Civic Intelligence

Tuw Zella M Smith Scholarship Trust

EIN 95-3653710 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

29th percentile

-14%

Higher net margin than 29% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$5,078

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-1.0%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

143%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$299,405

Down $3,073 (-1.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$299,405

Down $3,073 (-1.0%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Up

$30,290

Up $17,837 (+143%) from 2024

Expenses

Up

$34,456

Up $8,084 (+31%) from 2024

Net Income

Up

-$4,166

Up $9,753 (+70%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2012: $299,050Liabilities 2012: $02012Assets 2013: $292,484Liabilities 2013: $02013Assets 2014: $323,797Liabilities 2014: $02014Assets 2015: $314,986Liabilities 2015: $02015Assets 2016: $293,802Liabilities 2016: $02016Assets 2017: $281,674Liabilities 2017: $0Net Assets 2017: $281,6742017Assets 2018: $291,186Liabilities 2018: $0Net Assets 2018: $291,1862018Assets 2019: $285,907Liabilities 2019: $0Net Assets 2019: $285,9072019Assets 2020: $293,832Liabilities 2020: $0Net Assets 2020: $293,8322020Assets 2021: $323,896Liabilities 2021: $0Net Assets 2021: $323,8962021Assets 2022: $345,861Liabilities 2022: $0Net Assets 2022: $345,8612022Assets 2023: $316,846Liabilities 2023: $0Net Assets 2023: $316,8462023Assets 2024: $302,478Liabilities 2024: $0Net Assets 2024: $302,4782024Assets 2025: $299,405Liabilities 2025: $0Net Assets 2025: $299,4052025

Highlighted filing

2025

Assets$299,405
Liabilities$0
Net Assets$299,405
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2012: $9,671Expenses 2012: $10,304Net Income 2012: -$6332012Revenue 2013: $28,871Expenses 2013: $15,091Net Income 2013: $13,7802013Revenue 2014: $29,941Expenses 2014: $23,494Net Income 2014: $6,4472014Revenue 2015: $10,919Expenses 2015: $19,778Net Income 2015: -$8,8592015Revenue 2016: $3,458Expenses 2016: $26,932Net Income 2016: -$23,4742016Revenue 2017: $10,168Expenses 2017: $25,744Net Income 2017: -$15,5762017Revenue 2018: $28,407Expenses 2018: $18,788Net Income 2018: $9,6192018Revenue 2019: $16,467Expenses 2019: $17,598Net Income 2019: -$1,1312019Revenue 2020: $23,508Expenses 2020: $15,725Net Income 2020: $7,7832020Revenue 2021: $22,277Expenses 2021: $18,320Net Income 2021: $3,9572021Revenue 2022: $66,660Expenses 2022: $19,737Net Income 2022: $46,9232022Revenue 2023: -$6,896Expenses 2023: $22,695Net Income 2023: -$29,5912023Revenue 2024: $12,453Expenses 2024: $26,372Net Income 2024: -$13,9192024Revenue 2025: $30,290Expenses 2025: $34,456Net Income 2025: -$4,1662025

Highlighted filing

2025

Revenue$30,290
Expenses$34,456
Net Income-$4,166
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,405
Liabilities
$0
Net assets
$299,405
Revenue
$30,290
Expenses
$34,456
Net income
-$4,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.30$0.34$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.12$0.26$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.07$0.23$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.67$0.20$0.47
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.22$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.24$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.16$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.28$0.19$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.26$0.16
2016Summary only. Only limited summary data is available for this year.$2.94$0.00$0.03$0.27$0.23
2015Summary only. Only limited summary data is available for this year.$3.15$0.00$0.11$0.20$0.09
2014Summary only. Only limited summary data is available for this year.$3.24$0.00$0.30$0.23$0.06
2013Summary only. Only limited summary data is available for this year.$2.92$0.00$0.29$0.15$0.14
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.10$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
May 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$5,078-$5,078
Filing and Contact Details

Filer

Filer Name
Tuw Zella M Smith Scholarship Trust
EIN
95-3653710
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-05-28
Raw XML AppendixShowing 400 of 907 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS HAS WAIVED THE ANNUAL REPORTING REQUIREMENT BECAUSE THIS TRUST HAS A SOLE CORPORATE TRUSTEE THAT IS SUBJECT TO THE JURISDICTION OF THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt457990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt917045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1123661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1212496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1716806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt456909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt812143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt916395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1031141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1127776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt139907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1511930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1616338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1717451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1910663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1466001864 IVY ASSET STRATEGY F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm219765H271 COLUMBIA LARGE CAP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm319765H347 COLUMBIA LARGE CAP E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm419765J608 COLUMBIA MID CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm519765J814 COLUMBIA SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm619765P547 COLUMBIA REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm719765L553 COLUMBIA HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm819765N468 COLUMBIA INTERMEDIAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm919765Y886 COLUMBIA BOND FUND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10714199106 PERMANENT PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1172200Q182 PIMCO ALL ASSET ALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12197199763 COLUMBIA ACORN INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1399Z466197 INTERNATIONAL FOCUSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14464287507 ISHARES CORE S&P MID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16921943858 VANGUARD FTSE DEVELO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18693390841 PIMCO HIGH YIELD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19202671913 AGGREGATE BOND COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20207543877 SMALL CAP GROWTH LEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2129099J109 EMERGING MARKETS STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22302993993 MID CAP VALUE CTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23303995997 SMALL CAP VALUE COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24323991307 MID CAP GROWTH COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2545399C107 DIVIDEND INCOME COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2699Z466163 HIGH QUALITY CORE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2799Z501647 STRATEGIC GROWTH COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28464287200 ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2973935S105 POWERSHARES DB COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3038145C646 GOLDMAN SACHS STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31464287226 ISHARES CORE US AGGR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32922908363 VANGUARD 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3397717W851 WISDOMTREE JAPAN HED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3497717X701 WISDOMTREE EUROPE HE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3594987W737 WELLS FARGO ABSOLUTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3600203H446 AQR LONG-SHORT EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3700203H859 AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3874253Q747 PRINCIPAL MIDCAP FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3909256H286 BLACKROCK STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4030254T759 FPA CRESCENT FUND SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41589509108 THE MERGER FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4262827P816 CATALYST/MILLBURN HE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300142R539 INVESCO BALANCED-RIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4499Z639934 LARGE CAP CORE COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4599Z639942 MID CAP CORE COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4699Z639959 SMALL CAP CORE COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4778464A417 SPDR BLOOMBERG BARCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4892203J407 VANGUARD TOTAL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4952469H784 CLEARBRIDGE LARGE CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50693390882 PIMCO INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5177954Q403 T ROWE PRICE BLUE CH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5278468R663 SPDR BLOOMBERG BARCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5374440Y884 PGIM HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5446434V878 BLACKROCK ULTRA SHOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5599Z665806 MID CAP VALUE COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5646429B697 ISHARES EDGE MSCI MI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5792206C680 VANGUARD RUSSELL 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5809251M801 BLACKROCK EQTY DIVID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5952469H255 CLEARBRIDGE LARGE CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6074256W584 PRINCIPAL MIDCAP FUN
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt08913
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt021377
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030290
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030290
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021377
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02031
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03047
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05078
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08612
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08913
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4166
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt050695
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08404
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08404
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021377
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025708
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0534
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt029935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt029989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010935
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015456
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt331956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt341956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt351956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt361956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt371956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt381956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt391956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt401956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt421956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt431956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt441956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt451956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt461956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt471956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt481956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt491956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt501956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt511956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt521956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt531956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt551956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt561956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt571956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt581956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt591956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt601956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt621956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt631956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt641956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt651956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt661956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33482
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits