2021: $17,8752021Revenue 2022: $97,825Expenses 2022: $190,093Net Income 2022: -$92,2682022Revenue 2023: $148,965Expenses 2023: $181,705Net Income 2023: -$32,7402023Revenue 2024: $199,949Expenses 2024: $220,654Net Income 2024: -$20,7052024

Latest loaded filing

2024

Revenue$199,949
Expenses$220,654
Net Income-$20,705

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.20$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.25$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.14$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.23$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.19$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.12$0.28$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.61$0.18$1.43
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 4, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$34,895-$34,895
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMYGENERAL OPERATINGPCALEXANDRIA, VA, US$27,694
Paid GrantUNION GOSPEL MISSION ASSOCIATION OF SPOKANEGENERAL OPERATINGPCSPOKANE, WA, US$27,300
Paid GrantCHRIST KITCHENGENERAL OPERATINGPCSPOKANE, WA, US$25,000
Paid GrantFAMILY PROMISE OF SPOKANEGENERAL OPERATINGPCSPOKANE, WA, US$23,468
Paid GrantYMCAGENERAL OPERATINGPCWASHINGTON, DC, US$19,167
Paid GrantLILAC SERVICES FOR THE BLINDGENERAL OPERATINGPCSPOKANE, WA, US$18,634
Paid GrantMARY QUEEN OF HEAVEN CATHOLIC PARISHGENERAL OPERATINGPCMEDICAL LAKE, WA, US$18,634
Paid GrantMORNING STAR BOYS' RANCHGENERAL OPERATINGPCSPOKANE, WA, US$18,634
Paid GrantVANESSA BEHANGENERAL OPERATINGPCSPOKANE, WA, US$18,634
Paid GrantSACRED HEART MEDICAL CENTERGENERAL OPERATINGPCSPOKANE, WA, US$18,634
Paid GrantWOMEN'S & CHILDREN'S FREE RESTAURANT & COMMUNITY KITCHENGENERAL OPERATINGPCSPOKANE, WA, US$18,230
Paid GrantCHILD FIRST THERAPYGENERAL OPERATINGPCSPOKANE, WA, US$12,800
Paid GrantCATHOLIC CHARITIES OF EASTERN WASHINGTONGENERAL OPERATINGPCSPOKANE, WA, US$12,562
Paid GrantYWCAGENERAL OPERATINGPCWASHINGTON, DC, US$8,660
Paid GrantBIG BROTHERS BIG SISTERS OF INLAND NWGENERAL OPERATINGPCSPOKANE, WA, US$5,200
Paid GrantWILLOW CENTER INCGENERAL OPERATINGPCLEWISTON, ID, US$4,134
Paid GrantNEW HORIZON CARE CENTERS INCGENERAL OPERATINGPCSPOKANE, WA, US$2,821
Filing and Contact Details

Filer

Filer Name
Elizabeth C Pool Charitable Tr Uma
EIN
91-6577853
Phone
8882657962
Address
PO BOX 64193, EAGAN, MN 55164

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8882657962
Signed
2026-03-04
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2252471E258 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23CASH CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24808524870 SCHWAB U S TIPS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25922042742 VANGUARD TOTAL WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2692206C664 VANGUARD RUSSELL 200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27922908629 VANGUARD MID CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0490874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2798595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3750745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt454175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt531244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt672634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt715387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt870076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt923427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1123201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1246287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1369959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1423473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1531450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1623283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1715610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1838803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1930758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20100946
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt029318
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt076712
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt069771
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt058
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0175864
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0175864
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt076712
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03490
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031406
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034895
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0280206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0280206
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029313
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029318
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-142220
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt083320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt083320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0551730
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt076712
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0144249
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt069771
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0204
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0283696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt045159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0331633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0189408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0189413
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03490
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt045159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt051427
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402025-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582023-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642024-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752024-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772024-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792024-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892025-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902023-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942025-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952025-02-03

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