Civic Intelligence

The Swigert-Warren Foundation

EIN 93-1083078 • Portland, OR

2365 SW Madison StPortland, OR 97205
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

6th percentile

-66%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

23rd percentile

-2.5%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$22,807,356

Down $574,469 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$22,807,356

Down $574,469 (-2.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin6th percentile

Revenue

Down

$867,207

Down $530,648 (-38%) from 2023

Expenses

Up

$1,441,676

Up $72,227 (+5.3%) from 2023

Net Income

Down

-$574,469

Down $602,875 (-2122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$30M$20M$10M$0Assets 2011: $4,907,749Liabilities 2011: $02011Assets 2012: $4,775,890Liabilities 2012: $02012Assets 2013: $12,324,907Liabilities 2013: $02013Assets 2014: $12,297,231Liabilities 2014: $02014Assets 2015: $12,368,538Liabilities 2015: $02015Assets 2018: $12,249,696Liabilities 2018: $0Net Assets 2018: $12,249,6962018Assets 2019: $13,132,351Liabilities 2019: $0Net Assets 2019: $13,132,3512019Assets 2020: $10,781,592Liabilities 2020: $0Net Assets 2020: $10,781,5922020Assets 2021: $11,947,380Liabilities 2021: $1,200Net Assets 2021: $11,946,1802021Assets 2022: $23,353,419Liabilities 2022: $0Net Assets 2022: $23,353,4192022Assets 2023: $23,381,825Liabilities 2023: $0Net Assets 2023: $23,381,8252023Assets 2024: $22,807,356Liabilities 2024: $0Net Assets 2024: $22,807,3562024

Highlighted filing

2024

Assets$22,807,356
Liabilities$0
Net Assets$22,807,356
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $957,422Expenses 2011: $445,121Net Income 2011: $512,3012011Revenue 2012: $540,243Expenses 2012: $673,252Net Income 2012: -$133,0092012Revenue 2013: $8,345,213Expenses 2013: $930,438Net Income 2013: $7,414,7752013Revenue 2014: $898,677Expenses 2014: $927,453Net Income 2014: -$28,7762014Revenue 2015: $826,602Expenses 2015: $755,545Net Income 2015: $71,0572015Revenue 2018: $2,227,144Expenses 2018: $1,602,846Net Income 2018: $624,2982018Revenue 2019: $2,693,331Expenses 2019: $1,308,522Net Income 2019: $1,384,8092019Revenue 2020: -$899,334Expenses 2020: $1,451,425Net Income 2020: -$2,350,7592020Revenue 2021: $2,010,194Expenses 2021: $845,606Net Income 2021: $1,164,5882021Revenue 2022: $12,341,075Expenses 2022: $933,836Net Income 2022: $11,407,2392022Revenue 2023: $1,397,855Expenses 2023: $1,369,449Net Income 2023: $28,4062023Revenue 2024: $867,207Expenses 2024: $1,441,676Net Income 2024: -$574,4692024

Highlighted filing

2024

Revenue$867,207
Expenses$1,441,676
Net Income-$574,469
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$22,807,356
Liabilities
$0
Net assets
$22,807,356
Revenue
$867,207
Expenses
$1,441,676
Net income
-$574,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$0.87$1.44$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$1.40$1.37$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$12.3$0.93$11.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$2.01$0.85$1.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.90$1.45$2.35
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$2.69$1.31$1.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$2.23$1.60$0.62
2015Summary only. Only limited summary data is available for this year.$12.4$0.00$0.83$0.76$0.07
2014Summary only. Only limited summary data is available for this year.$12.3$0.00$0.90$0.93$0.03
2013Summary only. Only limited summary data is available for this year.$12.3$0.00$8.35$0.93$7.41
2012Summary only. Only limited summary data is available for this year.$4.78$0.00$0.54$0.67$0.13
2011Summary only. Only limited summary data is available for this year.$4.91$0.00$0.96$0.45$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH WARRENDirector-$0--
WENDY WARRENDirector-$0--
CATHARINE WARRENDirector-$0--
WENDY BURDEN WARRENDirector-$0--
ROBERT WARREN JRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$225,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$100,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$100,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$50,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$50,000
Paid Grant-GENERAL SUPPORTPCWEST PALM BEACH, FL, US$50,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$40,000
Paid Grant-GENERAL SUPPORTPCPALM BEACH, FL, US$40,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$35,000
Paid Grant-GENERAL SUPPORTPCLAKE FOREST PARK, WA, US$30,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$30,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$25,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$25,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$20,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$20,000
Paid Grant-GENERAL SUPPORTPCWASHINGTON, DC, US$20,000
Paid Grant-GENERAL SUPPORTPCLA JOLLA, CA, US$20,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$15,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$15,000
Paid Grant-EDUCATIONAL PURPOSESPCNEW YORK, NY, US$15,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$15,000
Paid Grant-GENERAL SUPPORTPCFREDERICKSBURG, VA, US$15,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$15,000
Paid Grant-GENERAL SUPPORTPCNASHVILLE, TN, US$15,000
Paid Grant-GENERAL SUPPORTPCBRONX, NY, US$15,000
Paid Grant-GENERAL SUPPORTPCBEND, OR, US$15,000
Paid Grant-GENERAL SUPPORTPCWASHINGTON, DC, US$15,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-EDUCATION SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCSPARKS GLENCOE, MD, US$10,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCST GEORGE, UT, US$10,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$10,000
Paid Grant-GENERAL SUPPORTPCST GEORGE, UT, US$10,000
Paid Grant-GENERAL SUPPORTPCSPRINGDALE, UT, US$10,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCNEWBERG, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCIVINS, UT, US$10,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$10,000
Paid Grant-GENERAL SUPPORTPCSEWANEE, TN, US$7,000
Paid Grant-GENERAL SUPPORTPCNEW YORK, NY, US$6,075
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCKENT, CT, US$5,000
Paid Grant-GENERAL SUPPORTPCGOLDENDALE, WA, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCWASHINGTON, DC, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$5,000
Paid Grant-GENERAL SUPPORTPCBOSTON, MA, US$5,000
Paid Grant-GENERAL SUPPORTPCSAN DIEGO, CA, US$5,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$3,200
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$2,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$2,000
Paid Grant-GENERAL SUPPORTPCSAN DIEGO, CA, US$1,700
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$1,000
Paid Grant-GENERAL SUPPORTPCPORTLAND, OR, US$1,000
Paid Grant-GENERAL SUPPORTPCRICHMOND, VA, US$500
Filing and Contact Details

Filer

Filer Name
The Swigert-warren Foundation
EIN
93-1083078
Phone
5034816314
Address
2365 SW MADISON ST, PORTLAND, OR 97205

Signing Officer

Name
Robert Warren
Title
Director
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Erin Chatard LLC
Address
1201 SW 12th Ave Ste 222, Portland, OR 97205
Preparer
Erin M Chatard
Phone
5038089255
Raw XML AppendixShowing 400 of 1,136 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LOWES COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16TJX COS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HARTFORD FINL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ANALOG DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ALPHABET INC CAP STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42APTIV PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VULCAN MATLS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ILLUMINA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ALCON AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GRAINGER W W INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ELEVANCE HEALTH INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHLUMBERGER LTD COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WALT DISNEY CO
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01103859
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01101100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0564844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1636620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2354200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3564630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4566070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5637870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6127830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71149485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81141359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9216900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10218920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11137370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR STYLE PREMIA ALTERNATIVE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES INC CORE MSCI EMKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2UNDISCOVERED MANAGERS BEHAVIORAL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NUVEEN REAL ESTATE SECURITIES FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BLACKROCK TACTICAL OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EMERALD GROWTH INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DELAWARE SMALL CAP CORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DODGE COX INTL STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD FTSE DEV MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HARTFORD SCHRODERS EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AHL MANAGED FUTURES STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ALPHASIMPLEX MGD FUTS STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GRAIL INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NONDIVIDEND DISTRIBUTION
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0867207
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt079201
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01264475
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01264475
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0784400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0784400
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-574469
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0706049
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt079201
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0706925
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0141626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0141626
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01441676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0863619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0867207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0156694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0177201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-09-09
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-15505
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-03
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09826
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023381825
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022807356
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01103859
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50

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