Civic Intelligence

Agan Trust for Selected Charities

EIN 03-6033050 • Buffalo, NY

PO Box 1504Buffalo, NY 14240
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-74%

Higher net margin than 17% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$15,438

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,531,734

Down $12,240 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,531,734

Down $12,240 (-0.8%) from 2023

Revenue

Down

$88,653

Down $10,137 (-10%) from 2023

Expenses

Up

$153,855

Up $138,121 (+878%) from 2023

Net Income

Down

-$65,202

Down $148,258 (-179%) 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 2019: $1,459,716Liabilities 2019: $02019Assets 2020: $1,491,720Liabilities 2020: $0Net Assets 2020: $1,491,7202020Assets 2021: $1,514,621Liabilities 2021: $0Net Assets 2021: $1,514,6212021Assets 2022: $1,460,995Liabilities 2022: $0Net Assets 2022: $1,460,9952022Assets 2023: $1,543,974Liabilities 2023: $0Net Assets 2023: $1,543,9742023Assets 2024: $1,531,734Liabilities 2024: $0Net Assets 2024: $1,531,7342024

Highlighted filing

2024

Assets$1,531,734
Liabilities$0
Net Assets$1,531,734

Operations Trend

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

$200K$100K$0-$100KRevenue 2019: $84,733Expenses 2019: $156,728Net Income 2019: -$71,9952019Revenue 2020: $136,374Expenses 2020: $103,326Net Income 2020: $33,0482020Revenue 2021: $166,951Expenses 2021: $143,403Net Income 2021: $23,5482021Revenue 2022: $79,015Expenses 2022: $132,775Net Income 2022: -$53,7602022Revenue 2023: $98,790Expenses 2023: $15,734Net Income 2023: $83,0562023Revenue 2024: $88,653Expenses 2024: $153,855Net Income 2024: -$65,2022024

Highlighted filing

2024

Revenue$88,653
Expenses$153,855
Net Income-$65,202

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$15,438-$15,438
Filing and Contact Details

Filer

Filer Name
Agan Trust for Selected Charities
EIN
03-6033050
Phone
8026601494
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
8026601494
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Sandra Murphy
Phone
3128792000
Raw XML AppendixShowing 400 of 1,191 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/Amt0900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0900
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm006051GGA1 BANK OF AMER CRP MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm109247XAR2 BLACKROCK INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210373QBL3 BP CAP MKTS AMER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3172967LS8 CITIGROUP INC V-Q
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4202795JN1 COMMONWEALTH EDISON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm530231GBK7 EXXON MOBIL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm638141GXH2 GOLDMAN SACHS GP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm76174468P7 MORGAN STAN MTN V-D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm868389XBV6 ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm992343VGJ7 VERIZON COMM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1097181C811 WILMINGTON BROAD MAR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11592905509 METWEST TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12024524282 AMERICAN BEACON SIM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt019622
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226599
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt426947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt526675
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt626642
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt726527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt825561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt917050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1051800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1167450
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1249562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019275
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt121066
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt223559
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt424124
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt523548
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt623445
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt723221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt822568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt914640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1050236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1166772
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1251740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1325952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1438113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1624574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt183767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt206763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2176896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt236501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2749618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2818274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2966049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3053051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3130546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3257107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3316853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt372654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt393796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt402574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt442660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt454029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4631053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4723413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4852208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4972000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt502902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5317708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt544363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt554163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5610353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt574342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5825330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt595355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt603271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt628366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt634058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt646308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6531660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt662624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt817500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt915821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1129505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1328392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1443825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1518663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1625104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1813910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2179981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2210995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2755111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2830426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2963234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3063685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3153009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3284766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3318277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3610005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt372899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3825515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt404833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt422585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4631222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4726106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4852765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4978616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt503870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt514104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5317145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt545736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt555279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5619964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt578884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5827581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt595090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt602582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6231052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt636151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6410416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6533133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt662610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm000287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm620030N101 COMCAST CORP NEW A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7244199105 DEERE & CO COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8437076102 HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9464288877 ISHARES MSCI EAFE VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1046432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1146625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1258933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14617446448 MORGAN STANLEY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1500171A852 AMG RIVER RD SM-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1601878T848 AB CONCENTRATED GR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1702079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1809247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1909250J734 BLACKROCK EVENT DRIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2009857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2111135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22125896100 CMS ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2419766P868 COLUMBIA OVERSEAS VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2522160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26235851102 DANAHER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2826875P101 EOG RESOURCES INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2930303M102 META PLATFORMS, INC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30411512478 HARBOR LG-CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3145775L408 T ROWE PRICE LG-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32461418444 WCM FOCUSED INT'L GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33464287598 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34464287614 ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3546432F339 ISHARES MSCI USA QUA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3646434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3957636Q104 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40580135101 MCDONALD'S CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4159156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4267066G104 NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43681919106 OMNICOM GROUP INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4468389X105 ORACLE CORPORATION C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4575513E101 RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4670450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47713448108 PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51907818108 UNION PACIFIC CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5392338C103 VERALTO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5492828N593 VIRTUS KAR SMALL-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5597181C332 WILMINGTON GLOBAL AL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5697181C431 WILMINGTON REAL ASSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5797181C787 WILMINGTON INTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58G1151C101 ACCENTURE PLC- CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61G96629103 WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6287612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300770X675 PZENA EMERG MKTS VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65053484101 AVALONBAY COMMUNITIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6788160R101 TESLA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68464287630 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7309290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74060505104 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75056823396 BAILLIE GIFFORD EMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76009158106 AIR PRODUCTS & CHEMI
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0115948
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0102666
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt040143
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt047567
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0943
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt088653
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt088653
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047567
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01544
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013895
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015438
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040143
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040143
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-65202
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0296510
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047567
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt073204
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0734
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0137744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0153855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt087833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt088653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02444
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018555
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1216446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2235000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2420000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt274761

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits