Civic Intelligence

The Title Family Foundation

EIN 95-3155651 • Los Angeles, CA

Pub. 78 Eligible
CO Nssa 5777 W Century Blvd 1160Los Angeles, CA 90045
Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.43x

Higher debt load relative to revenue than 76% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-228%

Higher net margin than 2% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$124,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 69.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

19th percentile

-4.3%

Faster asset growth than 19% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$8,486,202

Down $381,205 (-4.3%) from 2023

Liabilities

Up

$77,147

Up $23,281 (+43%) from 2023

Net Assets

Down

$8,409,055

Down $404,486 (-4.6%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin2nd percentile

Revenue

Down

$177,461

Down $91,050 (-34%) from 2023

Expenses

Up

$581,947

Up $55,251 (+10%) from 2023

Net Income

Down

-$404,486

Down $146,301 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$10M$5.0M$0Assets 2011: $8,757,269Liabilities 2011: $1,7932011Assets 2012: $9,160,848Liabilities 2012: $19,3982012Assets 2013: $9,508,108Liabilities 2013: $28,4982013Assets 2014: $9,682,347Liabilities 2014: $02014Assets 2015: $9,656,584Liabilities 2015: $20,9722015Assets 2017: $9,546,804Liabilities 2017: $0Net Assets 2017: $9,546,8042017Assets 2018: $9,563,399Liabilities 2018: $0Net Assets 2018: $9,563,3992018Assets 2019: $9,491,062Liabilities 2019: $0Net Assets 2019: $9,491,0622019Assets 2020: $9,264,210Liabilities 2020: $40,368Net Assets 2020: $9,223,8422020Assets 2021: $9,229,216Liabilities 2021: $35,672Net Assets 2021: $9,193,5442021Assets 2022: $9,096,323Liabilities 2022: $24,597Net Assets 2022: $9,071,7262022Assets 2023: $8,867,407Liabilities 2023: $53,866Net Assets 2023: $8,813,5412023Assets 2024: $8,486,202Liabilities 2024: $77,147Net Assets 2024: $8,409,0552024

Highlighted filing

2024

Assets$8,486,202
Liabilities$77,147
Net Assets$8,409,055
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $44,870Expenses 2011: $189,514Net Income 2011: -$144,6442011Revenue 2012: $725,524Expenses 2012: $339,550Net Income 2012: $385,9742012Revenue 2013: $773,675Expenses 2013: $435,515Net Income 2013: $338,1602013Revenue 2014: $688,661Expenses 2014: $485,924Net Income 2014: $202,7372014Revenue 2015: $486,641Expenses 2015: $533,376Net Income 2015: -$46,7352015Revenue 2017: $514,279Expenses 2017: $495,485Net Income 2017: $18,7942017Revenue 2018: $559,100Expenses 2018: $542,505Net Income 2018: $16,5952018Revenue 2019: $518,956Expenses 2019: $591,293Net Income 2019: -$72,3372019Revenue 2020: $282,380Expenses 2020: $549,600Net Income 2020: -$267,2202020Revenue 2021: $535,653Expenses 2021: $565,951Net Income 2021: -$30,2982021Revenue 2022: $430,827Expenses 2022: $552,645Net Income 2022: -$121,8182022Revenue 2023: $268,511Expenses 2023: $526,696Net Income 2023: -$258,1852023Revenue 2024: $177,461Expenses 2024: $581,947Net Income 2024: -$404,4862024

Highlighted filing

2024

Revenue$177,461
Expenses$581,947
Net Income-$404,486
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,486,202
Liabilities
$77,147
Net assets
$8,409,055
Revenue
$177,461
Expenses
$581,947
Net income
-$404,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.49$0.08$8.41$0.18$0.58$0.40
2023Detailed filing. Detailed filing data is available for this year.$8.87$0.05$8.81$0.27$0.53$0.26
2022Detailed filing. Detailed filing data is available for this year.$9.10$0.02$9.07$0.43$0.55$0.12
2021Detailed filing. Detailed filing data is available for this year.$9.23$0.04$9.19$0.54$0.57$0.03
2020Detailed filing. Detailed filing data is available for this year.$9.26$0.04$9.22$0.28$0.55$0.27
2019Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.52$0.59$0.07
2018Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.56$0.54$0.02
2017Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.51$0.50$0.02
2015Summary only. Only limited summary data is available for this year.$9.66$0.02$0.49$0.53$0.05
2014Summary only. Only limited summary data is available for this year.$9.68$0.00$0.69$0.49$0.20
2013Summary only. Only limited summary data is available for this year.$9.51$0.03$0.77$0.44$0.34
2012Summary only. Only limited summary data is available for this year.$9.16$0.02$0.73$0.34$0.39
2011Summary only. Only limited summary data is available for this year.$8.76$0.00$0.04$0.19$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN D TITLEPresidentPT$124,000-$124,000
CAROLYN MCKENZIESecretary-$0--
SCOTT MCKENZIEChief Financial Officer-$0--
GILBERT VILLANUEVABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Title Family Foundation
EIN
95-3155651
Phone
3102734550
Address
CO NSSA 5777 W CENTURY BLVD 1160, LOS ANGELES, CA 90045

Signing Officer

Name
Marilyn D Title
Title
President
Phone
3102734550
Signed
2025-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Neuman Steinhauser Saenz & Ardito Llp
Address
5777 W CENTURY BL STE 1160, LOS ANGELES, CA 90045
Preparer
David M Saenz
Phone
3102734550
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4437220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4527152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4638040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4753848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4838322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4921616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5034494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5118469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52151050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53120500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54148500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5598590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5697900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5795300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5899690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60146850
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1645 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2200 SHS META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31 SH PJT PARTNERS (SPINOFF BLACKSTONE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4900 SHS YUM CHINA HOLDINGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm610000 SHS CITIGROUP GLOBAL MKTS L/O TA-CYN EEM IWN D/4/24/26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm710000 SHS GS FINANCE CORP L/O TA-CYN KRE SPY D/11/17/26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm815000 SHS JPMORGAN CHASE FIN'L L/O TA-CYN KRE SPY D/10/16/26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm910000 SHS MORGAN STANLEY FINANCE L/O TA-CYN KRE SPY D/11/10/26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105000 SHS MORGAN STANLEY FINANCE TA-CYN STXFT3VD D/2/6/31
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110000 SHS MORGAN STANLEY FINANCE TA-CYN STXFT3VD D/12/11/31
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1215000 SHS MORGAN STANLEY FINANCE TA-CYN XSPDSX D/2/27/31
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1315000 SHS MORGAN STANLEY FINANCE L/O TA-CYN MXEF RTY D/1/23/26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144000 SHS BLACKSTONE HEALTH SCIENCE TR II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15278 SHS ISHARES GLOBAL HEALTHCARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162899 SHS ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17400 SHS ISHARES US AEROSPACE & DEFENSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18421 SHS SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194500 SHS DOUBLELINE YIELD OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205000 SHS BLACKROCK ESG CAPITAL ALLOCATION TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2110000 SHS BLACKROCK CAPITAL ALLOCATION TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223000 SHS AMTRUST FINL SVCS 7.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm233000 SHS AGNC INVT CORP CUML @6.5% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241000 SHS ALL STATE CORP @5.1% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm253000 SHS ARGO GRP US INC 6.5%D/ 9/15/42
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm262500 SHS ATHENE HLDG LTD SER A @6.35% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271000 SHS ATHENE HLDG LTD @5.625% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281000 SHS BRIGHTHOUSE FIN'L @6.6% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm293000 SHS BRIGHTHOUSE FIN'L @6.75% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30310 SHS ELLINGTON FIN'L CUML SER A @6.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm314000 SHS TEXAS CAP BANC 5.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322000 SHS UNUM GROUP CUML 6.25% D/6/15/58
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33161 SHS AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34100 SHS EOG RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351200 SHS FREEPORT MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3690 SHS GOLDMAN SACHS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37600 SHS PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38300 SHS PULTE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39200 SHS ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4020000 JPMORGAN CHASE FIN'L T-GEARS INTL BSKT D/2/18/27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412516 SHS PROSHARES S&P 500 ARISTOCRATS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42137 SHS CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43567 SHS NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44890 SHS ISHARES MSCI EMERG MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45126 SHS ISHARES SEMI-CONDUCTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462000 SHS CAPITAL ONE FIN'L CORP @6%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47893 SHS CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48112 SHS CROWDSTRIKE HLDGS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4928 SHS LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50207 SHS ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51113 SHS REDDIT INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5215000 SHS BARCLAYS BANK PLC RTY SPX D/8/12/27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5312500 SHS BNP PARIBAS TA GEARS XS5E D/8/20/29
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5415000 SHS BNP PARIBAS BA-S SPX D/10/18/29
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5510000 SHS CANADIAN IMPERIAL BANK RTY SX5E D/9/16/27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5610000 SHS GS FINANCE RTY SX5E D/6/29/29
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5710000 SHS UBS AG NKY SX5E D/5/13/27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58195 SHS INVESCO QQQ TR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm596000 SHS SVB FIN'L TR UNIT CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60150000 ROYAL BANK OF CANADA
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt016612
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt016957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt054842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt197346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt266896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt335037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4139410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt571956
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12368.936 SHS FEDERATED KAUFMANN SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28785.242 SHS FEDERATED HERMES STRATEGIC INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31195.962 SHS FEDERATED HERMES INT'L LEADERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43590.669 SHS CATALYST/MILLBURN HEDGE STRTGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt510134.67 SHS LORD ABBETT DEBENTURE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt055468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1115936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4139390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0312904
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-224003
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt088560
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0177461
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0177461
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt093000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0124000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0396654
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0396654
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0312904
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0312904
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-404486
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03854959
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-224003
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0327792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0440
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt088560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt088560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt024178
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09207
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0503875
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt073672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0581947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0401464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0177461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0107221
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073672
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0185293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522023-10-02

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